Ana (Lea) Bell
Licensed Benefit Consultant
Frisco,Texas
Summary
Successful and seasoned leader with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
All Web Leads
Austin, TX
04.2022 - Current
- Provided coverage option information to assist clients in protecting assets.
- Created detailed reports for management to track performance and sales.
- Leveraged knowledge of companies insurance products and services to advise customers on appropriate choices.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Team Lead
Molina Healthcare
Long Beach, CA
03.2020 - 10.2021
- Lead team of 25 and expanding to 206 agents engaged policy sales and relationship development. While supporting 4 Sales Supervisors
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
- Audited team performance and compliance with company and CMS standards.
- Supervised team members to confirm compliance with set procedures and quality requirements.
- Focus on growing the new division, Health Plan Renewals, to drive client retention
Licensed Insurance Agent
Game Changing Benefits
Dallas, TX
12.2019 - 04.2020
- Develop & grow client bas among Medicare eligible participants
- Educate prospective & existing clients regarding their current financial picture to forecast & aid in proper recommendations to align client's short & long-term goals
- Maintained high standards of customer service by building relationships with clients.
Supervising Agent
Roger Rich & Associates
Lake Mary, FL
01.2018 - 11.2019
- Monitored and evaluated fellow agents' performance.
- Hired, trained and prepared agents to interact to customers, prospects, inquiries and handle any troubleshooting duties.
- Used Salesforce to prepare sales reports containing customer information related to products and services purchased.
National Account Manager
Chetu
Plantation, FL
01.2014 - 01.2018
- Managed, supported and grew business relationships with new and existing accounts with C level executives, developed strategies to increase sales and revenue.
- Develops & Increase client base in the financial vertical including Mortgage, PCI-Compliant transaction processing, lending, remote banking & capture, bill payment & insurance
- Use profiling analysis tools and professional networking resources to identify new and cross-sale opportunities
- Outbound calls, exhibiting, and attending mid to large size conferences across the country to grow book of business on a B2B level
Assistance Manager
Bank Of America
Tampa, FL
11.2009 - 01.2014
- Streamlined and monitored quality programs to alleviate overdue compliance activities.
- Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
Education
Associate of Arts - Business Administration And Management
Polk State College
Winter Haven, FLSkills
- Strong communicator with excellent analytical reasoning to quickly understand and convey complex information
- Highly motivated to serve others and ensure high client satisfaction
- Focus on high quality performance and service metrics
- Persuasive sales skills focusing on relationship development, maintenance, and retention
- Consultative Selling Techniques
- Team Training
- Medicare Compliance
- New Agent Training
Certification
- Licensed General Lines(Life, Accident, Health & HMO)
Timeline
Licensed Insurance Agent
All Web Leads
04.2022 - Current
Team Lead
Molina Healthcare
03.2020 - 10.2021
Licensed Insurance Agent
Game Changing Benefits
12.2019 - 04.2020
Supervising Agent
Roger Rich & Associates
01.2018 - 11.2019
National Account Manager
Chetu
01.2014 - 01.2018
Assistance Manager
Bank Of America
11.2009 - 01.2014
Associate of Arts - Business Administration And Management
Polk State College