Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
4
4
years of professional experience
Work History
Licensed Health Insurance Agent
Open Access Insurance
Temple Terrace, FL
09.2023 - Current
Developed and implemented insurance plans for customers based on their individual needs.
Provided detailed explanation of policy terms, conditions, and benefits to clients.
Educated customers on various health insurance products and services available.
Maintained accurate records of all customer interactions and transactions.
Resolved customer complaints in a timely manner while maintaining excellent customer service standards.
Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.
Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
Counseled prospects and policyholders on coverage, limits and regulations.
Marketing Associate
DNS Enterprises
Plant City, FL
01.2023 - 08.2023
Developed and implemented marketing campaigns to increase product awareness.
Analyzed customer insights data to optimize customer engagement strategies.
Managed relationships with external vendors for advertising and promotional services.
Created proposals for service and product strategies based on marketing data.
Tracked communications strategies, advertising campaigns and marketing approaches to measure successes and failures.
Identified potential markets and market segments with desired customers and gaps for optimum product demand.
Developed new business opportunities by prospecting for leads and cold calling.
Achieved monthly sales targets set by management team.
Analyzed market trends, competitor strategies, industry developments. to formulate competitive selling strategies.
Sales Associate Team Leader
Macy's
Boca Raton, FL
08.2021 - 12.2022
Conducted regular meetings with the sales staff to review goals, objectives, and performance metrics.
Provided feedback on employee performance reviews related to customer service skills, product knowledge, and sales techniques.
Collaborated with other departments to ensure a smooth workflow between teams during peak times of activity.
Assisted customers in selecting products based on their needs and preferences.
Maintained up-to-date knowledge of current promotions, pricing policies, payment methods.
Reviewed weekly sales figures and identified trends that could be leveraged for future success.
Trained new team members in cash register operation, stock procedures and customer services.
Developed trusting relationships with customers by making personal connections.
Answered incoming telephone calls to provide store, products and services information.
Collected payments and provided accurate change.
Coaching Assistant
Hillsborough County Schools
Hillsborough, FL
07.2020 - 07.2021
Assisted coaches in planning and organizing practice sessions.
Provided support to players by helping them improve their individual skills.
Assisted with the preparation of game plans and strategies.
Developed relationships with players to understand their needs better.
Helped athletes develop mental toughness through motivation techniques such as goal setting and visualization exercises.
Organized pre-game warmups for teams prior to competitions.
Created drills designed to help enhance speed, agility, coordination and strength.
Encouraged athletes, fellow coaches and parents to engage in good sportsmanship with competitors.
Readied team to compete in tournaments and other special events.
Education
Some College (No Degree) - Criminal Justice
Florida Atlantic University
Boca Raton, FL
Skills
Goal-Oriented
HIPAA knowledge
Needs Assessment
Compliance knowledge
Inbound Call Management
Account Services
Critical Thinking
Team Collaboration
Client Relations
Marketing Strategy Development
Timeline
Licensed Health Insurance Agent
Open Access Insurance
09.2023 - Current
Marketing Associate
DNS Enterprises
01.2023 - 08.2023
Sales Associate Team Leader
Macy's
08.2021 - 12.2022
Coaching Assistant
Hillsborough County Schools
07.2020 - 07.2021
Some College (No Degree) - Criminal Justice
Florida Atlantic University
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