Angel Sutherland
Enterprise,Alabama
Summary
Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality. Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
Family First Life
07.2021 - Current
- Maintained high standards of customer service by building relationships with clients.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Marketed life insurance products to increase customer bases and revenue.
- Increased sales of life insurance products through tactical customer outreach.
- Negotiated with customers and insurance companies to secure favorable policy terms.
- Promoted products and services using upselling and other sales strategies.
- Provided coverage option information to assist clients in protecting assets.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales [Number]%.
- Analyzed feedback to identify areas for improvement and enhance customer experiences.
- Retained up-to-date industry knowledge for accurate, well-informed customer interactions.
- Created customer databases to track and manage interactions and sales.
- Monitored competitor activity, remaining ahead of market trends and capitalizing on opportunities.
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
- Analyzed customer needs to provide customized insurance solutions.
- Calculated premiums and established payment methods for sales.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Generated leads through cold-calling, networking and other outreach methods.
- Monitored customer feedback and identified areas of improvement.
- Finalized sales and collected necessary deposits.
- Analyzed risk factors to recommend appropriate coverage levels.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Designed presentations and marketing materials to promote insurance products.
- Identified and solicited sales prospects in agency databases.
- Researched and identified potential new markets.
- Negotiated contracts and terms of sale with potential customers.
- Conducted annual reviews of existing policies to update information.
Health Insurance Agent
Aflac
09.2022 - 07.2023
- Educated clients about health insurance coverage options, benefits and costs.
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
- Responded to customer inquiries regarding health insurance coverage and policies to assist with informed decision-making.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Developed and maintained client databases to track customer service interactions and evaluate service quality.
- Provided comprehensive customer service to drive client satisfaction.
- Monitored changes in health insurance laws and regulations to verify continuous compliance.
- Assisted clients with filing and tracking health insurance claims to facilitate swift settlements.
- Compiled and maintained client records to monitor health insurance policies and premiums paid.
- Developed tailored health insurance plans to meet individualized client needs.
- Developed relationships with providers and networks to achieve favorable client coverage.
- Negotiated with insurers to secure industry-leading health insurance coverage for clients.
- Developed and implemented marketing strategies to drive health insurance sales.
- Educated clients on insurance policies and procedures.
- Calculated premiums and established payment methods for sales.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Met with customers to provide information about available products and policies.
- Analyzed customer needs to provide customized insurance solutions.
- Generated leads through cold-calling, networking and other outreach methods.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Negotiated contracts and terms of sale with potential customers.
- Conducted research and identified market trends to develop better strategies for sales.
- Evaluated competitors' products and services to gain competitive advantage.
- Conducted annual reviews of existing policies to update information.
- Finalized sales and collected necessary deposits.
- Designed presentations and marketing materials to promote insurance products.
- Analyzed risk factors to recommend appropriate coverage levels.
- Developed and implemented promotional strategies to increase customer base.
- Identified and solicited sales prospects in agency databases.
Education
GED -
Helemwood Adult Education
Elizabethtown, KY06.2012
Skills
- Constructive Feedback
- Customer Referrals
- Production Goals
- Insurance Coverage Verification
- Insurance Practices
- Insurance Program Analysis
- Email Marketing
- Cross-Promote Products
- Final Expense Insurance
- Professional Relationships
- Promotions and Marketing Strategies
- New Product Information
- Program Customization
- Building Relationships
- Underwriter Selection
- Appointment Scheduling
- Client Relationship Management
- Premium Calculations
- Update Records
- Requirements Reviews
- Policy Feature Explanations
- Claims Information Gathering
- Licensing Requirements
- Consultative Sales Approach
- Underwriter Collaboration
- Lead Prospecting
- Consultative Selling Techniques
- Customer Needs Assessments
- Operational Efficiency
- Form Completion and Submission
- Quality Assurance Requirements
- Health Insurance Sales
- Call Center Customer Service
- New Agent Training
- Client Retention
- Team Training
- Client Education
- Policy Recommendation
- Streamlining Processes
- Client Service
- Policy Adjustment Knowledge
- Billing Procedures
- Sell Policies
- Cold Calling
- Financial Needs Assessment
- Policy Renewals
- Insurance Claim Regulations
- Insurance Industry Knowledge
- Asset Protection
- Insurance Eligibility
Certification
- Licensed NPN (19997479) life and health
Timeline
Health Insurance Agent
Aflac
09.2022 - 07.2023
Life Insurance Agent
Family First Life
07.2021 - Current
GED -
Helemwood Adult Education