Angela D Green
Licensed Insurance Broker
Chester,VA
Summary
Service-oriented insurance professional (life and health products) that delivers high-quality customer service by accurately assessing client needs and recommending most useful policies and products. Empathetic broker with client experience as guiding principle. Well-connected personnel with track record leveraging connections to serve clients.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Insurance Broker, CEO
Opulent Insurance Solutions, Inc.
09.2022 - Current
- Calculated quotes and educated potential clients on insurance options.
- Sold life and health (Medicare and major medical) insurance policies to new and existing customers.
- Met with prospective customers and business owners in homes, businesses and other settings.
- Handled approximately 50-60 outbound and inbound sales-related calls per week to individuals interested in purchasing insurance coverage.
- Called potential clients to schedule appointments according to mutual availability.
- Retained 97% of policyholders during annual renewal periods.
- Promoted ancillary products to existing and new clients each month.
- Reported policy changes and company conditions affecting customer satisfaction, on monthly basis.
- Mentored 2-3 entry-level brokers.
- Adhered to health and prescription drug insurance products delivery systems.
- Met with 10-15 existing and prospective clients each week to select appropriate insurance policies.
Budget Manager (Non-profit)
A Servant's Heart Outreach And Mentoring Inc.
01.2018 - Current
- Reviewed 100% operating budgets periodically to analyze trends affecting budget needs.
- Executed financial controls, procedures, systems and forecasting techniques to evaluate budget status.
- Analyzed $10,000 in revenues, expenditures and cash management.
- Complied with established internal controls and policies.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
Licensed Insurance Producer
Humana, Inc.
09.2010 - 09.2022
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Provided coverage option information to assist clients.
- Exceeded corporate quotas for monthly policy sales by at least 90%.
- Applied knowledge of customers and territories to market Medicare Advantage Plans and Medicare Supplement plans, programs and initiatives.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Generated quotes and proposals for over 400+ clients (annually) to match individual needs.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Sought out new clients and developed client relationships through networking, direct referrals, and lead systems.
- Followed up promptly with interested clients to present products.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Customized existing insurance programs to suit client's healthcare needs.
- Developed strong referral network in community to raise awareness and increase sales opportunities.
- Attended industry conferences to stay informed of latest products and trends.
Education
Master of Science - Project Management
Virginia State University
Petersburg, VA12.2008
Bachelor of Science - Business Education
Virginia State University
Petersburg, VA12.1990
Skills
- Targeted Marketing Campaigns
- Life and Health Insurance Products
- Client Needs Analysis
- Team Meetings
- New Product Information
- Benefits Explanations
- Licensing Requirements
- Customer Follow-Up
- Complaint Handling and Resolution
- Health Insurance Sales
- Excellent Communication Skills
- Medicare Compliance
- Loyalty Programs
- Sales Presentation
- In-Depth Knowledge of Markets and Relationships
- Microsoft Office programs
Affiliations
- Alpha Kappa Alpha Sorority, Incorporated
- KLM Scholarship Foundation (Executive Board Member)
- .serve Volunteer Community-service Organization (Executive Board Member)
- Virginia State University National Alumni Association (Chesterfield County and National Chapters)
- National Pan-Hellenic Council (Petersburg, VA)
- Lions Club (local volunteer)
Certification
- Life and Health License - 2010
- Agent/Broker - Health Insurance Marketplace - 2023
- Licensed Insurance Producer (VA, NC, SC, MD, NJ, PA, NY, ME) - 2010
Timeline
Insurance Broker, CEO
Opulent Insurance Solutions, Inc.
09.2022 - Current
Budget Manager (Non-profit)
A Servant's Heart Outreach And Mentoring Inc.
01.2018 - Current
Licensed Insurance Producer
Humana, Inc.
09.2010 - 09.2022
Master of Science - Project Management
Virginia State University
Bachelor of Science - Business Education
Virginia State University
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