Angela Waul
Port Republic,MD
Summary
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.
Overview
12
12
years of professional experience
Work History
Final Expense Telesales
Encore Producers Group
04.2023 - Current
- Responded to customer calls swiftly to resolve issues and answer questions.
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Analyzed customer needs to provide customized insurance solutions.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Final Expense Telesales
The Stover Group
09.2019 - 02.2021
- Responded to customer calls swiftly to resolve issues and answer questions.
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Analyzed risk factors to recommend appropriate coverage levels.
Retirement Plan Specialist
Certa
01.2018 - 10.2019
- Updated clients on changes in tax laws and other regulations affecting investments.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Researched and evaluated potential investment products for clients.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Presented financial plans and investment recommendations to clients.
- Educated clients on potential risks and rewards associated with various investments.
- Recommended specific investments to help clients meet financial goals.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
Final Expense Specialist
Lincoln Heritage Life Insurance
09.2011 - 10.2017
- Responded to customer calls swiftly to resolve issues and answer questions.
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Analyzed risk factors to recommend appropriate coverage levels.
- Negotiated contracts and terms of sale with potential customers.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
Education
Certified Medical Assistant - Medical Assisting
Medix School
Glen Burnie, MD03.1984
High School Diploma -
Calvert High School
Prince Frederick, MD06.1983
Skills
- Health Insurance Industry Knowledge
- Investment Options
- Billing Procedures
- Customer Needs Assessments
- Annual Reviews
- Final Expense Insurance
- Quality Assurance Requirements
- Insurance Program Analysis
- Insurance Eligibility
- Insurance Claim Regulations
- Health Insurance Sales
- Customer Referrals
- Form Completion and Submission
- Claims Information Gathering
- Persuasive Negotiations
- Program Customization
- Underwriter Selection
- Insurance Practices
- Insurance Coverage Verification
- Premium Calculations
- Underwriter Collaboration
Timeline
Final Expense Telesales
Encore Producers Group
04.2023 - Current
Final Expense Telesales
The Stover Group
09.2019 - 02.2021
Retirement Plan Specialist
Certa
01.2018 - 10.2019
Final Expense Specialist
Lincoln Heritage Life Insurance
09.2011 - 10.2017
Certified Medical Assistant - Medical Assisting
Medix School
High School Diploma -
Calvert High School
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