Summary
Overview
Work History
Education
Skills
Timeline
Generic

ANJEANET SEGREST

Ben Wheeler,TX

Summary

Sales representative with 3 years of experience in the medical industry. Known for excellent clinical and administrative abilities and a congenial attitude when dealing with patients and others. Good listener, adaptable, and a strong communicator. Looking to contribute to an organization that can benefit from these skills and experience.

Overview

20
20
years of professional experience

Work History

Remote Licensed Sales Agent

Clearlink Insurance
07.2024 - Current
  • Leveraged analytical skills to evaluate prospective clients'' risk profiles and match them with suitable insurance policies accordingly.
  • Increased client satisfaction by providing personalized insurance recommendations based on individual needs.
  • Negotiated favorable terms for clients during policy renewals, ensuring optimal pricing without compromising coverage levels.
  • Streamlined the quoting process, improving efficiency and reducing time spent on administrative tasks.
  • Developed a referral network of satisfied clients, leading to increased business growth through word-of-mouth recommendations.
  • Maintained up-to-date knowledge of industry trends, products, and regulations to provide accurate advice to clients.
  • Enhanced company reputation through exceptional customer service and building strong relationships with clients.
  • Established trust with diverse clientele by demonstrating empathy, professionalism, and expertise throughout all engagements.
  • Played a key role in maintaining compliance with industry regulations, adhering to ethical standards and company policies at all times.
  • Provided ongoing support to colleagues as needed, fostering a collaborative work environment focused on achieving shared goals.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.

Remote Sales Agent

Assurance IQ
08.2022 - 07.2024
  • Assisted customers with selecting the appropriate insurance products based on their needs
  • Explained Medicare enrollment periods and eligibility requirements
  • Collected demographic information and resolved issues with doctors not being in network and medication not on the formulary
  • Helped customers understand how the insurance plans work and provided recommendations
  • Processed Medicare Advantage and Prescription Drug Plan enrollments
  • Participated in Teams chat to encourage others to do their best
  • Developed strong relationships with clients through excellent customer service and regular followups.
  • Assisted call-in customers with questions and orders.
  • Explained features and advantages of [Type] products or services to promote sales.
  • Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.

Remote Sales Agent

Selectquote Insurance Service
07.2021 - 12.2021
  • Remote Sales Agent
  • Meet sales goals
  • Educate clients on their Medicare options, such as Medigap, Medicare Advantage plans, and prescription drug plans
  • Participate in contests and encourage other members of the team
  • Build and maintain relationships with potential clients to generate new sales opportunities

Medication Aide/Shift supervisor

Meadow Lake Senior Living
02.2017 - 08.2021
  • Administer medications as written by doctor's orders
  • Order medications and keep inventory of needed supplies
  • Perform wellness checks relative to Covid 19
  • Supervise care attendants and direct workflow
  • Serve resident meals and monitor intake
  • Assist residents with activities of daily living

Medication Aide

Providence Park Nursing and Rehabilitation
11.2020 - 07.2021
  • Administer medications as written by doctor's orders
  • Documentation of vital signs, resident condition, medication administration or refusal
  • Other duties as assigned

Certified Nursing Assistant

The Rehabilitation Center at Sandalwood
09.2013 - 06.2016
  • Assist residents with activities of daily living
  • Monitor intake and output
  • Notify nurse of changes in vital signs, change in condition, and unusual behavior
  • Use mechanical lifts and body mechanics for safe transfer of residents

Event Specialist

Advantage Sales and Marketing
10.2011 - 09.2013
  • Organize and implement events for clients, sampling of grocery, health and beauty products, orient new specialists as to equipment and supply locations at the store
  • Event Specialist

Clerical Assistant

US Healthworks Medical Group
04.2006 - 06.2008
  • Data entry, filing patient information, scanning medical documentation, posting cash transactions, and processing collections transactions
  • Clerical Assistant

Receptionist/File Clerk

Atlanta Infectious Disease Specialists
05.2005 - 04.2006
  • Greeting patients, answering phones, contacting insurance providers, preparing charts, schedule patients for procedures, collect patient payments, payment posting, and closing duties as needed
  • Receptionist/File Clerk

Education

Licensed in TX as Life/Health Insurance Agent -

03.2025

Pharmacy Technician Training - Allied Health

Progressive Learning Center
Hawkins, TX
11-2020

Certified Medication Aide - Healthcare

Trinity Valley Community College
Athens, TX
05-2017

Pre-Nursing studies -

Red Rocks Community College
01.2013

GED -

Dallas Can Academy
Dallas TX
01-1999

Skills

  • Self directed
  • Organized
  • Time Management
  • Detail Oriented
  • Compassionate
  • Microsoft Word
  • Sales strategies

  • Industry regulations
  • Insurance sales expertise
  • Client service
  • Insurance product expertise
  • Product presentation
  • Teamwork

Timeline

Remote Licensed Sales Agent

Clearlink Insurance
07.2024 - Current

Remote Sales Agent

Assurance IQ
08.2022 - 07.2024

Remote Sales Agent

Selectquote Insurance Service
07.2021 - 12.2021

Medication Aide

Providence Park Nursing and Rehabilitation
11.2020 - 07.2021

Medication Aide/Shift supervisor

Meadow Lake Senior Living
02.2017 - 08.2021

Certified Nursing Assistant

The Rehabilitation Center at Sandalwood
09.2013 - 06.2016

Event Specialist

Advantage Sales and Marketing
10.2011 - 09.2013

Clerical Assistant

US Healthworks Medical Group
04.2006 - 06.2008

Receptionist/File Clerk

Atlanta Infectious Disease Specialists
05.2005 - 04.2006

Pre-Nursing studies -

Red Rocks Community College

Licensed in TX as Life/Health Insurance Agent -

Pharmacy Technician Training - Allied Health

Progressive Learning Center

Certified Medication Aide - Healthcare

Trinity Valley Community College

GED -

Dallas Can Academy
ANJEANET SEGREST