Anna DiTullio
Erie,PA
Summary
Dynamic Medicare/Medicaid Licensed Insurance Agent at Humana with proven expertise in insurance sales and client relationship management. Achieved consistent sales targets through effective prospecting and needs assessments. Skilled in CRM software, I excel at educating clients on coverage options while fostering trust through transparent communication. Committed to optimizing client satisfaction and retention.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Medicare/Medicaid Licensed Insurance Agent
Humana
06.2025 - Current
- Assisted clients in understanding insurance products and benefits.
- Conducted policy reviews to ensure compliance with industry regulations.
- Educated potential customers on coverage options and enrollment processes.
- Responded to inquiries and resolved issues related to policy management.
- Calculated quotes and educated potential clients on insurance options.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
- Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
- Generated new business opportunities via targeted marketing campaigns, resulting in increased lead generation and conversion rates.
- Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
- Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
Licensed Insurance Sales Agent
Globe Life Liberty National Divison
04.2025 - 08.2025
- Developed product knowledge to effectively communicate insurance options to clients.
- Assisted clients in understanding policy details and coverage benefits.
- Conducted market research to identify potential customer leads and sales opportunities.
- Utilized CRM software to manage client relationships and track sales progress.
- Adapted quickly to changes in product offerings and industry regulations.
- Collaborated with team members to refine sales techniques and improve outreach efforts.
- Provided exceptional customer service, addressing inquiries and resolving issues efficiently.
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Merchandise Operations Specialist
Turn5
02.2022 - 06.2024
- Coordinated merchandise inventory management processes to ensure timely stock availability.
- Assisted in analyzing sales data to identify trends and optimize product placement.
- Supported cross-functional teams in executing promotional events and merchandising strategies.
- Maintained accurate records of inventory levels using inventory management systems.
- Collaborated with vendors to facilitate efficient product shipments and delivery schedules.
- Provided training and support to new team members on operational procedures and best practices.
- Monitored sales trends and adjusted merchandise displays accordingly, maximizing product exposure to customers.
- Ensured compliance with company policies and procedures, maintaining a safe and organized work environment.
- Collaborated with store management to develop innovative merchandising concepts that enhanced overall brand image and appeal to customers.
- Evaluated operational performance metrics and implemented process improvements to increase efficiency in the workplace.
Education
High School Diploma -
Strong Vincent High School
Erie, PA06-2005
Skills
- Insurance sales expertise
- Insurance product expertise
- Client relationship management
- Client account management
Certification
2025-2025 AHIP Certified
NPN: 21554650
Timeline
Medicare/Medicaid Licensed Insurance Agent
Humana
06.2025 - Current
Licensed Insurance Sales Agent
Globe Life Liberty National Divison
04.2025 - 08.2025
Merchandise Operations Specialist
Turn5
02.2022 - 06.2024
High School Diploma -
Strong Vincent High School