Anthony Thompson
Clarks Summit,PA
Summary
Dependable professional with track record of success in field, attention to detail and proactive mindset. Seeks opportunities to improve processes and workflows for team benefit. Conscientious, hardworking and excels at multitasking in fast-paced environments. Resourceful Insurance Agent gifted in connecting with business customers to meet account needs, drive growth and build retention. Knowledgeable about Selling Insurance, individual, group and Medicare. Skilled at meeting and exceeding sales targets. Service-oriented and quality-focused with demonstrated success over 15 years of Sales and Manager experience.
Overview
16
16
years of professional experience
Work History
Agency Representative
Berkshire Hathaway GUARD Insurance
Wilkes-Barre, PA
07.2024 - Current
- Coordinated the input and assignment of all new business lead referrals into the agency management system
- Complete final sales paperwork
- Sent policy documents to insureds handle policyholder billing questions
- Prepare certificates of insurance evidence of insurance and other policy transactions as requested by policyholders
- Maintain daily policy transaction reports into the agency management system
- Field inbound service calls to the agency
- Performed notarizations for loan documents, affidavits, and other legal documents.
- Created and signed depositions and affidavits used in courts of law.
- Affixed stamp or seal on documents as proof of witnessing event or deal.
- Prepared registered and certified mail for dispatch.
- Documented transactions in notary journal to maintained permanent records.
- Liaised between borrowers, loan officers and escrow officers to facilitate smooth and efficient loan closing process.
- Attended continuing education classes related to Notary Signing Agent duties.
- Verified identification of signee by looking through identification documents, licenses and passports.
- Adhered to applicable state laws governing notaries public.
Account Executive
Northeast Insurance & Financial Consultants
Scranton, PA
01.2022 - 06.2024
- Maintained updated knowledge of changing industry, standards and trends related to accounts
- Utilized CRM to collect, organize and manage sales data and customer information
- Used consultative sales strategies to effectively overcome client objections and maximize sales activity
- Attended various networking events to identify sales opportunities and build relationships
- Created new revenue streams by increasing market coverage while driving company profits
- Drove sales of company products and services by meeting with customers using strategic and organized approach
Sales Representative
Humana
Philadelphia, PA
03.2020 - 11.2021
- Analyzed customer needs and interests and recommended specific company products and services to best meet unique customer needs
- Cultivated trusting and loyal professional relationships with customers and thoroughly addressed customer concerns to reach mutually profitable solutions
- Gave eye-catching presentations to customers in order to provide information regarding company's products and services
- Built expert product knowledge by attending educational events, establishing personal networks, participating in professional events and by studying and applying products
- Tracked market conditions, trends and competitive product activities, launched strategic corporate brand marketing initiatives and drove promotional initiatives that boosted sales
- Met or exceeded sales quotas 100% of reporting periods and earned recognition for highest company sales volume
- Traveled throughout assigned territory and directly collaborated with community-based organizations to obtain referrals
- Explained advantages, disadvantages and features of policies to promote sales of Medicare plans
Sales Account Manager
Cigna
Philadelphia, PA
05.2017 - 03.2020
- Delivered exceptional account service to strengthen customer loyalty
- Formulated trusted relationships with key accounts
- Addressed customer questions and concerns regarding products, prices and availability
- Negotiated details of contracts and payments and prepared sales contracts and order forms
- Liaised between customers and sales teams to deliver successful solutions according to customer needs
- Recommended Medicare Insurance to customers based on needs and interests, resulting in 200% and increased sales revenue
- Consistently secured new accounts, resulting in 200% increase in year over year revenue
- Developed and executed annual sales plans and strategies for Philadelphia to Baltimore territory
Medicare Sales Representative
Cigna
Phoenix, AZ
01.2012 - 05.2017
- Explained advantages, disadvantages and features of policies to promote sales of Medicare plans
- Contacted policyholders to explain policies, analyze insurance options and suggest changes and additions to policies
- Interacted with senior population and conducted presentations at churches, centers and homes to sell and promote Medicare products
- Utilized Sales Force and Pivotal to complete and submit sales activity reports and plans
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families
- Greatly improved office operations by reducing backtracking of work through creation of material movement process
- Drove insurance sales through partnerships with financial advisors, Managers and development of new clientele
Enrollment Advisor
Penn Foster
Scranton, PA
12.2008 - 12.2011
- Completed and processed applications for enrollment
- Provided information about class options, educational materials and available services
- Counseled on educational paths and career plans, provided information about program resources and signed individuals up for specific academic programs
- Used social media, text and telephone communication methods to contact applicants
- Assisted students with filling out and submitting applications for admission
- Developed and implemented successful scripts and call flows for consistent approach
- Trained new enrollment team members in policies and procedures
- Handled new enrollments by entering customers' data and reviewing information
Education
Health Care Administration
Ashford University
San Diego12.2021
High School -
Abington Heights High School
Clarks Summit06.2005
Skills
- Client Prospecting
- Upselling and Cross-Selling
- Financial Needs Assessment
- Health Insurance Sales
- Insurance Program Analysis
- Call Center Operations
- Persuasive Negotiation
- Customer Communications
- Underwriter Collaboration
- Lead Generation
- Verbal and Written Communication
- Product Demonstrations and Presentations
- CRM Software
- Email and Phone Etiquette
- Critical Thinking
- Sales Force Training
- Time Management
- Strong Sales-Closer
- Insurance Policy Sales
- Organized and Efficient
- Medicare Compliance
- Microsoft Office
- Life Insurance Sales
- Health Insurance Portability & Accountability Act
- Management Experience
- Computer literacy
- Microsoft excel
- Communication skills
- Leadership
- Effective presentation
- Performance tracking
- Goal-oriented mindset
- Strong negotiation
- Performance analysis
- Relationship building
- Operations management
- Budgets
- Sales growth
- Agency operations
- Cost reduction strategies
- Performance management
- Active listening
- Team leadership
- Analytical skills
- Business strategy development
- Interpersonal communication
- Adaptability and flexibility
Timeline
Agency Representative
Berkshire Hathaway GUARD Insurance
07.2024 - Current
Account Executive
Northeast Insurance & Financial Consultants
01.2022 - 06.2024
Sales Representative
Humana
03.2020 - 11.2021
Sales Account Manager
Cigna
05.2017 - 03.2020
Medicare Sales Representative
Cigna
01.2012 - 05.2017
Enrollment Advisor
Penn Foster
12.2008 - 12.2011
Health Care Administration
Ashford University
High School -
Abington Heights High School