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. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Licensed Health Insurance Agent
Prodigy Health- America's Health Agents Division
09.2022 - 08.2023
Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
Used [Software] to process benefit transactions.
Adhered to health and prescription insurance products, delivery systems and claims systems.
Educated clients on insurance policies and procedures.
Analyzed customer needs to provide customized insurance solutions.
Analyzed risk factors to recommend appropriate coverage levels.
Calculated premiums and established payment methods for sales.
Generated leads through cold-calling, networking and other outreach methods.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Collected premiums on or before effective date of coverage.
Finalized sales and collected necessary deposits.
Stay Home Mother/Small Business Owner
Self-employed
12.2015 - 09.2022
Promoted business via social media to generate leads and maximize brand identity.
Advertised products and services online, social media and through traditional campaigns to target ideal consumers.
Designed business plan to define concept, short-term and long-term goals and strategies.
Introduced new methods, practices, and systems to reduce turnaround time.
Participated in business events, conferences and trade shows to promote products and network with business owners and prospective clients.
Evaluated sales reports and financial statements to manage cash flow and develop techniques to improve business.
Managed purchasing, sales, marketing and customer account operations efficiently.
Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
General Manager
Aladdin's Eatery Pittsburgh
01.2012 - 12.2015
Developed and implemented strategies to increase sales and profitability.
Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.
Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
Implemented operational strategies and effectively built customer and employee loyalty.
Managed budget implementations, employee evaluations, and contract details.
Introduced new methods, practices, and systems to reduce turnaround time.
Provided thoughtful guidance to personnel in navigating and resolving snags in productivity.
Trained new employees on proper protocols and customer service standards.
Scheduled employees for shifts, taking into account customer traffic and employee strengths.
Interacted well with customers to build connections and nurture relationships.
Assisted in recruiting, hiring and training of team members.
Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
Education
Health Insurance License - Accident And Health Insurance
Xcel Solutions
Pennsylvania
03.2023
Skills
Revenue Generation
Enrollment Processing
Inbound Call Management
Policyholder Communication
HIPAA Compliance
Sales Reporting
Client Needs Analysis
Clientele Development
Loss Coverage Determination
Customer Engagement
Health Insurance Sales
Insurance Eligibility
Quotes and Sales
CRM Software
Vision and Dental Insurance
Certification
Certified Medicare Specialist through AHIP
Timeline
Licensed Health Insurance Agent
Prodigy Health- America's Health Agents Division
09.2022 - 08.2023
Stay Home Mother/Small Business Owner
Self-employed
12.2015 - 09.2022
General Manager
Aladdin's Eatery Pittsburgh
01.2012 - 12.2015
Health Insurance License - Accident And Health Insurance
Xcel Solutions
Certified Medicare Specialist through AHIP
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