Aubrey Camp
Clearwater,FL
Summary
Insightful Insurance Sales Agent bringing 2 years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Benefytt Technologies
07.2021 - 05.2022
- Generate and follow up on leads, schedule appointments, identify client needs, and market appropriate products
- Explaining the ins and outs of various policies to potential new customers and existing clients
- Analyzing the policies held by current clients and determining suggested additions or changes to their coverage
- Close the sale with current prospective customers
- Meet new business production goals and objectives
- Provide customer support in a friendly, prompt, and accurate manner
- Network and build business referral relationships
- Input quotes and policy renewals for customers
- Maintain book of business
- Assist clients with the claims process.
Licensed Sales Agent
Bankers Life
03.2023 - Current
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Obtained underwriting approval by completing application for coverage.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Utilized CRM software to manage client relationships.
- Educated clients on insurance policies and procedures.
- Collected premiums on or before effective date of coverage.
- Met with customers to provide information about available products and policies.
- Generated leads through cold-calling, networking and other outreach methods.
- Provided coverage option information to assist clients in protecting assets.
Skills
- Client Relationship Management
- Client Service
- Health Insurance Industry Knowledge
- Underwriter Selection
- Client Account Management
- Customer Support
- Telecommunication
- Computer Networking
- Sales (5 years)
- Policy Adjustment Knowledge
- Inbound Calls
- Calculating Quotes
- Customer Needs Assessments
Certification
2:15 License
2:40 License
Long Term Care Certification
Timeline
Licensed Sales Agent
Bankers Life
03.2023 - Current
Licensed Insurance Agent
Benefytt Technologies
07.2021 - 05.2022
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