Summary
Overview
Work History
Education
Skills
Websites
Certification
Professional Highlights
Hobbies and Interests
Accomplishments
Affiliations
Timeline
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Avianne Peterson

Charlotte,NC

Summary

Dedicated and results-oriented insurance professional with a proven track record in sales leadership and customer service management. Experienced in guiding teams to exceed sales targets, analyzing data to drive performance, and delivering exceptional customer experiences. Skilled in health insurance brokerage, including ACA and MAPD licensing, with a commitment to matching clients with tailored insurance solutions. Currently pursuing a Life Insurance License. Adept at leveraging communication and interpersonal skills to engage with clients and provide comprehensive guidance on insurance plans. Eager to bring expertise in life and health insurance advisory to your institution, utilizing a proactive approach to meet client needs and contribute to team success. Seasoned Broker Officer bringing 10 year record of success building high-impact sales through effective team leadership and application of insightful market strategies. Proficient in creating business opportunities through tactical utilization of marketing technology. Distinguished and award-winning customer service and sales expert leveraging and capitalizing on proficiency with markets and industry network. Veteran financial Broker conducts detailed sales and buyer research. Over 10 years of sales experience, extensive marketplace knowledge and expertise in investments, securities and market dynamics. Talented Insurance Broker highly effective at sourcing, negotiating and buying goods, materials and services to meet company's operational requirements. Resourceful professional targeting alternate sources for goods and materials. Excellent attention to detail to manage processes and timelines and accomplish tasks. Talented highly effective at sourcing, negotiating and buying goods, materials and services to meet company�s operational requirements. Resourceful professional targeting alternate sources for goods and materials. Excellent attention to detail to manage processes and timelines and accomplish tasks. Hardworking and reliable Sales Broker a Self Starter. I am strong Highly organized, proactive and punctual with team-oriented mentality.

Overview

11
11
years of professional experience
1
1
Certification

Work History

1099 Health Insurance Broker

ASSURANCE IQ, a Prudential Company
Remote
05.2021 - 04.2024
  • Appointed with UnitedHealthcare, Ambetter, Cigna, Anthem, Humana, Amerigroup, and others, offering policies that align perfectly with customer needs
  • ACA and MAPD Licensed
  • Independent Health insurance agent and licensed sales professional dedicated to helping shoppers discover the most suitable health insurance policies to meet their unique requirements.

Team Manager

GO HEALTH
Charlotte, NC
05.2020 - 04.2021
  • Led a team of 12 licensed agents, supported by 100-200 partner agents, to meet sales targets for MA and PDP
  • Conducted discussions with Go-Health leaders, focusing on value-based growth, goal setting, and productivity enhancement
  • Compiled and analyzed data to create reports, tracking progress toward objectives.

Insurance Broker and Team Manager

TZ INSURANCE LLC SOLUTIONS
Charlotte, NC
05.2017 - 05.2019
  • Provided personalized insurance recommendations based on thorough analysis of clients' circumstances
  • Fostered employee growth through coaching and training sessions, contributing to individual and team performance improvement.

Site Coordinator

LASH GROUP, AMERISOURCE BERGEN
Fort Mill, SC
02.2016 - 07.2017
  • Verified patient insurance details and assisted with insurance forms and program applications
  • Handled insurance claims promptly and resolved issues with claim denials or underpaid claims.

Customer Service Manager

OPTUM SERVICE CENTER
Charlotte, NC
01.2014 - 01.2015
  • Recruited, mentored, and developed customer service agents, fostering an environment of encouragement and empowerment
  • Improved customer service experience and facilitated organic growth through effective leadership and coaching.

ACA Sales

APAC
Charlotte, NC
07.2013 - 08.2014
  • Assisted individuals in applying for Health Plans and provided Affordable Care Act coverage in multiple states
  • Tailored insurance plans to individual needs and oversaw insurance claims for fair settlements.

Education

Completed Education Degree -

Trinidad And Tobago Teachers College

Completed coursework toward a degree in Nursing -

Central Piedmont Community College

Skills

  • Flexibility
  • Quick learning
  • Collaboration
  • Leadership
  • Conflict resolution

Websites

Certification

  • Health Accident Certification
  • ACA (Affordable Care Act)
  • Medicare Supplement
  • Currently studying for Life Insurance License

Professional Highlights

  • Demonstrated success in sales leadership roles, achieving and exceeding sales targets.
  • Proven ability to analyze data and track progress toward objectives, informing strategic decision-making.
  • Skilled in guiding clients through insurance options to find personalized solutions.
  • Strong interpersonal and communication skills, fostering positive client relationships and team collaboration.

Hobbies and Interests

  • Fashion Design
  • Culinary
  • Music
  • Traveling
  • Reading

Accomplishments

  • Outstanding Award for Leadership and Sales at Optum.
  • Ordained Minister and Preacher.
  • Mother of a phenomenal son now in college A and T State University North Carolina

Affiliations

  • Mentored the youth in my community, doing volunteer work serving food.
  • Serves as a Life Coach to women and young women.
  • I love to travel, my favorite place so far is England.

Timeline

1099 Health Insurance Broker

ASSURANCE IQ, a Prudential Company
05.2021 - 04.2024

Team Manager

GO HEALTH
05.2020 - 04.2021

Insurance Broker and Team Manager

TZ INSURANCE LLC SOLUTIONS
05.2017 - 05.2019

Site Coordinator

LASH GROUP, AMERISOURCE BERGEN
02.2016 - 07.2017

Customer Service Manager

OPTUM SERVICE CENTER
01.2014 - 01.2015

ACA Sales

APAC
07.2013 - 08.2014

Completed Education Degree -

Trinidad And Tobago Teachers College

Completed coursework toward a degree in Nursing -

Central Piedmont Community College
  • Health Accident Certification
  • ACA (Affordable Care Act)
  • Medicare Supplement
  • Currently studying for Life Insurance License
Avianne Peterson