Sarai Jordan
FL
Summary
Seasoned Insurance Agent with a proven track record at Journey Beyond Health, adept in client needs analysis and problem-solving. Skilled in upselling and licensed in over 15 states, I excel in building rapport and managing accounts, ensuring client satisfaction and retention.
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
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.
Overview
7
7
years of professional experience
Work History
Insurance Agent
Journey Beyond Health
02.2024 - 09.2024
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Analyzed risk factors to recommend appropriate coverage levels.
Licensed Sales Agent
Assurance IQ
08.2023 - 02.2024
- Upsold additional products and services after identifying customer needs and requirements.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
Customer Experience Agent
Teleperformance USA/UHC
04.2021 - 08.2023
- Resolved customers' issues related to online purchases, late product deliveries and billing discrepancies to encourage good customer relationships.
- Collaborated with internal team members to resolve customer concerns and deliver enhanced customer experiences.
- Responded to high volume of incoming calls utilizing listening and communication skills to identify customer problems, needs, and opportunities.
- Documented customer interactions in internal database to maintain customer service history details.
- Investigated customer complaints and escalated issues to address critical requests.
Shift Lead
Coldstone Creamery
09.2017 - 01.2020
- Enforced company policies and regulations with employees.
- Trained new employees and delegated daily tasks and responsibilities.
- Kept employees operating productively and working on task to meet business and customer needs.
- Responded to and resolved customer questions and concerns.
- Completed store opening and closing procedures and balanced tills.
- Inventoried materials on weekly basis to identify and resolve discrepancies, maintaining highly accurate and current records.
Education
High School Diploma -
Hollywood Hills Highschool
Hollywood, FL05-2015
Skills
- Client assessment
- Customer follow-up
- Upselling
- Client needs analysis
- Health insurance licensed in over 15 states
- Problem solving
- Rapport building
- Account management
- Manager experience
Timeline
Insurance Agent
Journey Beyond Health
02.2024 - 09.2024
Licensed Sales Agent
Assurance IQ
08.2023 - 02.2024
Customer Experience Agent
Teleperformance USA/UHC
04.2021 - 08.2023
Shift Lead
Coldstone Creamery
09.2017 - 01.2020
High School Diploma -
Hollywood Hills Highschool
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