Blake Berlinger
Simi Valley,CA
Summary
Driven Life and Health Insurance Agent with expertise in promoting insurance options, determining clients' needs and detecting potential clients. In-depth knowledge of claims processing, database management and correspondence. Outstanding analytical, interpersonal and organizational skills. Dedicated to expediently resolving insurance issues and exceeding client expectations.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior and Medicare Specialist
West Coast Insurance Agency
01.2021 - Current
- Developed an in-depth understanding of various life and health insurance policies, including term life, whole life, disability, and medical coverage
- Assisted clients in assessing their insurance needs, considering factors such as age, health condition, lifestyle, and financial goals
- Extensive knowledge of Medicare policies, regulations, and compliance requirements
- Utilized effective communication skills to explain policy details, benefits, and exclusions to clients, ensuring their understanding and confidence in their insurance choices.
Associate
The Corporate Practice
12.2019 - 01.2021
- Assisted in corporate transactions concerning real estate, asset and stock sales, corporate planning and analysis of financial investments
- Incorporated and organized legal entities
- Prepared corporate documents in connection with incorporations
- Conducted seminars in the field of crypto coins/currency/NFTs
- Instructed clients regarding crypto purchasing and transferring on multiple platforms.
- Worked varied hours to meet seasonal and business needs.
Business Development Representative
UpSellit
04.2019 - 05.2020
- Handled Linkedin Sales Navigator to produce data reports designed to target prospective clientele gaining recognition as company's top representative
- Lead marketing and optimization strategies for turning browsers into buyers.
CMO, Co-Founder
Push Marketing & Branding
03.2017 - 12.2019
- Managed social media platforms for companies in industries ranging from startups to established high end retail
- Achieved significant growth for all companies producing over a half million followers (a list of the companies will be provided upon request)
- Provided detailed analytical reports highlighting the growth and user data
- Developed unique marketing strategies utilizing Google and Facebook Ad Platforms
Education
Technological Entrepreneurship and Management (TEM) -
Arizona State University
01.2021
Business Administration -
Moorpark College
08.2019
Skills
- Proven organization in a fast pace environment
- Competitive/Strategic Planning
- Task-driven and proficient in MAC/PC applications
- Microsoft Office/Excel/Outlook
- Leadership/Networking
- Hybrid/Virtual Proficiency
Certification
Life and Health License
AHIP Certification
Google Ads Search & Display Certification
Timeline
Senior and Medicare Specialist
West Coast Insurance Agency
01.2021 - Current
Associate
The Corporate Practice
12.2019 - 01.2021
Business Development Representative
UpSellit
04.2019 - 05.2020
CMO, Co-Founder
Push Marketing & Branding
03.2017 - 12.2019
Technological Entrepreneurship and Management (TEM) -
Arizona State University
Business Administration -
Moorpark College
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