Summary
Overview
Work History
Education
Skills
Timeline
Bonnie Lovett

Bonnie Lovett

Event Planner/Coordinator
West Palm Beach,FL

Summary

A seasoned proven powerhouse of success managing a team as well as independently adept in executing multi tasked challenges on schedule and within budget.


Professional presence, positive attitude and exceptional client service combined with passion and success in planning, coordination and execution of special events, programs and communication campaigns provide a combined skill-set to meet all challenges any event entail.


Energetic, enthusiastic, creative with an analytical mind for on the fly problem solving.


Proficient in all necessary computer software, graphics, projection, sound and specialized human resource any event or location may require.


Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

33
33
years of professional experience

Work History

Senior Agent & Event Coordinator

Aetna Insurance
08.2022 - Current
  • Educated clients looking to sell or buy on current market conditions, legal requirements, pricing, and mortgages.
  • Developed new business and managed new and existing clients.
  • Managed scheduled meetings to maintain satisfaction of both buyers and sellers and facilitate smooth purchases.
  • Prepared and presented contracts and other legal documents to clients.
  • Called prospective clients in market area to explain products offered and qualify leads.
  • Presented feedback to management on customer service trends and improvement areas.
  • Informed clients of policies and procedures.

Senior Agent

Simply Healthcare
08.2021 - 04.2022
  • De-escalated and resolved customer complaints with punctual, polite and professional service.
  • Managed scheduled meetings to maintain satisfaction of both buyers and sellers and facilitate smooth purchases.
  • Worked closely with clients to facilitate appropriate loans, inspections, and credit reports.
  • Presented feedback to management on customer service trends and improvement areas.
  • Maintained comprehensive product and service knowledge for accurate, informative customer advice.
  • Leveraged market knowledge and analysis to provide guidance and advice on best options for clients.
  • Performed home evaluations and developed competitive market analysis for individual homes.
  • Followed up on customers' inquiries to assess satisfaction with provided solutions.

Senior Agent & Event Coordinator

Freedom Anthem Health
08.2019 - 08.2021
  • Managed scheduled meetings to maintain satisfaction of both buyers and sellers and facilitate smooth purchases.
  • Prepared and presented contracts and other legal documents to clients.
  • Informed clients of policies and procedures.
  • Supervised team providing exceptional coaching and mentoring.
  • Interacted with peers in other departments, which promoted continuous share of information required for job tasks.
  • Verified and improved quality standards by analyzing customer service metrics.
  • Followed up on customers' inquiries to assess satisfaction with provided solutions.
  • Implemented process improvements in areas that were underperforming.
  • Advised customers about new products and assisted customers in determining the best product for their needs.
  • Maintained comprehensive product and service knowledge for accurate, informative customer advice.

Medicare Advantage Companies Broker

Independent Insurance Agent
04.2015 - 08.2019
  • Promptly responded to inquiries and requests from prospective customers.
  • Enhanced productivity levels by anticipating needs and delivering outstanding support.
  • Promoted available products and services to customers during service, account management, and order calls.
  • Reached out to customers after completed sales to suggest additional service or product purchases.
  • Maintained up-to-date knowledge of product and service changes.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.

Senior Medicare Benefit Consultant

CarePlus Health Plans
09.2014 - 04.2015
  • Provided assistance to plan participants by explaining benefits information to ensure educated selections
  • Researched and analyzed benefits industry trends.
  • Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
  • Resolved issues and inquiries from plan participants regarding health and benefits through telephone, email, and in-person interactions.
  • Researched and evaluated new benefits programs to select cost-effective providers and coverage levels.
  • Analyzed and evaluated existing compensation and benefits programs and recommended improvements.

Independent Insurance Agent

Medicare Advantage Companies
06.2014 - 09.2014
  • Events & Seminars coordinator and speaker representing Medicare companies compliance, ethics, sales & marketing policies and procedures.
  • Designed presentations and marketing materials to promote insurance products.
  • Responsible for bringing new physicians into the network and developing new patients to the physicians office.
  • Consulted with physicians on strategies to increase their revenue by assisting patients understanding and knowledge.
  • Evaluated competitors' products and services to gain competitive advantage.
  • Conducted research and identified market trends to develop better strategies for sales.
  • Developed and implemented promotional strategies to increase customer base.
  • Identified potential risks in client businesses and recommended appropriate insurance coverage.
  • Met with customers to provide information about available products and policies.

Senior Sales Agent

Physician United Plan
09.2012 - 06.2014
  • Presented & clearly explained insurance policy options based on clients needs & goals.
  • Contacted policy holders to clarify policies, analyze insurance options and recommend changes and additions to policies.
  • Interacted with senior population via Seminar presentations through churches, social centers & homes to sell & promote Medicare products.
  • Presented advantages/disadvantages & features of policies to promote sales of Medicare plans.
  • Developed and maintained knowledge of current sales and promotions.
  • Kept detailed track of sales and customer information in company system.
  • Recorded accurate and efficient records in customer database.

Independent Insurance Agent

Multiple Insurance Companies
02.1990 - 09.2012
  • Developed and implemented promotional strategies to increase customer base.
  • Finalized sales and collected necessary deposits.
  • Identified potential risks in client businesses and recommended appropriate insurance coverage.
  • Met with customers to provide information about available products and policies.

Education

High School Diploma -

Ramapo High School, Spring Valley, NY

Associate of Arts - Business Administration And Management

Rockland Community College, Suffern, NY

Skills

  • Cost Estimating
  • Business Growth
  • Event Planning and Management
  • Schedule Management
  • Venue Selection
  • Contractual Obligations
  • Vendor Coordination
  • Event Tracking
  • Meeting Planning
  • Catering Coordination
  • Transportation and Travel
  • Market Analysis
  • Business Administration
  • Managing Events Start to Finish
  • Event Execution
  • Special Event Planning
  • Event Organization

Timeline

Senior Agent & Event Coordinator - Aetna Insurance
08.2022 - Current
Senior Agent - Simply Healthcare
08.2021 - 04.2022
Senior Agent & Event Coordinator - Freedom Anthem Health
08.2019 - 08.2021
Medicare Advantage Companies Broker - Independent Insurance Agent
04.2015 - 08.2019
Senior Medicare Benefit Consultant - CarePlus Health Plans
09.2014 - 04.2015
Independent Insurance Agent - Medicare Advantage Companies
06.2014 - 09.2014
Senior Sales Agent - Physician United Plan
09.2012 - 06.2014
Independent Insurance Agent - Multiple Insurance Companies
02.1990 - 09.2012
Ramapo High School - High School Diploma,
Rockland Community College - Associate of Arts, Business Administration And Management

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Bonnie LovettEvent Planner/Coordinator