Brandi Phillips
Livingston
Summary
Achieved high client satisfaction rates through dedicated service and personalized insurance solutions. Drove business growth by effectively upselling coverage options. Demonstrated strong self-motivation and commitment to performance excellence.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Customer Service Representative
AllState
Remote
10.2024 - Current
- Guided customers through policy options, providing tailored recommendations to meet specific needs.
- Documented interactions accurately in customer relationship management (CRM) system for streamlined follow-up.
- Utilized Lead Manager systems to track client interactions, manage leads effectively and ensure a seamless sales process from initial inquiry through final purchase.
- Adhered to all regulations for insurance sales.
- Educated potential clients on Allstate insurance products, enabling them to make informed decisions regarding their coverage needs.
- Performed insurance reviews and offered company transfer options to increase retention
- Averaged 100+ outbound dials a day
- Implemented effective follow-up strategies to improve customer retention and sales close rates.
- Developed strong relationships with clients, leading to increased referrals and business growth.
- Provided exceptional customer service by resolving billing issues promptly, addressing concerns professionally, and maintaining open lines of communication with policyholders throughout the lifecycle of policies.
- Generated quotes and proposals for clients to match individual needs.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Insurance Agent
State Farm
Livingston, Texas
07.2023 - 10.2024
- Established strong customer relationships with regular outreach and follow-ups to maintain high satisfaction rate.
- Collaborated with colleagues to reach business goals, maximize leads and generate sales opportunities.
- Expanded client base with powerful marketing, cold calling and referral management.
- Met and consistently exceeded monthly and quarterly insurance sales goals through detailed product and service knowledge.
- Educated clients on policy details, exclusions, and potential gaps in coverage.
- Sold common and specialized policies to businesses and individuals.
- Sold life insurance policies to clients according to their needs and financial status.
- Provided leadership as the fire specialist
- Trained newly hired agents on company policies procedures best practices ensuring smooth transition into team.
Customer Benefits Consultant
Health IQ
Remote
04.2022 - 07.2023
- Established strong customer relationships with regular outreach and follow-ups to maintain high satisfaction rate.
- Collaborated with colleagues to reach business goals, maximize leads and generate sales opportunities.
- Expanded client base with powerful marketing, cold calling and referral management.
- Met and consistently exceeded monthly and quarterly insurance sales goals through detailed product and service knowledge.
- Educated clients on policy details, exclusions, and potential gaps in coverage.
- Sold common and specialized policies to businesses and individuals.
- Sold life insurance policies to clients according to their needs and financial status.
- Provided leadership as the fire specialist
- Trained newly hired agents on company policies procedures best practices ensuring smooth transition into team.
Senior Benefits Consultant
GoHealth
Remote
07.2020 - 04.2022
- Assess and identify customer needs to help simplify the complex healthcare buying options and experience to promote the sales of health insure plans and products.
- Analyzed client's medical history to determine eligibility for specific Medicare programs.
- Ensured all client documentation was accurate, complete, and compliant with federal regulations.
- Upheld strict adherence to state licensing requirements while performing daily job activities.
- Ensured seamless enrollment process for clients by guiding them through necessary paperwork.
Education
High School Diploma -
Livingston High School
Livingston, TXSkills
- Leadership
- Upselling/Cross-selling
- Communication
- Superior Customer Service
- Property and Casualty Insurance knowledge
- Life and Health Insurance knowledge
- Multi-tasking
Certification
- Life & Health Insurance License
- Property & Casualty Insurance License
Timeline
Customer Service Representative
AllState
10.2024 - Current
Insurance Agent
State Farm
07.2023 - 10.2024
Customer Benefits Consultant
Health IQ
04.2022 - 07.2023
Senior Benefits Consultant
GoHealth
07.2020 - 04.2022
High School Diploma -
Livingston High School