Brian Lomax
Heath Insurance Producer
Orlando,FL
Summary
In a nutshell I wold say that I am an 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. I am a patient-focused agent with 1.5 years of health insurance sales experience. I conducted client interviews, responded to telephone and email inquiries, and analyzed client requirements. I consistently met agency goals while maintaining 72% taken rate on policies that I submitted.
Overview
3
3
years of post-secondary education
5
5
years of professional experience
Work History
Licensed Health Insurance Agent
The Best Insurance Group
Orlando, FL
11.2020 - Current
- Contacted insurance companies to discuss and resolve unpaid claims and incorrectly paid claims.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Made 150 - 250 outbound calls per day from existing and future policyholders to answer inquiries and discuss insurance options.
- Explained features, disadvantages and advantages of three to five policies to promote insurance sales.
- Reported policy changes and company conditions affecting customer satisfaction.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
Licensed Insurance Agent
USHEALTH Group Inc.
Orlando, FL
08.2019 - 11.2020
- Utilized targeted marketing efforts to increase revenue, including email campaigns and cold calling.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Promoted USHEALTH products and services using upselling and other sales strategies.
- Provided coverage option information to assist clients in protecting assets.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Obtained underwriting approval by completing application for coverage.
Fitness Coach
Orangetheory Fitness
Atlanta, GA
08.2015 - 08.2019
- Instructed on proper use of equipment for safety of all members.
- Provided coaching about healthy lifestyle strategies.
- Developed strong member relationships with caring and collaborative approach.
- Modified workout plans according to fitness levels and medical considerations.
- Recruited, supervised and mentored high performing teams to deliver quality training to clients.
- Oversaw fitness areas with practiced eye for safety or training issues.
- Cultivated positive relationships with participants by interacting with group during fitness classes.
Education
Associate of Arts - General Studies
08.2004 - 05.2007
Skills
Risk mitigation
undefinedTimeline
Licensed Health Insurance Agent - The Best Insurance Group
11.2020 - Current
Licensed Insurance Agent - USHEALTH Group Inc.
08.2019 - 11.2020
Fitness Coach - Orangetheory Fitness
08.2015 - 08.2019
Brevard Community College - Associate of Arts, General Studies
08.2004 - 05.2007
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