Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Brian Simmons

Ocala,FL

Summary

Knowledgeable Insurance Representative promoting more than 2 years' expertise successfully working for organizations in the Medicare Advantage and ACA market. Courteous and cordial with a desire to take on challenges at a new company.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Licensed Insurance Agent

ResultsCX
Paris, TX
09.2022 - Current
  • Conducted customer needs assessments to identify appropriate coverage levels and options.
  • Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
  • Researched insurance plans to find good options for clients' needs.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Advised clients on their insurance needs and coverage options based on individual requirements.
  • Displayed strong telephone etiquette, effectively handling difficult calls.
  • Identified needs of customers promptly and efficiently.

Customer Service Representative

C3\Humana
Phoenix, AZ
03.2020 - 07.2024
  • Conferred with customers by telephone or in person to provide information about products or services and take orders.
  • Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
  • Escalated customer concerns, issues and requirements to supervisors for immediate rectification.
  • Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
  • Collected deposits or payments and arranged for billing.
  • Provided excellent customer service to resolve customer complaints in a timely manner.
  • Informed customers about billing procedures, processed payments and provided payment option setup assistance.

Education

High School Diploma -

Vanguard High School
Ocala, FL
06-1996

Skills

  • Client Service
  • Customer Service
  • Customer Follow-Up
  • CRM Software
  • Policy Knowledge
  • Client Relations

Certification

  • 0240-Health License
  • 0214-Life Incl Variable Annuity License
  • NPN-20417530

Accomplishments

  • Awarded Elite level in the 2024 Marketplace Circle of Champions for enrolling more than 100 consumers by CMS.

Timeline

Licensed Insurance Agent

ResultsCX
09.2022 - Current

Customer Service Representative

C3\Humana
03.2020 - 07.2024

High School Diploma -

Vanguard High School

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Brian Simmons