Dynamic professional with a proven track record in financial planning and exceptional customer service. Leveraged expertise in policy analysis and claims handling to enhance client satisfaction and retention. Excelled in team training, demonstrating adaptability and critical thinking. Achieved significant repeat business through effective communication and rapport building.
Overview
7
7
years of professional experience
Work History
Licensed Insurance Broker
North American Senior Benefits
03.2021 - Current
Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
Collaborated with peers and industry partners to develop innovative insurance solutions for niche markets or hard-to-place risks.
Developed and maintained a comprehensive database of client information, ensuring accurate record-keeping and facilitating targeted marketing efforts.
Educated clients on available insurance products and services, helping them make informed decisions about their coverage options.
Increased client satisfaction by providing personalized insurance advice and policy recommendations.
Developed strong relationships with clients, resulting in a high level of trust and repeat business.
Assisted in training new brokers on company procedures, product offerings, sales techniques, and compliance requirements.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Provided comprehensive product knowledge and guidance to help clients on product selection.
Generated quotes and proposals for clients to match individual needs.
Dental Assistant
Carolina’s Dentist
11.2020 - 05.2021
Created dental impressions used for diagnostics, opposing models and study casts to make crowns, bridges, and other dental prosthetics.
Cleaned and sanitized dental tools and equipment, straightened treatment rooms, and restocked supplies to prep for next patient and maintain health and safety practices.
Recorded patients' health histories, documented current symptoms, and pulled up records from prior visits for dentists to view and evaluate.
Performed general chair-side duties for general dentistry, endo procedures, and oral surgery.
Prepared and arranged instruments, medications, and required materials for dental procedures.
Performed x-rays safely while adhering to radiation safety guidelines, ensuring high-quality diagnostic images for dentists'' evaluations.
Dental Assistant
Lane and Associates
02.2020 - 11.2020
Created dental impressions used for diagnostics, opposing models and study casts to make crowns, bridges, and other dental prosthetics.
Cleaned and sanitized dental tools and equipment, straightened treatment rooms, and restocked supplies to prep for next patient and maintain health and safety practices.
Recorded patients' health histories, documented current symptoms, and pulled up records from prior visits for dentists to view and evaluate.
Performed general chair-side duties for general dentistry, endo procedures, and oral surgery.
Prepared and arranged instruments, medications, and required materials for dental procedures.
Performed x-rays safely while adhering to radiation safety guidelines, ensuring high-quality diagnostic images for dentists'' evaluations.
Provided chairside assistance during examinations, improving dentist efficiency and patient satisfaction.
Benefits Coordinator & Licensed Insurance Brooker at North American Senior BenefitsBenefits Coordinator & Licensed Insurance Brooker at North American Senior Benefits