Candace Johnson
Gladewater,TX
Summary
Driven sales agent with 14 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals. Talented Insurance Sales Agent with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great task prioritization skills. Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
12
12
years of professional experience
Work History
Independent Insurance Broker
Self Employed
07.2023 - Current
- Provided ongoing support to existing clients by addressing inquiries, resolving concerns, and assisting with claims processes when necessary.
- Successfully managed a large portfolio of diverse clients while maintaining high retention rates through proactive relationship-building efforts.
- Conducted annual reviews of existing policies to update information.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Generated leads through cold-calling, networking and other outreach methods.
- Built long-lasting relationships with clients through consistent communication and exceptional customer service.
- Leveraged advanced analytical skills to assess complex situations accurately and provide sound advice regarding insurance coverage options.
- Met with customers to provide information about available products and policies.
- Educated clients on insurance policies and procedures.
- Developed and implemented promotional strategies to increase customer base.
- Attended industry conferences to stay informed of latest products and trends.
- Developed a comprehensive understanding of various insurance products, enabling effective recommendations based on clients'' unique requirements.
- Generated quotes and proposals for clients to match individual needs.
- Evaluated competitors' products and services to gain competitive advantage.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Insurance Agent
Humana
08.2021 - 07.2023
- Educated clients on insurance policies and procedures.
- Evaluated competitors' products and services to gain competitive advantage.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Developed and implemented promotional strategies to increase customer base.
- Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Utilized CRM software to manage client relationships.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Met with customers to provide information about available products and policies.
- Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
- Cross-sold insurance products to existing clients to reach sales targets.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Created detailed reports for management to track performance and sales.
- Mentored junior agents, sharing industry insights and best practices for success in the field.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Maintained high standards of customer service by building relationships with clients.
- Conducted research and identified market trends to develop better strategies for sales.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Analyzed customer needs to provide customized insurance solutions.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Conducted annual reviews of existing policies to update information.
- Researched and identified potential new markets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Developed and implemented marketing strategies to boost sales and increase customer base.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Generated leads through cold-calling, networking and other outreach methods.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Designed presentations and marketing materials to promote insurance products.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Identified and solicited sales prospects in agency databases.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Developed and maintained courteous and effective working relationships.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Worked well in a team setting, providing support and guidance.
- Demonstrated creativity and resourcefulness through the development of innovative solutions.
- Delivered services to customer locations within specific timeframes.
- Proven ability to learn quickly and adapt to new situations.
- Self-motivated, with a strong sense of personal responsibility.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
- Acted as a team leader in group projects, delegating tasks and providing feedback.
- Identified issues, analyzed information and provided solutions to problems.
- Gained extensive knowledge in data entry, analysis and reporting.
- Passionate about learning and committed to continual improvement.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Demonstrated a high level of initiative and creativity while tackling difficult tasks.
- Worked effectively in fast-paced environments.
- Learned and adapted quickly to new technology and software applications.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Strengthened communication skills through regular interactions with others.
Insurance Broker
Copeland Group
03.2012 - 08.2021
- Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
- Conducted annual reviews of existing policies to update information.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
- Analyzed customer needs to provide customized insurance solutions.
- Cross-sold insurance products to existing clients to reach sales targets.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
- Reported policy changes and company conditions affecting customer satisfaction.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Created detailed reports for management to track performance and sales.
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Called potential clients to set up appointments according to mutual availability.
- Educated clients on insurance policies and procedures.
- Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Generated leads through cold-calling, networking and other outreach methods.
- Met with customers to provide information about available products and policies.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Met with prospective customers and business owners in homes, businesses, and other settings.
- Advised small businesses on selecting employee benefit packages that balanced cost-effectiveness with comprehensive offerings.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Organized and detail-oriented with a strong work ethic.
- Managed time efficiently in order to complete all tasks within deadlines.
- Proven ability to learn quickly and adapt to new situations.
- Resolved problems, improved operations and provided exceptional service.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Passionate about learning and committed to continual improvement.
- Proved successful working within tight deadlines and a fast-paced environment.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
- Excellent communication skills, both verbal and written.
- Gained extensive knowledge in data entry, analysis and reporting.
- Paid attention to detail while completing assignments.
Education
High School Diploma -
Gilmer High School
Gilmer, TX05.1999
Skills
- Sales Quota Achievement
- Regulatory Requirements
- Insurance sales
- Health insurance
- Customer Service
- Service Marketing
- Form Completion and Submission
- Customer Account Review
- Lead Development
- Bookkeeping Support
- Customer Retention
- Carrier Relations
- Customer Engagement
- Life Insurance Sales
- Policy Feature Explanations
- Direct Marketing
- Group Presentations
- Policy Changes
- Call Center Customer Service
- Product Knowledge
- Email Marketing
- Licensed Insurance Agent
- Quality Assurance Requirements
- Client Prospecting
- New Agent Training
- Consultative Sales Approach
- Insurance Program Analysis
- Marketing Strategy Development
- HIPAA Compliance
- Customer follow-up
- Insurance Eligibility
- Vision and dental insurance
- Data Entry
- Marketing
- Licensing Requirements
- Financial Needs Assessment
Timeline
Independent Insurance Broker
Self Employed
07.2023 - Current
Insurance Agent
Humana
08.2021 - 07.2023
Insurance Broker
Copeland Group
03.2012 - 08.2021
High School Diploma -
Gilmer High School
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