Carol Strausburg
Port Charlotte,FL
Summary
Licensed Health Insurance Agent with extensive experience specializing in client relationship management and analytical problem-solving. Proven ability to customize insurance solutions that enhance customer satisfaction and drive sales. Recognized for delivering exceptional service and empowering clients with tailored coverage options.
Overview
18
18
years of professional experience
Work History
Licensed Health Insurance Agent
InsureMe LLC
Jupiter, FL
03.2017 - 07.2025
- Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
- Processed changes in insurance policies and periodically reassessed client needs.
- Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.
- Created individualized proposals for clients to include coverage options, premiums and enrollment guidelines.
- Assisted members to enhance current plans with supplemental benefits to boost sales.
- Conducted fact-finding assessments to create sales presentations for client engagement.
Owner
Legacy Solutions LLC, Arise -Apple Tele Sales
Jupiter, FL
01.2010 - 01.2017
- Persuaded customers by explaining how products and services meet needs and desires.
- Asked customers questions to understand needs and requirements.
- Answered incoming calls from prospective customers to assist and promote offerings.
- Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
- Responded to prospects' questions with persuasive communication skills and in-depth knowledge of available products and services.
- Maintained and recorded customer information in database.
MA Health Insurance Agent
Teleperformance
Port Saint Lucie, FL
01.2014 - 12.2014
- Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
- Processed changes in insurance policies and periodically reassessed client needs.
- Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.
- Calculated premiums and established payment methods.
- Participated in weekly training sessions to improve product knowledge and enhance company growth.
- Explained coverage options to potential policyholders, answering questions or concerns.
Family Service Counselor/Sales
SCI Funeral Services
Jupiter, FL
01.2010 - 01.2011
- Assisted clients with selection of burial caskets, grave markers and service options.
- Gathered and completed legal and company paperwork.
- Helped make pre-need arrangements for forward-thinking customers.
- Interviewed clients individually, in families or in groups, assessing situations, capabilities and problems to determine required services.
- Attended interments to assist families and provide support.
- Entered client data in centralized database and maintained up-to-date case records for all clients.
- Interviewed family members to assess situations, capabilities and problems.
- Referred family members to outside support options to assist with coping during times of increased stress.
Tax Professional and Office Manager
H & R Block
Jupiter, FL
01.2008 - 01.2010
- Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Managed office inventory and placed new supply orders.
- Handled scheduling and managed timely and effective allocation of resources and calendars.
- Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.
- Reviewed files and records to obtain information and respond to requests.
- Used judgment and initiative in handling confidential matters and requests.
- Implemented corporate or departmental policies, procedures and service standards in conjunction with management.
- Elevated customer satisfaction ratings by promptly resolving client and case issues.
Education
Bachelors of Science - Business Finance and Management
University of Central Florida
Skills
- Employee training and development
- Client relationship management
- Exceptional customer service
- Effective problem resolution
- Life, health, and annuities licensing
- Conflict resolution strategies
- Leadership and supervision
- Organizational skills
- Analytical thinking
- Strong work ethic
- Active listening skills
- Team management and collaboration
- Cross-selling and upselling techniques
Timeline
Licensed Health Insurance Agent
InsureMe LLC
03.2017 - 07.2025
MA Health Insurance Agent
Teleperformance
01.2014 - 12.2014
Owner
Legacy Solutions LLC, Arise -Apple Tele Sales
01.2010 - 01.2017
Family Service Counselor/Sales
SCI Funeral Services
01.2010 - 01.2011
Tax Professional and Office Manager
H & R Block
01.2008 - 01.2010
Bachelors of Science - Business Finance and Management
University of Central Florida