Summary
Overview
Work History
Education
Skills
Timeline
Generic

CATHERINE HIGGS-PALMER

Opa Locka,FL

Summary

Insightful Insurance Sales Agent bringing over 20 years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement. Detail-oriented Insurance Sales Agent aiming to leverage team development and client retention support growth and client satisfaction. Excellent history of increasing revenue while protecting client assets by delivering individualized policy and product recommendations. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. 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.

Overview

13
13
years of professional experience

Work History

License Life Insurance Agent/Small Business Consultant

Liveops
03.2020 - 08.2022
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Carried out day-day-day duties accurately and efficiently.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Worked flexible hours; night, weekend, and holiday shifts.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Provided coverage option information to assist clients in protecting assets.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Upsold additional products and services after identifying customer needs and requirements.

License Health Insurance Agent

American Insurance Organization
11.2017 - 02.2020
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.

Licensed Insurance Agent

Nations Insurance Solutions
01.2013 - 10.2017
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
  • Exceeded corporate quotas for monthly policy sales.

License Medicare Enrollment Agent

Humana
07.2009 - 12.2012
  • Investigated issues and created solutions for new customers.
  • Fostered new business relationships through inbound lead follow-up.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.

Education

High School Diploma -

Miami Northwestern Senior High

Skills

  • Ability to probe for customer needs as
  • Well as build rapport and provide
  • Products that best suits their needs I
  • Also have great listening skills and
  • Empathy, I can provide customers with
  • Excellent service
  • Skills
  • Insurance Customization
  • Corporate Social Responsibility
  • Quote Information
  • Vision and Dental Insurance
  • Policy Renewals
  • Insurance Coverage Verification
  • Persuasive Negotiations
  • New Agent Training
  • Upselling Products and Services
  • Insurance Policy Sales
  • Financial Needs Assessment
  • Life Insurance
  • Client Needs Analysis
  • Quotes and Sales
  • Customer Service and Assistance
  • Agent Assistance
  • Licensing Requirements
  • Information Updates
  • Customer Follow-Up
  • Quality Assurance Requirements
  • Medicare Compliance
  • Insurance Eligibility
  • Call Control
  • Performance Feedback
  • Consumer Segmentation

Timeline

License Life Insurance Agent/Small Business Consultant

Liveops
03.2020 - 08.2022

License Health Insurance Agent

American Insurance Organization
11.2017 - 02.2020

Licensed Insurance Agent

Nations Insurance Solutions
01.2013 - 10.2017

License Medicare Enrollment Agent

Humana
07.2009 - 12.2012

High School Diploma -

Miami Northwestern Senior High
CATHERINE HIGGS-PALMER