Chelsea Pitzer
Toronto,KS
Summary
Dynamic leader and seasoned Medicare Sales Agent & Sales Coach with a proven track record in insurance sales strategy and relationship building. Achieved 100% sales quotas through streamlined processes and enhanced client retention. Demonstrates expertise in employee coaching and financial administration, driving results while fostering teamwork to ensure exceptional customer satisfaction. Consistently maintained top sales performance for multiple years.
Overview
7
7
years of professional experience
Work History
Medicare Sales Agent & Sales Coach
Spring Venture Group
Kansas City, MO
08.2022 - 02.2025
- Developed and implemented sales strategies to increase Medicare enrollment.
- Maintained accurate records of sales activities and customer interactions.
- Assisted customers with selecting appropriate plans based on their needs.
- Followed up with clients regularly to ensure satisfaction, and address any issues.
- Resolved customer complaints quickly and professionally.
- Advised customers on various aspects of their health insurance policies.
- Developed and implemented strategies to increase customer satisfaction and loyalty.
- Coached, mentored, and trained team members in order to improve their job performance.
- Assessed team members' skill sets and assigned tasks accordingly for optimal efficiency.
- Provided leadership during times of organizational change or crisis situations.
- Strengthened traceability by developing organization systems for keeping records, reports, and agendas.
- Managed a team of Sales Agents to ensure goals were met or exceeded.
Business Owner
Madison St Nutrition
Fredonia, KS
08.2020 - 10.2022
- Promoted business on social media platforms to maximize brand identity and generate revenue.
- Managed operations budgeting, accounts payable and accounts receivable and payroll.
- Resolved issues quickly through meticulous research and quick decision making.
- Employed and managed 5 employees
- Oversaw staff hiring, initiating new training and scheduled processes to streamline operations.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Created ordering systems to maintain a significant amount of inventory
Financial Advisor/Life Insurance Agent
New York Life Insurance Co
Wichita, KS
07.2020 - 08.2021
- Created documents comparing all offered products and prices to improve agents with the ability to quickly prepare quotes.
- Communicated with clients to understand needs and identify best policies for each case.
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Approved and qualified applications for financing, closed sales contracts and cross-sold insurance products while complying with state laws.
- Identified interest rates and loan terms by reviewing and analyzing client credit.
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Implemented diverse wealth management options to meet client objectives.
- Counseled clients on profitable strategies to support informed decision-making on investments, financing and partner sourcing.
Field Sales Agent
Combined Agents of America LLC
Chicago, IL
11.2017 - 02.2019
- Cultivated trusting and loyal professional relationships with customers and thoroughly addressed customer concerns to reach mutually profitable solutions.
- Met or exceeded sales quotas 100% of reporting periods and earned recognition for highest company sales volume.
- Analyzed and understood customer needs and interests and recommended how specific company products and services best met unique customer needs.
- Built expert product knowledge by attending educational events, establishing personal networks, participating in professional events and by studying and applying products.
Education
Certificate - Investment Risk Management
Project Network
01-2024
Associate of Applied Science - Business Administration And Management
Flint Hills Technical College
Emporia, KSMBA -
CCU
Skills
- Insurance sales strategy
- Streamlining processes
- Building relationships
- Client retention
- Customer service
- Financial administration
- Cost analysis and savings
- Sales strategics
- Issue resolution
- Employee development
- Marketing expertise
- Purchasing and planning
- Employee coaching
- Executive leadership
- Teamwork and Collaboration
- Excellent Communication
Timeline
Medicare Sales Agent & Sales Coach
Spring Venture Group
08.2022 - 02.2025
Business Owner
Madison St Nutrition
08.2020 - 10.2022
Financial Advisor/Life Insurance Agent
New York Life Insurance Co
07.2020 - 08.2021
Field Sales Agent
Combined Agents of America LLC
11.2017 - 02.2019
Certificate - Investment Risk Management
Project Network
Associate of Applied Science - Business Administration And Management
Flint Hills Technical College
MBA -
CCU
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