Chelsea Ramey
San Antonio,TX
Summary
Dedicated and hardworking employee with a strong desire for stability, discipline, and structure in my professional journey. Fearless and honest, I embrace constructive criticism as a means to grow and improve. Gratitude is a core value, and I appreciate every opportunity that comes my way.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Connie Health
06.2024 - Current
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Maintained high standards of customer service by building relationships with clients.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Upsold additional products and services after identifying customer needs and requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
- Streamlined the claims process for clients, ensuring prompt resolution and payment of claims.
- Generated new business opportunities via targeted marketing campaigns, resulting in increased lead generation and conversion rates.
- Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
- Calculated quotes and educated potential clients on insurance options.
- Expanded referral network through proactive relationship building with community partners, such as real estate agents and financial planners.
Sales Representative
HealthPlanOne
09.2022 - 06.2024
- Selling MAPD, med supplements and part d plans for Cigna during AEP season as a licensed agent, currently working as a CSR for Aetna
- Now working currently working as a sales agent with WellCare Medicare
- Expanded customer base through cold calling, networking, and relationship building.
- Collaborated with marketing to create impactful promotional materials for increased brand awareness.
- Developed tailored solutions in response to unique customer needs, increasing overall satisfaction rates.
- Increased repeat business by fostering trust-based relationships with key accounts through regular communication.
- Conducted product demonstrations to educate customers on features, benefits, and competitive advantages.
- Achieved top performer status consistently through dedication to meeting goals and exceeding expectations.
- Utilized CRM software to manage client information, track leads, and monitor sales progress.
- Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.
- Maintained up-to-date knowledge of industry trends for informed decision-making during client interactions.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Producer
Cuellar & Associates, LLC
09.2021 - 01.2023
- I work with team to insure local businesses and and to insure their company and personal property
- Presented production ideas and determined creative scenarios for production and delivery.
- Collaborated with network executives to define and propel organization's mission and vision.
- Adhered to all regulations for insurance sales.
- Provided information on features, policies and relative advantages to promote insurance packages.
- Boosted policy sales through effective communication of product benefits and features.
- Developed strong relationships with clients, fostering trust and loyalty for long-term business growth.
- Collaborated with underwriters to ensure accurate risk assessment and appropriate coverage options.
- Participated in ongoing professional development opportunities to maintain licensure and stay abreast of industry advancements.
- Implemented marketing strategies to generate new leads and expand the client base.
- Worked in high-volume, competitive sales environment.
- Organized office paperwork efficiently, resulting in easier access to important documents when needed.
- Conducted regular follow-ups with existing clients to review coverage needs and suggest appropriate adjustments.
- Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
- Enhanced referral network by building strong relationships with other industry professionals such as mortgage brokers and financial advisors.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Coordinated claim processing between clients and carriers, facilitating timely resolution of disputes and ensuring fair settlements for all parties involved.
Independent Insurance Broker
Family First Life
07.2020 - 09.2021
- Works with senior citizens in obtaining life insurance or burial insurance
- Oversees potential clients medical history
- Finding the best policy for each client
- Explaining each point of the policy to their clients; and
- Carrying out the necessary paperwork to sell the insurance policy
- Investigating their personal background;
- Arranging for medical examinations when selling health or life insurance;
- Evaluating financial records, medical histories, criminal records, or other documents when necessary;
- Deciding on the best policy available for them
- Verifying that all paperwork is completed according to regulation
- Keeping records of all clients;
- Contacting clients when there's an issue with their payment;
- Keeping records of all transactions; and
- Coordinating policy renewals with insurance companies
Customer Service Representative
Teleperformance UHC United Healthcare
09.2020 - 02.2021
- I assist with enrolling consumers into Medicare Advantage plans
- Performed data entry for customer information
- Managed client records
- Set up client appointments
- Assisted customers with a warm and professional attitude
- Provided policy and service information
- Answered general questions
- Answered calls from consumers
Receptionist
THE VILLAGE AT INCARNATE WORD
03.2019 - 11.2020
- Administrative assistant for a business development
- Office operations
- Resolved guest and staff issues independently by using strong organizational, conflict management and decision-making abilities
- Answered telephone calls to provide information, take messages and set up appointments
- Supported the work of office staff by providing skilled clerical assistance with data entry
- Wrote and distributed professional, error-free correspondence such as internal memos, email responses, and professional letters
- Greeted every visitor with a friendly smile and an immediate offer of knowledgeable assistance
- Stayed on top of the whereabouts of all staff members and residents throughout the day
- Kept a close eye on emergency situations such as fire alarm going off, residents falling, medical emergency and notified qualified staff that can assist in the situation in a timely manner
- Maintained a Clean area at all times
- Keeping up with day to day activities for 350+ residents
- Earned employee of the quarter
- Helped with community volunteers
- Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
- Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Organized, maintained and updated information in computer databases.
- Provided administrative support to staff members by handling correspondence, filing documents, and managing office supplies inventory.
- Answered central telephone system and directed calls accordingly.
- Corresponded with clients through email, telephone, or postal mail.
- Managed multiple tasks and met time-sensitive deadlines.
- Responded to inquiries from callers seeking information.
Beauty Advisor/Sales Associate
Dillard's Retail
05.2018 - 03.2019
- Delighted customers with personalized support and careful attention to each person's unique preferences and features
- Followed trends in, fashion and makeup to better serve the needs of customers of all ages
- Maintained a robust schedule of client appointments and continuously high referral rates
- Kept the work station clean, neat and presentable with regularly sanitized tools
- Located out-of-stock items for customers with other store locations or by directly contacting vendors
- Consulted with customers to understand their desires and suggest the best products to meet their needs
- Participated in ongoing training sessions to continuously improve skills and stay informed about the latest innovations in the beauty industry.
- Assisted clients in selecting appropriate skincare routines, resulting in improved skin health and overall satisfaction.
Beauty Advisor/Sales Associate
Macy's
11.2015 - 03.2019
- Maintained revenue by attracting customers with attractive sales displays
- Completed multiple resets per day to keep merchandise well-organized and presentable
- Consulted with customers to understand their desires and suggest the best products to meet their needs
- Called customers and gave unparalleled customer experiences so they will stay loyal to the brand and store
- Made Estee Lauder sales records by exceeding sales goals beating out McCallen (always a number 1 store in Texas) and got national recognition from the presidents of Estee Lauder and Bobbi Brown for being a top sales associate with excellent customer service and breaking record sales goals while being led and coached by my counter manager Tania Granados
- Continuously classified and filed records to keep the customers' shopping preferences up to date and organized
- Kept a clean working environment
- Keeping track of all appointments with customers to maintain a professional and positive experience at the store
Bartender
Alamo Cafe
06.2014 - 11.2015
- Organized and completed all incoming and outgoing orders
- Paid close attention to detail
- Took care of catering on outgoing orders
- Maintained an organized working area
- Acquired critical knowledge of money and time management
- Set up marketing booths for events
- Managed to go business
Education
High school or equivalent -
Premier High School
San Antonio, TX05.2012
Skills
- Data Entry
- Customer Service Skills
- Filing
- Microsoft Word
- Scheduling
- Receptionist
- Microsoft
- Money Management
- Time Management
- Emergency Management
- Sales Experience
- Organizational Skills
- Microsoft Office
- Outlook
- Inventory
- Management
- Conflict Management
- Makeup Application
- Personal Assistant Experience
- Administrative Experience
- Office Management
- Microsoft Office (8 years)
- Computer literacy
- Sales
- Catering
- Event Planning
- Sales pipeline
- Door-to-door
- CRM software
- Inside sales
- Windows
- Flexibility
- Team Work
- Reliability
- Insurance Sales
- Account Management
- Cold Calling
- Outside Sales
- Problem-solving
- Outbound sales
- Sales Management
- Salesforce
- Telemarketing
- Marketing
- Retail sales
- Direct sales
- Customer service
- Computer skills
- Communication skills
- Business development
- Lead generation
- Leadership
- Supervising experience
- Hospitality
- Insurance sales expertise
- Client relationship management
- Client retention
- Professional networking
- Marketing techniques
- Sales strategy development
- Negotiation techniques
- Marketing initiatives
- Upselling
- Client needs analysis
- Marketing strategies
Certification
- General lines license, 11/20, Present
- Property & Casualty License
- Insurance Producer License
- Life Insurance License
Assessments
- Customer service, Proficient, 07/22
- Customer focus & orientation, Proficient, 06/22
Timeline
Licensed Insurance Agent
Connie Health
06.2024 - Current
Sales Representative
HealthPlanOne
09.2022 - 06.2024
Producer
Cuellar & Associates, LLC
09.2021 - 01.2023
Customer Service Representative
Teleperformance UHC United Healthcare
09.2020 - 02.2021
Independent Insurance Broker
Family First Life
07.2020 - 09.2021
Receptionist
THE VILLAGE AT INCARNATE WORD
03.2019 - 11.2020
Beauty Advisor/Sales Associate
Dillard's Retail
05.2018 - 03.2019
Beauty Advisor/Sales Associate
Macy's
11.2015 - 03.2019
Bartender
Alamo Cafe
06.2014 - 11.2015
High school or equivalent -
Premier High School
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