Summary
Overview
Work History
Education
Skills
Certification
Timeline
Intern

China Woods

Dallas,TX

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

1
1
Certificate
20
20

Word Excel

5
5

Fraud Analyst

2
2

Life and Health

5
5
years of professional experience

Work History

Licensed Insurance Agent

Health Plan One
Trumbull, CT
06/11/23 - Current
  • Upsold products to policyholders and potential new clients.
  • Initiated contact with potential clients through cold calling and networking activities.
  • Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Conducted customer needs assessments to identify appropriate coverage levels and options.
  • Advised clients on their insurance needs and coverage options based on individual requirements.

Medicare Insurance Agent

Willis Towers Watson
Richardson, TX
03.2019 - 06/11/23
  • Provided Medicare customers with guidance and assistance in selecting the most appropriate insurance plans.
  • Explained advantages, disadvantages and features of policies to promote sales of Medicare plans.
  • Analyzed client needs and recommended suitable products to meet their requirements.
  • Implemented and designed effective marketing strategies to adjust and sell insurance contracts.
  • Provided leadership and training for new agents regarding industry best practices and company policies.

Education

High School Diploma -

Saginaw High School
Saginaw, MI
06-1992

Skills

  • Client Retention
  • Leads Prospecting
  • Upselling
  • Negotiation abilities
  • Life Insurance
  • Email Marketing
  • Insurance sales strategy

Certification

  • General All lines Agent -2023 #2978366
  • Adjuster -2024 #3140216

Timeline

Medicare Insurance Agent

Willis Towers Watson
03.2019 - 06/11/23

Licensed Insurance Agent

Health Plan One
06/11/23 - Current

High School Diploma -

Saginaw High School
China Woods