Chris Carter
Lexington,NC
Summary
Accomplished professional with extensive experience in sales, management, and customer service. Skilled in fostering positive client relationships, analyzing needs, and providing tailored solutions. Proven ability to lead teams, implement process improvements, and drive operational efficiencies. Committed to personal and professional growth, with a focus on delivering exceptional results.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Financial Representative
Western&SouthernLife
09.2022 - 12.2023
- Collaborated with clients to analyze financial goals and recommend customized solutions
- Ensured client satisfaction through regular policy evaluations and proactive response to evolving needs
- Managed insurance sales for individuals and businesses, achieving maximum client coverage and satisfaction
- Utilized CRM tools to track client interactions, follow-ups, and progress toward enrollment goals efficiently
- Developed effective marketing strategies in partnership with staff managers
- April 2023 monthly sales leader Southeast Region
Licensed Medicare Sales Agent
HPOne
06.2022 - 09.2022
- Educated and supported individuals in the enrollment process of Medicare Advantage plans across various states
- Demonstrated outstanding customer service abilities by promptly responding to client inquiries and fulfilling their needs during phone interactions
- Exceeded departmental sales objectives through proactive customer interaction and expert understanding of products
- Streamlined the enrollment process with efficient documentation and data entry, reducing processing time
- Utilized CRM tools to track client interactions, follow-ups, and progress toward enrollment goals efficiently.
Licensed Health Insurance Agent
USHealthAdvisors
12.2021 - 05.2022
- Engaged with clients both in person and remotely to evaluate insurance options
- Assessed client needs and proposed personalized coverage choices
- Provided personalized assistance to customers by evaluating their specific requirements and suggesting optimal coverage choices
- Provided round-the-clock availability for client inquiries and sales activities
- Utilized feedback from sales meetings to improve performance.
Asset Protection Coordinator
RalphLauren
05.2013 - 11.2021
- Engaged with clients both in person and remotely to evaluate insurance options
- Assessed client needs and proposed personalized coverage choices
- Provided personalized assistance to customers by evaluating their specific requirements and suggesting optimal coverage choices
- Provided round-the-clock availability for client inquiries and sales activities
- Utilized feedback from sales meetings to improve performance.
Program Supervisor
RalphScottLifeServices
05.2010 - 10.2012
- Conducted intake evaluations, managed community partnerships, and addressed emergencies
- Advocated for clients in home, work, and medical settings, treatment plan meetings, ensuring confidentiality
- Oversaw daily activities, supervised staff, and developed client plans
- Conducted intake evaluations and addressed emergencies promptly
- Mentored staff, establishing behavioral parameters and realistic goals.
Program Supervisor
RalphScottLifeServices
12.2007 - 05.2010
- Led a team of 40+ staff members, implementing evaluations that resulted in improved operations
- Implemented team-building initiatives and staff meetings to foster collaboration
- Oversaw all aspects of recruitment, from interviewing candidates to managing personnel discharges
- Served as primary contact during state auditor inspections and after-hour emergencies
- Supervised residential program staff, improving operations and resolving interpersonal issues
- Oversaw recruitment, hiring, and onboarding processes.
Education
BachelorofArts - Sociology
UNC-Greensboro
Greensboro, NCSkills
- Microsoft Office
- Salesforce
- Field Underwriting
- Selling Techniques
- Referrals
- Process Improvement
- Customer Service
- Data Analysis
- Product Recommendations
- Relationship Building
- Insurance Knowledge
- Excellent Communication
Websites
Certification
- Property & Casualty License
- Health & Accident License
- Life License
- Medicare Supp License
- SixSigma Yellow Belt
- Passed SIE Exam
Personal Information
Licenced Insurance Agent
Timeline
Financial Representative
Western&SouthernLife
09.2022 - 12.2023
Licensed Medicare Sales Agent
HPOne
06.2022 - 09.2022
Licensed Health Insurance Agent
USHealthAdvisors
12.2021 - 05.2022
Asset Protection Coordinator
RalphLauren
05.2013 - 11.2021
Program Supervisor
RalphScottLifeServices
05.2010 - 10.2012
Program Supervisor
RalphScottLifeServices
12.2007 - 05.2010
BachelorofArts - Sociology
UNC-Greensboro