Summary
Overview
Work History
Education
Skills
Quote
Personal Information
Timeline
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Christina Bonner

Spartanburg,SC

Summary

Driven Licensed Life and Health Insurance Advisor with expertise in promoting insurance options, determining clients' needs and detecting potential clients. Outstanding analytical, interpersonal and organizational skills. Dedicated to expediently resolving insurance issues and exceeding client expectations.

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

13
13
years of professional experience

Work History

LICENSED HEALTH PLAN ADVISOR - REMOTE

FLORIDA BLUE MEDICARE
10.2022 - Current
  • Completed enrollments into Medicare Advantage, Medicare Supplement, and standalone Medicare Dental plans.
  • Field inbound calls, as well as conduct outbound calls for Medicare beneficiary outreach and retention.
  • Maintained compliance, high performance and quality goals established by CMS.
  • Scheduled At-Home appointments for Licensed Field Agents.
  • Cross-trained for both Sales Department and Health Risk Assessment Departments.
  • Completed 'Licensed to Lead' training program to advance in leadership.
  • Maintained average conversion rate of 76% over 2 year period.
  • Conducted comprehensive assessments to determine appropriate health plan offerings for individual needs.
  • Resolved member inquiries promptly and accurately, demonstrating exceptional customer service skills.
  • Established trust among clients through transparent communication regarding policy details and pricing structures.
  • Enhanced member satisfaction by providing personalized health plan recommendations and support.
  • Maintained up-to-date knowledge of industry trends and regulatory changes, providing accurate information to clients.
  • Educated clients on available health plan options, resulting in informed decision making.
  • Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
  • Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.

LICENSED LIFE INSURANCE BROKER

SYMMETRY FINANCIAL GROUP
02.2022 - Current
  • Licensed in 11 states
  • Contracted with multiple carriers including Mutual of Omaha, Foresters, Americo, American Amicable, United Health
  • Conducted in-home, telephone and Zoom appointments to complete life insurance applications with clients and families.
  • Collaborated with financial planners to create comprehensive strategies that included life insurance as an essential component for clients'' financial security.
  • Developed strong relationships with underwriters, ensuring favorable terms for clients and efficient processing of applications.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Mentored new brokers in the agency, sharing best practices for prospecting, selling, and servicing life insurance policies.
  • Generated new business leads by utilizing networking events, referrals, and targeted marketing campaigns.
  • Conducted informative seminars for local community groups to raise awareness about the benefits of life insurance protection, generating positive word-of-mouth advertising opportunities among attendees.
  • Improved sales closing ratio by refining presentation skills and addressing potential objections proactively during consultations.

LOSS PREVENTION MANAGER

GLOBAL LENDING SERVICES
01.2019 - 06.2021
  • Managed team of 15 Collections Specialists
  • KPI Analysis and assessment to ensure individual and team goals are met
  • Conduct monthly coaching sessions with team members based on scorecard results
  • Top performing Manager for 5 consecutive months March-July 2019
  • Partnered with VP of Collections and VP of Servicing to implement new Dialer system for Collections department
  • Ability to coach bottom performers to meeting and exceeding metric goals, with sustained results
  • Assist with training newly hired Collections Specialists
  • Create and maintain work schedules for team on monthly basis
  • Conducted new-hire interviews, team payroll, and disciplinary actions
  • Monitor daily attendance trends and address with disciplinary action when needed
  • Partnered with VP of Collections and VP of Servicing to implement new Dialer system for Collections department.

AETNA OPERATIONS MANAGER and TEAM LEAD

CONCENTRIX CORPORATION
01.2012 - 10.2018
  • Supervised operations staff and kept employees compliant with company policies and procedures.
  • Developed systems and procedures to improve operational quality and team efficiency.
  • KPI Analysis and implementation of strategies for success
  • Collaborate with client on projections and forecasts of required performance
  • Top performing Supervisor for more 14+ months
  • Ability to coach bottom performers to meeting and exceeding metric goals, with sustained results
  • Assist with training newly hired Supervisors
  • Lead by expressing and demonstrating importance of employee-centered activities
  • Reduced out of office/unplanned shrink by 37%
  • Reduced overall attrition rate by 16%
  • Scored 5/5 on performance review.

COMMUNITY RELATIONS & ENROLLMENT SPECIALIST

ANDERSON UNIVERISTY
10.2013 - 09.2015
  • Coordinates and actively participates in student recruitment and communication activities for the Anderson University Falls School of Business MBA programs
  • Responsible for identifying and interacting with prospective applicants, assisting individuals through the application process, and increasing the awareness of the University, the Falls School of Business, and the MBA programs
  • Increased YOY enrollment by 21% for 2014 Fall term
  • Assisted Director of Graduate Programs with Event Coordination, including marketing of information and networking events, vendor partnerships, and recruitment workshops
  • Mediated discussions for partnerships with School of Business
  • Presentations to employees of local businesses on benefits and expectations of graduate programs offered.

Education

MBA - Marketing

ANDERSON UNIVERSITY - FALLS SCHOOL OF BUSINESS
Anderson
01.2011

BACHELOR OF SCIENCE - Business Administration

ANDERSON UNIVERSITY
Anderson, IN
01.2009

Skills

  • Training and Development
  • Performance Coaching
  • Trend Projections and Analysis
  • Budget Assessment and Management
  • Project Planning and Management
  • ROI Creation and Delivery
  • Loss Prevention Management
  • Exceptional Engagement and Leadership
  • Problem-Solving
  • Teamwork and Collaboration

Quote

"WHAT LIES BEHIND US, AND WHAT LIES IN FRONT OF US, IS NOTHING COMPARED TO WHAT LIES WITHIN US."

Personal Information

Title: MBA BUSINESS ADMIN/OPERATIONS MANAGEMENT/CUSTOMER SERVICE

Timeline

LICENSED HEALTH PLAN ADVISOR - REMOTE

FLORIDA BLUE MEDICARE
10.2022 - Current

LICENSED LIFE INSURANCE BROKER

SYMMETRY FINANCIAL GROUP
02.2022 - Current

LOSS PREVENTION MANAGER

GLOBAL LENDING SERVICES
01.2019 - 06.2021

COMMUNITY RELATIONS & ENROLLMENT SPECIALIST

ANDERSON UNIVERISTY
10.2013 - 09.2015

AETNA OPERATIONS MANAGER and TEAM LEAD

CONCENTRIX CORPORATION
01.2012 - 10.2018

MBA - Marketing

ANDERSON UNIVERSITY - FALLS SCHOOL OF BUSINESS

BACHELOR OF SCIENCE - Business Administration

ANDERSON UNIVERSITY
Christina Bonner