Christina Dunn
Overland Park
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Supplemental Insurance Agent
Optavise
Overland Park
02.2025 - Current
- Agents educate individuals and businesses on supplemental insurance options (like life, disability, cancer policies), helping them select solutions that enhance employee benefits
- In some roles, agents work directly with worksite clients such as school districts, businesses, or government entities, conducting both on-site and virtual group enrollments.
- Agents build long-term, trust-based relationships—becoming go-to experts for clients’ benefits needs
- Expert in CRM, quoting platforms, and policy management systems to streamline work
Insurance Agent
Mutual Of Omaha
Omaha
07.2013 - Current
- Educated clients on insurance products and services offered by the company.
- Assessed client needs to recommend suitable coverage options effectively.
- Managed policy renewals and maintained accurate client records consistently.
Medicare Insurance Agent
Select Quote & MMA Insurance Agencies
Overland Park
07.2013 - 02.2024
- Educated clients on Medicare plan options and benefits.
- Assisted clients in completing Medicare enrollment applications.
- Reviewed client health needs to recommend suitable plans.
- Review the client’s:
Health conditions
Medications
Doctor preferences
Budget - Determine whether Original Medicare, a Medicare Advantage plan, or a Medigap policy is the best fit.
- Assist with completing and submitting Medicare applications and plan enrollments.
- Ensure accuracy and compliance with CMS (Centers for Medicare & Medicaid Services) guidelines.
- Handle annual enrollment periods and special enrollment situations.
- Answer questions about benefits, billing, and plan usage.
- Help clients with plan changes, renewals, or appeals.
- Update clients on changes to Medicare laws or plan options each year.
- Follow all CMS rules, including:
Scope of Appointment (SOA) forms
Marketing guidelines - Complete required annual training and certifications (e.g., AHIP certification).
- Build relationships and referrals through:
Community events
Educational seminars
Physician offices or senior centers - Stay current with market trends and carrier updates.
- Strong interpersonal and communication skills
- Deep understanding of insurance products and regulations
- Patience, empathy, and the ability to explain complex topics clearly
Education
Bachelor of Science - Fashion Merchandising
Northwest Missouri State University
Maryville, MO05-2003
Minor - Business Management
Northwest Missouri State University
Maryville, MO05-2003
Skills
- Insurance product knowledge (Life, Health, P&C, Medicare, etc)
- Underwriting guidelines
- Risk assessment & mitigation
- Claims processing support
- Regulatory compliance (eg, HIPAA, CMS, state laws)
- Consultative selling
- Cold calling / prospecting
- Lead generation & qualification
- Cross-selling / upselling
- Client retention strategies
- Needs-based sales
- Active listening
- Public speaking (seminars, webinars)
- Relationship building
- Empathy and trust-building
- Clear and persuasive communication💻
Certification
- Licensed Life and Health Insurance Agent
- AHIP Certified for years 2025 and 2026
Accomplishments
- 2014 Agent of the Year at Select Quote
- 2022 Agent of the Year at MMA
- 2023 Agent of the Year at MMA
References
References available upon request.
Timeline
Supplemental Insurance Agent
Optavise
02.2025 - Current
Insurance Agent
Mutual Of Omaha
07.2013 - Current
Medicare Insurance Agent
Select Quote & MMA Insurance Agencies
07.2013 - 02.2024
Bachelor of Science - Fashion Merchandising
Northwest Missouri State University
Minor - Business Management
Northwest Missouri State University