- Sharing travel tips, recommendations, and insights with fellow enthusiasts
- Participating in local clean-up initiatives
- Volunteer Travel
- Cooking
- I like working with my hands and fixing things
- Documenting and sharing travel experiences
Cortasha Cave
Baxley,GA
Summary
Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.
Talented Insurance Sales Agent with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great task prioritization skills.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Licensed Insurance Sales Agent
WellCare Healthcare Plans
06.2023 - Current
- Identifies prospective clients through leads and referrals
- Schedules client meetings
- Performs follow-up calls as needed
- Advises on insurance coverage, conducts policy reviews
- 2 years of insurance experience with 5 sales experience
- Insurance license (life, health, accident)
- In-depth knowledge of insurance principles and selling techniques
- Outstanding communication skills, also Excellent interpersonal skills
- Upsold additional products and services after identifying customer needs and requirements.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Provided comprehensive product knowledge and guidance to help clients with product selection.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Personal Assistant
Golden's personal care asst.
01.2018 - 06.2023
- Domestic CEO kept schedule current and accurate with regular updates to add business, family, and personal plans.
- Helped clients with personal needs such as medications, errands, and housekeeping.
- Liaised between household employees, work associates, and the employer.
- Helped with special projects by researching issues, summaries.
- Assisting clients with household finances, bills, and payments, as well as running errands.
- Displayed absolute discretion in handling confidential information.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
- Built strong relationships with clients to deliver emotional support and companionship.
Customer Service Representative
Adecco Staffing
08.2020 - 11.2020
- Resolve customer complaints via phone, email, and mail.
- Use telephones to reach out to customers and verify account information.
- Cancel or upgrade accounts.
- Assist with the placement of orders, refunds, or exchanges.
- Take payment information.
- Place or cancel orders.
- Attempt to persuade a customer to reconsider cancellation.
- Inform customers of deals and promotions.
- Utilize computer technology to handle high call volumes.
- Work with the customer service manager to ensure proper customer service is being delivered.
- Followed up with customers after completing sales to assess satisfaction and resolve technical or service concerns.
- Kept detailed records of daily activities through the online customer database.
Customer Service Representative
Apex Pest control
08.2018 - 02.2019
- Resolve customer complaints via phone, email, and mail.
- Use telephones to reach out to customers and verify account information.
- Cancel or upgrade accounts.
- Assist with placement of orders, refunds, or exchanges.
- Take payment information.
- Suggest solutions when a product malfunctions.
- Attempt to persuade a customer to reconsider cancellation.
- Inform customers of deals and promotions.
- Sell products and services.
- Utilize computer technology to handle high call volumes.
- Work with the customer service manager to ensure proper customer service is being delivered.
- Followed up with customers after completing sales to assess satisfaction and resolve technical or service concerns.
- Kept detailed records of daily activities through online customer database.
- 'Managed approximately 30 incoming calls, emails and faxes per day from customers.'
Certified Training Specialist
T-Tech Synchrony Finance
05.2018 - 08.2018
- Develops training curricula and/or recommends or utilizes vendor programs that meet instructional goals and objectives.
- Formulates training outlines and determines instructional methods, utilizing knowledge of specified training needs and effectiveness of such methods as individual training, group instruction, lectures.
- Data to revise or recommend changes in instructional objectives and methods.
- 'Managed approximately 30 incoming calls, emails, and faxes per day from customers.'
- May review instructor performance and recommend improvements to program content and/or instructor presentation methods; may recruit, select, and train instructors.
- Defined training objectives supporting business priorities.
- Oversaw resource organization and training center use and operation.
- Coordinated training events with internal and external trainers.
Field Agent/Consultant
Orlando Access
01.2018 - 04.2018
- Develop robust knowledge of all product lines/services.
- Maintain relationships with third-party vendors and venues.
- Promote business expansion opportunities to retailers and other merchants through successful field marketing programs.
- Track expenses in an organized fashion.
- Report weekly/monthly on the status of field marketing activities.
- Document and share lead/customer intelligence with the sales team.
- Demonstrated features, answered questions, and redirected concerns to positive areas.
- Managed approximately 30 incoming calls, emails, and faxes per day from customers.'
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
- Stayed in frequent contact with customers to assess satisfaction, gather requirements, and resolve issues.
Administrative Assistant, Test Proctor, Receptionist, Internship
New Horizons Computer Learning Center
02.2011 - 12.2017
- Edits documents for accuracy.
- Maintains accurate records and enters data.
- Assists with organizing events when necessary.
- Signs for delivered packages and distributes them to the appropriate recipient.
- Interacts with directors when necessary.
- Assists in setting up new client accounts.
- Maintains financial database records.
- Covers reception upon occasion.
- Managed approximately 30 incoming calls, emails, and faxes per day from customers.'
- Maintains stock of supplies by anticipating work requirements, ordering supplies, and distributing supplies where necessary.
- Answers customer questions and confirms customer orders.
- Engages in educational opportunities as needed.
- Performs additional duties when required, including drafting.
- Set-up and tear-down of testing area, including loading the study survey on all computers, and resetting survey between sessions.
- Answered multi-line phone system, routing calls, delivering messages to staff, and greeting visitors.
- Maintained inventory of office supplies and placed orders.
Education
Graduate Certificate - Fundamentals of RBT Behavior And Crisis Management
Alison Empower Yourself
Baxley, GA05-2025
Certificate - Organizational Masterclass
Alison Empower Yourself
Baxley, GA04-2025
Intermediate Certificate - Practical Guide To Interior Design
Alison Empower Yourself
Baxley, GA04-2025
Graduate Certificate - Transform Your Home Decorate And Refurbish
Alison Empower Yourself
Baxley, GA03-2025
Graduate Certificate - Fashion Design
Alison Empower Yourself
Baxley, GA02-2025
Mastering Communication And Public Speaking Skills - Public Speaking
Alison Empower Yourself
Baxley, GA05-2023
Certificate in Life and Health Insurance - Insurance
Xcel Solutions
Baxley, GA12.2022
Graduate Certificate - Effective Public Speaking
Alison Empower Yourself
Baxley, GA03-2022
Graduate Certificate - Public Speaking
Alison Empower Yourself
Baxley, GA03-2022
Community Relations in Apprenticeship Community Relations - undefined
Hopes and Dreams Teams
Orlando, FL09.2012
GED - Language Arts
High School Equivalency
Orlando, FL05.2012
Intermediate Microsoft - Word-Outlook-Excel
New Horizons Computer Learning Center
Orlando, FL08.2011
Skills
- Data Entry
- Public Speaking
- Sales
- Leadership
- Microsoft Outlook
- Communication skills
- Customer service
- Negotiation
- Contracts
- Insurance Sales
- Salesforce
- Cold Calling
- Organizational skills
- Policy analysis
- CRM software
- Cold calling
Accomplishments
- Resolved product issue through consumer testing.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Achieved Pinnacle by completing over 200 enrollments AEP with accuracy and efficiency.
- Achieved trust with client through effectively helping to understanding massive information.
Certification
- Life Insurance, Present
- Accident and Sickness Insurance, Present
- Certified Safety Professional
- Insurance Producer License
- Public Speaker, 03/01/22 to Present, Public speaking is the process of communicating information to a live audience.
- Effective Public Speaking Skills, 03/01/22 to Present, Effective public speaking is the ability to communicate information to a live audience in a clear and engaging way.
- Developing Credibility as a Leader, 06/01/24 to Present, You establish credibility when you inspire trust in others.
Awards
- Pinnacle Club Achievement in Excellence, 02/01/24, Pinnacle Awards celebrate the work of outstanding individuals whose original solutions maximize resources and enhance student achievement.
- Lead with Positive Power, 05/01/24, Leadership power is the influence that leaders have over their followers.
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Pinnacle Award 2024
The Pinnacle Award 2024 is a prestigious recognition that highlights exceptional achievements, leadership, and contributions in a Insurance industry. It serves as a testament to an individual's or organization's commitment to excellence, innovation, and impact.
Interests
Timeline
Licensed Insurance Sales Agent
WellCare Healthcare Plans
06.2023 - Current
Customer Service Representative
Adecco Staffing
08.2020 - 11.2020
Customer Service Representative
Apex Pest control
08.2018 - 02.2019
Certified Training Specialist
T-Tech Synchrony Finance
05.2018 - 08.2018
Personal Assistant
Golden's personal care asst.
01.2018 - 06.2023
Field Agent/Consultant
Orlando Access
01.2018 - 04.2018
Administrative Assistant, Test Proctor, Receptionist, Internship
New Horizons Computer Learning Center
02.2011 - 12.2017
Community Relations in Apprenticeship Community Relations - undefined
Hopes and Dreams Teams
GED - Language Arts
High School Equivalency
Intermediate Microsoft - Word-Outlook-Excel
New Horizons Computer Learning Center
Graduate Certificate - Fundamentals of RBT Behavior And Crisis Management
Alison Empower Yourself
Certificate - Organizational Masterclass
Alison Empower Yourself
Intermediate Certificate - Practical Guide To Interior Design
Alison Empower Yourself
Graduate Certificate - Transform Your Home Decorate And Refurbish
Alison Empower Yourself
Graduate Certificate - Fashion Design
Alison Empower Yourself
Mastering Communication And Public Speaking Skills - Public Speaking
Alison Empower Yourself
Certificate in Life and Health Insurance - Insurance
Xcel Solutions
Graduate Certificate - Effective Public Speaking
Alison Empower Yourself
Graduate Certificate - Public Speaking
Alison Empower Yourself
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