Summary
Overview
Work History
Education
Timeline
Generic

CRAIG M. RHODES

Katy,TX.

Summary

To obtain a challenging position with a progressive company

Overview

20
20
years of professional experience

Work History

Community Outreach Representative for Agents/Broker

One Medical Seniors
9 2022 - 04.2024
  • Work to expand and guide sales efforts to boost patient enrolments at assigned clinics
  • Encourage insurance brokers to recommend One Medical Seniors to their clients
  • Hosted broker managers and their agent training classes in clinics
  • Responsible for conducting educational sessions for agents on One Medical during AEP kickoffs.
  • Generate and foster leads for One Medical brand by carrying out planned operations and community events with agents
  • Hold educational seminars at insurance firms to instruct agents on One Medical Seniors brand
  • Arrange and oversee clinic tours for agents and prospective patients
  • Employ community tabling and outreach mapping for enhancing brand recognition
  • Organize community room events for agents and patients
  • Ensure timely and precise recording of patient enrolment activities in salesforce, along with managing administrative duties including metric reporting.
  • Conducted community workshops to promote different programs and educate public on available services
  • Connected individuals with available and relevant resources

Sales Consultant

VPN Safe Vault
02.2020 - 08.2022
  • Successfully sold streaming Tv services to a broad customer base
  • Manage high call volumes selling streaming TV services
  • Maintain deep product knowledge and stay up to date with features and technical aspects of streaming TV service
  • Cultivate strong relationships with customers through exceptional customer service and follow-ups, ensuring high retention rate.

Independent Insurance Agent

Affordable Insurance Solutions
10.2006 - 02.2020
  • Market life, health products to potential clients
  • Organize health fair presentations to educate people about health & life products
  • Contact potential customers gathered from events
  • Call on policyholders to deliver and explain policy, to analyze insurance program
  • Contact underwriter and submit forms to obtain binder coverage
  • Customize insurance programs to suit individual customers
  • Confer with clients to obtain and provide information when claims are made.

Fundraising Specialist

EIS
10.2005 - 11.2007
  • (Emergency Internet Solution), Market family security plans and personal identification cards
  • Market fundraiser program to organizations
  • Educated organizations to the benefit of using a community base fundraiser product to raise capital
  • Managed fundraiser implementation, progress, and collections of funds raised in the fundraiser.

Office Manager

Direct Energy
08.2002 - 08.2005
  • Provided updates of all issues and resolutions for offices daily to the sales development administration manager
  • Primary liaison regarding any advisor issues
  • Responsible for the accuracy and distribution of office payroll
  • Order and approve office supplies for respective office
  • Assist Sales Development Specialists with conducting interviews
  • Ensured the office is open on time
  • Ensured all office personnel follow company policy and directives from management
  • Responsible for maintenance and upkeep of company van fleet

Education

Some College (No Degree) - Business/Marketing

Northwestern State University
Natchitoches, La.
05.2001 - 05.1994

Diploma -

Valley Forge Military Academy
Wayne, Pa
08.1990 - 05.1991

Some College (No Degree) - Obtain Health & Life Insurance License

Texas Department of Insurance
Houston, TX
10.2006 - 10.2006

Timeline

Sales Consultant

VPN Safe Vault
02.2020 - 08.2022

Some College (No Degree) - Obtain Health & Life Insurance License

Texas Department of Insurance
10.2006 - 10.2006

Independent Insurance Agent

Affordable Insurance Solutions
10.2006 - 02.2020

Fundraising Specialist

EIS
10.2005 - 11.2007

Office Manager

Direct Energy
08.2002 - 08.2005

Some College (No Degree) - Business/Marketing

Northwestern State University
05.2001 - 05.1994

Diploma -

Valley Forge Military Academy
08.1990 - 05.1991

Community Outreach Representative for Agents/Broker

One Medical Seniors
9 2022 - 04.2024
CRAIG M. RHODES