Daniel Milillo
Norristown,Pennsylvania
Summary
Life Insurance Agent
Customer service drives me to build relationships and cultivate partnerships.
I am a strategic thinking leader looking for a position to expand network connections. The ability to multi-task and focus on time management to maximize production is very important to me. I utilize written and verbal communication skills to explain different products to my clients.
Overview
21
21
years of professional experience
Work History
Life & Health Insurance Agent
Self Employed
NORRISTOWN, PA
01.2023 - Current
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Assisted customers in selecting the right insurance coverage for their needs.
- Prepared quotes for prospective customers based on their individual needs.
- Evaluated current financial situation of clients before recommending any policy changes.
- Ensured compliance with all applicable laws when issuing policies or making recommendations.
Medicare Advisor
TTEC
NORRISTOWN, PA
08.2023 - 12.2023
- Qualify client for one or more of our plans
- Document client's current health insurance status
- Educate client on How Medicare Works
- Perform Needs Assessment/Understand client's Healthcare Goals
- Clearly present/explain Medicare insurance policy options in detail
- Navigate Evidence of Coverage/Summary of Benefits
- Present Optional Supplemental Benefits/Services in line with client's existing objectives if available
- Complete Enrollment/Medicare Plan Application
Medicare Advisor
Results-CX
Blue Bell, PA
09.2022 - 12.2022
- Qualify client for one or more of our plans
- Document client's current health insurance status
- Educate client on How Medicare Works
- Perform Needs Assessment/Understand client's Healthcare Goals
- Clearly present/explain Medicare insurance policy options in detail
- Navigate Evidence of Coverage/Summary of Benefits
- Present Optional Supplemental Benefits/Services in line with client's existing objectives if available
- Complete Enrollment/Medicare Plan Application
Mortgage Loan Originator
New Penn Financial
Plymouth Meeting, PA
10.2012 - 09.2013
- Collect client financial information/documentation and perform credit analysis to determine loan eligibility
- Present loan options/Educate client on the loan loan process
- Answer any Questions/Concerns
- Submit to Underwriting/Keep Client Informed through Closing
Bartender/Server
Capone's Restaurant Inc.
East Norriton, PA
10.2002 - 03.2020
- Assist in generating repeat business by providing exceptional customer service.
- Take food/drink orders
- Pour accurate/consistent cocktails (Pa R.A.M.P. Certified)
- Time Management/Multi-Tasking
Education
Line of Authority - Accident And Health, Life And Fixed Annuities
XCEL SOLUTIONS
XCELSolutions.com01.2022
High School Diploma -
Wissahickon Senior High School
Ambler, PASkills
- Client Relations
- Attention to Detail
- Written and Verbal Communication
- Complex Problem Solving
- Presentations
- Closing the Sale
Timeline
Medicare Advisor
TTEC
08.2023 - 12.2023
Life & Health Insurance Agent
Self Employed
01.2023 - Current
Medicare Advisor
Results-CX
09.2022 - 12.2022
Mortgage Loan Originator
New Penn Financial
10.2012 - 09.2013
Bartender/Server
Capone's Restaurant Inc.
10.2002 - 03.2020
Line of Authority - Accident And Health, Life And Fixed Annuities
XCEL SOLUTIONS
High School Diploma -
Wissahickon Senior High School
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