Danna Batman
Iuka,MS
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. 10 years of Customer Service. 5 years of Extensive fiscal responsibility, budgeting, cash disbursements, and collections. 5 years of detailed record keeping. 5 years of contract writing and review. 5 years of experience using Microsoft Office, Excel, PowerPoint, Word, and Outlook. CRM, Army deployable disbursing system, batch manager check systems. 10 years of experience in Data Entry. 5 years of experience in direct sales and marketing, inbound and outbound call center. Accurate Typing Rate of 50 words per minute
Overview
20
20
years of professional experience
Work History
Licensed Life and Health Insurance Agent
Globe Life and Accident Insurance Company
Remote, Remote
04.2021 - 12.2023
- Make Outbound calls to Prospects and conduct presentations to introduce life insurance products.
- Take Inbound calls from customers addressing product questions and concerns.
- Deescalate hostile customers who are dissatisfied with service or product and resolve or escalate issues to the proper department.
- Provide phone, email, and text-based support to current and potential customers.
- Handle customer inquiries and complaints.
- Provide information about the products and services.
- Troubleshoot and resolve product issues and concerns.
- Document and update customer records based on interactions.
- Conducted fact-finding assessments to create sales presentations for client engagement.
- Tracked policy renewals and expiration dates in order to manage timely notifications.
- Evaluated existing policies to determine changes or modifications needed.
- Maintained detailed records of all client interactions and updated customer information as necessary.
- Assisted members to enhance current plans with supplemental benefits to boost sales.
- Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
- Sought out new clients and developed clientele by networking to find new customers.
- Monitored industry trends and regulations to ensure compliance with state laws.
- Developed and maintained relationships with clients to ensure satisfaction with services provided.
- Verified eligibility criteria prior to enrolling a customer into a plan.
- Identified customer needs, analyzed data, and recommended appropriate products and services.
- Investigated customer complaints and resolved issues promptly.
- Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
- Conducted research on new products being offered by insurers in order to stay informed of market trends.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Advised clients on health insurance options, including coverage and cost comparisons.
- Processed changes in insurance policies and periodically reassessed client needs.
- Researched competitive offerings from other companies in order to remain competitive within the market place.
- Participated in weekly training sessions to improve product knowledge and enhance company growth.
- Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.
- Responded timely to inquiries from customers via phone, email, or chat support systems.
- Reviewed applications for accuracy before submitting them for processing.
Correctional Officer
Corcivic
Clifton, TN
08.2022 - 12.2022
- Managed and supervised up to 260 residents during a 12-hour shift
- Coordinated, directed, and documented all resident movements and activities
- Conducted regular security checks
- Maintained personal equipment such as radio, handcuffs, OC aerosol spray, firearms, and patrol vehicles
- Stayed up to date on self-defense, take-down tactics, medical aid, and firearms training.
Logistics Wave Planner
Prime Distribution Center
Plainfield, IN
07.2017 - 04.2019
- Coordinated and planned incoming and outgoing shipments
- Data entry into Microsoft Excel spreadsheets
- Updated system daily to track orders and shipments
- Inspected all incoming and outgoing shipments for proper labeling and inventory.
Real Estate Broker
Carpenter Realty
Mooresville, IN
06.2013 - 07.2017
- Conducted open houses
- Marketed Properties through social media, networking, signs, and newspaper listings
- Collected, researched, and maintained client documents for purchases and sales
- Conducted open house presentations
- Marketed Properties through email, social media networking, signs, newspapers, and internet sales funnels
- Collected, researched, and recorded client data, documentation, and information for purchases and sales
- Analyzed current housing market sales trends and pricing structure.
Financial Management and Accounting Specialist
U.S. Army
05.2008 - 02.2013
- Disbursed over 1 million in cash with no loss of funds
- Collected over $500,000.00 in cash and vouchers with no loss of funds
- Issued over 10,000 Eagle Cash Cards, reducing a significant amount of U.S
- Currency from circulating into a foreign economy
- Budgeted $33,000.00 for unit supplies
- Tracked and maintained $5,000.00 of personal military equipment
- Conducted informational briefs for 50-80 people at a time, once weekly for 3 years
- Completed, reviewed, researched, and processed military payments, collections, contracts, and entitlements documents.
Bartender/ Bar Manager
Thompson House
Indianapolis, IN
03.2004 - 05.2008
- Conducted open and close procedures for the bar and kitchen
- Handled cash collections and drops of up to $30,000.00 per week
- Publicized the business by designing a website and flyers, which increased weekly sales by 5%
- Accurately mixed alcoholic beverages without over-pouring, which decreased funds spent on products
- Maintained the serving area by implementing a daily cleaning routine, and rotating and refilling bar stock
- Tracked and ordered accurate amounts of product needed weekly, which prevented a surplus or deficit in merchandise
- Expedited drink and food orders in a fast-paced, high-stress environment
- Conducted payroll activities and tracked and scheduled employees.
Education
Licensed Life, Health, and Accident Insurance Agent -
Mississippi Department of Insurance
11-2021
Brokerage Training -
Carpenter Realty
06.2013
GED -
Wayne Enrichment Center
04.2000
Medicare, Fraud, Waste, and Abuse Training (AHIP Certificate) -
Unknown
Skills
- Records Maintenance
- Policy Analysis
- Negotiation Abilities
- Financial Acumen
- Direct Marketing
- Service Marketing
- Client Prospecting
- Policy Sales
- HIPAA Compliance
- Document Control
- Policyholder Communication
- Customer Engagement
- Account Management
- CRM Software
- Client Relations
- Email Marketing
- Relationship Building
- Form Completion and Submission
- Customer Follow-Up
- Policy Changes
- Insurance Policy Sales
- New Agent Training
- Regulatory Requirements
- Data Entry
- Financial Needs Assessment
- Consultative Sales Approach
- Policy Feature Explanations
- Critical Thinking
- Insurance Practices
- Persuasive Negotiation
- Quality Assurance Requirements
- Insurance Sales Strategy
- Customer Account Review
- Administrative Functions
- Customer Referrals
- Life Insurance Sales
- Marketing Strategy Development
- Call Center Customer Service
- Policy Adjustment Knowledge
- Policy Renewals
- Health Insurance Sales
- Reference Selling
- Customer Complaint Resolution
- Premium Calculations
- Licensing Requirements
- Underwriter Collaboration
- Group Presentations
Specialized Training
- CPR, and Standard First Aid
- Micro Computer Literacy
- Financial Reports Recording
- Supply Operations
- Outlook and Gmail
- Microsoft Office 365, Excel Spreadsheets, Word, and PowerPoint
- Jabber Phone System
- Financial Management and Accounting Operations
- Small Business Purchasing
- Logistics
Timeline
Correctional Officer
Corcivic
08.2022 - 12.2022
Licensed Life and Health Insurance Agent
Globe Life and Accident Insurance Company
04.2021 - 12.2023
Logistics Wave Planner
Prime Distribution Center
07.2017 - 04.2019
Real Estate Broker
Carpenter Realty
06.2013 - 07.2017
Financial Management and Accounting Specialist
U.S. Army
05.2008 - 02.2013
Bartender/ Bar Manager
Thompson House
03.2004 - 05.2008
Licensed Life, Health, and Accident Insurance Agent -
Mississippi Department of Insurance
Brokerage Training -
Carpenter Realty
GED -
Wayne Enrichment Center
Medicare, Fraud, Waste, and Abuse Training (AHIP Certificate) -
Unknown
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