David McCreery
Broadview Heights,OH
Summary
Dedicated insurance professional with proven sales success in Medicare enrollment, and a strong track record in fostering client relationships. Skilled in achieving enrollment goals and enhancing client satisfaction. Currently pursuing a BBA in Finance to expand expertise and drive business growth.
Overview
3
3
years of professional experience
5
5
Certifications
Work History
Medicare Broker
Self Employed
Cleveland , OH
10.2024 - Current
- Averaged 15 to 20 enrollments a week during AEP/OEP enrollment periods.
- Contracted with Humana, Aetna, Health spring, and UnitedHealthcare.
- Managed client relationships by providing regular updates and market insights.
- Experienced with Sunfire, Enroll here, Salesforce
Account Executive
Keystone Agency Partners
Westmont, Illinois
01.2025 - 10.2025
- Contracted with 50 of the top life insurance companies nationwide
- Held at a quota of $20,000 Annualized Premium per month
- Educated consumers on term, whole, and universal life products ranging from $10,000 to $25 million in coverage
- Licensed in over 32 states
Security Guard/Bouncer
Flats East Bank Ent District
Cleveland , OH
02.2023 - 07.2025
- Enforced venue policies and procedures to promote guest safety and satisfaction.
- Observed crowd behavior to identify potential issues before they escalated.
- Responded quickly to altercations between patrons, mediating disagreements as needed.
- Verified IDs for legal age prior to admission into premises.
Insurance Agent
Globe Life
Cleveland , OH
11.2022 - 08.2023
- Delivered presentations on insurance products at community events and workshops.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Processed payments received from clients promptly according to established procedures.
Education
BBA - Finance
Liberty University
Lynchburg, VA08-2026
Skills
- Client relationship management
- Market analysis
- Financial modeling
- Sales strategy
- Effective communication
- Problem solving
Certification
Insurance License
Timeline
Account Executive
Keystone Agency Partners
01.2025 - 10.2025
Medicare Broker
Self Employed
10.2024 - Current
Security Guard/Bouncer
Flats East Bank Ent District
02.2023 - 07.2025
Insurance Agent
Globe Life
11.2022 - 08.2023
BBA - Finance
Liberty University