Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Deanna Phillips

Crosby,TX

Summary

Insurance Sales Specialist with heavy emphasis in Medicare, Personal lines and Commercial Lines. I have written multiple lines underwritten in multiple states and international importing Commercial across multiple carriers. I have spent the last 4 years working in a high speed, medicare centered call center environment with marked success. I have consistently maintained level 1 and level 2 Sales tiers and meeting ancillary sales quotas. I work with 20 A rated carriers in 34 states markets including Medicare Supplement, Prescription drug and Medicare Advantage plans. I strive to maintain a high persistency and top notch compliance in all interactions, Looking to enhance my skills and utilize my acumen to be an asset to my employer and increase my experience and knowledge.

Professional with strong background in Medicare insurance, adept at navigating complex regulations and providing tailored solutions for clients. Proven track record in building collaborative teams, driving positive outcomes, and adapting to changing needs. Possesses key skills in customer service, policy analysis, and communication, ensuring high satisfaction and compliance. Reliable, results-focused, and well-prepared to make significant impact in this role.

Overview

14
14
years of professional experience

Work History

Medicare Insurance Agent

Clearlink Insurance
07.2024 - Current
  • Enhanced client satisfaction by providing knowledgeable guidance on Medicare plan options and enrollment procedures.
  • Maintained thorough records of all interactions with clients, facilitating seamless follow-up communications as needed.
  • Provided exceptional customer service by promptly addressing questions or concerns during the entire enrollment process.
  • Consistently met or exceeded sales targets by effectively communicating the benefits of various Medicare insurance plans.
  • Leveraged strong problem-solving skills to address complex client inquiries and resolve issues in a timely manner.

Insurance Sales Medicare Senior Specialist

SelectQuote Insurance Services
07.2020 - Current
  • Fast paced call center based medicare sales.
  • Marketing supplements, prescription drug and medicare advantage plans.
  • Focused, fast paced selling, across multiple states and carriers.
  • Fluctuating between level 1 and level 2 sales making my sales goals each month as required to maintain level with ancillary cross sales goals maintaining occupancy of 85%

Farmers Insurance-Maria Arietta Molina Agency
10.2018 - 05.2020
  • Maintain book of business, Commercial lines including international Imports of Liquor, logging industry and manufacturing.
  • Personal lines, auto/home with Farmers, Bristol West, Foremost and 36 other partners to underwrite a wide variety of business, including collectors vehicles, high value homes and underwriting hard to insure areas/risks.

Personal Lines Agent/Producer

State Farm-Steve Kendrick Agency
10.2016 - 10.2018
  • Maintain book of business, set appointments, learn company products and cross sell.

General Manager

Wagon Wheel Restaurant, Hotel and Lounge
04.2011 - 07.2014
  • Managed 4 revenue centers within business and built a fifth branching into catering.
  • Also developed and marketed company logo products from t-shirts to jams, jellies and butters.
  • Managed hotel bookings, restaurant menu, staff scheduling, hiring/terminations, inventory management and controls for all revenue centers.
  • Also responsible for managing terminations with Department of Labor to determine unemployment eligibility and state law compliance.

Education

High School Diploma -

Fruita Monument High School
Fruita, CO
05-1989

Skills

  • Platform expertise
  • Sales Language
  • Analytics
  • Communication
  • Teamwork
  • Strategic thinking
  • Goal oriented
  • Product presentation
  • Policy analysis

Accomplishments

    Presidents Club 2025

Timeline

Medicare Insurance Agent

Clearlink Insurance
07.2024 - Current

Insurance Sales Medicare Senior Specialist

SelectQuote Insurance Services
07.2020 - Current

Farmers Insurance-Maria Arietta Molina Agency
10.2018 - 05.2020

Personal Lines Agent/Producer

State Farm-Steve Kendrick Agency
10.2016 - 10.2018

General Manager

Wagon Wheel Restaurant, Hotel and Lounge
04.2011 - 07.2014

High School Diploma -

Fruita Monument High School