Summary
Work History
Education
Skills
Work Availability
Timeline
References
Overview
Generic
Deborah Perry

Deborah Perry

Licensed Health & Life Insurance Agent
Dallas,TX

Summary

Experienced Agent specializing in complex transactions and client negotiations. Proven track record in enhancing sales performance and ensuring high levels of customer satisfaction. Strong negotiation skills and ability to thrive in high-pressure environments. Contributed to organizational success through strategic planning and effective problem-solving.

Work History

Remote Licensed Insurance Medicare Agent

Clearlink Insurance Agency
Dallas, TX
04.2024 - 08.2025
  • Responded promptly to customer inquiries via phone calls or ema
    ils in a professional manner.
  • Advised clients on their insurance needs and coverage options based on individual requirements.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Upsold products to policyholders and potential new clients.
  • Achieved repeat business and referrals through personalized services.
  • Exceeded company sales goals for new policies.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.

Remote Licensed Medicare Agent [AEP Season]

The Legacy Group
Dallas, TX
09.2023 - 12.2023
  • Delivered excellent service via inbound and outbound calling efforts, meeting established minimum targets.
  • Educated clients on Medicare Advantage Plans, benefits, coverage, and costs.
  • Analyzed clients' healthcare needs and preferences.
  • Evaluated the financial situation to recommend appropriate plans.
  • Assisted clients throughout the enrollment process.
  • Ensured compliance with all Medicare regulations and guidelines.
  • Completed the necessary paperwork and documentation for the Health Risk Assessment (HRA).
  • Performed administrative tasks such as data entry, filing paperwork, updating databases and preparing reports.

Retail Sales Associate

Dillards Department Store
Dallas, TX
09.2022 - 05.2023
  • Greeted clients and provided assistance with product questions, selections, and transactions.
  • Utilized consultative sales approaches to understand customer needs, and recommend relevant products.
  • Independently opened and closed the department, and made nightly bank deposits.
  • Supported loss prevention goals by monitoring shopper behavior.
  • Optimized sales promotions by setting up new product merchandise shelves and openings in eye-catching displays.
  • Boosted customer satisfaction by providing exceptional service, and addressing concerns promptly.
  • Increased sales revenue through effective product recommendations tailored to individual customers.

Licensed Life & Health Insurance Agent

American Income Life Insurance Company
Dallas, TX
04.2021 - 08.2022
  • Facilitated more than 70 incoming and outgoing calls.
  • Scheduled appointments with clients requesting benefits.
  • Presented and explained insurance products and benefits packages over Zoom video conference calls.
  • Educated clients on the intricacies of their health insurance policies, empowering them to make informed decisions.
  • Strategized cross-selling and upselling of insurance products, and impacted the retention rate of new and existing customers.
  • Provided coverage option information to assist clients in protecting assets.
  • Completed the required tasks for the underwriter to finalize coverage.

Brand Ambassador/Sales Associate

American Residential Services, ARS
Irving, Texas
04.2017 - 09.2020
  • Implemented customized shopping experiences for 75% of customers through effective communication.
  • Executed promotional events to enhance brand recognition and engage customers with product demonstrations.
  • Promoted ARS heating and cooling products through independent travel to local Home Depots in Dallas-Fort Worth area.
  • Coordinated appointment scheduling for sales representatives with verification department.
  • Processed lead sheets and necessary paperwork accurately and promptly using computer systems.
  • Maintained daily communication with general sales manager to provide status updates.
  • Attended and completed all required weekly training sessions to improve product knowledge.

Movie Extra

Legacy Casting
Plano, TX
03.2014 - 03.2016
  • Collaborated to create scenes that looked natural with the director and other actors.
  • Maintained character personality throughout rehearsals and shooting.
  • Implemented directions from producers and assistant directors to ensure consistency.
  • Worked collaboratively with other extras to ensure successful completion of scenes.

Medical Assistant

Independent Contractor - Self Employed
Dallas, Tx
04.2011 - 01.2013
  • Oversaw care for bedridden patient on respiratory ventilator and feeding tube.
  • Administered medications, formula feedings, and liquids via PEG tube.
  • Monitored vital signs and ensured personal grooming for patient comfort.
  • Maintained complete respiratory functions and equipment performance.
  • Documented clinical information and compiled data for physician review.

Customer Service Representative

Health Smart Preferred Care
Irving, TX
05.2010 - 04.2011
  • Responded to more than 100 calls asking about status of claims that had been repriced.
  • Assisted clients, members, and providers with selection of network healthcare facilities and providers.
  • Promptly responded to inquiries and requests from prospective customers

Education

Licensed Insurance Agent - General Lines Health & Life

Texas Department Of Insurance
Dallas, TX
04.2021

Diploma - Workers Compensation Adjuster

El Centro College
Dallas, TX
04.1995

Diploma - Medical Assistant

Advanced Technical Institute
Dallas, TX
06.1990

Skills

  • Decision-making and problem solving
  • Critical thinking
  • Cash handling accuracy
  • Sales and marketing strategies
  • Negotiation skills
  • Relationship management
  • Health and life insurance expertise
  • Insurance product knowledge
  • Microsoft Office proficiency
  • Medical terminology knowledge
  • Medical office administration
  • Patient care focus

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Remote Licensed Insurance Medicare Agent

Clearlink Insurance Agency
04.2024 - 08.2025

Remote Licensed Medicare Agent [AEP Season]

The Legacy Group
09.2023 - 12.2023

Retail Sales Associate

Dillards Department Store
09.2022 - 05.2023

Licensed Life & Health Insurance Agent

American Income Life Insurance Company
04.2021 - 08.2022

Brand Ambassador/Sales Associate

American Residential Services, ARS
04.2017 - 09.2020

Movie Extra

Legacy Casting
03.2014 - 03.2016

Medical Assistant

Independent Contractor - Self Employed
04.2011 - 01.2013

Customer Service Representative

Health Smart Preferred Care
05.2010 - 04.2011

Licensed Insurance Agent - General Lines Health & Life

Texas Department Of Insurance

Diploma - Workers Compensation Adjuster

El Centro College

Diploma - Medical Assistant

Advanced Technical Institute

References

References available upon request.

Overview

15
15
years of professional experience

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Deborah PerryLicensed Health & Life Insurance Agent