Debra Danner
Plattsmouth,NE
Summary
Licensed insurance professional with proven expertise in policy sales, client relationship management, and risk assessment. Skillful in navigating complex insurance products and regulations, ensuring clients receive optimal coverage.
Overview
11
11
years of professional experience
Work History
Licensed Insurance Agent
Connexion Point
09.2025 - Current
- Assisted clients in selecting suitable insurance plans based on individual needs and preferences.
- Explained policy features, benefits, and coverage options to enhance client understanding and satisfaction.
- Conducted needs assessments to recommend appropriate insurance products for diverse customer profiles.
Licensed Insurance Agent
300 Financial Group
09.2025 - Current
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
Licensed Insurance Agent
Amplify Life Insurance
01.2025 - 02.2025
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
- Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
- Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
Licensed Insurance Agent
Concentrix
08.2024 - 12.2024
- Exceeded corporate quotas for monthly policy sales.
- Maintained high standards of customer service by building relationships with clients.
- Prepared and reviewed insurance applications to verify compliance with regulations.
Licensed Insurance Agent
Mutual Of Omaha
12.2023 - 06.2024
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Utilized CRM software to manage client relationships.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Claims Processor
Principle Choice Solutions
02.2022 - 11.2023
- Processed claims efficiently, ensuring compliance with company policies and regulations.
Claims Processor
Mutual Of Omaha
07.2020 - 12.2021
- Reviewed applications and supporting documents to verify Life Insurance claims eligibility and accuracy.
- Utilized specialized software to process incoming claims, enter data and generate reports.
Senior Customer Service Specialist
North End Teleservices
03.2020 - 07.2020
- Resolved customer unemployment inquiries efficiently, enhancing overall satisfaction and loyalty.
Underwriting Support Specialist
Mutual Of Omaha
08.2019 - 03.2020
- Processed underwriting documentation, ensuring compliance with regulatory standards and company policies.
Senior Customer Service Specialist
Ubiquity Global Services
03.2019 - 08.2019
- Resolved customer banking inquiries efficiently, enhancing overall satisfaction and loyalty.
Helpdesk Support Engineer
Union Pacific
11.2018 - 02.2019
- Provided technical support for hardware and software issues, enhancing user experience and productivity.
- Diagnosed system problems using remote access tools, ensuring timely resolutions for end-users.
Call Center Trainer
TierPoint
08.2014 - 07.2018
- Developed and delivered comprehensive training programs for call center staff, enhancing service quality.
- Conducted performance assessments to identify training needs and improve agent competencies.
- Enhanced trainee performance by implementing customized training modules tailored to individual needs.
Education
Associate of Arts - Education
Iowa Western Community College
Council Bluffs, IA12-2014
Associate of Arts - Clinical Psychology
Iowa Western Community College
Council Bluffs, IA12-2013
Skills
- Licensed insurance agent
- Insurance sales expertise
- Insurance product expertise
- Quotes and sales
- Client needs analysis
- Client relationship management
- Client account management
Timeline
Licensed Insurance Agent
Connexion Point
09.2025 - Current
Licensed Insurance Agent
300 Financial Group
09.2025 - Current
Licensed Insurance Agent
Amplify Life Insurance
01.2025 - 02.2025
Licensed Insurance Agent
Concentrix
08.2024 - 12.2024
Licensed Insurance Agent
Mutual Of Omaha
12.2023 - 06.2024
Claims Processor
Principle Choice Solutions
02.2022 - 11.2023
Claims Processor
Mutual Of Omaha
07.2020 - 12.2021
Senior Customer Service Specialist
North End Teleservices
03.2020 - 07.2020
Underwriting Support Specialist
Mutual Of Omaha
08.2019 - 03.2020
Senior Customer Service Specialist
Ubiquity Global Services
03.2019 - 08.2019
Helpdesk Support Engineer
Union Pacific
11.2018 - 02.2019
Call Center Trainer
TierPoint
08.2014 - 07.2018
Associate of Arts - Education
Iowa Western Community College
Associate of Arts - Clinical Psychology
Iowa Western Community College