Dejah Williams
Irmo,SC
Summary
Influential Insurance Sales Agent with 2+ years of experience customizing insurance programs, explaining features and advantages and developing successful marketing strategies. Motivated professional possessing exceptional multitasking, organizational and time management abilities. Expertise in customer relationship management, prospecting and sales. Proficient in Microsoft and Excel.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Customer Support Specialist
TD Bank
05.2023 - Current
- Developed strong relationships with clients, resulting in repeat business and positive feedback.
- Delivered exceptional customer service experiences by maintaining a positive attitude, active listening skills, and empathetic responses to customer concerns.
- Managed a high volume of inbound calls while maintaining excellent call quality standards and adhering to established procedures.
- Enhanced customer satisfaction by addressing and resolving complex issues promptly and professionally.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Provided timely assistance to customers via phone, email, and live chat channels, ensuring a high level of professionalism at all times.
Independent Insurance Broker
Family First Life
11.2021 - Current
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Contracted with groups like Americo, John Handcock, Mutual of Omaha to independently sell life insurance products
Untied Health Care Sales Representative/Customer Service Representative
United Healthcare
08.2020 - 09.2021
- Analyzed patients' abilities to pay for services to determine charges on sliding scales.
- Obtained patient information to properly record and document demographics and medical histories.
- Provided feedback and information to coding and billing personnel to streamline accounting processes.
- Interacted with [Number] insurance companies to verify patient eligibility and benefits.
- Conduct business using technology.
- Interact with consumers helping them to find the best possible insurance plan that fits them.
- Enroll consumers into the best Medicare plan available to them that fits their medical needs.
- Work with consumers that have Medicare
- Educate consumers about healthcare options or their current healthcare plan.
- Help consumers process payments for their monthly insurance bill.
Office Coordinator
L.P Financial
07.2019 - 03.2020
- Interacted with customers by phone or email to provide information.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Maintained office supplies inventory by checking stock and ordering new supplies.
- Efficiently supervised filing, sorting and handling incoming and outgoing mail.
- Managed office activities by maintaining communication between clients, tracking records and filing all documents.
Office Manager
Xklusive Kutz
02.2015 - 01.2019
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
Education
High School Diploma -
Pemberton Township High School
Pemberton, NJ06.2015
Skills
- Clientele Development
- Financial Needs Assessment
- Account Management
- Insurance Recommendation
- Health and Life Insurance Licensed
- Underwriting knowledge
- Policy analysis
- In-depth product knowledge
- Strong negotiation skills
- Claims Handling
- Customer Service
- Licensed Insurance Agent
- Insurance sales
- Product Knowledge
- Customer Needs Assessment
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Certification
- Health Insurance License - 4 years
- Life Insurance License- 2 year
Timeline
Customer Support Specialist
TD Bank
05.2023 - Current
Independent Insurance Broker
Family First Life
11.2021 - Current
Untied Health Care Sales Representative/Customer Service Representative
United Healthcare
08.2020 - 09.2021
Office Coordinator
L.P Financial
07.2019 - 03.2020
Office Manager
Xklusive Kutz
02.2015 - 01.2019
High School Diploma -
Pemberton Township High School
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