Microsoft Office
Hi, I’m
DELILAH K. HODGES
Licensed Health Sales Agent
South River,NJ
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service. Dedicated professional with over10 years of experience in the customer service and the finance industry. Well-organized, self-motivated individual with ability to rapidly learn new proprietary systems and software. Track record for consistently meeting goals and delivering a high level of job performance. Proven ability to build strong customer/client relationships.
Overview
17
years of professional experience
3
years of post-secondary education
Work History
Premium Choice LLCEncino, CA
Licensed Sales Agent
01.2023 - Current
Job overview
- Assists Medicare recipients remotely by enrolling beneficiaries into provider plans
- Contracted with carrier providers such as Humana, United Healthcare, Cigna, Aetna, Wellcare
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Kept detailed records of daily activities through online customer database.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Realtor Associate
09.2022 - Current
Job overview
- Advertised client properties through websites, social media, and real estate guides.
- Maintained connections with clients to encourage repeat business and referrals.
- Communicated with clients to understand property needs and preferences.
- Developed and maintained relationships with clients through networking, postcards, and cold calling.
- Coordinated appointments to show tenants and buyers prospective homes.
World Financial Group/TransAmerica IL, NJ
Life Insurance Agent
03.2022 - Current
Job overview
- Maintained high standards of customer service by building relationships with clients.
- Provided coverage option information to assist clients in protecting assets.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
First Lenders MortgageKeyport, NJ
Mortgage Assistant
10.2021 - 01.2023
Job overview
- Answered inbound calls from clients, vendors and lenders.
- Checked loan documents for accuracy prior to closing.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Complied with CFPB guidelines ensuring disclosures were sent and signed.
- Closed out loan files.
- And updated files, assisted all processors and mortgage loan officers.
- Appointment setter for client and vendor meetings.
- Reviewed loan files and updated to match current standards.
- Developed and implemented marketing campaigns to generate new business opportunities.
Halo RealtyPiscataway, NJ
Realtor Associate
02.2020 - 09.2022
Job overview
- Wrote listings detailing and professionally highlighting property features to increase sales chances.
- Advertised client properties through websites, social media, and real estate guides.
- Maintained connections with clients to encourage repeat business and referrals.
- Negotiated, facilitated, and managed real estate transactions.
- Liaised between buyers and sellers to provide positive experiences for both parties.
- Studied property listings, interviewed prospective clients, accompanied clients to properties and discussed condition of sales.
Symmetry Financial GroupNorfolk, VA
Insurance Broker
02.2021 - 03.2022
Job overview
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sold deceasing term insurance policies to new customers.
- Called potential clients to set up appointments according to mutual availability.
Diamond Realty & AssociatesMetuchen, NJ
Administrative Assistant
02.2018 - 12.2019
Job overview
- Assisted with the beginning phases of listing properties on the Central Jersey MLS, Bright MLS, and Garden State MLS of REO properties.
- Managed REO pre-listings and overseer of accounts payable & receivables via QuickBooks.
- Processed payroll commission payments.
- Created systems procedures and spread sheets in Excel.
- Worked closely with asset management companies, vendors, contractors, realtors and the broker of record.
- Developed strategies to streamline and improve office procedures.
- Assisted development and implementation of new administrative procedures.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
Tax-Max Certified Public AccountantsBurlington, NJ
Tax Preparer
01.2018 - 02.2018
Job overview
- Completed and filed returns with tax departments at local, state, and federal levels.
- Offered clients recommendations to reduce tax liabilities.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
Clarity Benefit SolutionsClark, NJ
Third Party Benefits Administrator
11.2016 - 07.2017
Job overview
- Handled inbound/out-bout moderate-to-heavy call volume daily.
- Serviced a wide scale of Human Resource Departments, brokers, and participants.
- Processed claims for Flexible Spending Accounts, Health Reimbursement Accounts, Transit & Parking, and Dependent Care Accounts and assisted with Health Savings Account .
- Implemented daily importing of new/previous participants during open enrollment.
- Navigated participants with online/Mobile App registration setup and open enrollment.
- Handled COBRA accounts and calls.
- Managed continuous enrollment processes, as well as yearly enrollment periods.
Merrill Lynch Bank of AmericaPennington, NJ
Benefits & Retirement Representative
03.2016 - 11.2016
Job overview
- Serviced participants in an in-bound and out-bound service center
- Handled inquiries and transactions for participants in over 500 retirement plans
- Assisted Merrill Lynch clients and worked with both internal (Financial Advisors) and external (plan participants), with financial transactions and inquires relating to 401(k) and Employee Stock Option accounts
- Modeled retirement goals and strategies
- Collaborated with Merrill Edge advisors with plan inquiries
- Trained on highly sensitive clients including Wal-Mart, Lord & Taylor, Tela-Tech and Crown Equipment.
Liberty Tax ServiceSouth Amboy, NJ
Tax Preparer
01.2016 - 04.2016
Job overview
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Maintained compliance by adhering to current tax laws and regulations.
- Utilized tax software to prepare returns and meet deadlines.
Computershare Shareowner ServicesEdison, NJ
Customer Service Representative
11.2005 - 05.2013
Job overview
- Answered shareholder telephone calls promptly to avoid on-hold wait times.
- Answered constant flow of shareholder calls with minimal wait times.
- Promptly responded to inquiries and requests from prospective shareholders.
- Serviced shareholders with Direct Stock Purchase Plans (DSPP) and Dividend Reinvestment Plans (DRP).
- Processed sales requests, certificate requests and fulfilled light clerical duties.
- Lead for the e-mail correspondence department.
- Supervised a floor of 15 or more representatives and defused escalated calls.
- Cross-trained and provided backup support for organizational leadership.
- Trained staff on operating procedures and company services.
- Continuous compliance training on Anti-Money Laundering, Bank Secrecy Act, Whistle Blower, USA Patriot Act, FATCA (Foreign Account Tax Compliance Act).
- Participated in team meetings and training sessions to stay informed about product updates and changes.
Education
Middlesex County CollegeEdison, NJ
Associate of Science from Management
05.2014 - 08.2015
University of Arizona Global
Bachelor of Arts from Real Estate
10.2019 - 10.2021
Skills
MS Office
undefinedSoftware
Licenses
Real Estate License 2023
Life & Health Producers License 2023
Timeline
Licensed Sales Agent
Premium Choice LLC
01.2023 - Current
Realtor Associate
09.2022 - Current
Life Insurance Agent
World Financial Group/TransAmerica IL
03.2022 - Current
Mortgage Assistant
First Lenders Mortgage
10.2021 - 01.2023
Insurance Broker
Symmetry Financial Group
02.2021 - 03.2022
Realtor Associate
Halo Realty
02.2020 - 09.2022
University of Arizona Global
Bachelor of Arts from Real Estate
10.2019 - 10.2021
Administrative Assistant
Diamond Realty & Associates
02.2018 - 12.2019
Tax Preparer
Tax-Max Certified Public Accountants
01.2018 - 02.2018
Third Party Benefits Administrator
Clarity Benefit Solutions
11.2016 - 07.2017
Benefits & Retirement Representative
Merrill Lynch Bank of America
03.2016 - 11.2016
Tax Preparer
Liberty Tax Service
01.2016 - 04.2016
Middlesex County College
Associate of Science from Management
05.2014 - 08.2015
Customer Service Representative
Computershare Shareowner Services
11.2005 - 05.2013
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