Destany Applegate
Corydon,IN
Summary
Esteemed Life and Health Insurance Agent with excellent organization and communicating skills. Highly effective at juggling multiple responsibilities at once and providing friendly service.
Focused and dedicated insurance professional with several years of experience providing superior customer service and rates for policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs in Life, Health, Home or Auto Insurance. Also specializing in retirement planning.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Insurance Agent
Bankers Life Insurance
New Albany
07.2023 - Current
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Scheduled meetings with prospective clients to discuss available products and services.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
Insurance Agent
American Family Insurance
Corydon, Indiana
09.2022 - 07.2023
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
Insurance Agent
Bankers Life
New Albany, US
11.2021 - 09.2022
- Reached out to potential clients through direct marketing techniques such as mailings and phone calls.
- Calculated premiums and established payment methods for sales.
- Gave clients information on coverage options to help them protect their assets.
- Met with potential customers and business owners in homes, businesses, and other settings.
- Evaluated leads obtained through cold calling, lead databases, and direct referrals.
Dental Assistant
Designing Smiles PSC
Sellersburg, US
10.2019 - 10.2021
- Cleaned and sanitized dental tools and equipment, straightened treatment rooms, and restocked supplies to prepare for the next patient and maintain health standards
- Schedule appointments and follow up with phone calls
- Created bitewing, panoramic, and periapical radiological images to help the dentist identify cavities, decay, and problem areas that needed to be addressed
- Performed administrative duties such as scheduling appointments, answering telephones and updating patient records
- Handled billing inquiries from insurance companies regarding claims submitted by the office
Education
High School -
Lanesville Junior-Senior High School
Lanesville, IN01.2019
Dental Assisting -
Prosser Career Education Center
New Albany, IN01.2019
Skills
- Building strong relationships
- Client needs analysis
- Cold calling
- Organizational skills
- Quoting and pricing policies
- Retirement planning
- Customer follow-up
- Leads Prospecting
- Policy writing
- Policy Knowledge
- Insurance sales strategy
Certification
- Dental Radiology License
- Life Insurance Licensed in Kentucky and Indiana
- Health Insurance Licensed In Kentucky and Indiana
- Property & Casualty Licensed In Indiana
Timeline
Insurance Agent
Bankers Life Insurance
07.2023 - Current
Insurance Agent
American Family Insurance
09.2022 - 07.2023
Insurance Agent
Bankers Life
11.2021 - 09.2022
Dental Assistant
Designing Smiles PSC
10.2019 - 10.2021
High School -
Lanesville Junior-Senior High School
Dental Assisting -
Prosser Career Education Center