DOUGLAS VAN ZEE
622 E 30th ST, Des Moines,IA
Summary
Self-motivated professional with 19+ years of experience in an insurance field. Proactive sales leader successful at prospecting leads, connecting with customers and driving revenue growth. Persuasive, dynamic communicator able to overcome strenuous sales objections. Excellent communication, multitasking and time management abilities.
Overview
18
18
years of professional experience
Work History
Remote Medicare Sales Agent
Humana
Des Moines, IA
07.2022 - Current
- Present and clearly explain insurance policy options based on clients' needs.
- Explain advantages, disadvantages and features of policies to promote sales of Medicare plans.
- Contact policyholders to explain policies, analyze insurance options and suggest changes and additions to policies.
- Sell Individual dental and vision, Medicare Advantage, including CSNPS and DSNPS, Medicare Supplement, and prescription drug plans.
Field and Service Representative
Anthem Blue Cross and Blue Shield
Des Moines, IA
07.2021 - 06.2022
- Sold and promoted Amerivantage Dual Coordination (HMO D-SNP).
- Arranged private appointments in the customers homes,
- Outbound phone calls to prospects.
- Managed customer records in the automated lead tracking system.
- Identified opportunities within the territory to generate leads, in addition to those provided by the company.
- Built relationships with contracted medical providers, senior organizations and other community leaders by educating these groups about Senior Services products.
- Provided member retention services to existing customers.
- Traveled throughout assigned territory and directly collaborated with community-based organizations to obtain referrals. setup and worked venus in order to promote and sell Medicare Advantage plans.
Remote Personal Lines Insurance Sales Agent
Allstate Insurance Companies
Des Moines, IA
03.2021 - 05.2021
- Helped customers to safeguard assets through catered insurance policies and strategic adjustments.
- Developed new policy quotes and explained requirements and limits to potential policyholder.
- Communicated with customers to evaluate assets, lifestyle, and financial health, applying information to make catered insurance recommendations to meet individual needs.
- Promoted insurance policy sales with persuasive explanations of plan features.
- Set up clients with new policies, including calculating premiums and establishing payment methods.
- Upsold products to policyholders and potential new clients.
Medicare Sales Agent
American Enterprise Group
Des Moines, IA
12.2019 - 03.2021
- Selected company by type of coverage requested by client to fit their unique needs.
- Sold Medicare Supplement, Medicare Advantage, dental, cancer and life by inbound and outbound dialer system.
- Educated clients on existing coverage and potential coverage gaps.
- Maintained accurate records of sales activities and customer interactions.
- Cross sold additional products
- Explained features, advantages and disadvantages of various Medicare plans to promote sale of each.
- Developed and implemented sales strategies to increase Medicare enrollment.
- Followed up with clients regularly to ensure satisfaction and address any issues.
Personal and Commercial Lines Insurance Agent
Nationwide Insurance Company
Des Moines, IA
11.2005 - 08.2019
- Provided an extraordinary customer experience of all personal lines products in forty six states via outbound telephone contacts, inbound phone calls, online chats, or internal transfers.
- Responsible for cross-selling new products to current policyholder and to quote/bind new products for new customers.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Education
Some College (No Degree) - Sociology
East Carolina University
Greenville, NCSkills
- Verbal and Written Communication
- Service-Oriented
- Time Management
- Policy Feature Explanations
- Cold-Calling
- Community Engagement
- Strong Presentation Skills
- Lead Development
- Insurance Policy Sales
- Self Motivation
- Teamwork and Collaboration
Additional Information
- Personal Lines
- Property and Casualty
- Accident and Health
- Life
Timeline
Remote Medicare Sales Agent
Humana
07.2022 - Current
Field and Service Representative
Anthem Blue Cross and Blue Shield
07.2021 - 06.2022
Remote Personal Lines Insurance Sales Agent
Allstate Insurance Companies
03.2021 - 05.2021
Medicare Sales Agent
American Enterprise Group
12.2019 - 03.2021
Personal and Commercial Lines Insurance Agent
Nationwide Insurance Company
11.2005 - 08.2019
Some College (No Degree) - Sociology
East Carolina University
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