Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Elizabeth Savage

Austin

Summary

Professional advisor deeply committed to delivering actionable insights and fostering collaborative environments. Extensive experience in strategic planning and conflict resolution ensures impactful contributions to team success. Known for adaptability and results-driven approach, excelling in problem-solving and relationship management. Background in insurance sales and customer service, well-equipped to leverage skills and expertise in this field.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Advisor

Ehealthinsurance
06.2023 - 02.2025
  • Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
  • Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
  • Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
  • Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
  • Mentored junior advisors, fostering a supportive team environment focused on growth and learning.
  • Developed strong relationships with clients through regular communication and excellent customer service.
  • Participated in ongoing professional development opportunities to stay current with industry trends and best practices.

P & C INSURANCE AGENT

STATE FARM/PROGRESSIVE
06.2021 - 11.2024

Life and Health Sales Specialist

ASSURANCE/UNITED HEALTH CARE
08.2022 - 11.2023

Education

Medical Assistant - ALLIED HEALTH CARE

AUSTIN COMMUNITY COLLEGE
03.2024

Skills

  • Medical billing
  • Retail sales
  • Insurance sales
  • Time management
  • ICD-9
  • Customer service
  • Phone etiquette
  • Sales
  • Inside sales
  • Negotiation
  • Critical thinking
  • Written communication
  • Relationship building
  • Analytical thinking
  • Strategic planning

Certification

  • Insurance Producer License, 06/01/21 to 11/01/24
  • Life & Health Insurance License, 06/01/21 to 11/01/24
  • Health Insurance License, 06/01/21 to 11/01/24
  • Commercial Lines License, 06/01/21 to 11/01/24
  • Life Insurance License, 06/01/21 to 11/01/24
  • Property & Casualty License, 06/01/21 to 11/01/24
  • Personal Lines License, 06/01/21 to 11/01/24
  • Certified Coding Specialist
  • Medical Billing Certification
  • CompTIA A+

Timeline

Advisor

Ehealthinsurance
06.2023 - 02.2025

Life and Health Sales Specialist

ASSURANCE/UNITED HEALTH CARE
08.2022 - 11.2023

P & C INSURANCE AGENT

STATE FARM/PROGRESSIVE
06.2021 - 11.2024

Medical Assistant - ALLIED HEALTH CARE

AUSTIN COMMUNITY COLLEGE

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Elizabeth Savage