Elizabeth Smith
Port St Lucie,FL
Summary
Dedicated insurance professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Enthusiastic Medicare sales agent eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of insurance and training in both health and life insurance . Motivated to learn, grow and excel in insurance industry .
Results-driven insurance agent accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Medicare Sales Agent
Together Health
PORT SAINT LUCIE, FL
06.2021 - Current
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Spoke with customers to provide information about available products and policies.
- Finalized sales
- Conducted annual reviews of existing policies to update information.
Medicare Sales Agent
Teleperformance
PORT SAINT LUCIE, FL
08.2019 - 09.2020
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
- Input Doctors information into system
- Provided information to members when needed
Salon Owner/Operator
She’s Royal Hair Studio
PORT SAINT LUCIE, FL
04.2010 - 07.2020
- Put together realistic budgets based upon costs and fees for successfully operating business.
- Learned and remained updated on statutory requirements and regulations.
- Oversaw business budget planning and administration, accounting functions, purchasing and bi-weekly payroll to handle financial needs.
- Provided financial management through preparation of bank deposits and settlement of sales, returns and transaction reports.
Salon Manager
Wright Choice Beauty Salon
Fort Pierce , FL
06.2007 - 02.2010
- Oversaw salon employee performance, facility cleanliness and sales.
- Worked to continuously increase salon business through effective sales, service and operations policies.
- Controlled inventory by tracking expenses, purchases and shelf stock.
- Provided staff coaching, mentoring and consultation to enhance performance and professional development.
Education
Medical Billing And Coding
Fortis College - Cuyahoga Falls
Port St. Lucie FlReal Estate Sales - Real Estate
Gold Coast School of Real Estate
Fort Lau01.2020
Life And Health License - Life And Health
Morton School of Life And Health
Port St. Lucie Fl08.2011
Cosmetology - Cosmetology Education
Wilfred Beauty Academy
Queens, NY03.2007
Skills
- Critical Thinking
- Premium Calculations
- Administrative Functions
- Records Maintenance
- Service-Oriented
- Time Management
- Form Completion and Submission
- Clientele Development
- Insurance Coverage Verification
- Policy Renewals
- Policyholder Communication
- Marketing Strategy Development
- Client Interviews
- Policy Feature Explanations
- Verbal and Written Communication
- Insurance Policy Sales
- CRM Software
- Insurance Customization
- Document Control
- Client Prospecting
- Persuasive Negotiation
- Financial Needs Assessment
- Claims Information Gathering
- New Agent Training
- Client Consultations
- Billing Procedures
- Life Insurance Sales
- Final Expense Insurance
- Customer Engagement
- Quality Assurance Requirements
- Customer Complaint Resolution
- Financial Due Diligence
- Insurance Practices
- Customer Billing
- Regulatory Requirements
- Consultative Sales Approach
- Requirements Reviews
- Customer Referrals
- Customer Account Review
- Group Presentations
- HIPAA Compliance
- Insurance Eligibility
- Billing Inquiries
- Licensing Requirements
- Upselling and Cross-selling
- Medicare Compliance
- Credit History Analysis
- Sales Reporting
- Data Entry
- Relationship Building
- Direct Marketing
- Call Center Customer Service
- Health Insurance Sales
- Consumer Segmentation
Accomplishments
- Supervised team of 6 staff members.
- Documented and resolved customers problems which led to sales.
- Achieved sales by completing sales applications with accuracy and efficiency.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Resolved product issue through consumer testing.
Certification
- Certified Medicare sales agent, togetherhealth - 1 year
Timeline
Medicare Sales Agent
Together Health
06.2021 - Current
Medicare Sales Agent
Teleperformance
08.2019 - 09.2020
Salon Owner/Operator
She’s Royal Hair Studio
04.2010 - 07.2020
Salon Manager
Wright Choice Beauty Salon
06.2007 - 02.2010
Medical Billing And Coding
Fortis College - Cuyahoga Falls
Real Estate Sales - Real Estate
Gold Coast School of Real Estate
Life And Health License - Life And Health
Morton School of Life And Health
Cosmetology - Cosmetology Education
Wilfred Beauty Academy
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