Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Epiphany Lee

Atlanta,GA

Summary

Insurance industry Sales professional experienced in marketing and sales of multiple lines of insurance and insurance claims services. Energetic and enthusiastic with demonstrated success in fast-paced and deadline driven environments. Collects and analyzes data, provide cost-effective solutions and meet the needs of clients by recommending suitable insurance products to provide financial security. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Life Insurance Agent

Family First Life
Atlanta, GA
09.2021 - 06.2024
  • Developed and maintained relationships with clients to ensure customer satisfaction.
  • Assisted customers in selecting the right life insurance coverage for their needs.
  • Provided personalized service to clients by phone, email, or in-person meetings.
  • Negotiated terms of policy with clients to ensure maximum benefit for both parties.
  • Maintained good rapport with clients.
  • Sold Whole Life, Final Expense, and Indexed Universal Life Plans.
  • Educated clients on various types of life insurance policies available in the market.
  • Prepared quotes for prospective customers based on their individual needs.

Health Insurance Sales Agent

Humana
Atlanta, GA
05.2023 - 01.2024
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
  • Responded quickly and accurately to inquiries from clients regarding their coverage plans.
  • Provided customers with information regarding plan features, pricing, and availability.
  • Generated and submitted sales reports outlining sales volume, potential sales and area prospects.
  • Built relationships with existing clients by providing exceptional service.
  • Identified cross-selling opportunities among existing customers.
  • Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
  • Conducted daily telephone and area prospecting, including referral prospecting and internet prospecting.
  • Created customer databases for tracking leads and maintaining contact information.

Life Insurance Sales Agent

Family First Life
Atlanta, GA
09.2021 - 01.2024
  • Provided comprehensive information on the features, benefits and risks associated with various life insurance plans.
  • Generated reports that tracked progress against goals for monthly sales targets.
  • Assisted clients in completing applications and other paperwork related to policy purchases or changes.
  • Identified cross-selling opportunities by analyzing customer portfolios.
  • Conducted regular reviews of existing policies, identified gaps in coverage, and offered solutions.
  • Resolved customer complaints regarding service issues or billing disputes promptly.
  • Prepared presentations that highlighted the advantages of investing in life insurance plans.
  • Developed and implemented sales strategies to increase life insurance sales.

Employer Shared Responsibilty Analyst

Paychex Inc
Atlanta, GA
08.2022 - 02.2023
  • Responds to written and phone inquiries from client, Sales and Operations partners and places outbound calls to clients and Sales and Operations partners as required by the business unit to support onboarding of ESR clients, grant client access to Health & Benefits website, resolve questions about Analysis & Monitoring reports and/or IRS 6056 Tax Filing and questions about the Employer Shared Mandate regulation
  • Utilizes analysis and problem-solving skills and makes appropriate recommendations to clients and Sales and Operations partners ensuring all client inquiries are resolved appropriately and accurately.
  • Submitted monthly financial reports to management to summarize and explain financial variances. • Adhered to quality and service standards to support operational goals.
  • Participated in team meetings and brainstorming sessions regarding new initiatives or strategies for growth.
  • Generated reports detailing sales activities, progress toward goals, and customer feedback.
  • Created and maintained development standards, guidelines, and processes.
  • Ensured compliance with all applicable laws, regulations, policies, and procedures.

Data Entry Clerk

Change Healthcare
Atlanta, Georgia
01.2021 - 12.2022
  • Performed data entry from paper documents, emails, and other sources into computer systems.
  • Updated existing records with new or revised information as needed.
  • Created spreadsheets to track data entries.
  • Followed up on pending tasks until completion.
  • Verified accuracy and completeness of data entry into the database system.
  • Operated various office equipment such as scanners, printers. when required.
  • Maintained documentation of all the processes related to Data Analysis.
  • Generated reports and obtained data to develop analytics on key performance and operational metrics.
  • Maintained confidentiality of sensitive information entered into the system.
  • Compiled reports based on gathered information.
  • Identified and corrected data entry errors to prevent duplication across systems.

Sales Support Analyst

Highmark Health
Atlanta, GA
08.2021 - 01.2022
  • Compiled, entered, corrected and modeled sales information. Processed Data, Rates and demographics. Set up new clients and groups
  • Processed Renewals and cancellations. Collected and analyzed data to evaluate operational issues and make process improvement recommendations. Managed Grids with updated information. Processed Discrepancies and errors .Effective management of work flow. Analyzed cases for accurate implementation. Investigated and resolved issues. Performed quantitative and qualitative evaluations to measure effectiveness of field programs and operations.
  • Communicated effectively with all levels of personnel both internally and externally.
  • Maintained accurate records of customer interactions and transactions.
  • Analyzed sales data to identify trends and make recommendations on improving sales performance.
  • Created presentations for internal meetings demonstrating best practices related to sales support activities.
  • Conducted market research to identify areas of improvement in current processes and systems used by the Sales Department.
  • Prepared reports for management summarizing sales activity and forecasting future revenue potential.
  • Developed documentation for existing systems and procedures.
  • Performed code reviews to ensure quality assurance standards were met.

Education

Bachelor of Science - Computer Science And Programming

University of The People
Pasadena, CA
05-2025

Skills

  • Customer Retention
  • Insurance Sales Strategy
  • Account Retention
  • New Business Development
  • Account Management
  • Sales Quota Achievement
  • Policy Management Expertise
  • Policy Analysis
  • Rapport Building

Certification

  • Health License
  • Life and Accident License

Timeline

Health Insurance Sales Agent

Humana
05.2023 - 01.2024

Employer Shared Responsibilty Analyst

Paychex Inc
08.2022 - 02.2023

Life Insurance Agent

Family First Life
09.2021 - 06.2024

Life Insurance Sales Agent

Family First Life
09.2021 - 01.2024

Sales Support Analyst

Highmark Health
08.2021 - 01.2022

Data Entry Clerk

Change Healthcare
01.2021 - 12.2022

Bachelor of Science - Computer Science And Programming

University of The People

Similar Profiles

CREATE PROFILE
Epiphany Lee