ERICA JERVIS
Lake Placid,Florida
Summary
Provided consultative insurance recommendations with enrollment support, ongoing retention efforts, and community networking to develop lasting client relationships in fast-paced, detail-oriented environments.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Business Owner
Hair by Erica
10.2021 - 04.2023
- Supported day-to-day business operations, marketing, scheduling, sales, and client relationship tasks.
- Helped build repeat business through personalized service, referrals, and consistent client follow-up.
Licensed Insurance Agent
Senior Healthcare Direct
01.2024 - Current
- Educate Medicare-eligible clients on insurance options and translate complex plan information into clear, understandable guidance.
- Conduct needs assessments and recommend appropriate coverage based on each client’s priorities and circumstances.
- Guide clients through enrollment and follow-up while maintaining required compliance standards.
- Develop long-term client relationships through responsive service, ongoing support, and dependable communication.
- Generate business through referrals, relationship building, and professional networking.
Insurance Agent
Globe Life – American Income Life
01.2023 - 01.2024
- Assessed individual insurance needs and presented coverage solutions using a consultative, relationship-based approach.
- Managed applications, client communications, and follow-up throughout the sales process.
- Built rapport and trust with clients while maintaining a service-focused experience.
Education
Bachelor of Arts - Creative Writing & Global Culture
State University of New York at Binghamton
Binghamton, New YorkSkills
- Qualified sales opportunities through consultative client discussions
- Strengthened client retention through proactive relationship management
- Matched client needs with suitable solutions after careful assessment
- Improved insurance understanding through clear education and guidance
- Expanded referral flow through consistent lead generation efforts
- Kept accounts active through timely follow-up and communication
- Improved customer experience through reliable service and support
- Reduced risk through attention to compliance requirements
- Built local presence through community outreach participation
- Advanced business relationships through networking activity
- Enhanced visibility through public speaking engagements
- Supported smooth small business operations across daily functions
Personal Information
Title: LICENSED INSURANCE PROFESSIONAL | ACCOUNT REPRESENTATIVE | CLIENT RELATIONSHIP SALES
Certification
Florida Health, Life & Variable Annuities License, Resident Florida Insurance License, National Society of Leadership and Success (NSLS)
Timeline
Licensed Insurance Agent
Senior Healthcare Direct
01.2024 - Current
Insurance Agent
Globe Life – American Income Life
01.2023 - 01.2024
Business Owner
Hair by Erica
10.2021 - 04.2023
Bachelor of Arts - Creative Writing & Global Culture
State University of New York at Binghamton