Summary
Overview
Work History
Education
Skills
Timeline
Generic

Eva Shorter

Snellville,GA

Summary

Experienced Insurance Sales Agent adept at delivering comprehensive insurance solutions to clients, resulting in increased customer retention and sales growth. Expertise in identifying client needs, presenting appropriate coverage plans, and ensuring customer satisfaction. Skilled in maintaining strong relationships with policyholders and consistently meeting sales targets.

Overview

20
20
years of professional experience

Work History

Benefits Educator - Seasonal

Optavise
Carmel, IN
09.2018 - Current
  • Advise clients on the health and welfare coverage their company offers, assisting them in selecting the appropriate plans that align with their needs, preferences, and budget.
  • Recommend strategies on how variable benefits can reduce their overall medical expenses.
  • Ensure scheduled enrollment meetings are completed within the designated timeframe.
  • Accurately document every customer interaction and resolution in the designated computer tracking system.

Sales Associate

World Financial Group
Atlanta, GA
02.2015 - 12.2020
  • Developed relationships with new clients through cold calling and referrals from existing customers.
  • Scheduled meetings with prospective clients to discuss available products and services. Assessed customer risk levels and recommended appropriate coverage options.
  • Gathered detailed information from customers prior to offering quotes or making recommendations.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.

Insurance Enrollment Agent - Seasonal

HGS USA
Roswell, GA
09.2017 - 12.2017
  • Explained the benefits and features of various health plans to enrollees.
  • Assisted clients in completing necessary applications for enrollment in health benefits.
  • Performed quality assurance checks on all enrollment platforms prior to submission.
  • Provided excellent customer service by responding promptly to inquiries and resolving any issues quickly.
  • Processed payments from customers using electronic payment systems.

Employee Benefit Consultant

Aetna
Hartford, CT
01.2005 - 12.2012
  • Composed and formulated employer-sponsored health care plans, ensuring compliance with federal and state laws.
  • Monitored state-level legislative developments potentially affecting employer-sponsored health care plans.
  • Maintained client relationships through timely responses to inquiries about benefit plan changes or updates.
  • Assessed client requirements and advised on plan designs tailored to their goals.

Education

Associates Degree in Applied Science -

Middlesex Community College
01.1977

Skills

  • Solutions oriented
  • Forward-thinking
  • Determining priorities
  • Analyzing course of action
  • Making adjustments for peak efficiency and profitability
  • Promoting a culture of communication, collaboration, and innovation
  • Advising clients on available health and welfare coverage
  • Assisting clients in choosing the right plans based on their needs, preferences, and budget
  • Recommending strategies to reduce clients' overall medical expenses
  • Documenting customer encounters and resolutions
  • Adapting to customized applications and systems
  • Entering data accurately into the enrollment system
  • Interacting effectively with individuals from all levels and diverse backgrounds

Timeline

Benefits Educator - Seasonal

Optavise
09.2018 - Current

Insurance Enrollment Agent - Seasonal

HGS USA
09.2017 - 12.2017

Sales Associate

World Financial Group
02.2015 - 12.2020

Employee Benefit Consultant

Aetna
01.2005 - 12.2012

Associates Degree in Applied Science -

Middlesex Community College

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Eva Shorter