Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Haelea Breitbach

Cedar Rapids

Summary

Dynamic insurance broker with extensive Medicare knowledge and a proven track record at Humana Inc. Skilled in grassroots marketing and training agents, I excel in client retention and compliance handling. Known for delivering exceptional customer service and achieving sales goals, I build lasting relationships through proactive engagement and effective communication.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Insurance Broker

Self
07.2023 - Current
  • Second in command for agency; train new agents, compliance officer duties, marketing for agency events.
  • Grassroots marketing primarily in Iowa City/Cedar Rapids surrounding areas, extended out to Benton County and Washington area.
  • Prospecting new clients through educational seminars, tabling at local partner facilities, building connections with social service and housing organizations in the community, etc.
  • Provide exceptional customer service to existing clients; helping with claims, member escalations, questions about policy, renewals and changes of policies.

Captive Agent

Humana Inc.
03.2022 - 07.2023
  • Prospecting new clients via grassroots marketing; local events in housing units, Medicare 101 educational seminars and programs in a box, digital marketing, etc.
  • Build connections for Humana with larger partners in my local area to team up on major events for our community.
  • Meet sales goals monthly along with accretion and customer satisfaction.
  • Outbound calls to members missing opportunities, keeping clients retained within Humana.

Digital Account Manager

Hibu Inc.
07.2018 - 12.2021
  • Monthly management via phone/email of small to medium size business advertising accounts.
  • Social media, listings management, website building, general consulting on business goals and how to achieve.
  • Creating personalized ad content to present and propose to client.
  • Maintaining business relationships with owners and management of companies to solidify trust and lasting business.
  • Answer return of investment questions and concerns, make adjustments as needed if results are unfavorable.


Education

High School Diploma -

Linn-Mar High School
Marion, IA
08-2011

Skills

  • Extensive Medicare knowledge
  • Training of agents
  • Proactive team player
  • Sales presentations
  • Grassroots marketing
  • Claims and escalations
  • Independent
  • Compliance handling

Certification

  • Fully licensed life/health agent
  • CE completed for Life/Annuities training
  • Contracted to sell with all major carriers in Iowa

Timeline

Insurance Broker

Self
07.2023 - Current

Captive Agent

Humana Inc.
03.2022 - 07.2023

Digital Account Manager

Hibu Inc.
07.2018 - 12.2021

High School Diploma -

Linn-Mar High School

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