Hailey Derr
BERWICK,PA
Summary
I am a Licensed Life/Health Insurance Agent at Derr Insurance Group LLC. I successfully tailor insurance solutions, enhancing client satisfaction and retention. I leveraged strong negotiation skills to educate clients on Medicare and insurance products, ensuring compliance and fostering trust. I am committed to continuous improvement and exceptional customer service.
I have a genuine passion for helping others with a positive, upbeat approach. I possess solid understanding of health/life insurance policies and regulations, coupled with strong analytical and communication skills. I aim to provide clients with optimal insurance solutions and build lasting relationships.
Overview
2
2
years of professional experience
Work History
Licensed Life/ Health Insurance Agent
Derr Insurance Group LLC
06.2023 - Current
- Conducted thorough needs assessments to tailor insurance solutions for diverse clientele.
- Developed strong client relationships through effective communication and personalized service.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Educated clients on insurance policies and procedures.
- Educated and sold Health Insurance, along with Life Insurance.
- Educated customers on Medicare.
- Reported policy changes and company conditions affecting customers. (drug plans and health insurance policies)
- Maintained accurate records of all client interactions and transactions, ensuring compliance with industry regulations and company policies.
- Continuously improved product knowledge through attending training sessions, seminars, and workshops related to health/ life insurance offerings.
Education
High School Diploma -
Berwick Area High School
Berwick, PASkills
- Policy analysis
- Health insurance
- Life Insurance
- Medicare
- Negotiation
- Financial acumen
- Customer service
- Problem-solving
- Attention to detail
- Quotes and sales
- Critical thinking
- Customer follow-up
- Customer engagement
- Relationship building
- Data entry
- Product knowledge
Timeline
Licensed Life/ Health Insurance Agent
Derr Insurance Group LLC
06.2023 - Current
High School Diploma -
Berwick Area High School
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