Summary
Overview
Work History
Skills
Certification
Timeline
Generic

Heather Effron

Oviedo,FL

Summary

Licensed insurance professional with proven expertise in policy sales, client relationship management, and risk assessment. Skillful in navigating complex insurance products and regulations, ensuring clients receive optimal coverage. Strong focus on team collaboration, adaptability, and achieving measurable results in dynamic environments. Recognized for excellent communication, analytical thinking, and problem-solving abilities.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Licensed Insurance Agent

ExactMedicare
05.2024 - Current
  • Calculated quotes and educated potential clients on insurance options.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
  • Promoted products and services using upselling and other sales strategies.

Licensed Insurance Agent

Ensurem
04.2023 - 05.2024
  • Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
  • Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
  • Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
  • Generated new business opportunities via targeted marketing campaigns, resulting in increased lead generation and conversion rates.

Licensed Insurance Broker

QuoteManage
07.2021 - 04.2022
  • Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
  • Built a diverse portfolio of commercial and personal lines clientele through targeted marketing efforts and referrals from satisfied customers.
  • Managed all aspects of the insurance renewal process, from reviewing current policies to negotiating new terms with carriers and presenting updated options to clients.
  • Developed strong relationships with clients, resulting in a high level of trust and repeat business.

Skills

  • In-depth knowledge of Medicare Parts A, B, C, D and Medigap plan selection
  • Expertise in Health Insurance Policies
  • Centers for Medicare & Medicaid Services Compliance expertise
  • Strong attention to detail in analysis and claims processing
  • Familiarity with insurance software (Sunfire, Salesforce, ect)

Certification

  • 2-15 Resident Life and Health Insurance License - Florida Department of Insurance.
  • Accident and Health License – Florida Department of Insurance.
  • 2-15 Non-Resident Health & Life License- Texas
  • State of Florida Notary of Public & National Notary Association

Timeline

Licensed Insurance Agent

ExactMedicare
05.2024 - Current

Licensed Insurance Agent

Ensurem
04.2023 - 05.2024

Licensed Insurance Broker

QuoteManage
07.2021 - 04.2022

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Heather Effron