HELEN DIEDE
996 Manton Ct. Galt,CA
Summary
Skilled Licensed Health Insurance Agent with years of experience selling health insurance products to Individual and families while building relationships with prospective clients. Excellent influencing skills to communicate with credibility, tact and diplomacy. Proven expertise in insurance products, service and customer needs. Effective at dealing with individuals during stressful and confusing situations to address benefits needs. Experienced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Licensed in 50 states and appointed with many carriers.
Overview
34
34
years of professional experience
1
1
Certification
Work History
Licensed Health Insurance Agent
My Plan Advocate Insurance - acquired Eversurance
Remote - Salt Lake City , UT
2023.08 - 2024.05
- Individual and Family Health Insurance Sales. Includes ACA, Short term, dental, vision and indemnity plans
- Educated customers on various health insurance products and services available.
- Advised clients on changes in their insurance policies due to life events such as marriage or childbirth.
- Monitored changes in state and federal laws regarding health insurance policies.
- Provided support during open enrollment periods by answering inquiries from potential customers.
- Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.
- Created individualized proposals for clients to include coverage options, premiums and enrollment guidelines.
- Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
- Medicare advantage, supplement and prescription drug plan sales.
Licensed Health Insurance Agent
Eversurance.com acquired by My Plan Advocate Ins
Remote Position In Evansville , IN
2022.08 - 2023.06
- Remote - Individual and Family Health Insurance Sales in a call center environment. Includes ACA, Short term health, dental, vision and indemnity plans.
Licensed Health Insurance Agent
Ehealthinsurance Inc, Individual Health Ins
Gold River , CA
2015.10 - 2022.05
- Individual and Family Health Insurance Sales in a call center environment. Includes ACA, Short term health, dental, vision and indemnity plans.
- Completed and processed applications for enrollment.
Licensed Enrollment Agent
Ehealthinsurance Inc, Individual Health ins
Gold River , CA
2008.09 - 2015.10
- Processed applications for enrollment.
- Communicating with Insurance carriers and customers.
Licensed Real Estate Agent
John Brooks Realty
Elk Grove , CA
1990.11 - 2010.01
- Wrote contract documents, purchase agreements, listing agreements and closing statements.
- Counseled new buyers to enhance sales opportunities.
- Managed real estate transactions from initiation to closing.
Licensed Appraiser
Self-employed
Galt , CA
2005.03 - 2008.12
- Completed appraisals according to federal and USPAP guidelines.
- Appraised property values.
Licensed Appraiser -Trainee
Yuke & Associates
Sacramento , CA
2003.06 - 2005.03
- Completed appraisals according to federal and USPAP guidelines.
- Appraised property values.
Education
B.S - Business Administration, Management
California State University
08.1990
Skills
- ACA Health Insurance Sales / FFM Cert
- Medicare Advantage, Supplement and prescription drug plan sales
- AHIP certified
- Inbound Call Management
- Compliance knowledge
- Follow-up skills
- Excellent Communication
- Needs Assessment
- Service Oriented
- Persuasive Negotiation
- Verbal and Written Communication
- Premium Calculations
- Policy Feature Explanations
- Client Consultations
- HIPAA Compliance
- Cross-Selling ancillary plans
- Customer Engagement
- Data Entry
- Call Center Customer Service
- Licensed in 50 states and appointed with many carriers
Certification
- ahip
- Health and Life Ins since 2006 LIC# 0F31750
Timeline
Licensed Health Insurance Agent
My Plan Advocate Insurance - acquired Eversurance
2023.08 - 2024.05
Licensed Health Insurance Agent
Eversurance.com acquired by My Plan Advocate Ins
2022.08 - 2023.06
Licensed Health Insurance Agent
Ehealthinsurance Inc, Individual Health Ins
2015.10 - 2022.05
Licensed Enrollment Agent
Ehealthinsurance Inc, Individual Health ins
2008.09 - 2015.10
Licensed Appraiser
Self-employed
2005.03 - 2008.12
Licensed Appraiser -Trainee
Yuke & Associates
2003.06 - 2005.03
Licensed Real Estate Agent
John Brooks Realty
1990.11 - 2010.01
B.S - Business Administration, Management
California State University
- ahip
- Health and Life Ins since 2006 LIC# 0F31750
Similar Profiles
John TellezJohn Tellez
Senior Sales and Program Manager at My Plan AdvocateSenior Sales and Program Manager at My Plan Advocate
Mandi JonesMandi Jones
Master Advocate at My Plan AdvocateMaster Advocate at My Plan Advocate
Lawrence InabnitLawrence Inabnit
Training Manager at My Plan AdvocateTraining Manager at My Plan Advocate