Henry Rosenfelder
Clearwater,FL
Summary
Motivated self starter with excellent customer service and sales skills.
Accountable insurance representative with excellent client management and insurance plan promotion
Experience homeowner insurance professional
Over 25 years of personal lines insurance experience
Well versed in different insurance plans and competitor offerings
Overview
8
8
years of professional experience
1
1
Certification
Work History
Personal Lines Sales Representative
SimplyIOA Insurance
Oldsmar, FL
11.2021 - Current
Receive incoming phone leads and convert lead into a auto insurance policy.
Process all necessary documents to activate the policy.
Act as the client's agent with issues with insurance carrier.
Medicare Advantage Sales Agent
Select Quote
Clearwater, FL
09.2021 - 11.2021
Receive incoming leads and sell Medicare Advantage products during Annual Enrollment period.
Senior Client Service Specialist
American Integrity Insurance
Tampa , FL
11.2019 - 07.2021
Assist underwriters with homeowners insurance applications.
Assist in training new new partner agents on American Integrity software.
Answer and solve agent issues with software and policies
Assist incoming client calls during high volume times.
Lead Home Inspector
A+ Tampa Bay Inspections, LLC
Clearwater, FL
08.2017 - 11.2019
Sole proprietor of home inspection company.
Manage day to day operations of company
Lead inspector providing all types of home and building inspections.
Customer Service Representative
Anchor Insurance Managers, LLC
St. Petersburg, FL
08.2015 - 05.2019
Assist with setting up customer service department.
Assist clients with homeowners policy issues.
Assist underwriting during high volume periods
Education
Bachelor of Arts - Political Science
Oglethorpe University
Atlanta, GA08.1979
Skills
- Claims Information Gathering
- Administrative Functions
- Premium Calculations
- Insurance Program Analysis
- Customer Service
- Persuasive Negotiation
- Insurance Policy Sales
- Financial Needs Assessment
- Policyholder Communication
- Binder Coverage
- Time Management
- Verbal and Written Communication
- Policy Feature Explanations
- Insurance Coverage Verification
- Document Control
- Client Prospecting
- Underwriter Collaboration
- Form Completion and Submission
- Insurance Customization
- Clientele Development
- Critical Thinking
- Customer Billing
- Insurance Eligibility
- Upselling and Cross-selling
- Customer Complaint Resolution
- Call Center Customer Service
- Insurance Practices
- Health Insurance Sales
- Customer Referrals
- Client Consultations
- Relationship Building
- Customer Engagement
- Sales Reporting
- Regulatory Requirements
- Consultative Sales Approach
- HIPAA Compliance
- Property and Casualty Insurance Sales
- Billing Inquiries
- Billing Procedures
- Financial Due Diligence
Certification
Florida 2-20
Florida Life License 2-14
Florida Insurance Adjustors License
Non resident Ga Insurance License
Texas non resident Insurance License
Timeline
Personal Lines Sales Representative
SimplyIOA Insurance
11.2021 - Current
Medicare Advantage Sales Agent
Select Quote
09.2021 - 11.2021
Senior Client Service Specialist
American Integrity Insurance
11.2019 - 07.2021
Lead Home Inspector
A+ Tampa Bay Inspections, LLC
08.2017 - 11.2019
Customer Service Representative
Anchor Insurance Managers, LLC
08.2015 - 05.2019
Bachelor of Arts - Political Science
Oglethorpe University