I am eager for the opportunity to use my 30 years of experience working with clients to choose the most suitable Health Insurance, and Ancillary Benefit plans for their employees, while coordinating the processes of implementing and administering the coverages those coverages throughout the plan year and preparing for the upcoming plan year as well.
Overview
30
30
years of professional experience
4
4
years of post-secondary education
Work History
Insurance Broker • Benefits Admin
Quality Benefits Inc
12.2005 - Current
During my career I have been responsible for placing individual and business clients with the insurance products best suited to their needs, from the beginning of the process to the end.
Effectively communicating with both clients and insurance companies, resolving any issues that arose during the process, quickly and efficiently.
Recommend type and amount of coverage based on analysis of clients circumstances.
Ensure clients had a clear understanding of the products they were purchasing.
Calculate quotes and educated potential clients on insurance options.
In addition to effectively brokering insurance products, I successfully implement and administer Health Insurance and Ancillary Benefits for the client and employees, including education, enrollment, monitoring when new hires were eligible for enrollment, and communicating and resolving issues with Insurers and TPA's.
Evaluate accuracy and quality of data entered into agency management system.
Evaluate the efficacy and efficiency of processes, suggesting and implementing improvements where necessary
Select and interviewed Partner Brokers and related vendors, negotiating the best services and terms available for clients
Independent Insurance Broker
Holly Androzzo
7 1996 - 12.2005
My job duties were exactly the same as they were under the umbrella of Quality Benefits Inc.
Insurance Agent
New York Life Insurance Company
07.1994 - 07.1996
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
Responded to customer calls swiftly to resolve issues and answer questions.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
Maintained high standards of customer service by building relationships with clients.
Obtained underwriting approval by completing application for coverage.
Finalized sales and collected necessary deposits.
Conducted annual reviews of existing policies to update information.
Met with customers to provide information about available products and policies.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Remained impartial in order to advise clients based on circumstances.
Calculated premiums and established payment methods for sales.
Education
Bachelor of Science - Urban Planning
Georgia State University
Atlanta, GA
09.1989 - 02.1994
Skills
Employee Benefits Administration
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Timeline
Insurance Broker • Benefits Admin
Quality Benefits Inc
12.2005 - Current
Insurance Agent
New York Life Insurance Company
07.1994 - 07.1996
Bachelor of Science - Urban Planning
Georgia State University
09.1989 - 02.1994
Independent Insurance Broker
Holly Androzzo
7 1996 - 12.2005
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