Knowledgeable professional with extensive experience in providing personalized insurance solutions. Recognized for ability to build strong client relationships and deliver exceptional service. Focused on team collaboration and adapting to changing needs. Skills include risk analysis, policy development, and effective communication.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Insurance Agent
Day One Insurance
04.2025 - Current
Assisted clients in understanding insurance policies and coverage options.
Developed knowledge of industry regulations and compliance standards.
Provided support in processing client applications and claims efficiently.
Maintained organized records of client interactions and policy details.
Researched insurance products to recommend suitable options for clients.
Engaged in ongoing training to improve product knowledge and sales techniques.
Built rapport with clients through effective communication and active listening skills.
Built strong relationships with clients through consistent communication and excellent customer service.
Sales Professional/Office Manager
Farmers Insurance Group
03.2023 - 04.2025
Built rapport with customers to enhance satisfaction and drive repeat business.
Executed sales strategies to meet monthly targets and increase product visibility.
Conducted market research to identify customer needs and preferences for targeted promotions.
Assisted in managing inventory levels to ensure product availability and minimize stockouts.
Achieved high levels of customer satisfaction by providing exceptional after-sales service, including issue resolution and future needs analysis.
Built strong relationships with customers through personalized service, enhancing client loyalty and repeat business.
Developed strategic sales plans for driving growth in key market segments, resulting in significant business expansion.
Increased sales revenue by identifying and targeting high-potential markets and customer segments.
Insurance Agent
Farmers Insurance Group
07.2020 - 03.2023
Collaborated with team members to enhance customer service experiences.
Responded to customer calls swiftly to resolve issues and answer questions.
Maintained high standards of customer service by building relationships with clients.
Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Prepared and reviewed insurance applications to verify compliance with regulations.
Expanded client base by actively prospecting for new business opportunities and generating referrals.
Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
Worked closely with other team members to optimize sales strategies and achieve regional goals.
Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
Telemetry Monitor Technician
East Texas Medical Center
01.2018 - 07.2020
Monitored cardiac telemetry and vital signs for multiple patients, ensuring timely reporting of critical changes.
Collaborated with nursing staff to prioritize patient care based on telemetry data and clinical observations.
Maintained detailed records of patient monitoring activities, enhancing accuracy in documentation practices.
Trained new technicians on telemetry systems and protocols, fostering team competency and knowledge sharing.
Improved workflow efficiency by maintaining up-to-date documentation on monitored patients, including rhythm strips and vital signs.
Demonstrated strong attention to detail when analyzing cardiac patterns for subtle yet significant changes that could indicate potential complications or emergencies.
Maintained strict adherence to hospital policies and procedures related to confidentiality, infection control, and safety protocols during daily activities.
Managed multiple priorities effectively, balancing surveillance of multiple patients while also addressing urgent issues as they arose.
Assisted nurses in providing quality patient care through accurate interpretation of cardiac rhythms and timely communication of changes.
Fostered strong relationships with other members of the healthcare team by demonstrating professionalism, reliability, and excellent interpersonal skills at all times.
Education
High School Diploma -
Chapel Hill High School
Tyler, TX
Skills
Customer service
Licensed insurance agent
Professionalism and ethics
Quotes and sales
Client relations
Account management
Critical thinking
Customer referrals
HIPAA compliance
Certification
Property & Casualty License - 2020-current
Life & Health License - 2020-current
Certified Journeymen in Computer Science, USAF - 2006-2010
Eligibility Specialist, Authorization Specialist at Netsmart Technologies Inc.Eligibility Specialist, Authorization Specialist at Netsmart Technologies Inc.