Iraina McCoy
Stockton,CA
Summary
Driven Team Player with 15 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals. Talented Insurance Sales Agent with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great task prioritization skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
17
17
years of professional experience
1
1
Certification
Work History
PERSONAL LINES INSURANCE AGENT
Cost U Less Direct Insurance
05.2024 - Current
- Boosted company revenue by cross-selling additional insurance products and services to existing clients.
- Evaluated client risk profiles by conducting thorough needs assessments, identifying potential exposures, and recommending appropriate insurance solutions.
- Focused on strategic account management to maintain long-term relationships with top-tier clients, ensuring continued loyalty.
- Enhanced sales skills through ongoing training initiatives, staying current on industry trends and best practices in personal lines insurance sales.
- Developed a comprehensive understanding of personal lines insurance products, enabling accurate policy recommendations for diverse clientele.
- Managed approximately 65 incoming calls, emails, and chat conversations daily.
HEALTH INSURANCE AGENT
Humana Insurance Company
05.2022 - 01.2024
- Educated clients on the intricacies of their health insurance policies, empowering them to make informed decisions.
- Maintained compliance with all industry regulations while completing paperwork accurately and efficiently.
- Answered 3785 inbound calls between 10/1-12/7 from existing and future policyholders to answer inquiries and discuss insurance options
- Responded to customer inquiries regarding health insurance coverage and policies to assist with informed decision-making.
- Efficiently managed high-pressure situations such as claim denials or unexpected policy cancellations.
Internal Sales Help Desk Specialist
Bank of the West - Back Office
05.2020 - 04.2022
- Responded to approximately 20-25 inquiries by phone, email and walk-up requests.
- Provided end-user system and equipment training.
- Walked user through series of steps to determine problem and implement likely solution.
- Used established procedures to identify critical customer and system issues and escalate problems to appropriate person or group.
- Managed diverse responsibilities pertaining to loan origination, ensuring the fulfillment of internal and external customers' needs while maintaining compliance with legal obligations.
Technical Support Representative
Wells Fargo Bank, N.A.
03.2007 - 01.2016
- Provided remote assistance to customers experiencing technical difficulties, guiding them through step-by-step resolutions with patience and professionalism.
- Boosted first-call resolution rates with efficient problem-solving skills and deep product knowledge.
- Resolved complex technical problems through effective troubleshooting techniques, enhancing user experience.
- Used ticketing systems to manage and process support actions and requests.
- Delivered exceptional customer service by quickly addressing concerns and providing clear, concise explanations of technical solutions.
- Improved customer satisfaction by providing timely and accurate technical support for various software and hardware issues.
Education
Associate of Applied Science - Network Administration
DeVry Institute of Technology
Online06.2025
Skills
- Consultative Selling Techniques
- Insurance regulations knowledge
- Policy analysis
- Negotiating
- Team training and development
- Rapport Building
- Client Service
- Policy Renewals
- Referral Generation
- Mentorship
- Performance Tracking
Certification
- AHIP Certified to sell Medicare HMO; PPO, PDP; PFFS.
- FFM
- Life and Health License
- Property and Casualty License
Timeline
PERSONAL LINES INSURANCE AGENT
Cost U Less Direct Insurance
05.2024 - Current
HEALTH INSURANCE AGENT
Humana Insurance Company
05.2022 - 01.2024
Internal Sales Help Desk Specialist
Bank of the West - Back Office
05.2020 - 04.2022
Technical Support Representative
Wells Fargo Bank, N.A.
03.2007 - 01.2016
Associate of Applied Science - Network Administration
DeVry Institute of Technology
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