Iristeyia Gordon
Tampa
Summary
Experienced Licensed Insurance Agent with a decade of expertise in customer service and insurance operations. Skilled in efficiently processing applications and managing customer records. Possesses 2-14 and 240 Insurance Licenses, reflecting a strong foundation in industry standards. Aiming to contribute proven abilities in a Licensed Insurance Agent role.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Licensed Medicare Insurance Agent
TTEC
09.2024 - 04.2025
- Provided comprehensive insurance solutions, focusing on Medicare products.
- Analyzed clients' insurance needs, recommended suitable coverage, and ensured regulatory compliance.
- Built strong client relationships through excellent service, addressing queries and resolving issues.
- Stayed updated on industry trends and Medicare policies to offer accurate advice.
- Maintained meticulous record-keeping to ensure the accuracy and confidentiality of client information.
Shift Manager
Dairy Queen
04.2024 - 09.2024
- Managed daily operations and oversaw shifts, ensuring smooth service in a fast-paced environment.
- Supervised, trained, and motivated team members to meet operational and customer service goals.
- Resolved customer complaints and ensured customer satisfaction.
Independent Licensed Insurance Agent
11.2023 - 03.2024
- Provided personalized insurance solutions to individual clients, focusing on Medicare and health insurance products.
- Consulted clients on their insurance needs, recommending plans based on thorough assessments.
- Handled the entire sales process, including application submission and follow-up services.
- Stayed updated on industry regulations and trends to provide accurate advice to clients.
Licensed Medicare Insurance Broker
TTEC
07.2023 - 11.2023
- Provided comprehensive insurance solutions, focusing on Medicare products.
- Analyzed clients' insurance needs, recommended suitable coverage, and ensured regulatory compliance.
- Built strong client relationships through excellent service, addressing queries and resolving issues.
- Stayed updated on industry trends and Medicare policies to offer accurate advice.
- Maintained meticulous record-keeping to ensure the accuracy and confidentiality of client information.
Licensed Medicare Insurance Agent
Bloom Insurance
05.2022 - 06.2023
- Provided consultation services to clients, helping them select tailored insurance plans.
- Communicated complex Medicare information to clients, ensuring informed decision-making.
- Developed and nurtured client relationships while providing ongoing support.
- Worked with the sales team to achieve targets and maintain customer satisfaction.
- Ensured compliance with company standards and industry regulations.
Licensed Health Insurance Agent
CONEXION POINT
08.2021 - 04.2022
- Advised clients on health insurance options based on their needs and financial circumstances.
- Facilitated the application process, ensuring paperwork accuracy.
- Maintained product knowledge through continuous learning and professional development.
- Managed client relationships, promptly resolving issues to ensure satisfaction.
- Adhered to federal and state laws governing health insurance sales.
Licensed Insurance Agent
Wipro
05.2021 - 08.2021
- Retained insurance clients through effective communication and problem-solving strategies, improving customer satisfaction.
Education
OSHA 10 License - undefined
Outsource Center
Diploma - undefined
UMA Academy
01.2013
Skills
- Insurance policy knowledge
- Analytical thinking
- Sales expertise
- Problem solving
- Communication skills
- Customer service proficiency
Certification
2025 AHIP Certification
Timeline
Licensed Medicare Insurance Agent
TTEC
09.2024 - 04.2025
Shift Manager
Dairy Queen
04.2024 - 09.2024
Independent Licensed Insurance Agent
11.2023 - 03.2024
Licensed Medicare Insurance Broker
TTEC
07.2023 - 11.2023
Licensed Medicare Insurance Agent
Bloom Insurance
05.2022 - 06.2023
Licensed Health Insurance Agent
CONEXION POINT
08.2021 - 04.2022
Licensed Insurance Agent
Wipro
05.2021 - 08.2021
OSHA 10 License - undefined
Outsource Center
Diploma - undefined
UMA Academy
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