Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Medicare Sales Representative
Tranzact Insurance
07.2023 - Current
Telephone sales of Medicare insurance
Health insurance sales
American Health Marketplace
05.2023 - 06.2023
Sales of health insurance through the marketplace.
Agency Staff/Sales
Marc Kincaid State Farm Agency
01.2023 - 05.2023
Sales of auto, home and life insurance
Contacting leads, quoting and closing sales.
Self Employed
Family First Life and Assurance
08.2022 - 01.2023
Selling life insurance over the phone
Agency Staff
Marc Kincaid State Farm Agency
08.2020 - 08.2022
Service and sales of insurance products.
Life Insurance Agent
ASSURANCE Independent Agents
05.2020 - 08.2020
Life insurance sales
Licensed Advisor
Sutherland Global Services
05.2018 - 05.2020
Selling and servicing commercial lines
Agency Staff
Marc kincaid State Farm Ageny
11.2017 - 05.2018
Selling and servicing personal lines and some bank products.
Licensed Advisor
Sutherland Global Services
05.2014 - 11.2017
Selling and servicing commercial lines
Licensed Sales Producer
Rios Insurance Agency, Inc (Allstate agency)
10.2012 - 04.2014
Sales of auto, home, commercial and life insurance policies
Service policies
Accept and record premium payments
Prepare and reconcile daily deposits.
Education
Associate of Interdisciplinary Studies in emphasis in Business Administration -
Liberty University
05.2015
Skills
Insurance sales and service (10 years)
Cold Calling
Telemarketing
Account Management
Upselling
Salesforce
Marketing
CRM software
Direct sales
Communication skills
Customer service
Organizational skills
Time management
Account management
Sales
Cold calling
Insurance sales
Computer skills
Microsoft Office
Certification
Property and Casualty License, 06/01/01, Present
Life Health and Annuities License, 07/01/05, Present
Life and Health Insurance Driver's License, Insurance Producer License
Additional Information
Skills: Microsoft Word Microsoft Outlook
Multiple Insurance Programs
Npn
285034
Timeline
Medicare Sales Representative
Tranzact Insurance
07.2023 - Current
Health insurance sales
American Health Marketplace
05.2023 - 06.2023
Agency Staff/Sales
Marc Kincaid State Farm Agency
01.2023 - 05.2023
Self Employed
Family First Life and Assurance
08.2022 - 01.2023
Agency Staff
Marc Kincaid State Farm Agency
08.2020 - 08.2022
Life Insurance Agent
ASSURANCE Independent Agents
05.2020 - 08.2020
Licensed Advisor
Sutherland Global Services
05.2018 - 05.2020
Agency Staff
Marc kincaid State Farm Ageny
11.2017 - 05.2018
Licensed Advisor
Sutherland Global Services
05.2014 - 11.2017
Licensed Sales Producer
Rios Insurance Agency, Inc (Allstate agency)
10.2012 - 04.2014
Associate of Interdisciplinary Studies in emphasis in Business Administration -
Assistant Director of Aging and Disability at Southeast Tennessee Area Agency on Aging and DisabilityAssistant Director of Aging and Disability at Southeast Tennessee Area Agency on Aging and Disability