James Colitz
San Tan Valley,AZ
Summary
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance. Professional with strong background in Medicare insurance, adept at navigating complex regulations and providing tailored solutions for clients. Proven track record in building collaborative teams, driving positive outcomes, and adapting to changing needs. Possesses key skills in customer service, policy analysis, and communication, ensuring high satisfaction and compliance. Reliable, results-focused, and well-prepared to make significant impact in this role.
Overview
16
16
years of professional experience
Work History
Medicare Insurance Agent
Self-employed
01.2023 - Current
- Conducted thorough needs assessments for each client, identifying suitable plan options based on individual requirements and financial capabilities.
- Educated potential customers through community outreach events, increasing awareness of available Medicare insurance options.
- Boosted company reputation through consistent delivery of reliable, trustworthy advice to clients navigating the Medicare insurance market.
- Enhanced client satisfaction by providing knowledgeable guidance on Medicare plan options and enrollment procedures.
Medicare Sales Agent
Assurance
08.2020 - 01.2023
- Utilized CRM tools to track client interactions, follow-ups, and progress toward enrollment goals efficiently.
- Streamlined the enrollment process with efficient documentation and data entry, reducing processing time.
- Helped eligible low-income seniors access financial assistance programs that reduce out-of-pocket healthcare expenses associated with Medicare plans.
- Developed a deep understanding of various Medicare plans and regulations to provide expert advice to clients in need of guidance.
- Always among team leaders in conversions and sales
Insurance Agent
Bankers Life Insurance
02.2009 - 08.2020
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
Education
MBA - Accounting
De Paul University
Chicago, ILCPA - Accounting
University of Illinois
Bachelor of Science - Accounting
Bradley University
Peoria, ILSkills
- Goal-Oriented
- Medicare knowledge
- Product presentation
- Social Media Marketing
- Lead Conversion
- Excellent Communication
- Relationship Building
- Self Motivation
Timeline
Medicare Insurance Agent
Self-employed
01.2023 - Current
Medicare Sales Agent
Assurance
08.2020 - 01.2023
Insurance Agent
Bankers Life Insurance
02.2009 - 08.2020
MBA - Accounting
De Paul University
CPA - Accounting
University of Illinois
Bachelor of Science - Accounting
Bradley University