James T Rice
Green Bay,United States
Summary
A seasoned Health Insurance Agent with a track record of elevating sales and client retention through strategic marketing and personalized service. I excel at closing deals and nurturing client relationships, boasting an 80% retention rate and a strong background in B2C sales. With extensive experience across major insurance providers, I have consistently contributed to market growth and team leadership, making me an invaluable asset in the insurance sector.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Health Insurance Agent
Self Employed
02.2014 - Current
- Successfully managed a portfolio of over 250 clients, providing comprehensive health insurance advice and customizing policies to meet individual needs, which led to a 98% client retention rate over a 5-year period
- Implemented a targeted marketing strategy that increased my client base by 40% within the first two years, leveraging social media, referrals, and local community events to build trust and expand reach
- Developed and conducted workshops on the importance of health insurance and understanding coverage options, directly contributing to a 35% increase in new policy sign-ups year-over-year
- Streamlined the sales process and significantly improved customer satisfaction scores, as evidenced by a 95% positive feedback rate from clients
Account Representative
Cigna
04.2013 - 06.2014
- Achieved a 30% increase in account retention through targeted relationship-building strategies and personalized service plans for high-priority clients
- Managed and nurtured a portfolio of over 100 referral partners resulting in a 15% growth in total account value within the 12-month period
- Spearheaded a cross-functional team initiative to streamline the claims process, reducing average resolution time by 25% and improving customer satisfaction scores by 40%
- Developed and executed a comprehensive training module for new hires on account management best practices, leading to a 20% improvement in team performance metrics within the first quarter of implementation
Agent Manager
UnitedHealth Group
09.2011 - 03.2013
- Successfully managed a team of 15 insurance agents, achieving a 95% team retention rate through strategic coaching and performance incentives over an 18-month tenure at UnitedHealth Group
- Drove a 20% increase in insurance policy sales within the first year by implementing targeted training programs and sales strategies, significantly contributing to the region's market share growth
- Spearheaded the development and execution of a comprehensive client satisfaction program, which resulted in a 30% improvement in client retention rates and a 25% increase in upsells and renewals
- Leveraged data analytics to identify market trends and adjust sales approaches accordingly, leading to continuous performance improvement across the team and recognition as the top-performing region in Q4 2012
Market Point Rep
Humana
09.2007 - 04.2011
- Spearheaded the acquisition of 250+ new clients through strategic market analysis and personalized outreach, resulting in a 40% growth in my region's customer base for Humana from September 2007 to April 2011
- Outperformed sales targets by 150% in 2010, recognized as top Market Point Rep for achieving the highest sales volume and customer satisfaction scores company-wide
- Designed and implemented innovative direct marketing campaigns that increased engagement and cross-sell opportunities, leading to a 25% rise in ancillary product sales within a year
- Led weekly training sessions for new representatives on sales techniques and product knowledge, significantly reducing ramp-up time by 30% and contributing to a 20% increase in overall team performance
Education
Marketing -
01.1989
Skills
- Closing Skills
- Medicare Supplements
- Medicare
- Health Insurance
- Healthcare
- Medicare Part D
- Insurance
- Marketing Strategy
- Team Leadership
- Managed Care
- Financial Acumen
- Health Insurance Knowledge
- Teamwork and Collaboration
- Problem-Solving
- Time Management
- Problem-solving abilities
- Reliability
- Quotes and sales
- Excellent Communication
- Critical Thinking
- HIPAA Compliance
- Active Listening
- Customer Engagement
- Effective Communication
- Insurance sales
- Self Motivation
- Interpersonal Skills
- Goal Setting
- Public Speaking
- Policy Knowledge
- Sales Reporting
- Customer Referrals
- Customer Retention
- Client acquisition
- Life Insurance Sales
Certification
AHIP
Life and Health
Certified Financial Coach
AHIP
Medicare Certified AHIP for 15 years.
Timeline
Health Insurance Agent
Self Employed
02.2014 - Current
Account Representative
Cigna
04.2013 - 06.2014
Agent Manager
UnitedHealth Group
09.2011 - 03.2013
Market Point Rep
Humana
09.2007 - 04.2011