James Woodward
Woodstock VA,VA
Summary
Dynamic and results-driven Insurance Agent with a proven track record at Self Employed Web, excelling in customer service and consultative sales. Expert in health insurance sales and client assessment, I build strong relationships while ensuring compliance with HIPAA regulations. Committed to identifying coverage gaps and enhancing client protection through tailored solutions.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Insurance Agent
Self Employed Web
08.1997 - Current
- 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.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Met with customers to provide information about available products and policies.
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Health insurance
- Client assessment
- HIPAA compliance
- Health insurance sales
- Consultative sales approach
Certification
Certified on Medicare Advantage plans since 1997.
Accomplishments
Regional manager for the state of Virginia with oversight of 25 agents for 5 years.
Medicare Advantage license since 1997
Timeline
Insurance Agent
Self Employed Web
08.1997 - Current