Jeannie Lynn
Gastonia,North Carolina
Summary
Highly-motivated employee with a strong work ethic, adaptability, and exceptional interpersonal skills. Demonstrated ability to work effectively unsupervised and quickly master new skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Market Sales Associate/ Retail Sales Agent
Allstate/National General
Gastonia, NC
02.2024 - Current
- Sales and Customer relationship building.
- Utilizing Community Connections to Generate New Business.
- Networking to develop referral partnerships.
- Lead generation
- Marketing through social media and other sources.
Account Executive
Binary Benefits
Charlotte, NC
04.2015 - Current
- Cultivated relationships with key decision makers through regular client visits and follow-up calls
- Provided timely customer service support to resolve any issues quickly and efficiently.
- Assist in various Marketing events
Sr. Benefit Advisor
GoHealthInsurance
Charlotte, NC
07.2020 - 12.2021
- Upsold products to policyholders and potential new clients.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Exceeded company sales goals for new policies.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Sought out new clients and developed clientele by networking to find new customers.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
- Achieved repeat business and referrals through personalized services.
Insurance Administrative Assistant
Neumann Insurance
Gastonia, NC
03.2017 - 09.2019
- Maintained detailed records of customer interactions, transactions, comments and complaints in a database.
- Created new policies for customers and updated existing policies as needed.
- Processed payments from customers and ensured accuracy of information on invoices.
- Provided customer service by responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers and billing clarification.
Education
Some College (No Degree) -
Gaston College
Dallas, NCSkills
- Open Enrollment
- thew Business Development
- Sales Quota Achievement
- Customer Retention
- CRM tracking
- Marketing
- Lead prospecting
- Customer Service
- Product Knowledge
Certification
- Licensed Accident/Health Insurance Agent - 2021
- Licensed Life Insurance Agent - 2023
- Licensed Personal Linea Agent - 2024
Timeline
Market Sales Associate/ Retail Sales Agent
Allstate/National General
02.2024 - Current
Sr. Benefit Advisor
GoHealthInsurance
07.2020 - 12.2021
Insurance Administrative Assistant
Neumann Insurance
03.2017 - 09.2019
Account Executive
Binary Benefits
04.2015 - Current
Some College (No Degree) -
Gaston College