Jessica Folds
Carrollton,GA
Summary
Results-oriented Life Insurance Agent and Business Owner provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality.
Overview
4
4
years of professional experience
Work History
Life Insurance Agent
Folds Insurance and Associates
2024.01 - Current
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Provided exceptional customer service by addressing concerns promptly and maintaining open lines of communication.
Life and Health Insurance Agent
Senior Select of Georgia
2024.01 - Current
- Maintained compliance with all industry regulations while completing paperwork accurately and efficiently.
- Educated clients on the intricacies of their health insurance policies, empowering them to make informed decisions.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Efficiently managed high-pressure situations such as claim denials or unexpected policy cancellations.
- Conducted thorough research on available health insurance plans, staying up-to-date on industry trends and policy changes.
Owner
JEF Services
2021.02 - Current
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Implemented marketing strategies to increase brand awareness and attract new customers.
- Established foundational processes for business operations.
- Achieved financial growth with strategic planning, cost control measures, and targeted marketing efforts.
- Successfully navigated challenging economic conditions by making informed decisions that protected the business''s financial stability.
- Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
- Expanded product offerings by researching market trends and identifying potential growth opportunities.
Education
High School Diploma -
Central High School
Carrollton, GANo Degree - Psychology And Business Management
University of West Georgia
Carrollton, GASkills
- Insurance Policy Sales
- In-depth product knowledge
- Building Relationships
- Client Service
- Needs Assessment
- Appointment Scheduling
- Policy Changes
- Health insurance
- Client Interviews
- Data Entry
- Customer follow-up
- Life Insurance
Timeline
Life Insurance Agent
Folds Insurance and Associates
2024.01 - Current
Life and Health Insurance Agent
Senior Select of Georgia
2024.01 - Current
Owner
JEF Services
2021.02 - Current
High School Diploma -
Central High School
No Degree - Psychology And Business Management
University of West Georgia
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