Jill Durn
Houston ,TX
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
10
10
years of professional experience
Work History
Insurance Sales Agent
Humana
Remote
03.2023 - Current
- Assisted clients in selecting appropriate coverage options for their needs.
- Developed a customer service strategy to ensure the highest level of satisfaction.
- Analyzed customer feedback to improve sales strategies and tactics.
- Maintain long term client relationships in order to grow pipeline of referrals.
- Resolved customer inquiries and complaints in a timely manner.
- Maintained accurate records of client information in CRM software system.
- Built relationships with existing clients by providing exceptional service.
- Advised clients on coverage amounts needed based on individual circumstances.
- Reviewed insurance policies periodically to make sure they meet customer needs.
Insurance Sales Agent
Health Plan One
El Paso, TX
07.2021 - 03.2023
- Ensured that all required documents are properly filled out before submission.
- Identified cross-selling opportunities among existing customers.
- Provided guidance about different types of insurance products available.
- Responded to inquiries and explained product features and service advantages to potential customers.
Insurance Agent
Insurance Care Direct
Deerfield Beach, Florida
09.2018 - 01.2020
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Analyzed customer needs and provided best options, upselling products and services.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Received underwriting approvals after accurately completing applications for insurance coverage.
Administrative Assistant
Insurance Care Direct
Deerfield Beach
10.2015 - 09.2018
- Generated sales retention report for management.
- Assist clients with questions about their policies
- Purchased and Processed the renewal of state insurance licenses for employees.
- Generated expense reports for the processing of licenses for multiple insurance agencies.
Education
Full Specialist License - Cosmetology
McDougle Technical Institute
Pompano Beach, FL01-2020
Skills
- Insurance sales strategy
- Account Retention
- Customer Needs Assessment
- Product Knowledge
- Rapport Building
- Consultative Sales Techniques
- Licensed Insurance Agent
- Quality Assurance Requirements
Timeline
Insurance Sales Agent
Humana
03.2023 - Current
Insurance Sales Agent
Health Plan One
07.2021 - 03.2023
Insurance Agent
Insurance Care Direct
09.2018 - 01.2020
Administrative Assistant
Insurance Care Direct
10.2015 - 09.2018
Full Specialist License - Cosmetology
McDougle Technical Institute