JOANNA TAWNEY
MARLIN,TX
Summary
Reliable employee seeking Licensed Insurance advisor position. Offering excellent communication and good judgment. Dedicated insurance professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
4
4
years of professional experience
Work History
Medicare Enrollment Specialist
TZ Insurance Solutions LLC
08.2022 - 12.2022
- Communicated with people from various cultures and backgrounds on application process.
- Documented all communication with applicants and inputted information into system using Sunfire software.
- Followed guidelines when reviewing applicant data to determine eligibility for economic assistance.
- Scheduled appointments with applicants to gather information and explain benefits processes.
- Interviewed applicants and explained scope of different available benefits.
- Inputted all gathered information and researched data on applicants into computer system using Sunfire.
- Followed guidelines when reviewing applicant data to determine eligibility for economic assistance
- Interviewed applicants and explained scope of different available benefits
Licensed Insurance Producer
Direct Auto
11.2021 - 08.2022
- Provided coverage option information to assist clients in protecting assets.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Promoted National General products and services using upselling and other sales strategies.
- Utilized targeted email campaigns and cold calling to increase revenue.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Exceeded corporate quotas for monthly policy sales.
Licensed Insurance Producer
HPOne
11.2020 - 11.2021
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Provided coverage option information to assist clients in protecting assets.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Provided coverage option information to assist clients in protecting assets
- Promoted products and services using upselling and other sales strategies
Administrative Assistant
Polansky Heating And Air
05.2020 - 11.2020
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Executed record filing system to improve document organization and management.
- Scheduled office meetings and client appointments for staff teams.
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
Scheduling Specialist
Design Superstore
01.2020 - 04.2020
- Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
- Called [Customer Type] to coordinate schedules and set appointments.
- Established rapport with callers to build loyalty and support retention goals.
- Acted as first point of contact and set appointments for prospective clients.
Customer Service Representative
C3 Customer Contact Channels
09.2019 - 12.2019
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Answered constant flow of customer calls with minimal wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
Licensed Insurance Producer
US Health Advisors
05.2018 - 08.2019
- Provided coverage option information to assist clients in protecting assets.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Promoted Cigna products and services using upselling and other sales strategies.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Exceeded corporate quotas for monthly policy sales.
Education
No Degree - Healthcare Administration
University of Phoenix
Tempe, AZHigh School Diploma -
Bonham High School
Bonham, TXSkills
- CMS Guidelines
- Persuasive Negotiations
- Policy Renewals
- Financial Needs Assessment
- Cold Calling
- Medicare Compliance
- Insurance Policy Sales
- Clientele Development
- Eligibility Requirements
- Digital Marketing
- Insurance Industry Knowledge
- Customer Interaction
Eastern Star
I am a member of the Waco and Bellmead Eastern Star chapters where we mainly participate in community events by doing charitable services when and where needed.
Timeline
Medicare Enrollment Specialist
TZ Insurance Solutions LLC
08.2022 - 12.2022
Licensed Insurance Producer
Direct Auto
11.2021 - 08.2022
Licensed Insurance Producer
HPOne
11.2020 - 11.2021
Administrative Assistant
Polansky Heating And Air
05.2020 - 11.2020
Scheduling Specialist
Design Superstore
01.2020 - 04.2020
Customer Service Representative
C3 Customer Contact Channels
09.2019 - 12.2019
Licensed Insurance Producer
US Health Advisors
05.2018 - 08.2019
No Degree - Healthcare Administration
University of Phoenix
High School Diploma -
Bonham High School
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