John Kauffman

• Interviewed prospective customers and recorded personal and financial data.
• Called [Number] potential customers per day to expand customer base.
• Explained features of policies to customers and helped determine best policies to meet personal needs.
• Handled policy renewals.
• Maintained bookkeeping, databases and records.
• Followed up promptly with interested clients to close sales.

• Calculated quotes and educated potential clients on insurance options.
• Attended continuing education courses and workshops to gain additional insurance industry knowledge.
• Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
• Helped clients in both the Under 65 and Over 65 market. Final expense and ancillary products.

Excelled at providing ACA sales for health insurance to clients in a busy call center environment through both inbound/outbound phone calls and an online chat service.