Jon Lundt
Omaha,NE
Summary
Dynamic Insurance Sales Agent with deep understanding of various insurance products and market strategies. Demonstrated ability to build lasting client relationships and effectively communicate complex information in understandable terms. Strong negotiation skills, leading to successful closure of deals and consistent growth in client base. Contributed to team efforts by surpassing sales targets and enhancing customer satisfaction through personalized service solutions. 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. Focused and dedicated insurance professional with several years of experience providing superior customer service and rates for policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Insurance Agent
Mutual Of Omaha
Omaha, NE
01.2020 - Current
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Scheduled meetings with prospective clients to discuss available products and services.
- Educated customers on the importance of maintaining adequate insurance coverage.
Patient Service Representative
Immanuel Medical Center
OMAHA, NE
01.2019 - 01.2020
- Ensured that all necessary documentation is completed prior to discharge of patient.
- Scanned documents into electronic health record system as needed.
- Verified insurance information, collected payments
- Reviewed patient accounts for accuracy on a regular basis.
- Assisted with the completion of medical forms and records.
- Informed patients about payment options, billing policies, and procedures related to their visit or procedure.
- Maintained a clean and organized reception area.
- Performed administrative duties such as filing, faxing, photocopying.
- Provided customer service by answering patient questions and addressing concerns.
- Greeted patients upon arrival and directed them to the appropriate area.
- Inputted patient demographic data into electronic health record system.
- Adhered to HIPAA regulations when handling confidential patient information.
- Maintained accurate records of services provided during each visit or procedure.
- Ensured all necessary paperwork was completed prior to patient visits.
- Answered incoming calls in a professional manner.
Customer Service Representative
Stillwater Insurance Group
Omaha, NE
01.2016 - 01.2019
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Implemented innovative methods for streamlining the customer service process.
- Conducted regular follow-up calls with customers after resolving their issues.
- Developed positive relationships with customers through friendly interactions.
- Answered customer inquiries via phone, email, and chat.
- Developed strong relationships with customers by providing personalized assistance and support.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
Insurance Data Entry Clerk
Oci Service
OMAHA, NE
- Inputted customer information into database accurately and efficiently.
- Maintained confidentiality of sensitive client information at all times.
- Followed established procedures when entering customer data into the system.
- Performed daily checks on system to ensure accuracy of data entry.
- Verified accuracy of data entry, corrected errors, and updated existing records.
- Entered data into spreadsheets, documents and databases with high accuracy rate.
- Transferred written information into databases to maintain consistent, accurate client records and project details.
Education
Behavioral Sciences
University At Omaha
Omaha, NE12-2013
Associate of Science - Hotel Management
Iowa Western Community College
Council Bluffs, IA01-2000
Skills
- Team collaboration
- Attention to detail
- Effective communication
- Problem resolution
- Time management
- Manage renewals
- Negotiation abilities
- Policy sales
- Service oriented
- Cross-selling
- Call center customer service
- Prospecting skills
- Upselling
- Life insurance sales
- Customer engagement
Certification
- Licensed in Life and Health 2011-Present
- Licensed in Property and Casualty 2011 Present
Timeline
Insurance Agent
Mutual Of Omaha
01.2020 - Current
Patient Service Representative
Immanuel Medical Center
01.2019 - 01.2020
Customer Service Representative
Stillwater Insurance Group
01.2016 - 01.2019
Insurance Data Entry Clerk
Oci Service
Behavioral Sciences
University At Omaha
Associate of Science - Hotel Management
Iowa Western Community College
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