Julie Haycraft

Followed up with clients regularly to ensure satisfaction. Presented and clearly explained insurance policy options based on clients' needs and goals. Maintained accurate records of sales activities and customer interactions. Utilized CRM software tools to track sales progress. Explained advantages, disadvantages and features of policies to promote sales of Medicare plans. Achieved repeat business and referrals through personalized services.

• Assisted customers with selecting appropriate plans based on their needs, Followed up with clients regularly to ensure satisfaction and address any issues. Advised customers on various aspects of their health insurance policies. Explained advantages, disadvantages and features of policies to promote sales of Medicare plans. Resolved customer complaints quickly and professionally. Maintained positive working relationship with fellow staff and management.

• Upsold products to policyholders and potential new clients. Communicated with clients to understand needs and identify best policies for each case.Completed average of 80 to 100 outbound calls daily, with average placement rate of 61%. Boosted productivity by maintaining strong call control and quickly working through scripts to address diverse problems.

Analyzed customer needs and provided best options, upselling products and service. Drove client retention by increasing savings opportunities and identifying premium discounts. Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns. Inputted information into the company's system using Copper

• Utilize a consultative sales approach to determine needs, make plan presentations, handle obstacles and close the sale over the phone. Communicate effectively in an engaging and professional manner with ability to influence decisions verbally. Educate Medicare-eligible individuals while adhering to company policies, National Association of Insurance Commissioners (NAIC) guidelines and CMS regulations. Respond to inbound phone sales inquiries and make outbound follow-up calls to prospective Medicare members. Document outcomes accurately in sales contact management system

Instrumental in the development and implementation of sales script- maintaining average 95% script adherence, achieving application sent goals, other metrics for job performance. Monitored new underwriting guidelines, upsold agency products and services instrumental in creating Equantis dialer program, utilized VAM. Followed up with potential clients regarding online information requests, recommending proper coverage amounts through comprehensive needs analysis. Promoted client retention through high-quality service and follow through consultative selling, conversion process. Completed over 80 outbound calls daily.