Summary
Overview
Work History
Education
Skills
Timeline
Generic

Julie Lewis

Marietta,GA

Summary

Seasoned Health and Life Agent with a focus on client needs assessment, financial planning, and market analysis. Proven track record in developing tailored insurance plans and ensuring high levels of customer satisfaction.

Overview

28
28
years of professional experience

Work History

Health and Life Agent

Self Employed Web
California
01.2015 - Current
  • Developed comprehensive insurance plans tailored to client needs and financial goals.
  • Conducted thorough market analysis to identify competitive insurance offerings and trends.
  • Provided exceptional customer service, ensuring client satisfaction and retention through effective communication.
  • Educated clients on policy options, benefits, and claims processes to enhance understanding and decision-making.
  • Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales [80%)

Medical Sales

DenMat
Santa Maria, CA
01.1998 - 01.2015
  • Provided technical expertise in the selection, acquisition, and installation of state-of-the-art medical devices that enhanced clinical capabilities.

Education

Bachelor of Science -

San Diego Mesa College
San Diego, CA
08.1974

Skills

  • Prospecting clients
  • Financial planning
  • Needs assessment
  • Strong interpersonal skills

Timeline

Health and Life Agent

Self Employed Web
01.2015 - Current

Medical Sales

DenMat
01.1998 - 01.2015

Bachelor of Science -

San Diego Mesa College