Kadeija McDaniel
Foresthill,TX
Summary
A licensed Insurance professional with experience in Sales, Claims Adjusting, Health, Property & Casualty, and Life Insurance seeks a position that offers new challenges and opportunities for career growth and advancement.
Overview
2026
2026
years of professional experience
Work History
Insurance Sales Associate
Lennar Homes, Inc.
02.2025 - 08.2025
- Worked with different Insurance carriers to write home Insurance policies for Lennar Homes clients.
- Enhanced client retention with consistent follow-ups and timely policy reviews.
- Exceeded sales targets consistently by employing effective closing techniques and addressing objections tactfully.
- Streamlined office processes for increased efficiency, implementing a digital filing system for easy access to client documents.
- Conducted in-depth analyses of clients'' existing policies, identifying coverage gaps and recommending appropriate adjustments.
Life Insurance Agent
Primerica
01.2024 - 04.2025
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales.
- Maintained high standards of customer service by building relationships with clients.
- Provided coverage option information to assist clients in protecting assets.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge
Health Insurance Agent
Go Health
01.2023 - 02.2024
- Improved client satisfaction by providing personalized health insurance plan recommendations and guidance.
- Streamlined the application process for clients, resulting in faster approvals and fewer errors.
- Developed strong relationships with healthcare providers to ensure optimal coverage options for clients.
- Conducted thorough research on available health insurance plans, staying up-to-date on industry trends and policy changes.
- Managed a large client base efficiently by utilizing CRM software and maintaining organized records.
- Educated clients on the intricacies of their health insurance policies, empowering them to make informed decisions.
Insurance Agent
All Web Leads
04.2022 - 12.2022
- Worked with multiple Insurance carriers to write policies based off the clients needs and budget.
- I was consistently finding ways to bundle insurance needs such as home, auto, umbrella, motorcycle, etc.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Achieved top salesperson status by consistently exceeding sales targets through effective client relationship management.
Insurance Sales Agent
Allstate Insurance Company
02.2018 - 03.2022
- Sold insurance policies by chat and phone while assisting multiple clients at once.
- Wrote over 100 policies 12 consecutive months; including Auto, boat, Umbrella, Home, Motorcycle, etc.
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Conducted detailed needs assessments for prospective clients, ensuring comprehensive understanding of their insurance requirements.
- Established credibility and trust with clients through transparent communication about policy options, costs, and benefits.
- Negotiated favorable terms for clients with carriers while maintaining strict adherence to underwriting guidelines.
- Effectively managed multiple accounts simultaneously, prioritizing tasks based on urgency and importance.
Claims Examiner
FourSeventy Claim Management
09.2017 - 01.2018
- Evaluated insurance policies and analyzed damages to determine coverage.
- Maintained suspicious claims database and prepared reports on a quarterly basis for supervisors.
- Substantiated legitimate claims and denied unjustified claims.
- Reported to management on customer problems, field conditions, safety issues and policy problems.
- Answered customer questions regarding deductibles.
- Drafted investigative reports covering all phases of the investigation in each case.
- Evaluated all evidence with the ultimate goal of creating positive outcomes for client's claims.
- Analyzed Estimates in Xactimate and revised when needed.
Inbound Sales Agent
Spectrum
Jun 2016 - Jun 2017
- Set up new accounts, established customer credit, and set up payment methods.
- Prioritized daily workflows, including all inbound calls, quotes and sales-related inquiries.
- Set weekly goals for inside sales representatives.
- Surpassed annual quota by 50%.
- Maintained friendly and professional customer interactions at all times.
Claims Representative
State Farm Operations Center
Jan 2015 - May 2016
- Evaluated all evidence with the ultimate goal of creating positive outcomes for client's claims.
- Answered customer questions regarding deductibles.
- Evaluated insurance policies and analyzed damages to determine coverage.
- Provided the insured with excellent customer service skills and sympathized as needed.
Inbound Tech Support
Verizon
Dec 2014 - Aug 2015
- Reviewed and analyzed suspicious and potentially fraudulent insurance claims.
- Addressed and resolved customer product complaints empathetically and professionally.
- Defused volatile customer situations calmly and courteously.
- Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment.
- Resolved service, pricing and technical problems for customers by asking clear and specific questions.
- Acted professionally and patiently when addressing negative customer feedback.
- Met or exceeded service and quality standards every review period.
Inbound Sales Agent
Capital One Bank
Jan 2014 - Dec 2014
- Provided an elevated customer experience to generate a loyal clientèle.
- Recommended, selected and helped locate and obtain out-of-stock product based on customer requests.
- Answered product questions with up-to-date knowledge of sales and store promotions.
- Determined customer needs by asking relevant questions and listening actively to the responses.
- Actively pursued personal learning and development opportunities.
Education
High School Diploma -
Oscar Dean Wyatt
Fort Worth, TX2012
Bachelor of Science - Criminal Justice
Stephen F Austin State University
Nacogdoches, TX06.2024
Skills
- Insurance policy coverage knowledge
- Skilled multi-tasker
- Results-oriented
- Salesforce knowledge
- Organized
- Advanced computer skills
Timeline
Insurance Sales Associate
Lennar Homes, Inc.
02.2025 - 08.2025
Life Insurance Agent
Primerica
01.2024 - 04.2025
Health Insurance Agent
Go Health
01.2023 - 02.2024
Insurance Agent
All Web Leads
04.2022 - 12.2022
Insurance Sales Agent
Allstate Insurance Company
02.2018 - 03.2022
Claims Examiner
FourSeventy Claim Management
09.2017 - 01.2018
Inbound Sales Agent
Spectrum
Jun 2016 - Jun 2017
Claims Representative
State Farm Operations Center
Jan 2015 - May 2016
Inbound Tech Support
Verizon
Dec 2014 - Aug 2015
Inbound Sales Agent
Capital One Bank
Jan 2014 - Dec 2014
High School Diploma -
Oscar Dean Wyatt
Bachelor of Science - Criminal Justice
Stephen F Austin State University
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