KARLA BAKER
Crystal River,FL
Summary
Top producing sales professional and expert in Health insurance including Medicare. Dynamic communicator who consistently exceeds goals and company expectations. Licensed insurance professional with extensive experience in sales. Seeking a position offering new challenges and opportunities for career growth and advancement. Insightful Insurance Sales Agent bringing 10 years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement.
Successful and seasoned Medicare Agent with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance , and delivering outstanding service.
Overview
12
12
years of professional experience
Work History
Licensed Insurance Agent
QuoteManage LLC
06.2021 - 02.2026
- Developed comprehensive insurance solutions tailored to client needs.
- Guided clients through policy options, ensuring informed decision-making.
- Conducted regular follow-ups to enhance customer retention and satisfaction.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
Insurance Agent
Total Insurance Brokers
Tampa, FL
04.2018 - 12.2020
- Built relationships with clients through active listening to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Upsold additional products and services after identifying customer needs and requirements.
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns
- Analyzed customer needs and provided best options, upselling products and services
Insurance Agent
National Health Insurance Group
For Lauderdale, FL
08.2016 - 12.2018
- Upsold additional products and services after identifying customer needs and requirements.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Built relationships with clients through active listening to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
Collections Specialist
Adam, Ryan And Levine Inc.
Fort Lauderdale, FL
04.2014 - 07.2016
- Achieved performance goals on consistent basis.
- Counseled debtors on payment options and arranged installment agreements.
- Handled numerous outbound and inbound calls daily with goal of collecting owed debt.
- Used scripted conversation prompts to convey current account information and obtain payments.
- Researched accounts and completed due diligence to resolve collection problems.
- Trained new team members on scripts, company services and performance strategies and provided mentoring.
- Used skip tracing and other techniques to locate debtors.
- Negotiated to collect balance in full.
Skills
- Quotes and sales
- Vision and dental insurance
- Policy renewals
- Health insurance
- Quote information
- Client needs analysis
- Adaptability
Timeline
Licensed Insurance Agent
QuoteManage LLC
06.2021 - 02.2026
Insurance Agent
Total Insurance Brokers
04.2018 - 12.2020
Insurance Agent
National Health Insurance Group
08.2016 - 12.2018
Collections Specialist
Adam, Ryan And Levine Inc.
04.2014 - 07.2016