Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Timeline
Work Preference
Languages
Hi, I’m

Kathleen Sanders

Licensed Life-Health Insurance Agent/Retention Specialist
Sweeny,TX
Your time is limited, so don’t waste it living someone else’s life.
Steve Jobs
Kathleen Sanders

Summary

Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.

Overview

9
years of professional experience
4

Certifications

33

States Appointed

4
years of post-secondary education

Work History

Care Connect Advisors

Licensed Health Insurance Agent
09.2024 - 01.2025

Job overview

  • Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
  • Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
  • Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
  • Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
  • Provided ongoing support to customers, delivering maximum value from products and services.
  • Developed relationships with clients to improve retention rates and reduce churn.
  • Handled escalated customer complaints professionally, de-escalating situations while finding mutually beneficial resolutions.
  • Enhanced customer satisfaction levels with proactive communication and timely resolution of issues.
  • Built constructive customer relationships to improve loyalty and recommendations.
  • Improved overall company performance by contributing to strategic planning discussions and offering retention-focused recommendations.
  • Conducted regular account reviews, addressing concerns and presenting solutions to retain customers.
  • Delivered exceptional service standards, resolving issues promptly and maintaining open lines of communication with clients.
  • Built strong customer rapport, leading to increased advocacy and positive word-of-mouth referrals.
  • Collaborated with managers to identify and address employee relations issues.

HealthPlanOne

Licensed Insurance Agent
02.2024 - 07.2024

Job overview

  • Calculated quotes and educated potential clients on insurance options.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
  • Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
  • Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
  • Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
  • Reduced claim disputes by clearly explaining policy provisions to clients at the time of sale and during policy renewals.
  • Developed sales leads from direct referrals, networking and targeted marketing campaigns.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Managed high call volumes while providing exceptional customer support and maintaining professional composure.
  • Mastered multiple software systems for seamless navigation during calls, improving efficiency and reducing hold times for customers.
  • Responded to customer calls and emails to answer questions about products and services.
  • Adhered to company policies and scripts to consistently achieve call-time and quality standards.
  • Placed outbound customer service or customer satisfaction calls to follow up on issues.

ENSUREM

Licensed Insurance Agent
02.2022 - 02.2024

Job overview

  • Calculated quotes and educated potential clients on insurance options.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
  • Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
  • Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
  • Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
  • Developed sales leads from direct referrals, networking and targeted marketing campaigns.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Managed high call volumes while providing exceptional customer support and maintaining professional composure.
  • Mastered multiple software systems for seamless navigation during calls, improving efficiency and reducing hold times for customers.
  • Responded to customer calls and emails to answer questions about products and services.
  • Adhered to company policies and scripts to consistently achieve call-time and quality standards.
  • Placed outbound customer service or customer satisfaction calls to follow up on issues.
  • Managed from 20-200 Outbound/Inbound calls per day.

TTEC

Licensed Insurance Agent
05.2021 - 12.2021

Job overview

* Acquired Life, Accident, Health License thru training

  • Managed high call volumes while providing exceptional customer support and maintaining professional composure.
  • Mastered multiple software systems for seamless navigation during calls, improving efficiency and reducing hold times for customers.
  • Adhered to company policies and scripts to consistently achieve call-time and quality standards.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
  • Managed over 200 outbound calls per day.
  • Promoted products and services using upselling and other sales strategies.

H-E-B Grocery

Assistant Service Manager
04.2016 - 10.2021

Job overview

  • Met with customers to discuss service needs and develop effective and practical solutions.
  • Improved customer satisfaction by addressing and resolving service-related concerns promptly and professionally.
  • Enhanced team efficiency by implementing streamlined procedures for daily operations.
  • Developed strong relationships with customers, resulting in repeat business and increased loyalty.
  • Established a positive working environment through fostering teamwork, providing support during challenging situations, and celebrating individual achievements.
  • Maintained team productivity and quality of service by establishing and maintaining clear benchmarks.
  • Worked closely with upper management to develop strategic initiatives aimed at driving business growth and enhancing customer satisfaction.
  • Resolved customer complaints in professional and timely manner.
  • Developed and maintained positive relationships with customers to build rapport and trust.
  • Monitored service staff performance and provided feedback for improvement.
  • Monitored inventory levels and placed orders to replenish stock.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Identified and communicated customer needs to supply chain capacity and quality teams.
  • Managed 3-12 employees at any given time.

Education

Bremond High School
Bremond, TX

High School Diploma
05.1993

University Overview

  • Honoree of National Honor Society
  • Honor Roll (1990-1993)


  • FHA Member



Department Of Insurance
Houston, TX

from General Lines Agent
08.2021 - 03.2025

Skills

  • Sales strategy development
  • Client Service
  • Insurance product expertise
  • Client Relationship Management
  • Marketing techniques, Needs analysis
  • HIPAA Compliance
  • Active Listening
  • Insurance sales expertise
  • Customer follow-up
  • Policy writing

Certification

  • Licensed Life and Health Insurance Agent/Broker - Texas Department of Insurance, exp 03/31/2025
  • Currently licensed in 31 states
  • Appointed with Aetna, Anthem, Cigna, GTL, Humana, Mutual of Omaha, United Healthcare, Sonder, Clearspring Health, and Wellcare.
  • Familiar with carrier platforms and MARx
  • Ethics and Compliance Certification – Ethical Compliance Training Programs.
  • Medicare Certification – Various Providers.
  • Texas Driver's License
  • AHIP Certified thru 12/31/2025
Availability
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Timeline

Licensed Health Insurance Agent

Care Connect Advisors
09.2024 - 01.2025

Licensed Insurance Agent

HealthPlanOne
02.2024 - 07.2024

Licensed Insurance Agent

ENSUREM
02.2022 - 02.2024

Department Of Insurance

from General Lines Agent
08.2021 - 03.2025

Licensed Insurance Agent

TTEC
05.2021 - 12.2021

Assistant Service Manager

H-E-B Grocery
04.2016 - 10.2021

Bremond High School

High School Diploma

Work Preference

Work Type

Full Time

Work Location

Remote

Important To Me

Work-life balanceHealthcare benefitsWork from home optionPaid time offPaid sick leaveCareer advancementFlexible work hours

Languages

English
Native or Bilingual
Kathleen SandersLicensed Life-Health Insurance Agent/Retention Specialist