Efficiently manage policy renewals, ensuring timely processing and accurate coverage updates.
Prepare and review insurance applications to verify compliance with regulations.
Educate clients on insurance policies and procedures.
Determine financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Enroll clients in health plans with carriers that best fit their needs and financial situation. .
ACA Sales Agent
Champion Benefit Advisors
Frisco, TX
02.2024 - 08.2024
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.
Educated clients on insurance policies and procedures.
Collected premiums on or before effective date of coverage.
ACA Insurance Agent
TrueCoverage
Addison, TX
09.2022 - 01.2024
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Met with prospective clients to discuss insurance needs and provide solutions.
Educated clients on the importance of their health insurance policies, empowering them to make informed decisions.
Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
Conducted regular follow-ups with clients to keep them informed of any updates or changes to their policies.
Enrolled clients into ACA health plans with different carriers.
Property Manager
Home Offers LLC
McKinney, TX
05.2015 - 09.2022
Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
Maintained positive landlord-tenant relationships, ensuring clear communication and prompt resolution of any disputes.
Completed final move-out walk-throughs with tenants to identify required repairs.
Conducted regular property inspections, identifying areas for improvement and proactively addressing potential safety hazards.
Education
General Studies -
White Station High School
Memphis, TN
05.2005
Skills
Customer Service
Licensed Insurance Agent
Professionalism and Ethics
Quotes and sales
Client Relations
Affordable Care Act
Private Insurance Plans
Policy Knowledge
Account Management
Policy writing
Upselling
Health insurance
Policy Renewals
Health Sherpa
Jet
CMS
Sales
Certification
Health and Life Insurance License- NPN 20410937
TX, AL, AR, AZ, CA, DE, FL, GA, IA, IL, IN, KS, LA, MI, MO, MS, NC, ND, NE, NJ, OH, OK, PA, SC, TN, UT, VA, WI, WV