Skilled insurance agent with focus on customer service and policy management. Experience includes building client relationships, advising on coverage options, and maintaining up-to-date knowledge of industry changes. Strong problem-solving skills combined with ability to negotiate successfully have consistently contributed to team success. Noted for bringing creative solutions to complex situations in past roles.
Overview
2025
2025
years of professional experience
1
1
Certification
Work History
Insurance Agent
TEKsystems
09.2024 - 12.2024
Provided personalized Medicare plan recommendations based on client needs and eligibility.
Conducted thorough needs analyses to ensure clients understood plan options and benefits.
Ensured adherence to CMS guidelines and company policies during sales and enrollment processes.
Delivered clear explanations of Medicare Advantage, Medicare Supplement, and Part D Prescription Drug Plans.
Guided clients through the enrollment process, ensuring accurate and timely submission of required documents.
Managed client interactions and tracked sales activities using CRM tools (e.g., Salesforce, Zoho).
Identified opportunities to cross-sell ancillary products such as dental, vision, and life insurance.
Addressed client concerns with professionalism to resolve issues and retain business.
Medicare Insurance Agent
Qualfon
Charlotte, North Carolina
06.2023 - 08.2023
Adhering to CMS guidelines and regulations
Conducting presentations on Medicare plans
Assisting with enrollment needs and paperwork
Providing guidance on healthcare coverage options
Cross-selling Medicare insurance plans and additional products
Building and maintaining relationships with clients
Licensed Insurance Sales Agent
Connexion
04.2022 - 01.2023
Set up clients with new policies, calculated premiums and established payment methods
Maintained clients through personalized acquisition and retention strategies
Determined client needs before selecting insurers to underwrite policies
Established strong customer relationships with regular outreach and follow-ups to maintain high satisfaction rate
Interviewed and obtained all required information to quote prospective clients
Explained different options to prospective clients and recommended suitable insurance policies
Responded to customer inquiries and issues, maintaining sound sales practices
Met and consistently exceeded monthly and quarterly insurance sales goals through detailed product and service knowledge
Customized insurance programs for customers to cover target risk types
Medicare Sales Agent
Tranzact Insurance
01.2022 - 04.2022
Promoted insurance policy sales with persuasive explanations of plan features and advantages against competitor options
Set up clients with new policies, including calculating premiums and establishing payment methods
Customized insurance programs for individual customers to cover target risk types
Collaborated positively with peers and other staff members to maintain a friendly, supportive, and cooperative work atmosphere
Listened to customer requests and specifications and made suggestions to appropriately fulfill needs
Observed positive skills and attributes from personnel to build, improve, and expand skills set
Delivered exceptional customer service to build rapport and positive experiences
Scheduled appointments with prospective customers to provide consultative advice
Health Insurance Sales Agent
TTECH
09.2021 - 01.2022
Developed new policy quotes and explained requirements and limits to potential policyholders
Communicated with customers to evaluate assets, lifestyle, and financial health, applying information to make catered insurance recommendations to meet individual needs
Helped customers safeguard assets through catered insurance policies and strategic adjustments
Delivered superior customer service by explaining insurance products, suggesting policy updates, and guiding the sales processes to address customer needs
Qualified sales lead generated from diverse sources
Customized insurance programs for individual customers to cover target risk types
Promoted insurance policy sales with persuasive explanations of plan features and advantages against competitor options
Upselling
Qualified sales leads generated from diverse sources
Delivered customer service by explaining insurance products, suggesting policy updates and guiding sales process to address customer needs
Customer Service Representative
Maximus
Charlotte, North Carolina
04.2021 - 09.2021
Managed customer calls efficiently in a fast-paced call center environment
Delivered fast and friendly service regarding questions and service complaints
Documented, researched, and resolved customer service issues
Maintained customer satisfaction by addressing customer needs and resolving concerns
Anticipated needs and resolve problems to keep customers happy
Handled customer inquiries, billing questions, payments, and service requests
Answered inbound calls each day to handle various concerns, set appointments, and close sales
Resolved issues based on thorough investigations of concerns
Met inbound customer needs while maintaining strict performance targets
Completed inquiries and followed up with customers to share findings and offer solutions
Updated records with all interactions and customers transactions
Customer Service Representative
Advanced Call Center Technologies
Charlotte, North Carolina
12.2020 - 04.2021
Maximized satisfaction by anticipating needs and consistently offering expert support
Investigated and resolved customer concerns related to order inquiries and delivery tracking
Processed refunds, exchanges, and company credits for customers facing issues
Answered customer questions about policies and procedures with a friendly and knowledgeable approach
Answered inbound calls each day to handle various concerns, set appointments, and close sales
Implemented solutions for service issues and recorded customer interactions
Closed out issues on first calls by using expertise, prepared scripts, and good research abilities
Protected customer and company information with strict use of established security procedures
Recaptured customer loyalty with expertise in de-escalating conflicts and building personalized solutions
Contributed to billing accuracy by determining charges for services requested, collecting deposits, and arranging long-term payment plans
Resolved customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills
Updated records with all interactions and customers transactions
Customer Service Representative
Asurion
Charlotte, NC
01.2019 - 04.2020
Documented, researched, and resolved customer service issues
Followed up with customers to offer additional support and check resolution satisfaction
Handled customer inquiries, billing questions, payments, and service requests
Anticipated needs and resolved problems to keep customers happy
Enhanced customer satisfaction with fast, knowledgeable service
Assisted customers with sales and service needs
Shipping and Receiving Associate
Fedex
Charlotte, North Carolina
11.2018 - 07.2019
Extracted and compiled information from databases to produce routine and specialized reports
Maintained logs of activities and completed work
Arranged transportation in coordinating shipping/receiving merchandise
Unpacked and inspected incoming shipments; rejected damaged items; recorded shortages
Recorded shipment data, such as weight, charges, space availability, damages, or discrepancies for reporting, accounting, or recordkeeping purposes
Insurance Agent
LIG Solutions
Assisted clients in selecting and enrolling in ACA-compliant health insurance plans through the federal or state marketplace.
Conducted thorough analyses of clients' financial and household information to determine eligibility for subsidies and cost-sharing reductions.
Ensured strict adherence to ACA regulations and guidelines during the enrollment and sales process.
Educated clients on plan options, including coverage levels (bronze, silver, gold, platinum) and network availability, to help them make informed decisions.
Provided clear explanations of ACA benefits, penalties, and the importance of maintaining continuous coverage.
Guided clients through the application process, verifying information accuracy and submitting documents on time.
Utilized CRM tools to track leads, manage client interactions, and follow up on inquiries.
Addressed client issues or misunderstandings regarding coverage, subsidies, and billing with professionalism and efficiency.
Education
Information Technology
Devry University
07.2025
High School Diploma -
West Charlotte High School
Charlotte, North Carolina
06.2013
Skills
Strong communication skills, both verbal and written, to effectively communicate complex insurance
Excellent relationship management skills, able to build and maintain strong relationships
Critical thinking
Extensive knowledge of health insurance plans and the ability to educate clients about their options
Licensed insurance agent with the necessary credentials to sell Medicare insurance products
Thorough understanding of CMS guidelines and compliance requirements for Medicare insurance agents