Licensed health and life insurance professional with extensive experience in sales, prospecting and lead generation. Seeks a management position offering new challenges and opportunities for career growth and advancement.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
Mutual Of Omaha
01.2024 - Current
Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
Crafted clear, informative reports to explain life insurance policy features and benefits.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions.
Analyzed customers' financial situations to recommend appropriate life insurance policies.
Box Truck Driver
Simmons Deliveries
07.2022 - 01.2024
Kept vehicles well maintained and clean for pleasant passenger experiences.
Clearly and effectively communicated with other drivers and dispatch via radio.
Transported high value cargoes with zero loss.
Dealt positively with first responders and emergency personnel during road emergencies.
Followed hand signals and verbal cues from loading crews to maneuver truck into loading and unloading positions.
Trained to properly secure various types of cargo.
Skilled driving in poor weather conditions.
Designed efficient itineraries to guarantee timely delivery of truck contents, using GPS systems and maps.
Maintained clean driving record, adhering to Florida laws and safety standards.
Reviewed transportation and shipping papers to verify accuracy of inventory counts.
Conducted regular vehicle inspections by checking fluids, examining engine for corrosion and inspecting interior and exterior of vehicle for damage.
Navigated complex routes without use of GPS or wayfinding in areas of low signal.
Demonstrated level-headedness in emergency situations involving passengers or vehicles.
Utilized pallet jacks and forklifts to assist with loading and unloading of products at warehouses.
Obtained authorizations from shippers and receivers to assess invoices.
Secured cargo against damage and inclement weather to prevent shifting, using chains and synthetic webbing.
Balanced heavy workload using excellent time management skills to meet delivery and route deadlines.
Inventoried and inspected goods to determine quantities and conditions.
Insurance Agent
E Telequote
07.2021 - 06.2022
Utilized CRM software to manage client relationships.
Created detailed reports for management to track performance and sales.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Obtained underwriting approval by completing application for coverage.
Created sources for continuous client referrals within community and with businesses using extensive networking skills.
Generated leads through cold-calling, networking and other outreach methods.
Cross-sold insurance products to existing clients to reach sales targets.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Finalized sales and collected necessary deposits.
Identified potential risks in client businesses and recommended appropriate insurance coverage.
Prepared and reviewed insurance applications to verify compliance with regulations.
Benefits Advisor
Aon Hewitt
07.2020 - 07.2021
Utilized CRM software to manage client relationships.
Created detailed reports for management to track performance and sales.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Generated leads through cold-calling, networking and other outreach methods.
Created sources for continuous client referrals within community and with businesses using extensive networking skills.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Cross-sold insurance products to existing clients to reach sales targets.
Finalized sales and collected necessary deposits.
Identified potential risks in client businesses and recommended appropriate insurance coverage.
Prepared and reviewed insurance applications to verify compliance with regulations.
Educated clients on insurance policies and procedures.
Maintained high standards of customer service by building relationships with clients.
Developed and implemented promotional strategies to increase customer base.
Investigated and processed claims swiftly to keep customers satisfied.
Researched and identified potential new markets.
Negotiated contracts and terms of sale with potential customers.
Insurance Agent
BroadPath Healthcare Solutions
02.2018 - 07.2021
Spent ample time with each customer going over and explaining documents to ensure that they understood key information.
Responded to customer calls within 24 hours so that questions were answered swiftly.
Identified issues and took appropriate action to ensure speedy resolution.
Displayed a consistent positive attitude towards customers, peers and other personnel.
Upsold additional products and services after identifying the needs of customers.
Calculated quotes and educated potential clients on insurance options.
Followed up with customers on unresolved issues.
Conducted annual reviews of existing policies to update information.
Calculated premiums and established payment methods for sales.
Quality Assurance Analyst
Aon
07.2018 - 09.2018
Oversaw onsite testing for customers as required by the project specifications.
Maintained knowledge of regulatory requirements, to include accrediting bodies, federal, state and local requirements, as well as Aon’s policies.
Created and achieved product quality objectives and met product specifications.
Trainer
Aon
05.2018 - 09.2018
Mentored new hires, resulting in stronger staff development and increased productivity.
Gathered and organized supplementary material to support structured lessons.
Assessed employee needs to develop effective training plans.
Tracked attendance and progress against goals for each participant.
Recognized talented staff to fill the key positions and maximize productivity.
Performed continuous evaluations of content and plans in order to enhance delivery and improve effectiveness.
Eliminated process gaps by implementing new methods of standardized training.
Benefits Specialist
Aon
03.2018 - 09.2018
Number 1 agent in sales, quality score, and conversion
Explained benefits to plan participants in easy to understand terms so that they were educated on their options.
Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email and in-person interactions.
Checked employees’ benefits enrollment for accuracy and inputted all data into CRM
Observed strict procedures to maintain data and plan participant confidentiality.
Trained new members of the team in policies and procedures and offered insight into the best ways to manage job tasks and duties.
Insurance Verification Specialist
Alight
01.2018 - 03.2018
Accurately inputted all patient and insurance information into the company’s computer system.
Assured the timely verification of insurance benefits prior to patient procedures or appointments.
Made contact with insurance carriers to discuss their policies and individual patient benefits.
Maintained a strong knowledge of basic medical terminology to better understand services and procedures.
Observed strict procedures to protect sensitive patient information, including medical records and payment data.
Compiled company information and related material and distributed it to candidates.
Created files, reports and records while maintaining confidentiality.
Exercised discretion and interpretive judgment in frequent contacts with callers.
Managed electronic records database and handled all file requests.
Benefits Advisor
Aon Hewitt
06.2017 - 12.2017
Created training material.
Assisted with certifications for carriers which had the agents complete two weeks prior to deadline.
Provided daily reports to upper management regarding the progress of new agents.
Created a new role for agents.
Created new training requirements.
Completed risk assessment for a new lead type.
Calculated quotes and educated potential clients on insurance options.
Followed up with customers on unresolved issues.
Promoted ancillary products to existing and new clients each month.
Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
Evaluated leads obtained through direct referrals.
Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
Closed an average of 10 new sales per week.
Calculated premiums and established payment methods for sales.
Contributed ideas and offered constructive feedback at weekly sales and training meetings.
Exceeded targeted sales goals by 200%.
Prioritized daily workflows, including all inbound calls, quotes, and sales-related inquiries.
Emphasized product features based on analysis of customers' needs.
Surpassed annual quota by 200%.
Answered customers' questions regarding products, prices and availability.
Maintained friendly and professional customer interactions at all times.
Insurance Agent
OPTUM
08.2016 - 04.2017
Collected customer feedback and made process changes to exceed customer satisfaction goals.
Made reasonable procedure exceptions to accommodate unusual customer requests.
Provided accurate and appropriate information in response to customer inquiries.
Demonstrated mastery of customer service call script within specified timeframes.
Addressed customer service inquiries in a timely and accurate fashion.
Maintained up-to-date records at all times.Developed effective relationships with all call center departments
through clear communication.
Ran reports and supplied data to fulfill customer report requirements.
Worked with upper management to ensure appropriate changes were made to improve customer
satisfaction.
Built customer loyalty by placing follow-up calls for customers who reported product issues.
Formulated and enforced Service Center policies, procedures, and quality assurance measures.
Achieved customer satisfaction rating of 95% within 6 months, exceeding the corporate target.
Trained staff on how to improve customer interactions.
WALT DISNEY WORLD
01.2016 - 12.2016
Provided superior guest experiences.
Provided accurate and appropriate information in response to customer inquiries.
Made reasonable procedure exceptions to accommodate unusual customer requests.
Sales Associate
TIMBERLAND
03.2015 - 12.2015
Computed sales prices, total purchases, and processed payments.
Described merchandise and explain the operation of merchandise to customers.
Maintained knowledge of current promotions, policies regarding payment and exchanges, and security
practices.
Placed special orders and called other stores to find desired items.
Recommended merchandise based on customer needs.Operated a cash register to process cash, check and
credit card transactions.
Guided customers in choosing items that reflected personal style and shape.
Administered all point of sale opening and closing procedures.
Explained information about the quality, value, and style of products to Influence customer buying
decisions.
Replenished floor stock and processed shipments to ensure product availability for customers.
Sales Associate
11.2014 - 03.2015
Answered customers' questions and addressed problems and complaints in person and via phone.
Opened and closed the store, which included counting cash drawers and making bank deposits.
Helped customers select products that best fit their personal needs.Maintained visually appealing and
effective displays for the entire store.
Educated customers on product and service offerings.Offered exceptional customer service to differentiate
and promote the company brand.
Built customer confidence by actively listening to their concerns and giving appropriate feedback.
Completed floor replenishment to guarantee size availability and promote customer satisfaction.
Communicated merchandise needs and issues to appropriate supervisors in a timely fashion.
Customer Service Representative
PIZZAHUT
03.2014 - 11.2014
Accepted payment from customers and make a change as necessary.
Apportioned and served food to facility residents, employees, or patrons.Assisted co-workers.
Assisted diners with seating as needed.
Checked the quantity and quality of received productsCleaned and maintained the beverage area, display
cases, equipment, and order transaction area.
Cleaned bars, work areas, and tables.Cleaned up spilled food, drink, and broken dishes, and removed empty
bottles and trash.
Managed kitchen operations for high grossing, fast-paced fair concession kitchen.
Education
High School Diploma - undefined
Ridge Community High School
Davenport, FL
2014
Skills
Self-motivated Life and health insurance products
Persuasive negotiator Results-oriented
Salesforce Talented salesperson
Expert in Medicare services Analytical
People-oriented Top-rated sales performance
Detail-oriented Policy coverage expert
Dedicated team player Endorsed enhancements
Superior organizational skills Personable
Accomplishments
Exceeded sales goals by more then 200%.
Generated an average of more than 20 new policies per month.
Leading agent with Quality scores, sales, conversion rate, and average handle time.
Multiple kudos received from clients.
Assisted upper management with the training of 13 new staff members.