Proficient in Client sales and support services. Expert fact finder and negotiator. Exhibit skills that maintain exemplary relationships with contract holders; well diverse in multiple trades and organized with excellent communication skills.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Qualified Health Agent seeking new role. Demonstrated success in guiding clients through insurance options and resolving complex health coverage issues. Proven ability to communicate effectively and navigate regulatory requirements.
Work History
Licensed Public Adjuster
Carey & Co Adjusting Firm LLC | 02.2022undefined
Provided license number upon request
Evaluated insurance claims to determine coverage and policy compliance.
Assisted clients in understanding their rights and obligations under insurance policies.
Conducted thorough inspections of damaged properties to assess loss values accurately.
Licensed Accident and Health Agent
Self-employeed | 09.2026 - Current
Educated clients on insurance options and healthcare programs.
Assisted clients in navigating complex healthcare systems effectively.
Developed personalized health plans based on client needs and preferences.
Analyzed client data to identify trends and improve service offerings.
Client Sales Representative
1 Year 9 Months
SelectQuote | 07.2024 - 04.2026
Executed sales strategies to meet client needs and enhance product understanding.
Managed client communications to ensure satisfaction and resolve inquiries efficiently.
Collaborated with team members to streamline the sales process and improve customer engagement.
Developed comprehensive knowledge of insurance products to support client decision-making.
Implemented feedback mechanisms to continuously enhance service delivery and client experience.
Maintained detailed records of client interactions using CRM software, ensuring accurate tracking of communication history and preferences.
Boosted client satisfaction by promptly addressing inquiries and providing tailored product recommendations.
Licensed P&C Agent
6 Months
Simply Business | 09.2022 - 03.2023
Received 100-150 inbound sales calls daily from all 50 states to assist small business clients in preparing insurance proposals for general liability, professional liability, inland marine, business owner policies, cyber insurance, and workers comp.
Tracked and maintained daily, weekly, and monthly metrics/goals while responding to emails, requests, and providing online assistance. Managed leads and existing policies while promoting and advising clients on company products.
Managed book of business through follow-ups, annual reviews, and referrals to ensure client satisfaction and retention.
License number: Available upon request
Licensed P&C Sales agent
10 Months
State Farm: Mel Goodwin Agency | 12.2019 - 10.2020
As a Licensed sales producer I manage new and existing sales.
Served as primary representative for property and casualty accounts, preparing proposals and coordinating meetings for clients across auto, home, commercial, and business owner policies.
Represented company at marketing and networking events, focusing on acquiring new business from leads and cross-selling to existing customers while consistently meeting monthly sales standards.
Conducted 50-100 prospect calls and follow-up calls monthly to achieve sales goals.
Provided training and support to new hires to enhance their onboarding experience.
Office closed permanently
Licensed Sales Producer
2 Years 1 Month
Allstate: The Horton Agency | 11.2017 - 12.2019
As a Licensed sales producer I manage new and existing sales.
I am the Acted as main liaison for clients with property and casualty needs. for property and casualty accounts. I also prepare proposals and set up meeting for all clients for auto, home, commercial and business owner policies.
My duties also include representing my company at marketing and networking events and focusing on new business sales from marketing leads, cross sales between existing customers while meeting monthly standards.
I conducted 25-50 new prospect calls and followed up to achieve monthly sales targets.
Rep I Technical Product Sales Support
2 Years 1 Month
Comcast Business | 03.2014 - 04.2016
Acts as an advocate for Comcast business service customers requesting assistance with any and all issues pre-install.
Monitors high volumes of inbound customer calls inquiring about business service orders such as installation date, construction, premature disconnects and transfers but not limited to.
Handles scheduling, rescheduling and confirming business service orders.
Deals with multiple internal systems such as CSG and DST to manage customer business orders.
Maintaining communication with sales, billing, order management, dispatch and corporate based on customer needs.
Mentor new hires
Dispatcher
1 Year 7 Months
Scientific Games | 08.2010 - 03.2012
Monitors locations of field personnel and manages incoming work orders for those field personnel on a time sensitive grid for over 5000 Lottery retailers using a company based referred to as Smart Service/Astea
Maintained contact with field technicians to respond to incoming work orders and approve daily tasks.
Coordinated communication with technical support and management via email and IM, monitoring field technicians' grid, schedules, work orders, and emergency calls across four monitors.
Made regular outbound calls as necessary to field technicians, field supervisors, and management following their company protocol and emergency criteria
Prepared and maintained various operational reports, logs and files.
Guided new hires through onboarding process, providing support and training.
Managed closing procedures and prepared end-of-day reports documenting all daily activities.
Call Center Support/Router/Dispatch Specialist II
3 Years
Dish Network | 11.2006 - 11.2009
Monitored field personnel locations and developed approximate time schedules to optimize service response times
Maintain Star base database with available time for service calls based on field personnel availability affected by various operational conditions
Operates via Star base to retrieve and review subscriber account information as well as input data such as change of service and rescheduling of service data
Maintained Nextel radio communication with field technicians
Compiled, scheduled, assigned, and printed work orders for client cable installations, trouble calls, and service changes to ensure timely service delivery
Prepared and maintained various operational reports, logs and files.
Educated customers on identifying services that best suited their needs, enhancing customer satisfaction and retention.
Assist with Customer retention and satisfaction
Guided new hires in developing skills required for their roles.