Latrice Johnson
Spring Hill,TN
Summary
Dynamic administrative support professional with a robust background in office management and high proficiency in Microsoft Office programs. Proven experience in delivering exceptional administrative assistance to account executives and area sales managers, ensuring seamless operations in fast-paced environments. Adept at managing multiple priorities while consistently meeting tight deadlines without sacrificing quality. Strong foundation in the insurance industry, including marketing and sales across various lines of insurance. Committed to providing tailored solutions that enhance client satisfaction, leveraging analytical skills to recommend appropriate insurance products that ensure financial security.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Health Insurance Sales Agent
Humana
Louisville, KY
06.2022 - Current
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Upsold products to policyholders and potential new clients.
- Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
- Pursued continued professional development through insurance workshops, course and webinars.
Health Insurance Sales Agent
Florida Blue/Blue Cross
Jacksonville, FL
08.2021 - 12.2021
- Provided detailed information about company insurance products.
- Provided information on features, policies and relative advantages to promote insurance packages.
- Set up policies and completed all documentation.
- Worked in high-volume, competitive sales environment.
- Adhered to all regulations for insurance sales.
- Met with clients to discuss needs.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Maintained high standards of customer service by building relationships with clients.
Sales Coordinator
Waste Management
Franklin, TN
06.2017 - 10.2020
- Responded to customer calls swiftly to resolve issues and answer questions.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
- Compiled client profiles and entered information into operating system.
- Kept detailed records of sales and customer information in CRM software, updating database regularly to maintain top-notch service.
- Handled customer inquiries by staying up-to-date on market and industry trends and finding unique solutions to issues.
Administrative Assistant
American Cancer Society Hope Lodge
Nashville, TN
09.2016 - 03.2017
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Executed record filing system to improve document organization and management.
- Scheduled office meetings and client appointments for staff teams.
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
- Handled client correspondence and tracked records to foster office efficiency.
Education
Some College (No Degree) - Health, Accident, And Life
Xcel Solutions
Skills
- Effective policyholder communication
- Policy renewal management
- Life insurance expertise
- Insurance advisory expertise
- Office administration
- Form processing and submission
- Insurance verification expertise
- Client requirement assessment
- Comprehensive binder coverage
- Policy explanation expertise
- Insurance processes
- Insurance vocabulary
- Insurance program evaluation
- Client assistance
- Customer service expertise
- Building professional relationships
- Facilitating team meetings
- Insurance sales planning
- Asset protection knowledge
- Customer service
- Licensed insurance agent
- Cold calling
- Insurance sales
- Appointment management
- Product knowledge
- Customer retention
- Team training and development
- Customer needs assessment
- Risk management
- Email marketing
- New business development
- Rapport building
- Lead prospecting
- Marketing
Certification
TN Insurance Accident and Health Producer License
Timeline
Health Insurance Sales Agent
Humana
06.2022 - Current
Health Insurance Sales Agent
Florida Blue/Blue Cross
08.2021 - 12.2021
Sales Coordinator
Waste Management
06.2017 - 10.2020
Administrative Assistant
American Cancer Society Hope Lodge
09.2016 - 03.2017
Some College (No Degree) - Health, Accident, And Life
Xcel Solutions
Licensed States
- AL
- AZ
- CA
- CO
- FL
- GA
- LA
- MS
- NC
- NJ
- OH
- SC
- TN
- TX
- UT
- VA
- WY