Dedicated professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
8
8
years of professional experience
Work History
Sales Consultant
Progressive Insurance
03.2025 - Current
Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
Used consultative sales techniques to understand customer needs and recommend relevant products and services.
Boosted customer satisfaction by providing personalized consultations and tailored product recommendations.
Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
Informed customers of promotions to increase sales productivity and volume.
Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
Personal Lines Sale and Customer Service Agent
TTEC- Progressive Program
01.2023 - 10.2024
Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
Took payment information and other pertinent information such as addresses and phone numbers to place orders.
Complied with company policies and procedures by encouraging positive and effective work environment among all employees.
Resolved concerns with products or services to help with retention and drive sales.
Responded to customer calls and emails to answer questions about products and services.
Health Insurance Specialist
Health IQ
07.2022 - 12.2022
Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Remained impartial in order to advise clients based on circumstances.
Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
Health Insurance Sales Agent
TTEC
06.2021 - 07.2022
Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Handle outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
Customer Service Representative
Working Solution Plat Form
11.2019 - 06.2022
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Answered customer telephone calls promptly to avoid on-hold wait times.
Responded to customer requests for products, services and company information.
Scheduler Coordinator
Working Solutions
01.2021 - 05.2021
Answered phone calls and answered questions from potential customers.
Worked with supervisors and team members to understand supply needs and bring levels within desired tolerances.
Addressed client inquiries and updated database information.
Administrative Assistant/dispatcher
Birtee's Trucking Inc.
11.2017 - 06.2020
Directed dispatching, routing and tracking of fleet vehicles.
Maintained updated and detailed records of calls in physical and electronic database.
Closely monitored dispatch board to triage and prioritize over daily calls.
Planned, organized and managed work of subordinate staff to accomplish consistent work within organizational standards.
Education
No Degree - Personal Lines Insurance
EamFX
Remote
06.2023
Associate of Applied Science - License Health Insurance
College of Insurance -TTEC
Florida
06.2021
Associate of Applied Science - Claims Adjuster
Central Insurance School
Tampa, FL
05.2020
No Degree - Certified Nursing Assistance
Keiser University
Melbourne, FL
05.2019
Skills
Financial Needs Assessment
Premium Calculations
Insurance Customization
Insurance Program Analysis
Billing Procedures
Data Collections
Team Goals
Timeline
Sales Consultant
Progressive Insurance
03.2025 - Current
Personal Lines Sale and Customer Service Agent
TTEC- Progressive Program
01.2023 - 10.2024
Health Insurance Specialist
Health IQ
07.2022 - 12.2022
Health Insurance Sales Agent
TTEC
06.2021 - 07.2022
Scheduler Coordinator
Working Solutions
01.2021 - 05.2021
Customer Service Representative
Working Solution Plat Form
11.2019 - 06.2022
Administrative Assistant/dispatcher
Birtee's Trucking Inc.
11.2017 - 06.2020
No Degree - Personal Lines Insurance
EamFX
Associate of Applied Science - License Health Insurance