Results-driven Insurance Sales Agent accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style.
Overview
28
28
years of professional experience
1
1
Certification
Work History
High Performance Insurance Sales Agent
Careington International Corporation
10.2021 - 02.2025
Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
Developed strong relationships with clients through consistent communication and exceptional customer service.
Contributed to agency success by consistently meeting or exceeding monthly sales targets by 30%
Boosted productivity by implementing innovative sales techniques that aligned with client preferences and values.
Followed up promptly with interested clients to close sales.
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Insurance Agent, Medicare Supplement Agent
Self Employed-1099
11.2014 - 02.2020
Developed insurance cross-selling opportunities.
Handled up to 100 calls/day.
Engaged customers and provided high level of service by carefully explaining details about documents.
Analyzed customer needs and provided best options, upselling products and services.
Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
Insurance Agent & Contracting Representative
Puritan Financial Group, Inc
07.2005 - 11.2014
Handled high volume inbound and outbound calls 100/calls daily.
Communicated with customers and potential customers about benefits offered through the agency.
Worked in licensing and contracts to get agents registered with product lines.
Cultivated professional client relationships by asking appropriate questions, identifying needs and providing insightful information regarding products.
Provided customers with recommendations to promote brand effectiveness.
Customer Service Representative
Gentry Group
11.1996 - 10.2005
Helped new customer service representatives learn best practices, communication strategies and performance standards.
Set up new accounts, listed personal, demographic, and payment information in the system.
Handled 100/daily inbound telephone calls from interested customers.
Proficient at computer dialing and computer software.
Made appointments with interested customers according to schedule availability.
Maintained and recorded customer information in database.
Gave information about available products and services including membership details and purchase advantages.
Assisted customers with Spanish-language inquiries in a timely and professional manner.
Education
High School Diploma -
Continental Academy High
Texas Insurance Agent Licensed
Kaplan University
Skills
Policy adjustment knowledge
Customer follow-up
Client account management
Client retention
General Lines License life, accident, health & Hmo
Qualify control
Customer Advocate
Organizational skills
Excellent communication skills
Quoting and pricing policies
Certification
Active License: General Lines Agent: Life, Accident, Health and HMO