LESLIE STITT

Led client education initiatives on Medicare supplement plans to promote informed decision-making. Managed enrollment processes for clients to ensure insurance products matched financial needs. Oversaw inbound and outbound sales communications to enhance client engagement.

• 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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• 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.

• 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.
• Answered questions regarding Medicare Supplement plans.
• Documented calls appropriately.
• Cultivated professional client relationships by asking appropriate questions, identifying needs and providing insightful information regarding products.
• Provided customers with recommendations to promote brand effectiveness.

• 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.