LINDSEY RICKS
MESA,AZ
Summary
Results-driven Life and Health Insurance Agent with over 6 years of experience in commission-based sales, client consultations, and policy analysis. Proven track record of consistently exceeding sales goals while fostering long-term client relationships and achieving high retention and renewal rates. Expertise in ethical, needs-based selling, regulatory compliance, and customer advocacy, complemented by a solid background in healthcare and insurance environments. Committed to delivering exceptional service and tailored solutions that address clients' unique needs.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Field Sales Agent
Humana
06.2025 - Current
- Conduct in-person consultations to assess client insurance needs and risk exposure. Uphold ethical sales practices and company standards. Assist clients with policy changes, renewals, and coverage reviews. Meet or exceed individual sales goals and performance metrics. Build and manage a client portfolio, ensuring high retention and renewal rates. Complete applications and ensure all documentation meets underwriting and regulatory requirements. Conduct in-person consultations to assess client insurance needs and risk exposure. Present, explain, and sell insurance policies including coverage, benefits, exclusions, and premiums. Prospect and generate new business through referrals, cold outreach, and field marketing.
Insurance Broker
Go Health
09.2020 - 06.2025
- Established strong customer relationships with regular outreach and follow-ups to maintain high satisfaction rate. Explained different options to prospective clients and recommended suitable insurance policies. Responded to customer inquiries and issues, maintaining sound sales practices. Reached out to existing clients regularly to discuss potential adjustments in coverage due to life events or changing needs.
Office Manager
Symbii Home Health and hospice
10.2019 - 09.2020
- Placed orders, monitored usage, and coordinated stocking to control office supplies. Assisted with recruitment process by reviewing resumes and scheduling interviews. Collaborated with administrative staff on billing, accounts payable, and other financial tasks. Created detailed budget reports to track expenses and identify cost-saving opportunities. Scheduled staff to patients who needed to see them.
Administrative Manager
Care To Stay Home
12.2015 - 11.2017
- Maintained accurate records of employee information such as sick days, vacation time, and performance evaluations. Managed daily office operations and provided support to executives. Developed strong relationships with vendors and negotiated contracts for services. Supervised team of administrative assistants to ensure seamless workflow across departments.
Certified Nursing Assistant
CNS Home Health and Hospice
07.2014 - 12.2015
- Built friendly rapport with patients and delivered personalized care. Documented care actions, vitals, and orders in company software. Prepared patients for treatments, visits, and social activities. Promoted independence while assisting with personal hygiene needs.
Skills
- Top-rated sales performance
- Sales presentations
- Policy analysis
- Excellent communication skills
- Commission-based sales
- Life and health insurance
- Customer advocate
- Relationship development skills
- Complaint handling and resolution
Certification
Life and health insurance lisence
Timeline
Field Sales Agent
Humana
06.2025 - Current
Insurance Broker
Go Health
09.2020 - 06.2025
Office Manager
Symbii Home Health and hospice
10.2019 - 09.2020
Administrative Manager
Care To Stay Home
12.2015 - 11.2017
Certified Nursing Assistant
CNS Home Health and Hospice
07.2014 - 12.2015