Lisa Lynch
Foxborough
Summary
Successful and seasoned health and life insurance professional with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of the Medicare industry with extensive experience in educating customers and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Agent
Self-employeed
05.2015 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the intricacies of their health insurance policies, empowering them to make informed decisions.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
Medicare Sales Representative
Senior Whole Health LLC
06.2017 - 05.2022
- Identified cross-selling opportunities within existing client base by reviewing plan usage data and identifying areas where additional coverage may be beneficial.
- Streamlined application processes for potential clients, resulting in improved client acquisition rates.
- Utilized data-driven insights to refine sales approach, targeting key demographics with tailored messaging that resonated with potential clients.
- Consistently met compliance standards for Medicare sales activities, ensuring adherence to state and federal regulations.
- Increased sales revenue by consistently meeting and exceeding monthly targets for new enrollments.
- Coordinated outreach initiatives targeting specific demographics or geographic regions, increasing overall brand visibility within target markets.
- Maintained up-to-date knowledge of industry trends, legislation, and competitor offerings to provide accurate information to clients and maintain a competitive edge in the market.
Education
Bachelor of Science - Business
Mass College of Liberal Arts
North Adams, MASkills
- Client management
- Policy renewals
- Sales strategy
- Needs analysis
- Licensed Health and Life Insurance Agent
Certification
- Life and Health Insurance License - MA Department of Insurance.
- Managed Healthcare Professional(MHP)- America's Health Insurance Plans(AHIP).
Timeline
Medicare Sales Representative
Senior Whole Health LLC
06.2017 - 05.2022
Insurance Agent
Self-employeed
05.2015 - Current
Bachelor of Science - Business
Mass College of Liberal Arts
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