LISA ANN COLE
Olive Branch,MS
Summary
Personable and energetic professional committed to delivering excellence in all facets of customer service and administrative support. Flexible and versatile with expertise in serving as point of contact for prospective clients, handling questions and inquiries via telephone and complying with security regulations. Product knowledge, Sales techniques, Data entry, Client needs analysis, Computer-savvy, Time management, Proactive team player, Quality assurance
Overview
36
36
years of professional experience
1
1
Certification
Work History
Independent Insurance Agent
Cole's
10.2010 - 05.2017
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
- Approached potential clients by using direct marketing techniques, including mailings and phone contacts
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Benefits Advisor
Cigna Healthspring
09.2013 - 12.2015
- Scheduled appointments with applicants to gather information and explain benefits processes
- Communicated with people from various cultures and backgrounds, using active listening and interpersonal talents to ensure consistency
- Interviewed applicants and explained scope of different available benefits
- Followed guidelines when reviewing applicant data to determine eligibility for economic assistance
- Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
Domestic Engineer
Cole’s
06.1996 - Current
Education
Associate of Arts - General Studies
Northeast MS Community College
Skills
- Active Listening
- Critical Thinking
- Detail Work
- Exceptional Communicator
- Decision-Making Skills
Certification
- Licensed Life, Health and Accident Insurance Agent
Timeline
Benefits Advisor
Cigna Healthspring
09.2013 - 12.2015
Independent Insurance Agent
Cole's
10.2010 - 05.2017
Domestic Engineer
Cole’s
06.1996 - Current
Associate of Arts - General Studies
Northeast MS Community College
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