Lisa Diane Mims

• Built lasting relationships with clients through attentive listening and personalized service, resulting in a high rate of return business.
• Consistently met or exceeded sales targets by effectively communicating the benefits of various Medicare insurance plans.
• Boosted company reputation through consistent delivery of reliable, trustworthy advice to clients navigating the Medicare insurance market.
• Streamlined the application process for clients, ensuring accurate and timely submission of required documentation.
• Provided exceptional customer service by promptly addressing questions or concerns during the entire enrollment process.
• Collaborated with team members to share best practices and strategies for overcoming challenges in the ever-changing insurance landscape.
• Contributed to a positive work environment through proactive collaboration and open communication with colleagues and management staff alike.
• Enhanced client satisfaction by providing knowledgeable guidance on Medicare plan options and enrollment procedures.
• Developed a loyal client base by fostering trust and rapport with each individual, leading to numerous referrals and long-term business relationships.
• Leveraged strong problem-solving skills to address complex client inquiries and resolve issues in a timely manner.

• Tracked key performance indicators to measure success of campaigns.
• Utilized specialized software to capture and process data.
• Researched and evaluated potential new markets and products.
• Analyzed data to uncover insights and identify key opportunities to inform strategic decisions.
• Implemented and supervised market research projects from start to finish with focus groups, surveys and interviews.
• Established and managed relationships with external data providers and research vendors.

• Reviewed customer needs and financial means to determine appropriate policy offerings.
• Maintained detailed records of customer information and policy sales.
• Sold life, Medicare, and other various insurance products to individuals within assigned territory using consultative selling techniques.
• Generated sales by recommending policies and add-ons.
• Connected with prospective clients to set appointments.
• Stayed in touch with clients to assess changing demands and offer new solutions.
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
• Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
• Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
• Developed comprehensive marketing plans to promote insurance products to potential clients.
• Met with prospective clients to discuss insurance needs and provide solutions.
• Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
• Developed sales strategies to increase sales of insurance policies.
• Developed strong referral network in community to raise awareness and increase sales opportunities.
• Attended industry conferences to stay informed of latest products and trends.
• Generated quotes and proposals for clients to match individual needs.
• Registered customer information on database to enable tracking history and maintain accurate records.
• Provided comprehensive product knowledge and guidance to help clients on product selection.
• Followed up promptly with interested clients to close sales.
• Negotiated contracts with clients to establish best coverage with lowest cost.
• Increased policy count by 3% with 8% increase with Medicare premiums - Retention: 100%

• Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
• Sold life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
• Generated quotes and proposals for clients to match individual needs.
• Developed sales strategies to increase sales of insurance policies.
• Met with prospective clients to discuss insurance needs and provide solutions.
• Negotiated contracts with clients to establish best coverage with lowest cost.
• Developed strong referral network in community to raise awareness and increase sales opportunities.
• Provided comprehensive product knowledge and guidance to help clients on product selection.
• Followed up promptly with interested clients to close sales.
• Conducted annual reviews of existing policies to update information.
• Finalized sales and collected necessary deposits.
• Analyzed customer needs to provide customized insurance solutions.
• Developed comprehensive marketing plans to promote insurance products to potential clients.
• Registered customer information on database to enable tracking history and maintain accurate records.
• Created sources for continuous client referrals within community and with businesses using extensive networking skills.
• Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
• Generated leads through cold-calling, networking and other outreach methods.
• Calculated premiums and established payment methods for sales.
• Analyzed risk factors to recommend appropriate coverage levels.
• Educated clients on insurance policies and procedures.
• Collected premiums on or before effective date of coverage.
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
• Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
• Monitored customer feedback and identified areas of improvement.
• Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Prior to resigning -

• Produced approximately $45,000 annual premium
• Book of business - 75
• Retention - 100%

• Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
• Evaluated individual customer needs and financial situations to propose individualized policy recommendations.
• Sought out new clientele through face-to-face contact, telephone conversations and email correspondence.
• Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
• Calculated premiums and established payment methods.
• Explained features, advantages and disadvantages of various policies to promote insurance sales.
• Responded to customer calls swiftly to resolve issues and answer questions.
• Built relationships with clients using active listening and issue resolution to provide excellent service.
• Determined client needs and financial situations by listening and scheduling fact-finding appointments.
• Approached potential clients by using direct marketing mailings and phone contacts.
• Maintained high standards of customer service by building relationships with clients.
• Obtained underwriting approval by completing application for coverage.
• Prepared and reviewed insurance applications to verify compliance with regulations.
• Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
• Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
• Utilized CRM software to manage client relationships.
• Investigated and processed claims swiftly to keep customers satisfied.
• Identified potential risks in client businesses and recommended appropriate insurance coverage.
• Developed and implemented marketing strategies to boost sales and increase customer base.
• Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.

Upon resigning -

• Book of Business - 100 policies
• Increased annual premium by approximately 30%
• Policy Retention - 100%