Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
b8

Loraine (Laurie) Carter

Bradenton Beach,FL

Summary

Customer-focused individual with a passion for delivering exceptional service to help people be prepared and encourage them to take responsibility to protect their family.

Strong interpersonal skills with a talent for effectively addressing concerns.

Committed to improving customer satisfaction and driving positive outcomes.

Overview

3
3
years of professional experience

Work History

Life Insurance Agent

Senior Life Services
Vero Beach, Florida
04.2023 - Current
  • Generated tailored cost estimates based on detailed risk evaluations.
  • Achieved repeat business and referrals through personalized services.
  • Educated clients on various types of life insurance policies available in the market.
  • Educated clients on the importance of life insurance and financial planning.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Assisted customers in selecting the right life insurance coverage for their needs.
  • Developed and maintained a portfolio of clients through networking and referrals.

LICENSE HEALTH INSURANCE AGENT

RESULTSCX
FORT LAUDERDALE, FLORIDA
09.2022 - 12.2022
  • 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.
  • Collected premiums on or before effective date of coverage.

Education

Bachelor of Science - Allied Health

Georgia State University
Atlanta, GA
12-1977

Skills

  • Cost estimation
  • Client education
  • Insurance Analysis
  • Policy Review Evaluation
  • Customer Engagement Strategies
  • Microsoft Word and Excel

Affiliations

  • Enjoy cycling
  • Like to walk
  • Enjoy being with my family and friends in Georgia, Maryland and Alabama.
  • Dog sit for friends
  • Enjoy watching tennis matches.

Timeline

Life Insurance Agent

Senior Life Services
04.2023 - Current

LICENSE HEALTH INSURANCE AGENT

RESULTSCX
09.2022 - 12.2022

Bachelor of Science - Allied Health

Georgia State University

Similar Profiles

CREATE PROFILE
Loraine (Laurie) Carter