Driven Insurance Sales and Customer Service Agent with 30 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections.Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.
Overview
20
20
years of professional experience
Work History
Inbound Call Center Sales Agent
Select Quote
05.2024 - 04.2025
Sold Life Insurance Nationwide
Managed a high volume of inbound calls, prioritizing tasks for optimum efficiency and customer satisfaction.
Navigated complex computer systems to document interactions, update account information, and process transactions accurately.
Reduced average call handle time by streamlining processes and providing prompt solutions to customer issues.
Used Five 9 Phone System to contact members
Measured personal performance against established benchmarks, developing strategies for continuous improvement and professional growth.
Utilized company-provided scripts to effectively engage customers while maintaining compliance with industry regulations.
Participated in ongoing training sessions to remain current on industry trends, product updates, and policy changes relevant to the role.
Demonstrated flexibility during periods of high call volume or staffing shortages, consistently meeting demand without compromising service levels.
Developed strong rapport with customers, fostering long-term relationships and repeat business opportunities.
Provided exceptional follow-up support for clients, ensuring their continued satisfaction with products or services purchased.
Increased customer satisfaction by efficiently resolving inquiries and addressing concerns in a timely manner.
Inbound Call Center Sales Agent
Go Health
03.2022 - 05.2024
Sold Medicare plans Nationwide
Engaged customers and provided high level of service by carefully explaining details about coverage
Explained Eligibility of Benefits to customers
Used Five 9 Phone System to contact members
Measured personal performance against established benchmarks, developing strategies for continuous improvement and professional growth.
Served as an effective liaison between customers and internal departments such as billing or technical support, streamlining communication and issue resolution.
Increased customer satisfaction by efficiently resolving inquiries and addressing concerns in a timely manner.
Acquired extensive product knowledge to confidently address customer questions and concerns regarding features and benefits.
Developed strong rapport with customers, fostering long-term relationships and repeat business opportunities.
Maintained high call quality standards with clear communication, active listening, and professional demeanor.
Utilized company-provided scripts to effectively engage customers while maintaining compliance with industry regulations.
Overcame objections using friendly, persuasive strategies.
Educated customers on product and service benefits, explaining features and answering questions.
Utilized sales techniques to build customer interest and close sales.
Explained product prices and packages as well as answered questions and addressed concerns of customers.
Inbound Call Center Sales Agent
Connexion Point
07.2021 - 03.2022
Sold Medicare for Blue Cross Blue Shield Nationwide
Used SalesForce and Citrix Client Management System
Used Jabber Phone System to contact members
Demonstrated flexibility during periods of high call volume or staffing shortages, consistently meeting demand without compromising service levels.
Acquired extensive product knowledge to confidently address customer questions and concerns regarding features and benefits.
Overcame objections using friendly, persuasive strategies.
Educated customers on product and service benefits, explaining features and answering questions.
Utilized sales techniques to build customer interest and close sales.
Consistently exceeded daily and weekly sales quotas through proactive engagement of potential customers.
Documented customer interactions and transactions, maintaining accurate records of all dealings.
Asked relevant questions to assist customers with selecting needed or requested products and services.
Delivered scripted sales talks to customers reached via manual and automatic dialing systems.
Health Insurance Sales Agent
Assurance Healthcare
04.2019 - 07.2021
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Calculated premiums and established payment methods for sales.
Evaluated competitors' products and services to gain competitive advantage.
Generated leads through cold-calling, networking and other outreach methods.
Developed strong relationships with clients through consistent communication and exceptional customer service.
Generated quotes and proposals for clients to match individual needs.
Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Established credibility and trust with clients through transparent communication about policy options, costs, and benefits.
Developed strong relationships with clients through excellent communication and personalized service.
Conducted regular follow-ups with clients to review coverage, discuss policy changes, or offer additional services as needed.
Leveraged cross-selling opportunities by identifying potential needs for additional insurance products or services among existing clients.
Call Center Sales Supervisor
Aliera Healthcare
05.2017 - 04.2019
Company Overview: Worked in an inbound call center for a health-sharing organization to offer low-cost alternative healthcare coverage for individuals and families
Documented conversations with customers in Agent Cubed and Admin123 to track requests, problems and solutions offered
Mentored junior team members and managed employee relationships
Provided detailed monthly departmental reports and updates to senior management
Cultivated strong value-added relationships with customers by delivering product knowledge to drive business development
Informed customers on billing procedures, processed payments and provided assistance to set up payment options
Routinely prepared and evaluated CRM reports to identify problems and areas for improvement
Aided senior leadership during executive decision-making processes and generated daily reports to recommend corrective actions and improvements
Delivered high-quality training to meet targets for each new product launch
Optimized staffing levels with strategic scheduling and task delegation
Oversaw 25-person development team engaged in $1.3-million in annual revenue
Consistently led the sales floor with my team of 25 new agents
Consistently achieved top rankings among peers for personal sales accomplishments while simultaneously managing supervisory duties.
Assisted in creating sales scripts that resulted in higher conversion rates during outbound calls campaigns.
Analyzed sales data to set quotas and assess potential areas of growth.
Supervised staff successfully, utilizing effective communication and dynamic interpersonal skills.
Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
Completed employee evaluations to stay on top of lagging knowledge or skills and proactively close gaps to maximize performance.
Recruited and retained top talent, with focus on completing timely performance evaluations, providing positive feedback, and rewarding superior performance.
Collaborated with upper management to implement continuous improvements and exceed team goals.
Resolved problems with high-profile customers to maintain relationships and increase return customer base.
Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
Implemented systems and procedures to increase sales.
Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
Worked in an inbound call center for a health-sharing organization to offer low-cost alternative healthcare coverage for individuals and families
Enhanced team productivity by setting clear expectations and providing consistent performance evaluations.
Increased customer satisfaction by monitoring calls and providing constructive feedback to agents.
Implemented training programs for new hires, resulting in a more efficient onboarding process.
Effectively coached team members to reach weekly and monthly sales goals.
Compiled and analyzed data to determine approaches to improve sales and performance.
Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
Independent Sales Agent
Self Employed
06.2015 - 05.2017
Stayed current on company offerings and industry trends.
Worked flexible hours across night, weekend, and holiday shifts.
Managed time efficiently in order to complete all tasks within deadlines.
Organized and detail-oriented with a strong work ethic.
Used critical thinking to break down problems, evaluate solutions and make decisions.
Strengthened communication skills through regular interactions with others.
Adaptable and proficient in learning new concepts quickly and efficiently.
Learned and adapted quickly to new technology and software applications.
Increased sales by developing and implementing effective sales strategies.
Used key sales tactics to grow membership sales.
Developed specific schedule of prospecting and account management tasks to perform daily, weekly and monthly to meet or exceed sales goals with little company supervision.
Established long-lasting relationships with clients by addressing their needs promptly and professionally.
Inbound Sales Agent
Vimo dba Getinsured
04.2013 - 06.2015
Sold insurance on the Federal Market Place offering customers subsidies and tax credits
Asked fact-finding questions to determine customer needs and expectations and recommended specific products and solutions.
Developed rapport with customers through active listening, empathy, and tailored solutions.
Memorized scripts to achieve easy conversational flow in interactions with potential customers.
Performed work in compliance with established regulations, policies and standard operating procedures.
Utilized automated systems to log and retrieve information.
Incorporated cross-selling, up-selling and add-ons and offered promotional items to increase sales.
Maintained a comprehensive knowledge of products, services, and industry trends to effectively assist customers.
Educated customers about product terminology, features, and benefits to improve sales and customer satisfaction.
Sales Agent Floater
State Farm
09.2008 - 04.2013
Played an integral role in cross-functional teams tasked with improving overall operational effectiveness.
Demonstrated flexibility in adapting to changing production demands, minimizing disruptions to schedules.
Assisted in training new hires on proper procedures, helping them acclimate quickly to their roles within the facility.
Adapted quickly to various job roles within the facility, increasing overall productivity and efficiency levels.
Volunteered for additional assignments during peak work periods to keep tasks on schedule.
Self-motivated, with a strong sense of personal responsibility.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Worked effectively in fast-paced environments.
Excellent communication skills, both verbal and written.
Worked well in a team setting, providing support and guidance.
Assisted with day-to-day operations, working efficiently and productively with all team members.
Sales Agent
Alex Brown State Farm Agency
11.2004 - 09.2008
Assist customers with financial planning and insurance needs
Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns
Drove client retention by increasing savings opportunities and identifying premium discounts
Engaged customers and provided high level of service by carefully explaining details about documents
Be a liaison between corporate and the policy holders
Issued claim checks to customers
Coordinate weekly team meetings
Boosted referral rates by cultivating positive relationships with satisfied customers who were eager to recommend our products/services to others.
Achieved top performer status within the company due to consistent high sales numbers.
Identified new areas of opportunity within existing accounts by offering additional products or services based on their needs analysis results.
Leveraged CRM software to efficiently track leads, manage contacts, and monitor progress toward goals.
Enhanced product knowledge through continuous training and professional development opportunities.
Selected correct products based on customer needs, product specifications and applicable regulations.
Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.