Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Affiliations
Work Preference
Timeline
Lynda Ferrara

Lynda Ferrara

ISLAND PARK,NY

Summary

Self employed business owner. Proficient in Medicare benefits, products, systems. Expert in explaining aspects of Medicare benefits and assisting clients in customizing plan that best fits their needs. Expert in fostering client trust, submitting applications, ensuring compliance with all Medicare regulations and maintaining ongoing, open communications. Successfully establishes relationships with customers and delivers quality service. Adept at generating leads and conducting needs assessments to drive sales success. High rate of client retainment, referrals and satisfaction.

Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style.

Proficient with all necessary ongoing training, CE requirements.

Successful agent with NY Life Insurance company, generating leads, securing life insurance sales, maintaining and servicing client needs.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Licensed Health Insurance Agent

Self-employeed
09.2007 - Current
  • Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
  • Adhered to health and prescription insurance products and delivery systems.
  • Conducted annual reviews of existing policies to update information.
  • Designed presentations and marketing materials to promote insurance products.
  • Educated clients on insurance policies and procedures.
  • Analyzed customer needs to provide customized insurance solutions.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Adhered to health and prescription insurance products, delivery systems, and claims systems.
  • Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
  • Developed sales leads from direct referrals, networking and targeted marketing campaigns.
  • Met with customers to provide information about available products and policies.

Life Insurance Sales Agent

New York Life Insurance Co
01.2002 - 10.2006
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Met with prospective clients to discuss insurance needs and provide solutions.

Education

Master of Science - Social Work

Adelphi University, Garden City, NY

Bachelor of Science - Social Sciences Interdisciplinary

Suny At Stony Brook, Stony Brook, NY

Skills

  • Policy analysis
  • Seminar leadership
  • Needs assessment
  • Insurance terminology
  • Prospect relationship development
  • HIPAA
  • Compliance
  • Enrollment processing
  • Follow-up skills
  • Healthcare regulations

Certification

  • Licensed Life and Health - 2007
  • MSW
  • BA

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Affiliations

  • NAPA

Work Preference

Work Type

Part Time

Work Location

Remote

Important To Me

Work-life balanceWork from home optionHealthcare benefits

Timeline

Licensed Health Insurance Agent - Self-employeed
09.2007 - Current
Life Insurance Sales Agent - New York Life Insurance Co
01.2002 - 10.2006
Adelphi University - Master of Science, Social Work
Suny At Stony Brook - Bachelor of Science, Social Sciences Interdisciplinary

Similar Profiles

CREATE PROFILE