Lynda Sherrill Wojan CALIFORNIA LIFE/HEALTH 0C36523
Menifee,CA
Summary
An accomplished sales and customer service professional with an extensive background in insurance telesales using the consultative sales approach while adhering to guidelines set forth by the Department of Insurance, Medicare and other State and Federal agencies requiring accountability for sales practices. Active Life/Health license. Efficiently works independently as well as in a team environment. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and reliable with extensive track record in demanding sales and account management environments. Strong presenter, communicator and problem solver working effectively and productively with diverse customers and individual needs. Upbeat and friendly Customer Advocate with 13 years of Insurance experience. Talented multitasker with good prioritization, planning and conflict resolution skills. Flexible and attentive with passion for customer support.
Overview
27
27
years of professional experience
Work History
Caregiver/Senior Customer Advocate
Self Employed
08.2015 - 08.2022
- Provided extensive Senior care in private homes
- Job duties include medical care, and providing assistance with ADL’s so that a Senior can remain in their home
- Have worked closely with various Home Health agencies and in home Hospice support
- Assisted Seniors and their families with navigating through their Medicare health benefits as needed.
- Completed reports, paperwork and documentation accurately and on time.
- Provided direct support, coaching and intervention to increase self-sufficiency and goal attainment.
- Recruited, trained and supervised volunteer advocates to support mission.
- Maintained after-hours availability on rotating basis to provide on-call coverage.
- Reached out to individuals via phone, email and SMS to deliver help and support.
- Attended and coordinated interviews or case reviews to manage caseload.
Account Manager
SUPERIOR ACCESS INSURANCE SERVICES, INC
04.2009 - 05.2011
- Provided a system for Property and Casualty Agent/Brokers to write all lines of both personal and commercial business using web based access to top rated carriers
- Trained agents on how to write personal and commercial business
- Assisted agents with all aspects of submitting quotes, the underwriting process, and binding of policies
- Trained agents on how to navigate the site and resolve any problems or issues they encountered
- Was adept at troubleshooting technical issues that arose as well as advising agents on how to build a successful book of business.
- Developed successful customer relationships and quickly resolved service requests to increase sales.
- Built and maintained productive relationships with customers and internal partners.
- Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
- Acted as main point of contact in matters relating to client concerns and needs.
- Collaborated directly with marketing team to refocus client outreach, increasing qualified inbound account leads.
- Renewed existing accounts by cementing trusting relationships with customers.
- De-escalated customer interactions by providing alternative tactics to solving problems and satisfying customer needs.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Sales Agent
UNITRIN DIRECT AUTO INSURANCE
01.2006 - 01.2007
- Exceeded sales goals for policies sold per month
- Able to Direct write and Frontline underwrite all auto policies
- Awarded binding authority and all policies if purchased were able to be paid and issued before the end of the call
- Maintained 95% or better scores on company quality standards for building customer/client relationships
- Provided clear, accurate information on personal auto insurance coverage and state specific laws and requirements in 24 states
- Provided coverage counseling to all potential policyholders..
- Applied strategic communication strategies and interpersonal skills to develop and maintain high-value business relationships.
- Offered product and service consultations and employed upselling techniques.
- Assisted in training of new hires on organizational procedures, policies and sales techniques.
- Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
- Regularly met or exceeded established sales goals by implementing strategic closing techniques.
- Reviewed files, recordings and other documents to obtain information to respond to requests.
- Improved customer service feedback scores through outstanding service.
- Maximized market share by working with clients and building relationships.
Medicare Inside Sales Agent
AETNA, INC
04.1995 - 04.2005
- Exceeded monthly sales goals and targets.
- Developed key customer relationships to increase sales.
- Demonstrated product features to align with customer needs.
- Constructed targeted sales presentations to solicit prospects in geographic parameters.
- Leveraged CRM system to manage sales activities and track sales performance.
- Educated existing members on changes to benefits annually for retention purposes
- Followed-up with clients after installations to assess quality service and customer satisfaction.
- Managed friendly and professional customer interactions.
- Maintained current knowledge of evolving changes in marketplace.
- Attended monthly sales meetings and quarterly sales trainings.
- Contributed to event marketing, sales and brand promotion.
- Recorded accurate and efficient records in customer database.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Consulted with businesses to supply accurate product and service information.
Education
High School Diploma -
Canyon High School
Anaheim, CASkills
- Inbound and Outbound Calling - 100 calls per day
- Maintaining Client Records
- Data Confidentiality
- Active Listening
- Microsoft Office
- Scheduling and Appointment Setting
- Understanding Customer Needs
- Efficient and Detail-Oriented
- Upselling Products and Services
- Needs Assessment
- Calm and Professional Under Pressure
- Customer Retention Strategies
- CRM Software
- Multitasking and Prioritization
- Customer Account Management
- Verbal and Written Communication
- High-Volume Environments
Timeline
Caregiver/Senior Customer Advocate
Self Employed
08.2015 - 08.2022
Account Manager
SUPERIOR ACCESS INSURANCE SERVICES, INC
04.2009 - 05.2011
Sales Agent
UNITRIN DIRECT AUTO INSURANCE
01.2006 - 01.2007
Medicare Inside Sales Agent
AETNA, INC
04.1995 - 04.2005
High School Diploma -
Canyon High School
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