Marie Lam
Mansfield,TX
Summary
Insurance agent /producer experience in multi lines including P&C Personal and Commercial Lines, Life , ACA health and Medicare sales. Skilled and adept at working in fast-paced, competitive environments. Practiced at maintaining current knowledge of company products and experienced in offering first-rate sales knowledge to drive growth. Offering skills developed in extensive career in insurance sales.
Overview
12
12
years of professional experience
1
1
Certification
Work History
General Lines Insurance Producer/Agent
Aetna, Humana, BCBS, Cigna, Travelers, Hartford
Dallas-Fort Worth, TX
02.2012 - Current
- Managed production of diverse policies in both personal and commercial lines.
- Generated customized Life and Health Line policies for individuals as an independent producer.
- Collaborated with clients to analyze their insurance needs and deliver effective solutions
- Provided exceptional service and sales support to customers seeking insurance
- Compared insurance rates from multiple providers to accommodate customer preferences.
- Handled Renewal Services and processed customer payments
- Generated leads through cold calling prospective clients for Medicare services.
- Resolved customer complaints quickly and professionally.
- Provided product information and answered questions about Medicare services.
- Assisted customers with selecting appropriate plans based on their needs.
Education
Business Administration
University of Texas Arlington
Arlington, TX12.1989
Skills
- Microsoft office
- Cold Calling
- Account Management
- Salesforce
- EZlynx
- Customer service
- Typing
- Sales expertise
- Policy Renewals
- Upselling
- Negotiation
- Client Retention
- Customer follow-up
- Insurance sales strategy
Certification
- Texas General Lines License, 05/01/11- 05/01/26, 1684129
- National Producer Number, 16211134
- Property & Casualty License
Life & Health Insurance License
- obtained AHIP certification for Medicare sales
- obtained FFM certification for Medicare sales
- Licensed in 19 states for healthcare services
Personality
Self starter, ambitious and outgoing people person
Focus
Focus on customer retention
Experience
Experience insurance sales in personal and business lines with many carriers
Personal Information
Title: Insurance Sales Professional
Languages
Vietnamese
Professional
Timeline
General Lines Insurance Producer/Agent
Aetna, Humana, BCBS, Cigna, Travelers, Hartford
02.2012 - Current
Business Administration
University of Texas Arlington
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