Mark Keels
Morganton,NC
Summary
Dynamic team leader skilled in driving customer acquisition through customized insurance solutions. Proven track record of enhancing client satisfaction and team performance by implementing effective strategies and promoting open communication. Expertise in aligning team objectives with organizational vision to optimize sales results.
Overview
1
1
Certification
27
27
years of professional experience
Work History
Customer Acquisition Agent
Family Security Plan
Orange, Connecticut
11.2023 - Current
- Engaged with clients to pinpoint best policies suited to their individual needs, ensuring satisfaction.
- Guided clients in understanding insurance options and benefits, improving their decision-making process.
- Evaluated financial situations to recommend suitable coverage options for clients.
- Conducted policy reviews to adjust coverage based on client requirements.
- Resolved inquiries regarding policy details and claims processes efficiently.
- Supported clients in selecting optimal life insurance coverage, aligning choices with their specific requirements.
- Obtained underwriting approval by completing comprehensive applications for coverage.
- Performed administrative tasks, including filing paperwork and updating databases.
Licensed Medicare Agent
Quotemanage
04.2021 - 09.2023
- Sold Medicare supplement MAPD and DSNP plans through high-volume inbound and outbound calls.
- Achieved highest quality and effectuation ratings, demonstrating exceptional performance consistently.
- Achieved sales goals by identifying and capitalizing on additional product offering opportunities.
- Managed client accounts, delivering tailored insurance solutions that addressed individual needs.
- Analyzed client requirements to recommend appropriate coverage options effectively.
- Cultivated strong customer relationships, ensuring satisfaction with services and enhancing retention.
- Collaborated with team members to streamline operational processes for improved efficiency.
- Upsold ancillary products, including hospital indemnity plans, to enhance overall portfolio.
Licensed Life Insurance Agent
Sutherland Global Logistics
Nebo, NC
03.2020 - 03.2021
- Cultivated strong client relationships through active listening and tailored sales approaches, resulting in improved customer loyalty.
- Upsold additional products and services based on identified customer needs, enhancing overall client satisfaction.
- Accommodated diverse insurance requests and identified new value opportunities to strengthen agency reputation.
- Responded to customer calls within eight hours to swiftly resolve issues and answer questions.
Team Leader and Licensed Insurance Agent
Symmetry Financial Group
Swannanoa, North Carolina
02.2018 - 03.2020
- Coached team members in customer service techniques, providing feedback and encouragement that contributed to achieving sales goals.
- Developed team dynamics to enhance collaboration and effectiveness. and embrace change to adapt within a dynamic market.
- Built strong relationships with customers through a positive attitude and attentive responses that improved customer satisfaction.
Sales and Service Associate
United States Postal Service
Marion, North Carolina
04.1999 - 02.2018
- Engaged with customers to address concerns about products or services, facilitating resolutions that supported sales.
- Resolved customer issues and improved satisfaction by identifying and providing tailored solutions.
- Sorted and placed mail into mailboxes and post office boxes with high levels of accuracy.
- Performed monthly inventories of raw materials and components, ensuring accuracy and organization on the work floor.
Education
Bachelor of Arts - History Education
Montreat College
Montreat, NC05-1994
Skills
- Sales expertise
- Account management
- Client support
- Customer care and service
- Needs assessment
- Operations monitoring
- Recordkeeping proficiency
- Team leadership
- Staff training
- Effective communication
- Active listening
- Relationship building
- Personnel recruitment
Certification
- Licensed Life and Health Insurance Agent in 24 U.S. States, Certified in Salesforce and Genesys
Timeline
Customer Acquisition Agent
Family Security Plan
11.2023 - Current
Licensed Medicare Agent
Quotemanage
04.2021 - 09.2023
Licensed Life Insurance Agent
Sutherland Global Logistics
03.2020 - 03.2021
Team Leader and Licensed Insurance Agent
Symmetry Financial Group
02.2018 - 03.2020
Sales and Service Associate
United States Postal Service
04.1999 - 02.2018
Bachelor of Arts - History Education
Montreat College