Marlene Jackson
Port Charlotte
Summary
Accomplished Licensed Sales Professional
in client service and policy understanding. Skilled in identifying and leveraging new business opportunities, demonstrated by a history of successful account management and product knowledge. Expert in engaging and educating clients, ensuring optimal coverage selections. Achieved a notable increase in policy sales through strategic account retention and analysis.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Medicare Insurance Agent
Berwick Insurance Group
01.2021 - Current
- Conducted thorough needs assessments for each client, identifying suitable plan options based on individual requirements and financial capabilities.
- Educated potential customers through community outreach events, increasing awareness of available Medicare insurance options.
- Enhanced client satisfaction by providing knowledgeable guidance on Medicare plan options and enrollment procedures.
- Generated new leads through targeted marketing initiatives and strategic partnerships within the community.
Licensed Sales Professional
Kathy Dorsey Allstate Insurance
03.2020 - 12.2020
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Leveraged strong communication skills to clearly explain complex terms and conditions associated with each policy offering.
- Conducted thorough risk assessments for clients, helping them select appropriate coverage levels and options.
Insurance Sales Representative
Health Care Solution Team
05.2017 - 03.2020
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling
- Educated potential customers about the benefits of various health insurance plans during seminars or one-on-one consultations.
- Leveraged cross-selling opportunities by identifying potential needs for additional insurance products or services among existing clients.
Personal Lines Insurance Agent
Markuson Insurance
07.2008 - 05.2017
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Performed administrative tasks, including policy renewal and record retention.
- Developed a comprehensive understanding of personal lines insurance products, enabling accurate policy recommendations for diverse clientele.
Education
Associate of Arts - Business Administration
Sandhills Community College
Pinehurst, NC05.1992
Skills
- Account retention
- Contract review and analysis
- Account management
- Policy understanding
- Product knowledge
- Life insurance
- Health insurance
- Property insurance
- Auto insurance
- Quotes and sales
- Client Service
Certification
- Licensed 215, 220
- Medicare Certificate 2025
Languages
Spanish
Native or Bilingual
Software
Microsoft Office
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Medicare Insurance Agent
Berwick Insurance Group
01.2021 - Current
Licensed Sales Professional
Kathy Dorsey Allstate Insurance
03.2020 - 12.2020
Insurance Sales Representative
Health Care Solution Team
05.2017 - 03.2020
Personal Lines Insurance Agent
Markuson Insurance
07.2008 - 05.2017
Associate of Arts - Business Administration
Sandhills Community College
- Licensed 215, 220
- Medicare Certificate 2025
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