Results-driven professional with extensive experience in policy reviews and risk assessment. Known for strong customer service and data management skills, ready to contribute to effective insurance solutions and client retention.
Overview
1
1
Certification
12
12
years of professional experience
Work History
Licensed Insurance Agent
Allstate Insurance Companies
Smyrna, Georgia
01.2026 - Current
Guided clients in selecting suitable insurance policies tailored to specific needs.
Assessed customer needs to determine suitable coverage levels and options for clients.
Conducted policy reviews to identify coverage gaps, ensuring clients had adequate protection.
Clarified coverage options to improve client understanding for informed decisions.
Responded promptly to client inquiries through phone and email communication.
Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Collaborated with internal teams such as Underwriters and Claims Adjusters to ensure accuracy.
Pursued continued professional development through insurance workshops, courses and webinars.
Licensed Customer Care Agent/Medicare Enroller
Select Quote
Smyrna, Georgia
08.2025 - 01.2026
Assisted clients in understanding Medicare plan options and benefits.
Guided clients through enrollment processes, ensuring understanding of required documentation for Medicare plans.
Conducted needs assessments to identify suitable insurance coverage for clients.
Responded to customer inquiries from potential customers regarding plan benefits, eligibility requirements, premiums.
Addressed customer complaints with timely solutions or appropriate referrals, enhancing client satisfaction.
Utilized CRM systems to manage client interactions and maintain accurate records.
Developed strategies for sales growth and customer retention.
Recognized opportunities to cross-sell additional policies or services, contributing to overall business growth.
Customer Representative (Inbound)
Department Of Human Services (Focus People Tempora
Smyrna, Georgia
04.2024 - 04.2025
Provided follow-up and customer service, resolving issues to enhance applicant satisfaction.
Screened applicants for SNAP, Medicaid, and TANF programs, ensuring compliance with eligibility requirements.
Utilized software and tools to streamline application processing and improve overall service delivery.
Utilized electronic applications and document imaging systems for efficient processing.
Maintained eligibility systems to ensure accurate applicant registration.
Field Interviewer
Nielsen Media Research
Oldsmar, Florida
09.2014 - 01.2023
Conducted in-person interviews to gather viewer preferences and habits.
Engaged with diverse populations to ensure comprehensive representation.
Recorded and validated data from participant responses accurately.
Utilized survey software for data entry and management tasks.
Maintained confidentiality of participant information throughout studies.
Inputted participant information into databases for accurate record-keeping.
Provided detailed feedback on survey processes and respondent experiences.
Followed strict safety protocols at all times when visiting homes or businesses.
Education
Bachelor of Arts - Human Resources Management
Capella University
Minneapolis, MN
09-2018
Bachelor of Science - Mortuary Science
Piedmont Technical College
Greenwood, SC
04-2012
Skills
Insurance compliance
Policy development
Policy analysis
Risk assessment
Needs assessment
Client onboarding
Customer relationship management
Data management
Time management
Certification
Property & Casualty 2026
Life and Health 2025
Timeline
Licensed Insurance Agent
Allstate Insurance Companies
01.2026 - Current
Licensed Customer Care Agent/Medicare Enroller
Select Quote
08.2025 - 01.2026
Customer Representative (Inbound)
Department Of Human Services (Focus People Tempora