Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

Max Whitehead

Miami Beach,FL

Summary

Professional in insurance industry, prepared to bring extensive experience and results-driven approach to new role. Proficient in client management and policy customization, consistently achieving positive client outcomes. Reliable team player known for adaptability and collaboration, with strong focus on delivering Results.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Life Insurance Broker

Agility Insurance Services
06.2025 - Current
  • Provided expert guidance on policy options, ensuring informed decision-making for clients.
  • Cross-selling polices to a large amount of health insurance clients that i accumulated.
  • Advising clients on what policies suited the Individual making sure they are making the best possible decision for there friends, family, business.
  • Largely selling to clients located at my home office through phone calls generated through referrals from my large book of business of clients or prospects, & warm leads.

Marketing Executive

Whitehead Law Firm
05.2024 - Current
  • Generate leads/Cases for whitehead law firm for any personal injury such as car accidents, slip & falls, or any negligence.
  • Obtained these leads by mentioning to many of my health insurance clients that this is a service that i provide mainly by word of mouth but also doing a ton of marketing such as ad's & referrals.
  • Making sure that the client's are getting the best possible customer service before handing it off to the law firm to get signed up as a case.

Licensed Health Insurance Agent

A&J Marketing
01.2024 - Current
  • Performed Face to face interactions with prospects mostly at certain business by setting up strategic qualifying events & closing a large volume of sales daily. Educated the prospected clients on what ACA health insurance plans would best suit the prospects & enroll them into their plan
  • While on the field i was speaking to about 100 prospects or more daily passing out business cards, explaining the services that i provided which then led to large amount of referrals, follow ups, & deals closed.
  • I was going to different neighborhoods where the clients would qualify for the health insurance plans being offered through the "Affordable Care Act" also known as "Obama Care" so i found great joy & pleasure knowing i am helping an extreme amount of clients getting the best policy they can possibly receive.
  • I also created a team with a different agents that i trained, brought with me to the field, & showed them how to sell & offer these policies through a referral based program.
  • Selling these policies on the field which also generated a massive volume of referrals through word to mouth phone calls truly unlocked a power of maximizing every inch of miami & making the most of every hour & day, while earning an extreme amount of income & helping clients & making sure i am serving them to the best of my ability.

Medicare Sales Agent

Amerilife Marketing Group
10.2024 - 04.2025
  • Developed and maintained relationships with clients to educate on Medicare options and benefits.
  • While on the field doing qualifying events for ACA clients i then implemented selling medicare policies to a large amount of prospects & client's over the age of 65 & any clients with a disability.
  • Assisted clients in completing enrollment forms, ensuring accuracy and compliance with regulations.


Guest Experience Representative

Miami Heat
10.2023 - 12.2023
  • Delivered exceptional customer service, resolving inquiries and enhancing guest satisfaction.
  • Collaborated with team to improve guest experience through feedback collection and analysis.
  • Developed communication skills by assisting guests that attended the heat games as well as concerts.

Guest Experience Leader

Miami Marlins
03.2023 - 11.2023
  • Developed and implemented guest feedback systems to enhance service delivery.
  • Trained and mentored team members on best practices for guest engagement.
  • Analyzed guest satisfaction data to identify areas for improvement.
  • Coordinated special events and promotions to elevate guest experiences.

Education

No Degree - Business

Miami Dade College
Miami, FL

High School Diploma -

Miami Beach Senior High School
Miami Beach, FL
06-2018

Skills

  • Goal-oriented mindset
  • Strong negotiation
  • Resilience and persistence
  • Leadership skills
  • Creativity
  • Determination
  • Client service
  • Problem solving
  • Reliability

Accomplishments

Obtained a 2-40 health insurance license.


Obtained a 2-14 life insurance license.


Blue Mission member- I went to the Dominican Republic with the blue mission & built bathrooms all over the country for people in need. I was there for 20 days building bathrooms for all different families. I am very grateful & see life different after that eye opening experience.


Dad's For Giving- A program that happens every Thanksgiving, Where a group of father's & son's prepare a ton of meals & go around the Downtown Miami area passing out thanksgiving meals to homeless individual's & families. It is an all day event & feels great to put a smile on their faces & making sure they feel loved as well.

Certification

2-40 Health insurance License

2-14 Life Insurance License


Languages

English
Native or Bilingual
Spanish
Limited Working

Timeline

Life Insurance Broker

Agility Insurance Services
06.2025 - Current

Medicare Sales Agent

Amerilife Marketing Group
10.2024 - 04.2025

Marketing Executive

Whitehead Law Firm
05.2024 - Current

Licensed Health Insurance Agent

A&J Marketing
01.2024 - Current

Guest Experience Representative

Miami Heat
10.2023 - 12.2023

Guest Experience Leader

Miami Marlins
03.2023 - 11.2023

No Degree - Business

Miami Dade College

High School Diploma -

Miami Beach Senior High School

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Max Whitehead