Melissa Burks
Konawa,OK
Summary
Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Life and Health Insurance Agent
American Income Life Insurance Company
04.2023 - 08.2023
- Life insurance sales
- Conducted 100 outbound phone calls daily to reach potential clients and market Life Insurance products and services.
- Delivered scripted sales talks to customers reached via manual and automatic dialing systems.
- Acted as first point of contact and set appointments for prospective clients.
- Scheduled follow up calls with potential customers to gain interest in scheduling appointments.
- Handled complaints and questions, and re-directed calls to other team members.
- Used provided call list to sort, organize and prioritize before making outbound calls to potential customers.
- Utilized CRM system to track and manage leads, keeping appointments organized.
- Generated leads through cold-calling, networking and other outreach methods.
- Provided comprehensive customer service to drive client satisfaction.
- Performed needs analysis to obtain information required to make appropriate life and health insurance product recommendations.
- Responded to customer inquiries regarding life insurance coverage and policies to assist with informed decision-making.
- Educated clients about life insurance coverage options, benefits and costs.
- Developed tailored life insurance plans to meet individualized client needs.
- Negotiated contracts and terms of sale with potential customers.
- Finalized sales and collected necessary deposits.
- Maintained high standards of customer service by building relationships with clients.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Calculated premiums and established payment methods for sales.
- Conducted annual reviews of existing policies to update information.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Used computer databases to keep track of phone calls, confidential notes about conversations and customer contact information.
Front End Retail Cashier
Alldredge Gardens
03.2007 - 02.2010
- Processed credit, debit card and cash transactions correctly and provided accurate change to avoid customer confusion or disputes.
- Greeted all customers warmly to build welcoming and positive atmosphere within store.
- Helped customers complete purchases, and locate items.
- Assisted customers by answering questions and fulfilling requests.
- Managed merchandise returns and exchanges by closely checking items and receipts to assess eligibility and make accurate processing decisions.
- Replenished sales floor merchandise and organized shelves, racks, and bins for optimal appearance.
- Reconciled daily totals to maintain balanced and compliant ledgers.
- Data entry of daily sales.
- Operated multi-line telephone system to answer and direct high volume of calls.
- Logged reports, expenses, receipts, and sales in company database.
- Completed clerical tasks such as filing, copying, and distributing mail.
- Ordered office supplies and kept office stocked with needed resources to operate smoothly.
Back Stock Associate
Abercrombie And Fitch, Midland Tx
06.2006 - 02.2007
- Received incoming merchandise and stored in correct stock locations.
- Followed orders precisely for correct items, sizes and quantities.
- Labeled products, rotated stock and fronted merchandise for appealing display.
- Maintained orderly stockroom for ease of retrieval.
- Evaluated supplies and product inventory to check for quality and quantity issues and returned unacceptable materials to vendors.
- Kept work areas neat, clean and free from debris.
- Stocked shelves, racks and cases with new or transferred merchandise.
Retail Associate
Walmart
01.2005 - 03.2006
- Worked in Tire and Lube center.
- Made appointment for customers
- Maintained clean sales floor and straightened and faced merchandise.
- Greeted customers, helped locate merchandise, and suggested suitable options.
- Helped customers complete purchases, and locate items.
- Greeted customers and helped with product questions, selections, and purchases.
Receptionist
Fun Time Rv
11.2004 - 03.2005
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Answered phone promptly and directed incoming calls to correct offices.
- Resolved customer problems and complaints.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
- Sorted, received, and distributed mail correspondence between departments and personnel.
Front Desk
Cleburne State Park
01.2004 - 11.2004
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
- Scheduled, coordinated and confirmed reservation's.
- Answered multi-line phone system to respond to inquiries and transfer calls to correct departments and personnel.
- Completed all tasks in compliance with company policies and procedures.
- Entered and updated sensitive customer information during check-ins.
- Maintained files and records by implementing effective filing systems that boosted efficiency and organization.
Receptionist
Express Personnel
01.2003 - 01.2004
- Data entry; entered potential employee applications
- Found clients best fit employees for their open positions and assisted others in finding jobs
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Managed multiple tasks and met time-sensitive deadlines.
- Maintained confidentiality of information regarding clients and company.
- Answered central telephone system and directed calls accordingly.
- Managed daily data entry and kept clerical information accurate and up-to-date.
- Completed clerical tasks such as filing, copying, and distributing mail.
- Submitted employee payroll documentation weekly to avoid errors and kept employees paid accurately and on time.
- Input data into spreadsheets and databases.
- Selected, recruited and interviewed applicants.
- Communicated with candidates on assignment via telephone and email.
- Verified documents, submitted paperwork and managed onboarding process.
- Conducted reference checks and screening of potential candidates to support onboarding process.
- Assisted with personnel records management to support recordkeeping accuracy.
- Managed applicant tracking system (ATS) database by entering, updating and maintaining candidate contact details, resumes, and supporting documentation.
- Reduced risks by enforcing compliance with federal, state and local employment laws and regulations.
Education
High School Diploma -
Midland High School
Midland, TX05.2003
Skills
- Clerical work, Computer literacy
- Data Entry
- Customer service, Good Communication
- Strong work ethic, Adaptability
- Building Professional Relationships
- Cold Calling
- Lead Prospecting
- Appointment Scheduling
- Consultative Sales Techniques
- Multi-Line Telephone Systems
Certification
- Licensed Life and Health Insurance Agent - April 2023
Timeline
Life and Health Insurance Agent
American Income Life Insurance Company
04.2023 - 08.2023
Front End Retail Cashier
Alldredge Gardens
03.2007 - 02.2010
Back Stock Associate
Abercrombie And Fitch, Midland Tx
06.2006 - 02.2007
Retail Associate
Walmart
01.2005 - 03.2006
Receptionist
Fun Time Rv
11.2004 - 03.2005
Front Desk
Cleburne State Park
01.2004 - 11.2004
Receptionist
Express Personnel
01.2003 - 01.2004
High School Diploma -
Midland High School