Independent Insurance Agent
United Healthcare Insurance
Akron, OH
09.2019 - 03.2020
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
- Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
- Developed fact-finding interviews to determine need for coverage.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.