Ebony Graham

Cold calling potential business clients educating clients on our products and how they will benefits off of these products.
Processing a need analysis with the client to see how the products will benefit the client .
Setting up follow up calls with the potential clients and creating quotes via email.
Closing the sale and setting up the installation creating a excellent experience for the client .
Building book of business for potential clients in the future and referrals of new business.

• Assisted individuals transitioning from employer-sponsored health coverage to Medicare during retirement planning processes.
• Increased Medicare plan enrollments by effectively presenting and explaining plan options to potential clients.
• Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
• Calculated premiums and established payment methods for sales.
• Educated clients on insurance policies and procedures.

• Met with prospective clients to discuss insurance needs and provide solutions.
• Provided expert advice on property and casualty insurance options, ensuring clients were well-informed to make educated decisions.
• Developed and implemented promotional strategies to increase customer base.
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
• Maintained high client retention rates with regular follow-ups, personalized attention, and prompt resolution of issues.
• Provided comprehensive product knowledge and guidance to help clients on product selection.

• Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
• Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
• Maintained up-to-date knowledge of industry trends and regulatory changes, providing accurate advice to clients and staying ahead of competitors.
• Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.