Michael Heikens
Sorrento,FL
Summary
Accomplished Licensed Insurance Sales Representative with a proven track record at Bankers Life And Colonial Penn, enhancing client retention through exceptional relationship-building and financial planning skills. Expert in policy analysis and customer needs assessment, I've significantly contributed to revenue growth by developing customized insurance plans and employing a consultative sales approach. Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
41
41
years of professional experience
1
1
Certification
Work History
Licensed Insurance Sales Representative
Bankers Life And Colonial Penn
03.2024 - Current
- Managed a portfolio of multiple accounts, ensuring timely premium payments and policy renewals.
- Improved client retention rates through excellent relationship-building skills and proactive followups.
- Provided ongoing support to existing clients, ensuring they remained satisfied with their coverage and the company''s services.
- Developed customized insurance plans for clients, ensuring their unique coverage needs were met.
Roof Sales Representative
Self Employed Services
03.2013 - 02.2024
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Expanded customer base through cold calling, networking, and relationship building.
- Increased sales revenue by identifying and targeting high-potential accounts.
Route Service Sales Representative
Frito-Lay
01.1983 - 02.2013
- Enhanced customer satisfaction by promptly addressing concerns and providing efficient route service solutions.
- Maintained accurate records of deliveries, invoices, and payments, ensuring compliance with company policies.
- Implemented effective time management strategies to maximize productivity during daily routes.
- Conducted regular vehicle maintenance checks to ensure safety and reliability during service routes.
Education
Bachelor of Science - Physical Education Teaching And Coaching
Eastern Montana College
Billings, MT03.1980
Associate of Science - Business Administration And Management
Dawson Community College
Glendive, MT05.1977
Skills
- Client Relationship Building
- Policy analysis
- Financial Planning
- Customer Service
- Licensed Insurance Agent
- Insurance sales
- Customer Needs Assessment
- Contract review and analysis
- Call Center Customer Service
- HIPAA Compliance
- Consultative Sales Approach
- Form Completion and Submission
Certification
- Licensed 215 Life, Var Annuity, & Health 2012 - Present
Timeline
Licensed Insurance Sales Representative
Bankers Life And Colonial Penn
03.2024 - Current
Roof Sales Representative
Self Employed Services
03.2013 - 02.2024
Route Service Sales Representative
Frito-Lay
01.1983 - 02.2013
Bachelor of Science - Physical Education Teaching And Coaching
Eastern Montana College
Associate of Science - Business Administration And Management
Dawson Community College
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