Summary
Overview
Work History
Education
Skills
References
Timeline
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Michelle Horak

North Palm Beach,FL

Summary

As an engaging sales professional, I am dedicated to delivering outstanding customer service and maximizing sales. My focus is on cultivating relationships with clients and serving them optimally through personalized solutions and direct interaction.

Overview

22
22
years of professional experience

Work History

Senior Long Term Care Advisor

GOLDENCARE
01.2020 - Current
  • Educate clients about the increasing demand and necessity for long term care insurance
  • Analyze client requirements to match them with suitable long term care insurance providers for customized coverage
  • Conduct pre-qualifying questionnaire with clients to assess long-term care insurance eligibility
  • Enable clients to make informed decisions by providing comprehensive information about the options and benefits of long term care insurance policies.
  • Achieved recognition as the number one agent for year-to-date sales and convention attendance, making history as the first female to accomplish this in 2021.
  • Build strong relationships via web and phone sales.
  • Holder of resident license in FL and non-resident licenses in 46 states across the US.

Founder & Owner

Burst Cycle Studio
Cedar Rapids, IA
01.2014 - 10.2019
  • Formed a joint venture with my sister to establish a life-enriching experience, resulting in substantial benefits for our local area.
  • Recruited, hired and trained staff members to ensure that operational goals were met.
  • Responded promptly to customer inquiries or complaints regarding products or services.
  • Chosen from hundreds of participants for "Invest in She", where female entrepreneurs and business owners showcase their ventures for a chance to win up to $40,000 in working capital.
  • Voted #1 Best Fitness Studio in 2015, 2016, 2017 and 2018.
  • Achieved a remarkable 95% instructor retention rate throughout our entire tenure.
  • Created and managed the company's financial budgeting, forecasting, and reporting systems.

Long Term Care Sr. Sales Specialist

LTC FINANCIAL SOLUTIONS, LLC
01.2005 - 01.2019
  • Educate and bring awareness to clients regarding the growing demand and need for long term care insurance
  • Recognize and understand every client’s needs to best determine which provider offers the best long term care insurance policy to meet their individual needs
  • Day to day operations include:
  • Walk clientele through a pre-qualifying questionnaire process to determine their eligibility for long-term care insurance.
  • Once qualified, introduce clients to the various options and benefits available with long term care insurance policies.
  • Build relationships with the leading long-term care insurance companies in the industry and its underwriters.
  • Placed $1.5M+ in premiums to date; 1 of 4 $1M producers within the company
  • Ability to build strong relationships over the phone via web and phone sales.
  • Resident license in IA and 21 non-resident licenses.

Commercial Broker

AGENCY MARKETING, INC
St. Petersburg, FL
01.2003 - 01.2005
  • Responsibilities included building and maintaining positive business relationships with agency and company markets in surplus commercial lines
  • Day to day operations included:
  • Review of all incoming new business submissions and determining which markets best fit the risk.
  • Marketing renewal book of business
  • Sound computer skills (Windows, Word, Excel, Rating Systems)

Education

High School Diploma -

Dunedin High School
Dunedin, FL

Skills

  • Cold-calling
  • Sales expertise
  • Multitasking
  • Attention to Detail
  • Excellent Communication
  • Teamwork and Collaboration

References

References available upon request.

Timeline

Senior Long Term Care Advisor

GOLDENCARE
01.2020 - Current

Founder & Owner

Burst Cycle Studio
01.2014 - 10.2019

Long Term Care Sr. Sales Specialist

LTC FINANCIAL SOLUTIONS, LLC
01.2005 - 01.2019

Commercial Broker

AGENCY MARKETING, INC
01.2003 - 01.2005

High School Diploma -

Dunedin High School

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Michelle Horak