Motivated Insurance Broker experienced in selling health, life, retirement, and other ancillary products. Desiring to utilize training and 20 years of sales experience to take on new position at Blue Cross and Blue Shield. Licensed to sell in OK, TX, IL, AR, MO, PA, and OH and excited to exceed challenging objectives in a competitive environment.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Insurance Broker
Oden Family Financial
Yukon, OK
11.2018 - Current
Assessed customer needs and provided tailored solutions for their individual healthcare requirements.
Counseled prospects and policyholders on coverage, limits and regulations.
Developed relationships with clients and managed their accounts on a regular basis.
Provided advice and guidance to customers regarding health insurance plans, coverage options, and benefits.
Resolved customer queries related to health insurance claims, payments, reimbursements.
Achieved repeat business and referrals through personalized services.
Organized promotional events to increase awareness about different types of health plans.
Developed appropriate quotes based on risk information.
Processed changes in insurance policies and periodically reassessed client needs.
Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
Sales Agent
Blue Cross And Blue Shield Of Oklahoma
Oklahoma City, OK
05.2010 - 08.2018
Developed appropriate quotes based on risk information.
Ensured that all documents were properly completed prior to submitting them for review.
Participated in training sessions as required by company guidelines.
Created individualized proposals for clients to include coverage options, premiums and enrollment guidelines.
Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
Resolved customer complaints in a timely manner while maintaining excellent customer service standards.
Maintained accurate records of all customer interactions and transactions.
Provided support during open enrollment periods by answering inquiries from potential customers.
Assisted members to enhance current plans with supplemental benefits to boost sales.
Explained coverage options to potential policyholders, answering questions or concerns.
Developed coordinated protection plan by calculating and quoting rates for immediate coverage action for uninsured clients.
Education
Bachelor of Science - Business Management
Southern Nazarene University
Bethany, OK
12-2012
Skills
Policy Expertise
Driven
Sales Presentations
Commission-Based Sales Experience
Customer Advocate
Active health life and Property and Casualty licensed
AHIP Certified
Client Relations Expert
Prospecting Skills
Certification
AHIP Certified
Licensed in OK TX IL OH AR MO PA KS
Life Health
Property and Casualty
References
References available upon request.
Timeline
Insurance Broker
Oden Family Financial
11.2018 - Current
Sales Agent
Blue Cross And Blue Shield Of Oklahoma
05.2010 - 08.2018
Bachelor of Science - Business Management
Southern Nazarene University
AHIP Certified
Licensed in OK TX IL OH AR MO PA KS
Life Health
Property and Casualty
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