Milo Sergejev
Vancouver
Summary
Insurance and sales expert with a history of surpassing sales goals and boosting client retention. Proficient in consultative selling and CRM tools, delivering customized insurance solutions that enhance client satisfaction and streamline operations. Committed to achieving results and building client trust.
Overview
10
10
years of professional experience
2
2
Certifications
Work History
Production Operator
Oregon Steel Mills
Portland
10.2025 - 02.2026
- Operated industrial machinery, ensuring compliance with safety regulations in manufacturing
- Collaborated with supervisors and team members to achieve production targets consistently
- Ended role due to company-wide downsizing
Independent Insurance Agent
Various insurance carriers
Vancouver
01.2023 - 10.2025
- Cultivated relationships with clients to assess needs and deliver customized insurance solutions.
- Oversaw sales and service lifecycle for Medicare and life policies, ensuring client satisfaction and retention.
- Implemented automation tools (Zapier, GPT) to enhance communication efficiency and minimize operational costs.
Licensed Insurance Agent
Molina Healthcare
Vancouver
05.2022 - 01.2023
- Achieved recognition as a top-performing agent by consistently meeting sales targets.
- Delivered personalized insurance solutions to clients based on individual needs and risk profiles, serving both new and existing clients.
- Leveraged CRM software to track leads, manage client information, and follow up on sales opportunities effectively
Licensed Insurance Agent
Century Benefits
Portland
05.2020 - 05.2022
- Achieved top producer status through sales of Medicare advantage and Medicare supplement plans from multiple carriers, enhancing overall team performance.
- Mentored and trained new employees on insurance products and sales strategies, improving team knowledge and client engagement.
- Assisted clients in understanding insurance products and coverage options.
- Developed tailored insurance plans to meet client needs and preferences.
- Educated clients on policy renewals and claims processes effectively.
Insurance Agent
VelaPoint Insurance
Hillsboro
06.2019 - 04.2020
- Developed personalized insurance plans for diverse client needs.
- Provided expert guidance on policy options and coverage details.
- Conducted comprehensive risk assessments to identify client exposures.
- Sold under 65 insurance products and supplements, aligning solutions with customer needs and surpassing sales goals.
Sales Representative
T-Mobile | MobileOne LLC
Portland
10.2018 - 04.2019
- Advised customers on bundled solutions and smart device technology to enhance their user experience.
- Facilitated customer interactions to identify their mobile service needs.
- Educated customers on T-Mobile products and services to enhance understanding.
- Demonstrated effective communication skills during customer consultations and product presentations.
Sales Consultant
Vancouver Auto Group
Vancouver
05.2017 - 10.2018
- Sold new and used vehicles, prioritized customer satisfaction, and increased overall sales performance.
- Advised customers on vehicle features, financing options, and available promotions.
- Built strong relationships with clients to understand their automotive needs.
- Conducted product demonstrations to showcase vehicle capabilities and benefits.
US Navy Construction Mechanic Serving Active Duty
Department of Defense, United States Navy
12.2015 - 01.2017
- Troubleshot and fixed mechanical issues, enhancing equipment reliability for construction operations.
- Repaired and maintained heavy construction equipment, ensuring operational readiness for various projects.
- Assisted with Navy construction projects, contributing to successful project completion across multiple sites.
Education
Automotive Technology - Certification in Mechanics
U.S. Navy
Port Hueneme Naval Station, CA01.2017
Some College (No Degree) - Technical studies
Clark College
Vancouver, WAHigh School Diploma -
Clark College
Vancouver, Washington, WASkills
- Account management & client retention
- Sales pipeline tracking
- Sales compliance
- Time management
- Consultative selling
- Objection handling
- Closing techniques
- Upselling
- Multi-channel outreach
- CRM software
- AI sales workflows
- AI automation tools
Languages
English
Certification
Health & Life Insurance License
Timeline
Production Operator
Oregon Steel Mills
10.2025 - 02.2026
Independent Insurance Agent
Various insurance carriers
01.2023 - 10.2025
Licensed Insurance Agent
Molina Healthcare
05.2022 - 01.2023
Licensed Insurance Agent
Century Benefits
05.2020 - 05.2022
Insurance Agent
VelaPoint Insurance
06.2019 - 04.2020
Sales Representative
T-Mobile | MobileOne LLC
10.2018 - 04.2019
Sales Consultant
Vancouver Auto Group
05.2017 - 10.2018
US Navy Construction Mechanic Serving Active Duty
Department of Defense, United States Navy
12.2015 - 01.2017
Automotive Technology - Certification in Mechanics
U.S. Navy
Some College (No Degree) - Technical studies
Clark College
High School Diploma -
Clark College