Results-driven [Licensed Health Insurance Advisor accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with a personable style.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Licensed Health Insurance Agent
HPOne Health Insurance, LLC
07.2021 - Current
Evaluated competitors' products and services to gain competitive advantage.
Analyzed risk factors to recommend appropriate coverage levels.
Adapted communication style based on individual client preferences, resulting in improved rapport and higher satisfaction levels.
Increased client satisfaction by efficiently addressing their insurance needs and providing personalized solutions.
Contributed to team success by sharing best practices on sales techniques, product knowledge, and customer service skills with fellow agents.
Conducted annual reviews of existing policies to update information.
Created sources for continuous client referrals within community and with businesses using extensive networking skills.
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.
Managed a diverse portfolio of health insurance accounts while consistently meeting sales targets and exceeding performance expectations.
Demonstrated respect, friendliness and willingness to help wherever needed.
Organized and detail-oriented with a strong work ethic.
Passionate about learning and committed to continual improvement.
Conducted comprehensive policy reviews for existing clients, identifying opportunities for adjustments or additional coverage.
Educated clients on insurance policies and procedures.
Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
Education
MBA - Global Management
Strayer University
Philadelphia, PA
04.2010
Skills
Customer rapport
Money Handling
Staff Training and Development
Needs Assessment
Financial Management
Business Administration
Human Resources Management
Marketing knowledge
MS Office
Decision-Making
Retail Operations
Schedule Management
Onboarding and Orientation
Administration and Reporting
Sales Reporting
Sales Strategies
Customer Relations
Compliance understanding
Performance Evaluations
Customer Service
Cost Control
Shift Scheduling
Computer Skills
Cost Reduction
Hiring and Training
CSS
Google Drive
Accomplishments
Recently became a member of HPOne's President Club
Bought a home in 2023
Certification
Trained in SAP, Tableau, SalesForce, Workday in my own time and space.