Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Monty Edwards

Orland Park,FL

Summary

Dynamic Licensed Insurance Agent with a strong focus on client relationship management and insurance sales strategy. Proven ability to conduct needs assessments and enhance client satisfaction through prompt inquiry responses.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Licensed Insurance Agent

Everise- United Healthcare
07.2023 - Current
  • Assisted clients in understanding insurance policies and coverage options.
  • Conducted thorough needs assessments to recommend appropriate insurance solutions.
  • Managed client inquiries, providing timely responses to enhance satisfaction.
  • Processed applications and renewals efficiently, ensuring compliance with regulations.
  • Maintained up-to-date knowledge of industry trends and product offerings.
  • Utilized CRM systems to track client interactions and manage follow-ups effectively.

Sales Associate

Turbodebt
06.2022 - 05.2023
  • Assisted customers in identifying financial solutions tailored to individual needs.
  • Educated clients on debt relief options and services available through Turbodebt.
  • Collaborated with team members to streamline client onboarding processes for efficiency.
  • Managed customer inquiries, ensuring timely and accurate responses to enhance satisfaction.
  • Developed product knowledge to effectively communicate benefits and address client concerns.

Education

Associate of Science - Computer And Information Systems

Broward College
Fort Lauderdale, FL

No Degree - Cyber Security

Broward College
Fort Lauderdale, FL
06-2027

Skills

  • Insurance sales expertise
  • Insurance product expertise
  • Client relationship management
  • Client account management
  • Customer service
  • Insurance sales strategy

Certification

CompTia A+

CompTia Security+

Helpdesk Certified

Timeline

Licensed Insurance Agent

Everise- United Healthcare
07.2023 - Current

Sales Associate

Turbodebt
06.2022 - 05.2023

Associate of Science - Computer And Information Systems

Broward College

No Degree - Cyber Security

Broward College