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