Job Search Status
Open to workDesired start date: Flexible
Desired Job Title
Life and health insurance agentWork Type
Full TimeLocation Preference
HybridRemoteOpen to relocation: Yes
Open To Work
Nancy Walsh
Tampa
Work Preference
Summary
Life and health insurance agent specializing in needs assessment and policy customization. Demonstrated success in building strong client relationships and providing effective problem-solving solutions. Skilled in analyzing coverage options to meet diverse client needs.
Overview
4
4
years of professional experience
Work History
Life and Health Insurance Agent
Tranzact Insurance Solutions
Tampa
09.2025 - Current
- Assisted clients in selecting appropriate life and health insurance plans.
- Explained policy details and benefits to prospective customers.
- Advised clients on life and health insurance options, clarifying coverage details and cost comparisons to support informed decisions.
- Conducted needs assessments to identify suitable coverage options.
- Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.
- Developed coordinated protection plan by calculating and quoting rates, enabling immediate coverage for uninsured clients.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Fielded inbound calls from customers to identify needs and present suitable alternative insurance options.
- Participated in weekly training sessions to improve product knowledge and enhance company growth.
Independent life insurance agent
Insurance Elevated
Tampa
01.2024 - 04.2025
- Assisted clients in understanding life insurance products and coverage options.
- Conducted thorough needs assessments to recommend appropriate insurance policies.
- Collaborated with team members to enhance sales strategies and client outreach efforts.
- Provided personalized service to clients by phone, email, or in-person meetings.
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Educated clients on various types of life insurance policies available in the market.
- Communicated with clients to understand needs and identify best policies for each case.
- Assisted customers in selecting the right life insurance coverage for their needs.
- Obtained underwriting approval by completing application for coverage.
- Evaluated current financial situation of clients before recommending any policy changes.
- Ensured compliance with all applicable laws when issuing policies or making recommendations.
Life insurance agent
Guide to Insure
Tampa
01.2023 - 01.2024
- Prepared quotes for prospective customers based on their individual needs.
- Provided personalized service to clients by phone, email, or in-person meetings.
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Calculated premiums and established payment methods.
- Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Conducted thorough needs analysis to recommend appropriate life insurance products.
- Stayed current with life insurance market trends and regulatory changes.
Licensed Life Insurance Agent
Globe Life
Tampa
09.2022 - 06.2023
- Educated clients about life insurance policies and options available.
- Analyzed client needs to recommend appropriate coverage solutions.
- Provided personalized service to clients by phone, email, or in-person meetings.
- Prepared quotes for prospective customers based on their individual needs.
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Educated clients on various types of life insurance policies available in the market.
- Communicated with clients to understand needs and identify best policies for each case.
- Calculated premiums and established payment methods.
- Assisted customers in selecting the right life insurance coverage for their needs.
- Provided death benefits by delivering policy proceeds and reassessing client needs.
- Offered policy guidance and management to promote asset protection.
- Ensured compliance with all applicable laws when issuing policies or making recommendations.
Skills
- Life insurance management
- Health insurance evaluation
- Policy modification
- Premium assessment
- Coverage evaluation
- Requirements analysis
- Client integration
- Customer management
- Problem resolution
- HIPAA regulations
- Effective communication
Affiliations
- Bodybuilding for 30+ years, healthy cooking and volunteering weekends at local animal abuse shelters.
Timeline
Life and Health Insurance Agent
Tranzact Insurance Solutions
09.2025 - Current
Independent life insurance agent
Insurance Elevated
01.2024 - 04.2025
Life insurance agent
Guide to Insure
01.2023 - 01.2024
Licensed Life Insurance Agent
Globe Life
09.2022 - 06.2023