Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
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Nicholas Magee

Denham Springs,LA

Summary

Driven associate with expertise in promoting insurance options, determining clients' needs and detecting potential clients. In-depth knowledge of claims processing, database management and correspondence. Outstanding analytical, interpersonal and organizational skills. Dedicated to expediently resolving insurance issues and exceeding client expectations.

Overview

1
1
year of professional experience

Work History

Health and Life Insurance Advisor

USHEALTH Advisors
07.2023 - 01.2024
  • Developed strong relationships with clients for long-term retention and referral opportunities.
  • Implemented CRM systems to effectively track client communication history, leading to improved follow-up practices and enhanced client experiences.
  • Participated in ongoing professional development to stay current on industry developments and enhance advisory skills.
  • Conducted regular follow-ups with clients to review policies, update coverage as needed, and maintain positive relationships.
  • Promoted products and services using upselling and other sales strategies.
  • Generated leads through cold-calling, networking and other outreach methods.

Marketing Internship

Gardens Of Somerset Senior Living
01.2023 - 05.2023
  • Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
  • Enhanced intern productivity by assisting with project coordination and providing ongoing support.
  • Developed organizational skills through managing multiple tasks simultaneously while adhering to strict deadlines.
  • Streamlined contacting Physicians and local business to attend the facility’s grand opening.
  • Managed tours to potential residents while implementing marketing strategies to accentuate the amenities the facility offered.
  • · Engaged with physicians to promote Gardens of Somerset to potential future residents.

Education

Bachelor of Science - Health Studies Management And Marketing

University of Louisiana At Monroe
Monroe, LA
05.2023

Skills

  • Cold-calling
  • Communication
  • Goal-Oriented
  • Customer Service
  • Healthcare Systems Understanding
  • Customer Engagement
  • Direct Marketing
  • Goal Setting
  • Problem-Solving
  • Interpersonal Skills
  • Critical Thinking
  • Time management abilities

Additional Information

I am currently training to get my medicare certification and continuing my education to keep my health and life insurance license.

Timeline

Health and Life Insurance Advisor

USHEALTH Advisors
07.2023 - 01.2024

Marketing Internship

Gardens Of Somerset Senior Living
01.2023 - 05.2023

Bachelor of Science - Health Studies Management And Marketing

University of Louisiana At Monroe

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Nicholas Magee