High-energy Insurance Sales Agent with over 20 years experience in life and health insurance. Professional, knowledgeable and persuasive interpersonal skills. Proficient in Microsoft Office, SalesForce, Convoso, SunFire, Teams, Slack and Marx.
Provided Medicare Advantage product information and answered questions about Medicare services.
Maintained accurate records of sales activities and customer interactions.
Resolved customer complaints quickly and professionally.
Advised customers on various aspects of their health insurance policies.
Identified additional products and services in line with existing clients' benefit objectives, to increase revenue.
Medicare Sales Agent in a call center environment in a new start up agency that began at the date of hire.
Remote position
Presented and patiently explained Medicare Advantage & Medicare Supplement policy options and the advantages of each. And, any extra benefits available to promote sales of Medicare plans.
Experienced one AEP, fraught with the difficulties a new startup would expect to experience. The agency ended after the first AEP.
Performed in the middle of conversion and sales.
Medicare Insurance Agent in call center environment.
Remote position
Presented and patiently explained Medicare Advantage & Medicare Supplement policy options and the advantages of each. And, any extra benefits available to promote sales of Medicare plans.
Followed up with clients to confirm their contentment with the plan and that they understood how to access benefits, etc.
Typically performed in the top third in conversion and sales.
Medicare Insurance Agent in call center environment.
Presented and patiently explained Medicare Advantage & Medicare Supplement policy options and the advantages of each. And, any extra benefits available to promote sales of Medicare plans.
Followed up with clients to confirm their contentment with the plan and that they understood how to access benefits, etc.
Typically performed in the top third in conversion and sales.
Life Insurance Sales Agent in a call center environment selling nationwide. Up sold and added companion plans and child riders to policies. Excelled in advocating approvals at the best possible rates. Reviewed performance of interest sensitive life products with policy owners, ran multiple illustrations and sold Universal Life and Whole Life policies and conversions. Typically placed the highest annual paid premium. Previously employed here while known as Family Direct.
Life Insurance Sales Agent in a call center environment selling nationwide. Upsold and added companion plans and child riders to policies, leading the highest team goal in companion lead generation. Followed strict script adherence, achieving goals by using a consultative sales approach.
Life Insurance Sales Agent in a call center environment selling nationwide. Upsold and added companion plans and child riders to policies. Excel in advocating approvals at the best possible rates. Typically placed the highest annual paid premium.