Pamela Georges
Danville,VA
Summary
Dynamic Licensed Insurance Sales Agent with over 20 years of experiece excelling in client relationship building and policy analysis. Achieved significant sales growth by tailoring insurance solutions to client needs, enhancing customer satisfaction, and consistently exceeding sales targets through effective communication and strategic lead prospecting.
Proactive and goal-oriented professional with excellent problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Licensed Insurance Sales Representative
Self-employeed
Remote
09.2025 - Current
- Developed personalized insurance plans based on client needs and preferences.
- Educated clients on policy options and benefits, enhancing decision-making.
- Maintained compliance with state regulations and company policies consistently.
- Utilized CRM software to manage client relationships effectively.
- Educated potential customers on the benefits of various policies during initial consultations, leading to increased sales conversions over time.
- Participated in ongoing training to stay updated on industry trends and products.
- Developed customized insurance plans for clients, ensuring their unique coverage needs were met.
Inside Sales Agent
National General Insurance Company
Remote
05.2025 - 09.2025
- Engaged with clients to identify insurance needs and provide tailored policy recommendations.
- Utilized CRM software to manage customer interactions and track sales progress.
- Conducted product presentations to educate clients on coverage options and benefits.
- Responded promptly to client inquiries, maintaining high levels of customer satisfaction.
- Participated in team meetings, sharing insights for process improvements and best practices.
Medicare Sales Agent
HealthPlanOne
Remote
05.2020 - 05.2025
- Educated clients on Medicare options and benefits, enhancing understanding of available plans.
- Assisted in processing applications, ensuring compliance with regulatory requirements.
- Conducted needs assessments to identify suitable Medicare plans for diverse client profiles.
- Collaborated with team members to streamline enrollment processes, improving efficiency.
- Provided exceptional customer service, addressing inquiries and resolving issues promptly.
- Participated in training sessions to stay updated on industry trends and product offerings.
- Utilized CRM tools to track client interactions, follow-ups, and progress toward enrollment goals efficiently.
- Helped eligible low-income seniors access financial assistance programs that reduce out-of-pocket healthcare expenses associated with Medicare plans.
- Streamlined the enrollment process with efficient documentation and data entry, reducing processing time.
- Developed a deep understanding of various Medicare plans and regulations to provide expert advice to clients in need of guidance.
- Enhanced customer retention rates by proactively addressing any issues or concerns regarding their Medicare plans.
- Consistently met or exceeded sales targets by employing effective sales strategies and techniques tailored to individual client needs.
- Increased Medicare plan enrollments by effectively presenting and explaining plan options to potential clients.
Education
High School Diploma -
Norview High School
Norfolk, VASkills
- Client relationship building
- Policy analysis
- Financial planning
- Insurance regulations
- Customer service
- Licensed insurance agent
- Insurance sales
- Product knowledge
- Lead prospecting
- Proposal preparation
- Client retention
- Client account management
- Rapport building
- Cold calling
- Account retention
Certification
- Licensed Property and Casualty Agent - 09/2000
- Licensed Life & Health Agent - 06/2008
- AHIP 2025
Timeline
Licensed Insurance Sales Representative
Self-employeed
09.2025 - Current
Inside Sales Agent
National General Insurance Company
05.2025 - 09.2025
Medicare Sales Agent
HealthPlanOne
05.2020 - 05.2025
High School Diploma -
Norview High School