Patti Baker

• Reviewed customer needs and financial means to determine appropriate policy offerings.
• Maintained detailed records of customer information and policy sales.
• Connected with prospective clients to set appointments.
• Stayed in touch with clients to assess changing demands and offer new solutions.
• Registered customer information on database to enable tracking history and maintain accurate records.
• Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.

· Medical, dental, travel and short term medical sales for individuals and families

· Presented and sold voluntary products through Aflac for existing in house groups and additional groups through prospecting

· Quoted various plan summaries and rates for potential clients via spreadsheets

· Maintained, renewed records and created needed reports on internal systems

· Corresponded and interacted with clients and carriers daily