Petreice Griffin
Insurance Agent
Wildwood,Florida
Summary
Confident Insurance Advisor possessing strong work ethic and excellent business sense. Bringing two-year background customizing insurance plans, calculating premiums and interviewing potential clients to obtain data about financial resources. Commended for planning and leading over 1000 client appointments. Client-centered and dedicated to customizing insurance programs to suit individual customer needs. Persuasive Insurance Advisor with expertise in assessing client needs, advising on coverage options and monitoring insurance claims. Energetic and communicative professional with 10 years of experience. Dedicated to developing meaningful client relationships and offering best solutions for coverage. Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service.
Overview
17
17
years of professional experience
Work History
Insurance Advisor
TrueCoverage LLC
Albuquerque, NM
04.2022 - Current
- Managed diverse portfolio of clients, consistently meeting individual needs while maximizing revenue growth.
- Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
- Collected premiums on or before effective date of coverage.
- Maintained high standards of customer service by building relationships with clients.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Used sales tactics and client relationship building techniques to reach monthly, quarterly and annual sales goals, boosting sales 100%.
- Tracked insurance claims to help policyholders settle claims, increasing customer satisfaction 100%.
Insurance Agent
Healthmarkets Insurance - Jared Johnston
Lakeland, FL
04.2021 - 10.2021
- Generated leads through cold-calling, networking and other outreach methods.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Finalized sales and collected necessary deposits.
- Developed and implemented promotional strategies to increase customer base.
- Streamlined administrative tasks, improving overall office efficiency and productivity.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurance related.
Certified Home Hospice Aide
Marion County Hospice
Ocala, FL
04.2008 - 05.2021
- Developed trusting relationships with patients and families through empathetic communication and active listening.
- Maintained clean living environments for patients by performing light housekeeping tasks such as laundry, dishwashing, and trash removal.
- Provided direct personal care and administrative services to clients.
- Comforted family members, offered attentive listening and high level of emotional support.
- Educated patients on end-of-life care decisions, empowering them to make informed choices regarding their own treatment plans.
- Participated in ongoing training sessions related to palliative care best practices, enhancing my skills as Certified Home Hospice Aide.
- Provided companionship to patients through engaging conversations or recreational activities based on individual preferences, alleviating feelings of loneliness and isolation.
Home Health Hospice Aide
Compassion Care Hospice
Lady Lake, FL
05.2018 - 02.2019
- Recognized signs of emotional distress in both patients and family members, providing appropriate resources and referrals to address their needs during challenging times.
- Educated family members on best practices for supporting their loved ones during hospice care, empowering them to be active participants in the caregiving process.
- Worked well in a team setting, providing support and guidance.
- Monitored vital signs and reported changes in patient conditions to the supervising nurse promptly, facilitating timely interventions.
- Provided emotional support to patients and families, fostering positive relationships and open communication.
- Assisted with end-of-life care.
Hospice Certified Nursing Assistant
Big Bend Hospice
Tallahassee, FL
02.2007 - 02.2008
- Provided end-of-life care for patients while respecting their dignity and personal wishes, allowing them to pass comfortably.
- Maintained patient stability by checking vital signs and weight and recording intake and outtake information.
- Educated family members on proper caregiving techniques to support their loved ones during the hospice process.
- Enhanced quality of life for terminally ill patients by addressing their emotional, psychological, and spiritual needs.
- Assisted patients with activities of daily living such as bathing, dressing, grooming, and feeding while preserving their autonomy whenever possible.
Education
No Degree - Certified Nursing Assistance
Lake Sumter Community College
Leesburg, FLNo Degree - Insurance Agent
Exam FX
Leawood, KS08.2020
Associate of Arts - Nursing
College of Central Florida
Ocala, FL08.2014
High School Diploma -
Wildwood High School
Wildwood, FL05.1988
Skills
- Customer Service
- Goal-oriented mindset
- Reference selling
- HIPAA Compliance
- Customer Referrals
- Upselling
- Persuasive Selling
- Ethical Standards
- Customer Follow-Up
- Revenue Generation
- Vision and Dental Insurance
- Quotes and Sales
- Life Insurance
- Agent Support
- Customer Experience
- Policy Adjustment Knowledge
- Health Insurance Industry Knowledge
- Customer Needs Assessments
- Excellent Communication Talents
- Production Goals
- Payment Method
- Referral Pipeline Maintenance
- Call Center Customer Service
- Sell Policies
Accomplishments
- Achieved Elite Circle of Champion through effectively helping with enrolling numerous of active customer during Open Enrollment Period .
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Every problem is a gift—without problems we would not grow.
Tony Robbins
Timeline
Insurance Advisor
TrueCoverage LLC
04.2022 - Current
Insurance Agent
Healthmarkets Insurance - Jared Johnston
04.2021 - 10.2021
Home Health Hospice Aide
Compassion Care Hospice
05.2018 - 02.2019
Certified Home Hospice Aide
Marion County Hospice
04.2008 - 05.2021
Hospice Certified Nursing Assistant
Big Bend Hospice
02.2007 - 02.2008
No Degree - Certified Nursing Assistance
Lake Sumter Community College
No Degree - Insurance Agent
Exam FX
Associate of Arts - Nursing
College of Central Florida
High School Diploma -
Wildwood High School