Licensed Life, Accident, & Health Insurance Agent Globe Life Liberty National
Odessa, TX
10.2023 - Current
Provided B2B support for Worksite Advantage in the field and remotely assisted individual clients with policy inquiries.
Streamlined processes using E-apps, SalesForce, and Epic resulting in improved performance
Developed relationships and scheduled appointments to deliver insurance policy presentations
Leveraged professional networking to gain referrals from business owners and employees.
Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.
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