Phyllis Bruenger
Morganton,NC
Summary
Dynamic insurance professional with extensive experience at Humana, excelling in client portfolio management and sales reporting. Proven track record of exceeding sales goals and enhancing customer relationships through effective policy explanations and strategic client acquisition. Skilled in generating detailed performance reports to drive business growth and client satisfaction.
Overview
25
25
years of professional experience
Work History
Owner - Insurance Agent
Triple R Insurance Group
Morganton, NC
04.2022 - Current
- Created detailed sales performance reports.
- Oversaw substantial portfolio of Medicare Advantage clients.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Sought out new clients and developed clientele by networking to find new customers.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
Insurance Agent
Humana
Hickory, NC
07.2005 - 04.2022
- Oversaw substantial portfolio of Medicare Advantage clients
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
Life/Health Specialist
State Farm
Quincy, IL
03.2003 - 06.2005
- Drafted health and life insurance cases in newly established office.
- Achieved and exceeded set sales goals.
- Established connections with business contacts for referrals.
New Business Installation Coordinator
R.W. Troxell & Company
Springfield, IL
01.2000 - 07.2003
- Quoted prices for group and individual life, disability, and health plans.
- Coordinated data collection for group health and life plans.
- Generated spreadsheets detailing multiple carrier options.
Education
Practical Nursing Degree - Nursing
John Wood Community College
Quincy, IL07-1984
Skills
- Sales reporting
- Client portfolio management
- Insurance policy explanations
- Client acquisition
- Sales activities tracking
- Customer relationship management
Timeline
Owner - Insurance Agent
Triple R Insurance Group
04.2022 - Current
Insurance Agent
Humana
07.2005 - 04.2022
Life/Health Specialist
State Farm
03.2003 - 06.2005
New Business Installation Coordinator
R.W. Troxell & Company
01.2000 - 07.2003
Practical Nursing Degree - Nursing
John Wood Community College
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