Summary
Overview
Work History
Education
Skills
Specialqualifications
References
Certification
Timeline
Generic
Rachel Jordan

Rachel Jordan

Royse City,TX

Summary

Driven Insurance Sales Agent with experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting, and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with a reputation for consistently achieving aggressive sales goals.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Insurance Sales Agent

Houston Tullos State Farm Insurance
04.2024 - Current
  • Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
  • Developed strong relationships with clients through consistent communication and exceptional customer service.
  • Contributed to agency success by consistently meeting or exceeding monthly sales targets.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Generated quotes and proposals for clients to match individual needs.
  • Enhanced sales pipeline by targeting potential customers in various markets and utilizing effective marketing strategies.
  • Expanded client base by generating referrals from satisfied customers and networking within the community.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.

Sales Representative

Rock Ridge Assisted Living
05.2023 - 10.2023
  • Coordinated community outreaches
  • Planned and organized marketing events
  • Led personal tours of the community
  • Tracked sales activity within CRM
  • Expanded customer base through cold calling, networking, and relationship building.
  • Increased sales revenue by identifying and targeting high-potential accounts.
  • Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.
  • Developed and implemented marketing plans to increase brand awareness and drive sales.

Ranch Management

Fischer Land and Cattle
11.2019 - 05.2023
  • Managed 600+ acres of land
  • Maintained upkeep of multiple barns and homes on land
  • Maintained multiple high-end vehicles
  • Supervised and delegated responsibilities of employees and contractors during construction
  • Oversaw and cared for 50+ head of cattle
  • Coordinated events for guests
  • Maintained comprehensive records of livestock health, breeding, and sales transactions for accurate reporting.
  • Completed invoices for bills of lading, sales receipts and supplies.
  • Spearheaded conservation efforts on the property, preserving natural resources while maintaining productive land use.

Scheduling Lead

Harbor Heights Family Medicine
06.2013 - 03.2015
  • Followed 7 physicians from Baylor Family Medical Center at Rockwall to Harbor Heights Family Medicine and help set up and establish new clinic
  • Managed 4 employees
  • Maintained employee files
  • Trained new employees
  • Delegated responsibilities
  • Held weekly department meetings for informative and training purposes
  • Created and maintained on-call calendar for 9 physicians
  • Created scheduling templates for 9 physicians
  • Oversaw answering of 20 phone lines
  • Scheduled appointments for 9 physicians
  • Entered demographic and insurance data
  • Relayed patient’s messages to physicians in EMR

Physician’s Office Rep

Baylor Healthcare System
02.2011 - 06.2013


  • Handled high call volumes efficiently, directing callers to appropriate resources and departments within the practice.
  • Scheduled appointments for 8 physicians
  • Imported patient’s insurance information into EMR
  • Verified insurance benefits
  • Efficiently relayed patient’s messages to physicians in EMR
  • Efficiently processed medical records requests
  • Collected patient payments over phone

Education

Psychology

Liberty University
09.2023

Skills

  • Strong leadership & managerial skills
  • High level of professionalism
  • Ability to multi-task
  • Excellent communication skills
  • Strong work ethic
  • Ability to train & teach others
  • Strong organizational skills
  • Insurance sales
  • Licensed Insurance Agent
  • Lead prospecting
  • Customer Needs Assessment
  • Marketing
  • CRM Tracking
  • Customer Complaint Resolution
  • Relationship Building
  • Insurance Practices

Specialqualifications

  • Texas State Life Insurance License
  • Fully trained in HIPPA protocols
  • 12 years of service in church youth ministry to include public speaking, one on one counseling, activity planning and discipling of teenagers

References

  • Lori Nichols, 214-229-8490
  • Stephanie Tovar, 214-662-4790
  • Jana Hix, 214-458-4482
  • Craig Cowden, 214-236-0040

Certification

  • Property and Casualty License -Texas Department of Insurance.
  • Life Insurance License- Texas Department of Insurance

Timeline

Insurance Sales Agent

Houston Tullos State Farm Insurance
04.2024 - Current

Sales Representative

Rock Ridge Assisted Living
05.2023 - 10.2023

Ranch Management

Fischer Land and Cattle
11.2019 - 05.2023

Scheduling Lead

Harbor Heights Family Medicine
06.2013 - 03.2015

Physician’s Office Rep

Baylor Healthcare System
02.2011 - 06.2013

Psychology

Liberty University

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