For the past year, I’ve had amazing opportunities and did my best in each role I had the privilege of taking on. I am driven and looking to advance professionally by bringing my skills to a dynamic, growth-oriented company. I possess a high level of integrity and a strong work ethic, and am looking to use my skills to help the company grow in the long run. What I lack in experience I combat with a willingness to work hard and learn new things.
Hi, I’m
Rachel Wagner
Pensacola,FL
Summary
Overview
2
years of professional experience
Work History
Allstate Corp
Licensed Benefit Advisor
07.2022 - Current
Job overview
- Assisting Medicare beneficiaries throughout the year to review coverage.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
Appraisers of NW Florida
Data Entry
03.2022 - 12.2022
Job overview
- Backing up and securing information
- Keep operations running smoothly by adhering to policies and procedures and reporting any necessary changes
- Maintain customer confidence and protect operations by keeping information confidential
- Audited production reports, tracking data entry and processing errors.
- Organized, sorted and checked input data against original documents.
Teleperformance Panama City Beach
Customer Service Representative
01.2022 - 07.2022
Job overview
- Provided a superior customer experience in order to build a loyal customer base
- Educated customers about promotions to increase sales
- Kept customers happy by implementing forward-thinking strategies that focused on meeting their needs and resolving their concerns
- Complete and accurate work and keep customer files up to date
- Collaborated with management to come up with proactive customer service solutions and put them into action
- Gained an in-depth understanding of product information and was able to provide knowledgeable responses to a variety of questions
- Was responsible for processing customer orders
- Am responsible for resolving customer issues and making recommendations
- Made outbound calls to contact customers.
ResultsCX
Health Insurance Agent
10.2021 - 12.2021
Job overview
- Received inbound calls
- Helped customers seeking coverage for the Open Enrollment Period
- Identified the best plan options and submitted applications
- Performed warm transfer for customers needing specialized assistance
- Researched local healthcare providers that would accept certain plans
Globe Life Liberty National Division, Blanco Agencies
Licensed Health Insurance Agent
06.2021 - 10.2021
Job overview
- Checked the data entered into the agency management system for accuracy and quality
- Calculated quotes and provided information on insurance options to potential clients
- Assessed existing coverage and aligned new products and services with long-term goals to determine financial needs
- Calculated premiums and established payment methods for sales
- Upsold additional products and services after determining the needs and requirements of the customer
- Built relationships with clients and provided excellent service through active listening
- Worked to accommodate new and different insurance requests, as well as investigate new value opportunities to improve the reputation of the insurance agency
- Conducted a needs analysis to gather data for making appropriate health insurance product recommendations
- Identified and contacted sales prospects in agency databases
- Followed up with customers on unresolved issues.
Education
North Bay Haven Charter Academy
High school diploma from General Studies
University Overview
Skills
- Self-motivated
- Time management
- Flexibility
- Adaptability
- Conflict Resolution
- Teamwork
- Microsoft Word
- Salesforce
- Presentation Skills
- Typing
- Data Entry
- Needs Analysis
- Medicare Knowledge
- Inbound Phone Call Management
- Active Listening Skills
- Client Rapport-Building
Certification
Certification
0215- LIFE INCL VAR ANNUITY & HEALTH
Issued: 06/02/2021
Timeline
Licensed Benefit Advisor
Allstate Corp
07.2022 - Current
Data Entry
Appraisers of NW Florida
03.2022 - 12.2022
Customer Service Representative
Teleperformance Panama City Beach
01.2022 - 07.2022
Health Insurance Agent
ResultsCX
10.2021 - 12.2021
Licensed Health Insurance Agent
Globe Life Liberty National Division, Blanco Agencies
06.2021 - 10.2021
North Bay Haven Charter Academy
High school diploma from General Studies