Summary
Overview
Work History
Education
Skills
Certification
Timeline
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REBECCA RUSSELL

Plano,TX

Summary

  • Seasoned Medicare Insurance Agent
  • Strong rapport with clients
  • Excellent communication skills
  • Time management
  • Organizational skills
  • Focus on continuous improvement
  • Embrace new challenges

Overview

11
11
years of professional experience
1
1
Certification

Work History

MEDICARE INSURANCE BROKER

BETTERCARE INSURANCE SERVICES
03.2022 - Current
  • Serve as a valuable resource in helping clients/potential clients make informed decisions about Medicare coverage
  • Educate customers on various plans, taking time to thoroughly explain and compare plans
  • Patiently answer all questions before completing enrollments
  • Share community resources should any client need assistance with food, housing or social support to help them retain quality of life
  • Consistently meet/exceed monthly conversion goals, one of top 5 (of 16).

ACCOUNT REPRESENTATIVE

STATE FARM INSURANCE, JOE JACKSON AGENCY
10.2020 - 02.2022
  • Developed leads, scheduled appointments, identified customer needs, and marketed appropriate products and services. Provided optimal customer service in handling billing, claims, and general coverage questions. Trained new team members.
  • Key contributor to agency's growth and ranking
  • 109 fire quotes and 265 auto quotes
  • 12-point rise from bottom ranking of 42 agencies in Plano/Frisco territory
  • Increased participation in the Drive Safe and Save program


CCC SALES

STATE FARM INSURANCE
01.2013 - 01.2019
  • Managed incoming calls to offer quotes when agents are not available
  • Recognized as #1 on team (of 11) and #11 in company (100+) in upselling “Drive Safe and Save” program
  • Strived for accuracy and excellence in service and processing, achieving highest team auto sales and auto bind scores
  • #17 ranking companywide for accuracy in the application process
  • Selected for CSO team leadership role, motivating, encouraging and assisting team members in the quote and bind process, guiding them to reach optimum levels of performance

Education

Richland College
Dallas, TX

Skills

  • MS Office proficiency
  • ECRM, UAX and Necho proficiency

Certification

  • Property & Casualty license (Texas, Arkansas, Louisiana, Mississippi)
  • Life, Accident, Health & HMO license (Arkansas, Louisiana, Texas)
  • Authorized to sell and service bank products (Texas)
  • Authorized to sell pet insurance (Trupanion)
  • Texas Notary Public

Timeline

MEDICARE INSURANCE BROKER

BETTERCARE INSURANCE SERVICES
03.2022 - Current

ACCOUNT REPRESENTATIVE

STATE FARM INSURANCE, JOE JACKSON AGENCY
10.2020 - 02.2022

CCC SALES

STATE FARM INSURANCE
01.2013 - 01.2019

Richland College

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REBECCA RUSSELL