Dynamic Licensed Health Insurance Agent with a proven track record at E-TELEQUOTE A GOHEALTH COMPANY, excelling in Medicare expertise and data enrollment management. Achieved consistent sales targets by delivering tailored insurance solutions and fostering client satisfaction through effective communication and problem-solving skills. Committed to operational excellence and continuous professional development.
Overview
14
14
years of professional experience
Work History
Licensed Health Insurance Agent
E-TELEQUOTE A GOHEALTH COMPANY
07.2013 - 09.2025
Assisted clients in understanding health insurance options and coverage details.
Conducted research on available plans to provide accurate recommendations.
Supported the enrollment process by gathering necessary documentation from clients.
Maintained up-to-date knowledge of industry regulations and compliance requirements.
Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
Implemented efficient time management practices, allowing for increased productivity while managing multiple tasks simultaneously.
Managed a diverse portfolio of health insurance accounts while consistently meeting sales targets and exceeding performance expectations.
Utilized CRM software to track client interactions and manage follow-ups effectively.
Assisted in organizing and overseeing assignments to drive operational excellence.
Licensed Insurance Agent
TZ Insurance Solutions LLC
09.2011 - 07.2013
Developed tailored insurance solutions for diverse client needs.
Educated clients on policy options and coverage benefits.
Managed complex claims processes to ensure timely resolutions.
Conducted thorough risk assessments to identify coverage gaps.
Enhanced client satisfaction by providing personalized insurance recommendations based on individual needs and financial goals.
Assisted colleagues with complex cases or difficult client situations, fostering a collaborative work environment focused on problemsolving.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.