Robin Spear
Insurance Professional
Waukee,IA
Summary
Successful and seasoned insurance agent with expertise in providing wide range of high-quality insurance solutions.
Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs.
Strong team collaborator, adaptable to changing needs, and consistently reliable in achieving organizational goals. Skilled in sales strategies, policy analysis, and client advisory services.
Superior knowledge of medicare, medicare claims and medicare supplements and drug plans.
Experienced with analyzing client needs and matching them with suitable health insurance plans.
Overview
27
27
years of professional experience
5
5
Certifications
Work History
INSURANCE AGENT
FARM BUREAU FINANCIAL SERVICES
WAUKEE, IOWA
07.2004 - Current
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Utilized CRM software to manage client relationships.
TIER 3 SUPPORT SPECIALIST MEDICARE CLAIMS
CIGNA HEALTHCARE
CLIVE, IOWA
08.1998 - 07.2004
- Self-motivated, with a strong sense of personal responsibility.
- Paid Medicare claims and helped Tier 2 and Tier 1 benefit claims reps with questions and problem solving.
Education
High School Diploma -
WAUKEE HIGH SCHOOL
WAUKEE, IA 05.2001 -
Skills
Health insurance
Certification
Licensed health insurance agent - 2004-Present
Timeline
INSURANCE AGENT
FARM BUREAU FINANCIAL SERVICES
07.2004 - Current
High School Diploma -
WAUKEE HIGH SCHOOL
05.2001 -
TIER 3 SUPPORT SPECIALIST MEDICARE CLAIMS
CIGNA HEALTHCARE
08.1998 - 07.2004
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