Professional, reliable, and motivated individual with strong communication skills and a proven ability to learn quickly and adapt in fast-paced environments. Experienced in working both independently and as part of a team, with a strong work ethic, attention to detail, and a commitment to delivering quality results. Seeking an opportunity to contribute skills, grow professionally, and add value to an organization.
Overview
10
10
years of professional experience
3
3
Certifications
Work History
Benefits Enrollment Counselor
Prepare Benefits
Orlando, Florida
10.2024 - Current
Assisted clients with benefits enrollment and program details.
Explained various health insurance options to potential enrollees.
Provided support during open enrollment periods and individual consultations.
Provided customer service to existing employees regarding changes in their benefits plan.
Lead Sales Advisor
LIBERTY MUTUAL INSURANCE COMPANY
Lake Mary, Florida
10.2015 - 12.2025
Assisted clients in understanding policy options and coverage details.
Conducted regular follow-ups with clients to ensure satisfaction and retention.
Educated clients on claims process and documentation requirements.
Maintained accurate records of client interactions and policy updates.
Participated in community events to promote insurance products and services.
Educated customers on the importance of maintaining adequate insurance coverage.
Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Developed relationships with new clients through cold calling and referrals from existing customers.
Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Processed payments received from clients promptly according to established procedures.
Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
Participated in continuing education courses to stay current on industry trends and changes in regulations.
Explained coverage options to potential policyholders, answering questions or concerns.