Hi, I’m
SAMANTHA BECK
Summary
Experienced in analyzing client needs and matching them with suitable health insurance plans. Utilizes in-depth knowledge of policy regulations to ensure compliance and client satisfaction. Proven track record of building lasting client relationships through effective communication and support. Strong sales background from dealerships to health insurance, enhanced with customer service and data entry skills.
Overview
13
years of professional experience
Work History
American Health Marketplace
Health Insurance Agent
10.2023 - 04.2025
Job overview
- Maintained compliance with all industry regulations while completing paperwork accurately and efficiently.
- Educated clients on the intricacies of their health insurance policies, empowering them to make informed decisions.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Efficiently managed high-pressure situations such as potential clients not be eligible for a SEP, unique situation of clients in need, and leads being unhappy with being contacted.
- Adding additional lines coverages, such as dental and vision.
- Collecting referrals from new and prior clients.
- Managing KPI.
Kynan Massie State Farm
Insurance Agent
05.2023 - 09.2023
Job overview
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Reaching out to add additional lines of coverage to current clients.
- Contacted potential new clients.
Mount Airy Chrysler and Toyota
Scott McCorkle
07.2021 - 04.2023
Job overview
- Working within a CRM system
- Following up with customers via phone, email and text.
- Answering incoming calls.
- Monthly Reports for commission
Flow Automotive
Winston-Salem
10.2020 - 07.2021
Job overview
- Working with a CRM system for multiple dealership.
- Following up with customers via phone, email and text.
- Using Microsoft Excel
- Attending Vehicle training and certification through Volkswagen online.
Parkway Ford
Winston-Salem
07.2019 - 11.2020
Job overview
- Working within a CRM system
- Answering incoming calls
- Followed up with customers via email, phone calls and text.
- Excellent customer service.
- Attended training from CarGurus, Sokal, and applied concepts
Kevin Powell Motorsports
Kevin Powell
11.2018 - 07.2019
Job overview
- Working within a CRM system.
- Answering incoming calls.
- Assisting customers on interest
- Scheduling Appointments
Surry County School Transportation
Office Assistant
05.2012 - 10.2013
Job overview
- Data Entry
- Paper filing
- Answering phone calls
- Oversaw Microsoft Programs
Education
Surry Community CollegeDobson, NC
GED
01.2010
Surry Community CollegeDobson, NC
Paralegal
University Overview
I completed 2 semesters for the paralegal program including a number of computer course.
Exam FX
Licensed Life And Health, Property And Casualty from Insurance License
04-2023
Skills
- Exceptional customer support
- Proficient in Microsoft programs
- Text entry proficiency
- Experienced with CRM software
- Consistently dependable
- Appointment coordination
- Effective phone communication, in addition to text, and email corresponding
- Teamwork and collaboration
- Customer service
Timeline
Health Insurance Agent
American Health Marketplace
10.2023 - 04.2025
Insurance Agent
Kynan Massie State Farm
05.2023 - 09.2023
Scott McCorkle
Mount Airy Chrysler and Toyota
07.2021 - 04.2023
Winston-Salem
Flow Automotive
10.2020 - 07.2021
Winston-Salem
Parkway Ford
07.2019 - 11.2020
Kevin Powell
Kevin Powell Motorsports
11.2018 - 07.2019
Office Assistant
Surry County School Transportation
05.2012 - 10.2013
Surry Community College
Paralegal
Surry Community College
GED
Exam FX
Licensed Life And Health, Property And Casualty from Insurance License
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