Samantha Casey
Tampa
Summary
Dynamic Health Insurance Sales Agent with a proven track record at DNA Assistance Inc, excelling in client retention and rapport building. Leveraged extensive product knowledge to consistently exceed sales expectations and deliver exceptional customer service, ensuring client satisfaction and loyalty in a competitive environment. Licensed professional dedicated to achieving results.
Overview
6
6
years of professional experience
Work History
Health Insurance Sales Agent
DNA Assistance Inc
Tampa, FL
10.2025 - Current
- Educated clients on insurance policies and procedures.
- Analyzed risk factors to recommend appropriate coverage levels.
- Handled high volume of inbound and outbound calls with a variety of customers.
- Identified, evaluated, and recommended ideal health coverages while maintaining high quality customer relations.
- Analyzed and countered customer issues, concerns, or problems and worked through them to achieve regular sales bonuses.
- Maintained an organized and efficient workplace and system to regularly follow up, schedule, and track all sales calls and information.
- Educated clients on any and all insurance or product related questions, maintaining up to date and professional knowledge.
Health Insurance Sales Agent
Health IQ Insurance Agency
Tampa, FL
01.2024 - 10.2025
- Followed up promptly with interested clients to close sales.
- Maintained high sales production in high intensity commission based environment.
- Regularly exceeded sales expectations.
- Processed and collected personal and financial information with discretion and according to all proper guidelines.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
Store Associate
Subway
Wesley Chapel, FL
01.2023 - 01.2024
- Maintained tidy and organized store to comply with cleanliness standards.
- Engaged in friendly conversation with customer to better uncover individual needs.
- Managed efficient cash register operations.
Server
Beef 'O' Brady's
Wesley Chapel, FL
03.2020 - 08.2022
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Bussed and reset tables to keep dining room and work areas clean.
- Resolved customer complaints promptly and professionally to maintain positive reputation.
Education
GED -
Wesley Chapel High School
Wesley Chapel, FLSkills
- Client retention
- Client account management
- Product knowledge
- Great with people
- Licensed insurance agent
- Rapport building
- Customer service
Timeline
Health Insurance Sales Agent
DNA Assistance Inc
10.2025 - Current
Health Insurance Sales Agent
Health IQ Insurance Agency
01.2024 - 10.2025
Store Associate
Subway
01.2023 - 01.2024
Server
Beef 'O' Brady's
03.2020 - 08.2022
GED -
Wesley Chapel High School