Samantha Uwagboe
Grand Prairie,TX
Summary
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
American Health Marketplace
01.2022 - 03.2024
- Sold ACA plans and/or policies with carriers included but not limited to United Healthcare, Aetna, Anthem BCBS, Cigna, CareSource, Blue Cross Blue shield, etc
- While maintaining a relationship and/or providing customer service to client(s) for company retention
- Utilized tools such as HealthSherpa, VICI, Balto, etc
- For production and Quality Assurance audits
- KPIs were tools used to manage sales as well as company production and reports.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
- Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Utilized CRM software to manage client relationships.
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Medicare Relationship Manager
Health IQ
06.2022 - 02.2023
- Licensed insurance agent, was trained and appointed with all major health insurance carriers and companies, sold Medicare Advantage plans & Prescription Drug plans as well as DSNP, Supplemental plans, etc
- To beneficiaries during Annual Enrollment Period
- Company shut down, but Top Producing Sales and Medicare skillset, was eligible to work during Open Enrollment Period.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Maintained knowledge on products and distribution to provide optimal service support.
- Strengthened client relationships through regular, personalized communication, ensuring high levels of client satisfaction and retention.
Sales Agent
Holiday Inn Club Vacations
12.2018 - 08.2022
- Sell vacation packages to customers for hotels and resorts, deal with customer complaints, meet package goal of 3 packages per week or more goals weekly, fast paced environment, answer inbound and place outbound calls, high call volume.
- Developed strong relationships with clients through excellent customer service and regular followups.
- Assisted call-in customers with questions and orders.
- Achieved top performer status within the company due to consistent high sales numbers.
- Improved overall customer satisfaction by promptly addressing concerns and providing tailored solutions.
- Identified new areas of opportunity within existing accounts by offering additional products or services based on their needs analysis results.
- Leveraged CRM software to efficiently track leads, manage contacts, and monitor progress toward goals.
Medicare Sales Agent
eHealth
09.2018 - 01.2019
- Answer incoming calls from customers wanting to enroll or re-enroll in their Medicare service
- Typing, emailing, and talking on the phone
- High call volume
- Meet daily goal of 100-150 calls daily
- Inbound and outbound.
- Increased Medicare plan enrollments by effectively presenting and explaining plan options to potential clients.
- Maximized sales opportunities, actively identifying new leads through referrals and networking events.
- Maintained up-to-date knowledge of industry changes through ongoing professional development training sessions and webinars.
- Educated seniors on available government assistance programs, helping them make informed decisions about healthcare coverage.
Administrative Assistant/Receptionist
Stride Staffing
12.2016 - 08.2018
- Scan documents and rename them, filing documents, shredding documents, conducting interviews, visiting clients, processing applications, transferring files & documents, faxing, emailing, typing, answer phones.
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
- Executed record filing system to improve document organization and management.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Negotiated contracts with vendors and suppliers for office supplies, equipment and services.
- Managed department budgets and generated financial reports for management review.
- Created and maintained databases to track and record customer data.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Managed filing system, entered data and completed other clerical tasks.
Front Desk Receptionist
Massage Envy
09.2015 - 11.2016
- Greet customers when they arrive and depart, make them feel comfortable in our store, work with very minimal supervision only cameras in the store, check customers in for their appointment, answer phone calls and schedule appointments, prepare rooms for guests as well as organize products on wall for guests and customers, serve customers in the store, restock products, balance register, cash handling, open/close store.
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
- Scheduled, coordinated and confirmed appointments and meetings.
- Delivered outstanding first impressions by warmly greeting visitors upon arrival at the front desk.
- Managed high-volume phone calls, directing inquiries to appropriate personnel for prompt resolution.
- Scheduled appointments accurately using reservation software, reducing conflicts or doublebookings.
Education
Associate of Science - Nursing
Texas A&M University - Texarkana
Texarkana, TX03.2017
High School Diploma -
South Grand Prairie High School
Grand Prairie, TX06.2011
Skills
- Insurance sales expertise
- Risk Assessment Knowledge
- Insurance product expertise
- Client Relationship Management
- Client Account Management
- Client Retention
- Client Service
- Professional Networking
- Goal Oriented Approach
- New Agent Training
- Customer Service
- Customer follow-up
- Licensed Insurance Agent
- Quotes and sales
- Upselling
- Policy writing
- Health insurance
- Lead Development
- Marketing Strategies
- CRM Software
- Client Relations
- Data Entry
- Customer Engagement
- Client Interviews
- Sales Reporting
- Billing Procedures
Certification
- Life & Health Insurance License
- Driver's License
- Personal Lines License
- Insurance Producer License
Personal Information
Relocation: Anywhere
Timeline
Medicare Relationship Manager
Health IQ
06.2022 - 02.2023
Licensed Insurance Agent
American Health Marketplace
01.2022 - 03.2024
Sales Agent
Holiday Inn Club Vacations
12.2018 - 08.2022
Medicare Sales Agent
eHealth
09.2018 - 01.2019
Administrative Assistant/Receptionist
Stride Staffing
12.2016 - 08.2018
Front Desk Receptionist
Massage Envy
09.2015 - 11.2016
Associate of Science - Nursing
Texas A&M University - Texarkana
High School Diploma -
South Grand Prairie High School
- Life & Health Insurance License
- Driver's License
- Personal Lines License
- Insurance Producer License
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