Sara Boncher

Working with seniors to determine their eligibility for Medicare benefits. I work with other groups such as those with disabilities, to determine if they qualify for Medicare and to choose a healthcare plan that meets their needs.

• Built strong relationships with clients for long-term success by providing exceptional customer service and support.
• Educated seniors on available government assistance programs, helping them make informed decisions about healthcare coverage.
• Conducted thorough needs assessments for each client, recommending the most suitable Medicare plans based on their unique requirements.
• Enhanced customer retention rates by proactively addressing any issues or concerns regarding their Medicare plans.
• Consistently met or exceeded sales targets by employing effective sales strategies and techniques tailored to individual client needs.

I worked for a company that offered life insurance to Alumni students who attended certain collages.

• Streamlined the underwriting process for faster turnaround times through effective communication with brokers and agents.
• Delivered consistent results within designated authority levels by accurately assessing applicant insurability risks according to company guidelines.
• Achieved high levels of customer satisfaction by consistently delivering accurate, timely, and clear advice to applicants regarding their life insurance coverage options.
• Contributed to the development of new products and riders through insightful analysis of market trends and customer needs.

I sold Medicare insurance, Life insurance and Annuities.

• Maintained high standards of customer service by building relationships with clients.
• Worked closely with other team members to optimize sales strategies and achieve regional goals.
• Cross-sold insurance products to existing clients to reach sales targets.
• Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
• Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
• Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
• Determined client needs and financial situations by listening and scheduling fact-finding appointments.
• Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
• Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
• Built strong relationships with clients through consistent communication and excellent customer service.
• Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
• Met with customers to provide information about available products and policies.
• Generated leads through cold-calling, networking and other outreach methods.