Knowledgeable Insurance Representative promoting more than 1 year expertise successfully working for organizations in the Medicare market. Courteous and cordial with a desire to take on challenges at a new company.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Insurance Broker
Aon Hewitt
McGregor, TX
10.2021 - 07.2023
Assessed client risk profiles and recommended appropriate coverage plans.
Provided advice to customers on insurance-related matters.
Prepared detailed reports summarizing customer requirements and recommendations.
Analyzed financial data related to insurance products to ensure accuracy of information.
Resolved customer inquiries regarding policy changes or coverage issues.
Utilized industry software tools such as rating engines and quoting systems.
Monitored the performance of existing accounts, including renewals and cancellations.
Reviewed policy documents for accuracy prior to issuing them to clients.
Maintained up-to-date knowledge of industry trends and regulations.
Ensured compliance with all applicable laws and regulations.
Participated in training sessions aimed at improving product knowledge.
Identified opportunities for cross-selling additional products or services.
Presented and clearly explained insurance policy options based on clients' needs and goals.
Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
Researched coverage and premium options and supplied clients with best coverage available for individual needs.
Interviewed prospective clients to learn about financial needs and discuss existing coverage.
Made appointments with potential clients to discuss products.
Pushed through objectives, persuading clients to purchase by applying advanced sales techniques.
Customer Service Representative
EVERISE-Humana
McAllen, TX
04.2017 - 10.2022
Maintained a balance between company policy and client benefit in decision-making.
Handled customer inquiries and suggestions courteously and professionally.
Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
Answered customer telephone calls promptly to avoid on-hold wait times.
Clarified customer issues and determined the root cause of problems to resolve product or service complaints.
Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Served as 1st level contact for basic and routine customer service inquiries which may include: Regular payments and payment plan changes, proof of insurance, password reset and customer ID verification calls from customers and B2B vendors.
Inquired basic knowledge of company products and/or services.
Escalated problems or inquiries as needed.
Used established procedures, scripts, and screens.
Promoted client products and services.
Handled low complexity transactions.
Used multiple applications to gather the necessary information and notify business partners regarding messages, inquiries, and claim reporting.
Complete simple transactions to add or replace products on existing policies.
Learned and applied product, industry, and market knowledge to make recommendations to policyholders.
92G Food Service Specialist
UNITED STATES ARMY
KILLEEN, TX
08.2011 - 12.2014
Utilized strong attention to detail and organizational skills to stock and replenish inventory, minimizing downtime and ensuring uninterrupted food service operations
Actively restocked food items including soups, salads, and desserts in the serving line
Prepared coffee and filled fruit dispensers to ensure availability for customers throughout the day
Prepared and cooked various dishes as per Army recipes utilizing baking, frying, braising, boiling, simmering, steaming, and sautéing techniques
Conducted regular inspections of dining and food preparation/storage areas to ensure compliance with health and safety regulations, resulting in a clean and sanitary dining environment
Maintained accurate accounting and equipment records, ensuring efficiency and accuracy in financial management.
Assisted in setting up and operating field kitchen equipment, such as stoves, grills, steamers, and kettles.
Organized food supplies for distribution to troops in the field.
Maintained records of food inventories and supplies.
Inspected meals for quality control purposes before serving them to personnel.
Prepared a variety of foods including meats, vegetables, soups, salads, desserts, and beverages.
Operated cash registers and handled money transactions with customers.
Ensured compliance with safety standards when handling food products.
Performed daily cleaning duties such as sanitizing work surfaces and washing dishes and utensils.
Kept track of inventory levels and communicated needs to the supervisor.
Provided customer service by taking orders accurately over the phone or in person.
Cooked items according to recipes using various cooking techniques.
Adhered to all sanitation regulations while preparing meals for consumption by personnel in the field.
Education
Business, Bachelor of Science Degree -
UNIVERSITY OF PHOENIX
11.2017
Skills
Complaint handling and resolution
Prospecting skills
Excellent communication skills
Policy expertise
Financial products knowledge
Policy analysis
Customer advocate
Sales Presentations
Driven
CRM
Excel
Microsoft Word
Active Health and Life License
Inbound and Outbound call prospecting
Certification
Life and Health Insurance
Timeline
Insurance Broker
Aon Hewitt
10.2021 - 07.2023
Customer Service Representative
EVERISE-Humana
04.2017 - 10.2022
92G Food Service Specialist
UNITED STATES ARMY
08.2011 - 12.2014
Business, Bachelor of Science Degree -
UNIVERSITY OF PHOENIX
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