Insurance industry professional experienced in marketing and sales of multiple lines of insurance and insurance claims services. Energetic and enthusiastic with demonstrated success in fast-paced and deadline driven environments. Attentive and goal-focused brings successful approach to cultivating complex best practices to meet organizational and regulatory expectations. Detail-oriented focus on achieving expected outcomes. Expertise in cultivating lucrative client relationships.
Overview
12
12
years of professional experience
Work History
Senior Marketing and Sales Coordinator
Jencare Senior Medical Center
Atlanta, GA
01.2022 - Current
Field Sales- Atlanta Market
Engages with seniors 55+ to inform and provide assistance with finding affordable healthcare and Primary Care Services
Coordinate events targeting the senior population (Tabletops, community Vendor Events, Health Fairs, Bingo, Healthy Cooking class, Senior Fitness Class, Line Dance class, Holiday themed events)
Works alongside agents and brokers to help guide members into the best healthcare plan to meet their needs
Partner with Community Senior Living Centers, Retirement Homes, Food Pantries, Senior Recreational Centers, Churches, and Assisted Living to host events for seniors
Coordinate Turning 65 events
Coordinate/Present Medicare 101 events
Building relationships throughout the community, in order to education community members of Jencare's services and various locations
Developed and implemented processes to ensure accurate data entry into the customer relationship management system
Conducted market research to identify potential new member for sales campaigns.
Prepared monthly reports on sales activities, expenses, and other key metrics
Generated leads through cold calling, networking, referrals and other methods.
Performed follow-up calls with members after each sale was completed
Fostered relationships with members to expand new member base and retain business
Managing Sales Agent
Acceptance Insurance Company
McDonough, GA
10.2018 - 12.2021
Seeks out new clients and develop clientele by networking to find new customers and generate list of prospective clients
Hiring new agents and training of new agents
Ensures that every client is fulfilled with the required and necessary products given on their policy
Perform administrative tasks, such as maintaining records and handling policy renewals
Contacts company underwriters and submits forms when needed
Develop marketing strategies to complete in order to gain more business
Perform vehicle inspection prior to binding policies
Follows company guidelines in regards to training and underwriting guidelines
Works as managing agent of office overseeing that the daily task are completed, including processing of payments, binding policies, and in/outside marketing.
Created and provided marketing material to meet business needs.
Managed social media platforms and utilized metrics to increase engagement and campaign performance.
Brainstormed and coordinated marketing campaigns and channels to drive awareness, traffic and conversion.
Insurance Sales/Claims Agent
AllState
McDonough, GA
01.2015 - 10.2018
Pursued continuing education and training programs to continue professional development
Managed renewal policies each year
Developed productive working relationships with dealerships, loan processors and other business partners in the community
Called lapsed customers each week to inquire about continuing coverage
Researched coverage and premium options in order to place clients with coverage that fits their needs
Developed life insurance and commercial insurance leads to meet monthly sales targets
Finalized and maintained all types of personal lines insurance polices within the agency
Promotes client retention through high-quality service and follow through
Followed up with potential clients regarding online information requests
Upsold agency products and services, leading to $80,000 in annual sales.
Reviewed and verified claim information to ensure accuracy of data and compliance with established policies.
Multi-Line Insurance Agent
Fred Loya Insurance
Atlanta, GA
09.2012 - 01.2015
Established new customers accounts
Assisted customers in selecting appropriate insurance policies to meet their needs.
Provided advice to clients on coverage options, riders, endorsements and other policy-related matters.
Evaluated competitors and performed market research
Implemented and evolved high impact strategies to target new business opportunities and new markets
Process applications, payments, corrections, endorsements, and cancellations
Called warm leads each week to expand client base
Handled customer inquiries regarding billing statements and payments.
Developed, implemented and monitored new underwriting guidelines for the agency
Complied coverage and rating information in an accessible format
Resolved customer complaints in a professional manner while adhering to company guidelines.
Prepared necessary paperwork to process insurance sales and renewals
Presented and clearly explained insurance policy options to clients based on their needs
Trained new agents on how to use AS400, company policy, and daily office procedures.