Shawnda Tobias
Moriarty,NM
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Licensed Life and Health Insurance Agent
Symmetry Financial Group
02.2022 - Current
- Maintained high standards of customer service by building relationships with clients.
- Increased sales of life insurance products through tactical customer outreach.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Provided coverage option information to assist clients in protecting assets.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales 36%.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales 20%.
Licensed Health Insurance Agent (Seasonal)
Concentrix, Selling, Plans for United Healthcare
08.2021 - 01.2022
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Adhered to health and prescription insurance products, delivery systems and claims systems.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Educated clients on insurance policies and procedures
- Calculated premiums and established payment methods for sales
- Generated leads through cold-calling, networking and other outreach methods
- Identified and solicited sales prospects in agency databases
- Designed presentations and marketing materials to promote insurance products
Customer Sales and Service Representative (Temp )
Safelite Group
08.2018 - 09.2020
- Appointment Setting
- Telephone Customer Service
- Sales
- Auto Insurance Glass Claims
- Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.
- Showcased product features to customers and discussed technical details to overcome objections and lock in sales.
- Computed total costs and profit requirements for customer sales to provide accurate pricing.
- Processed customer orders and inquiries via phone, email and, in-person communication to foster top-quality service delivery.
- Handled customer inquiries and high volume calls to solve billing and ordering problems, independently resolving 42% of issues
Customer Service Representative/Caregiver
Lifespire Assisted Living
12.2016 - 08.2018
- Customer Tours and Information
- Ordering Medications
- Insurance Approvals
- Client Care
- Customer Service
- Medication Assistance
- Clerical Work
- Medical Record Keeping
- Human Resources / case management
- Responded to customer requests for products, services, and company information
- Responded proactively and positively to rapid change
- Increased efficiency and team productivity by promoting operational best practices
Customer Sales and Service Representative Call Center
MCI Telecommunications
01.2001 - 05.2003
- Responsible for selling Long Distance and Cellular Service products
- Answered customer questions and addressed problems
- Negotiated and completed purchasing contracts
- Assisted Customers in Purchasing budget friendly plans and services
- Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.
- Showcased product features to customers and discussed technical details to overcome objections and lock in sales.
- Processed customer orders and inquiries via phone, email and, in-person communication to foster top-quality service delivery.
Education
Diploma - Tourism Studies
Alison
Online 07.2023
GED - Psychology, General Studies
Cochise College
Douglas, AZ10.2006
Skills
- Management
- Outside sales
- Insurance Sales
- Telemarketing
- Identifying and resolving common customer issues
- Demonstrating customer service skills in call center settings
- Influencing and negotiating with customers
- Understanding and responding appropriately in sales scenarios, and performing common sales
Additional Information
- Certifications and Licenses, New Mexico Health Insurance Producers LicenseOctober 2021 to March 2025 92% on state Licensing examLife Insurance License
Certification
- Licensed Insurance Agent - NPN 20082113
- Certificate In Travel and Tourism Management, Alison - 2023
- Certificate in Travel Agent And Consultant Training , Alison, 2023
Timeline
Licensed Life and Health Insurance Agent
Symmetry Financial Group
02.2022 - Current
Licensed Health Insurance Agent (Seasonal)
Concentrix, Selling, Plans for United Healthcare
08.2021 - 01.2022
Customer Sales and Service Representative (Temp )
Safelite Group
08.2018 - 09.2020
Customer Service Representative/Caregiver
Lifespire Assisted Living
12.2016 - 08.2018
Customer Sales and Service Representative Call Center
MCI Telecommunications
01.2001 - 05.2003
Diploma - Tourism Studies
Alison
GED - Psychology, General Studies
Cochise College
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