Shelly Poe
El Cerrito,CA
Summary
Talented driven professional Insurance Sales Agent with over 10 years sales experience offering personalized courteous service and tailored solutions to clients, in addition to in-depth policy and regulations knowledge. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals. Outgoing individual with great task prioritization skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Looking to seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Telesales Insurance Agent
Lincoln Heritage Life Insurance
11.2023 - Current
- Handled high call volumes daily while maintaining a professional demeanor and positive attitude toward each client interaction.
- Generated leads and established relationships with potential customers through outbound telephone calls.
- Set up appointments with interested customers according to schedule availability.
- Delivered scripted sales talks to customers reached via manual and automatic dialing systems.
- Asked relevant questions to assist customers with selecting needed or requested products and services.
- Overcame objections using friendly, persuasive strategies.
- Educated customers on product and service benefits, explaining features and answering questions.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Followed up promptly with interested clients to close sales.
- Participated in ongoing training sessions to stay current on industry trends, product offerings, and regulatory changes.
- Made average of 500 outbound and inbound calls per day.
Health Insurance Consultant
Shelly Poe Insurance Services
11.2022 - Current
- Enhanced customer satisfaction by providing personalized health insurance consultations and tailored policy recommendations.
- Increased client retention through proactive outreach, addressing concerns and offering policy adjustments as needed.
- Managed a high volume caseload while maintaining exceptional attention to detail and responsiveness to client inquiries throughout the consultation process.
- Developed comprehensive client profiles to effectively assess individual needs for customized insurance solutions.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Developed tailored health insurance plans to meet individualized client needs.
- Educated clients about health insurance coverage options, benefits and costs.
- Assisted clients in navigating complex healthcare regulations, ensuring compliance with all applicable laws and guidelines.
- Educated clients on insurance policies and procedures.
- Developed relationships with providers and networks to achieve favorable client coverage.
- Served as a liaison between clients and insurance carriers during annual open enrollment periods, ensuring timely and accurate policy updates.
- Coordinated closely with underwriting department to ensure timely processing of applications, expediting coverage initiation for clients in need.
Field Insurance Agent & Telesales Insurance Agent
Senior Life Insurance Company
03.2017 - 11.2022
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Provided timely follow-up on leads generated from marketing campaigns, maximizing conversion rates and increasing new business acquisitions.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Followed up promptly with interested clients to close sales.
- Built strong relationships with clients through active listening, consistent communication, issue resolution and excellent customer service.
- Set up appointments with interested customers according to schedule availability.
- Met with customers to provide information about available products and policies.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Overcame objections using friendly, persuasive strategies.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Obtained underwriting approval by completing application for coverage.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
Insurance Agent
Health Markets
08.2015 - 07.2017
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Generated leads through cold-calling, networking and other outreach methods.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Obtained underwriting approval by completing application for coverage.
- Utilized CRM software to manage client relationships.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
Education
Bachelor of Science - Journalism And Black Studies
San Francisco State University
San Francisco, CAMaster of Science - Early Childhood Education
Capella University
Minneapolis, MNDoctor of Education - Personalized And Competency - Based Instruction
Capella University
Minneapolis, MNSkills
- Goal-Oriented
- Follow-Up Skills
- Computer Skills
- Objection Handling
- CRM Software
- Persuasive Selling
- Time Management
- Interpersonal Skills
- Active Listening
- Account Retention
- Consultative Sales Techniques
Certification
- Health Insurance License (CA, TX, IL, AZ, VA, OR, WI, NM, NV, IA, CO, AR, UT, ID, HI, MT, FL, & GA).
- Life Insurance License (CA, TX, IL, AZ, VA, OR, WI, NM, NV, IA, CO, AR, UT, ID, HI, MT, FL, & GA).
- Covered California Certified Agent
- FFM Certified
- Health Sherpa Certified
- AHIP / Medicare Certified
Timeline
Telesales Insurance Agent
Lincoln Heritage Life Insurance
11.2023 - Current
Health Insurance Consultant
Shelly Poe Insurance Services
11.2022 - Current
Field Insurance Agent & Telesales Insurance Agent
Senior Life Insurance Company
03.2017 - 11.2022
Insurance Agent
Health Markets
08.2015 - 07.2017
Bachelor of Science - Journalism And Black Studies
San Francisco State University
Master of Science - Early Childhood Education
Capella University
Doctor of Education - Personalized And Competency - Based Instruction
Capella University
Similar Profiles
Lucie SorensonLucie Sorenson
Life Insurance Agent at Lincoln Heritage Life InsuranceLife Insurance Agent at Lincoln Heritage Life Insurance
Maria G CarriónMaria G Carrión
Independent Insurance Agent at Lincoln Heritage Life InsuranceIndependent Insurance Agent at Lincoln Heritage Life Insurance
Diana ReynaDiana Reyna
Texas Licensed Independent Life Insurance Agent at Lincoln Heritage Life Insurance CompanyTexas Licensed Independent Life Insurance Agent at Lincoln Heritage Life Insurance Company
IANITA FAIRIANITA FAIR
Life Insurance Agent at Lincoln Heritage Life Insurance/Independent AgentLife Insurance Agent at Lincoln Heritage Life Insurance/Independent Agent
Julian TannJulian Tann
Golf Caddy at Claremont Country ClubGolf Caddy at Claremont Country Club