Shiatima Barnette
Charlotte,NC
Summary
Dynamic Medicare Sales Agent with a proven track record at Connexion Point, adept in persuasion techniques and product presentation. Excelled in utilizing goal-oriented strategies and cold calling to surpass sales targets. Skilled in objection handling, ensuring exceptional customer service while staying ahead of industry trends. Demonstrates a keen ability to educate clients on complex Medicare and life insurance policies, driving informed decisions.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Medicare Sales Agent
Connexion Point
Charlotte, NC
09.2023 - Current
- Advised customers on various aspects of their health insurance policies.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Generated leads through cold calling prospective clients for Medicare services.
- Assisted customers with selecting appropriate plans based on their needs.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Resolved customer complaints quickly and professionally.
- Provided product information and answered questions about Medicare services.
- Maintained accurate records of sales activities and customer interactions.
- Contacted policyholders to explain policies, analyze insurance options and suggest changes and additions to policies.
- Explained advantages, disadvantages and features of policies to promote sales of Medicare plans.
Life Insurance Agent
Globe Life And Accident Insurance Company
Charlotte, NC
07.2021 - 08.2023
- Completed detailed applications and ensured accuracy of client information.
- Sought out new clients and developed clientele by networking to find new customers.
- Attended educational seminars and conferences to stay up-to-date on industry trends.
- Conducted policy reviews to identify opportunities for additional coverage or adjustments.
- Achieved sales targets through effective client presentations and follow-up.
- Calculated premiums and established payment methods.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
- Educated clients on various types of life insurance policies available in the market.
- Delivered outstanding customer service, addressing client inquiries and concerns promptly.
- Utilized CRM software to manage client data and sales activities efficiently.
- Explained coverage options to potential policyholders, answering questions or concerns.
Skills
- Persuasion techniques
- Product presentation
- Goal oriented
- Cold calling
- Medicare
- Objection handling
Certification
- NC Accident and Health License
- NC Supplemental Long Term Health License
- Life Insurance Agent License
Timeline
Medicare Sales Agent
Connexion Point
09.2023 - Current
Life Insurance Agent
Globe Life And Accident Insurance Company
07.2021 - 08.2023
- NC Accident and Health License
- NC Supplemental Long Term Health License
- Life Insurance Agent License
Similar Profiles
Cedric BlackCedric Black
IT Tech Support at Connexion PointIT Tech Support at Connexion Point
WARKEYER PRAYORWARKEYER PRAYOR
Customer Service Representative at Connexion PointCustomer Service Representative at Connexion Point
Zynecia DurantZynecia Durant
Work From Home Agent at Connexion PointWork From Home Agent at Connexion Point
SHAREN JACKSONSHAREN JACKSON
Client Support Specialist at Connexion PointClient Support Specialist at Connexion Point
Duquan ShannonDuquan Shannon
Customer Service Sales Representative at Tru GreenCustomer Service Sales Representative at Tru Green