STACI HUBER
Delton,USA
Summary
Dynamic Licensed Insurance Broker with proven success at Ping Health, excelling in client relationship management and insurance sales expertise. Consistently exceeded sales targets through consultative sales techniques and effective communication. Adept at risk assessment and policy analysis, delivering tailored solutions that enhance client satisfaction and drive business growth.
Team lead assisting with project management, new staff trainer, and customer service representative.
Overview
6
6
years of professional experience
8
8
Certifications
Work History
Licensed Insurance Broker
Ping Health
Charlotte, North Carolina
09.2023 - Current
- Developed personalized insurance offerings for Medicare population.
- Recommended coverage type and amount
- Conducted inbound and executed outbound sales calls.
- Consulted clients on insurance options and coverage tailored to their needs.
- Trained junior brokers on best practices in client engagement and policy management.
- Advised clients on ways to reduce costs while maintaining adequate coverage.
- Participated in team meetings and provided feedback on process improvements.
- Executed transactions such as renewals, endorsements, cancellations.
- Facilitated policy renewals and modifications for existing clients efficiently.
Licensed Insurance Agent
Assurance IQ
Seattle, WA
07.2020 - 09.2023
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
- Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
- Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
- Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
- Exceeded corporate quotas for monthly policy sales.
- Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.
Education
Bachelor of Arts - Spanish Language And Literature
Indiana University South Bend
South Bend, IN05.2002
Skills
- Insurance sales expertise
- Risk Assessment Knowledge
- Insurance product expertise
- Client Relationship Management
- Licensed Insurance Agent
- Health insurance
- Regulatory Compliance
- Client Relations
- Form Completion and Submission
- HIPAA Compliance
- Quality Assurance Requirements
- Microsoft Teams
- Excel
- Policy analysis
- Insurance regulation
- Client consultations
- Lead generation
- Sales strategies
- Market research
- Communication skills
- Attention to detail
- Time management
- Team collaboration
- Appointment management
- Product knowledge
- Contract review and analysis
- Customer service
- Proposal preparation
- Customer needs assessment
- Strong negotiation
- Consultative sales techniques
- New policy quotations
- Rapport building
- Insurance sales
- Policy adjustment
- Carrier relations
- Underwriting principles
- Conflict resolution
- Trust building
- Problem solving
- Effective communication
Languages
- English
- Spanish, Full Professional
- English, Native
Languages
Spanish
Professional
English
Native/ Bilingual
Certification
Licensed Real Estate Agent
Accomplishments
Top Insurance Agent 2025 - AEP Award
Timeline
Licensed Insurance Broker
Ping Health
09.2023 - Current
Licensed Insurance Agent
Assurance IQ
07.2020 - 09.2023
Bachelor of Arts - Spanish Language And Literature
Indiana University South Bend