Stephanie Collett
Converse,TX
Summary
Driven Insurance Agent with 3 years of experience offering personalized, courteous service. 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. 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
Work History
Medicare Insurance Agent
Magnolia Insurance Brokerage
06.2023 - Current
- Scheduled appointments with applicants to gather information and explain benefits processes.
- Communicated with people from various cultures and backgrounds on application process.
- Followed guidelines when reviewing applicant data to determine eligibility for economic assistance.
- Interviewed applicants and explained scope of different available benefits.
- Reviewed applications for different aid programs and determined which qualification criteria for individuals.
- Assisted clients with completion of applications and paperwork.
- Self-motivated, with a strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Assisted over 15 families in 2022-2023 enrollment
Insurance Sales Broker
Self-employed
01.2020 - Current
- Generated quotes and proposals for clients to match individual needs.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Followed up promptly with interested clients to close sales.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Assisted over 25 families annually
- Worked well in a team setting, providing support and guidance
- Managed time efficiently in order to complete all tasks within deadlines
- Excellent communication skills, both verbal and written
Teacher
Judson ISD
06.2001 - 05.2016
- Worked cooperatively with other teachers, administrators, and parents to help students reach learning objectives.
- Incorporated multiple types of teaching strategies into classroom.
- Communicated frequently with parents, students, and faculty to provide feedback and discuss instructional strategies.
- Classroom games and activities supported students' physical, mental, and social development.
- Conducted evaluations to measure students' performance and progress, providing guidance for areas requiring improvement.
- Participated in parent-teacher conferences to discuss the developments of students and increase support.
- Developed and administered tests for students to measure academic proficiency and understanding.
- Completed student progress reports mid-term to notify students and parents of strengths and areas of improvement.
- Implemented reading and writing workshops to increase student literacy and support school reading programs.
- Coached over 60 teams to achieve competitive goals and awards
Education
Bachelor of Science - English Language Arts With Teacher Certification
Texas State University
San Marcos, TX05.2000
Skills
- Reading Comprehension
- Policy Adjustment Knowledge
- Asset Protection
- Final Expense Insurance
- Customer Service
- Excellent written communication skills
- Excellent command of English usage, grammar, and punctuation
- Experience with computer word processing
- Typing ability of 90 words per minute
- Proficiency with internet research and reference resources
- Ability to manage projects and work independently
- Excellent familiarity with Microsoft Excel or spreadsheet applications
- Strong technical proficiency with computers and computer applications
Timeline
Medicare Insurance Agent
Magnolia Insurance Brokerage
06.2023 - Current
Insurance Sales Broker
Self-employed
01.2020 - Current
Teacher
Judson ISD
06.2001 - 05.2016
Bachelor of Science - English Language Arts With Teacher Certification
Texas State University
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