Summary
Overview
Work History
Education
Skills
References
Timeline
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Stephanie Jourdan

Stephanie Jourdan

Green Bay,WI

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service experience & knowledge, multi-tasking, and time management abilities. Devoted to giving every customer or client a positive and memorable experience. An ambitious, career-focused job seeker, anxious to obtain a position as an inside sales representative to help Schneider National achieve and exceed company goals.

Overview

9
9
years of professional experience

Work History

Licensed Insurance Agent

Humana
De Pere, WI
06.2023 - Current
  • Responded promptly to customer inquiries via phone calls or emails in a professional manner.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Upsold products to policyholders and potential new clients.
  • Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Used multiple systems and programs on multiple screens at the same time to efficiently handle each call to help lead to a positive sale.
  • Took inbound and made outbound calls to prospect clients as well has my already clients to assist with any needs, concerns or questions all while meeting selling goals: daily, monthly, quarterly & yearly.

Licensed Insurance Agent

United Healthcare Group
Green Bay, WI
06.2020 - 06.2023
  • Upsold products to policyholders and potential new clients.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Responded to customer inquiries and problems to promote great service.
  • Exceeded company sales goals for new policies.
  • Conducted customer needs assessments to identify appropriate coverage levels and options.
  • Provided guidance and support to less experienced agents during onboarding process.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Multi-tasking by using multiple screens, programs and tools.
  • Kept a passing quality score for both UHC and CMS.

Customer Advocate

United Healthcare Group
Green Bay, WI
08.2014 - 06.2020
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Identified opportunities to upsell additional products or services based on customer needs.
  • Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
  • Researched customer inquiries to ensure accurate resolution of their issues.
  • Identified trends in customer service inquiries and reported them to management team.
  • Passed quality phone call reviews quarterly
  • Submitted complaints to CMS & UHC on behalf of the members
  • Assisted Medicare persons make doctor appointments
  • Used multiple screens, systems and programs to assist members
  • Assisted multiple different medicare/retirement groups, leaving me to have to be knowledgeable of each group I handled and how to fetch each of the groups specialized information to assist our members.

Education

High School Diploma -

Pulaski High School
Pulaski, WI
05-2009

Skills

  • Insurance Sales Strategy
  • Client Service
  • Customer Service
  • Customer Follow-Up
  • Upselling
  • Multi-tasking
  • Fast learning
  • Adaptive
  • Dependable
  • Self-driven

References

References available upon request.

Timeline

Licensed Insurance Agent

Humana
06.2023 - Current

Licensed Insurance Agent

United Healthcare Group
06.2020 - 06.2023

Customer Advocate

United Healthcare Group
08.2014 - 06.2020

High School Diploma -

Pulaski High School

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Stephanie Jourdan