STEPHANIE MUHAMMAD
Houston,TX
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
10
10
years of professional experience
Work History
Medicare Advisor
GoHealth
Houston, TX
09.2023 - 03.2024
- Provided advice and guidance to customers regarding health insurance plans, coverage options, and benefits.
- Assessed customer needs and provided tailored solutions for their individual healthcare requirements.
- Processed applications for health insurance policies and ensured accuracy of information provided.
- Achieved repeat business and referrals through personalized services.
- Developed coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
Account Executive
Accuquote
Livonia, MI
05.2022 - 09.2023
- Sold policies to company provided, live leads via their proprietary sales software
- Explained coverage options to potential policyholders, answering questions or concerns.
- Generated electronic rate quotes
- Serviced active client base for new sales opportunities.
- Researched insurance plans to find good options for clients' needs.
- Monitored clients' insurance coverages to ensure changing needs were met.
Licensed Agent
Assurance IQ LLC
Seattle, WA
01.2022 - 05.2022
- Remotely sold term life insurance, final expense insurance, whole life insurance, and other ancillary insurance products to consumers through inbound and outbound leads
- Worked with families and individuals plan for their financial futures by helping them navigate to the best insurance and financial services solutions for themselves.
- Educated customers on the features and benefits of various insurance policies.
Final Expense Agent
Senior Life Insurance
Thomasville, GA
04.2020 - 04.2022
- Sold in-person and telesales life insurance products that cover the legal, funeral, and immediate household expenses of the deceased
- Researched insurance plans to find good options for clients' needs.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
- Sought out new clients and developed clientele by networking to find new customers.
Health Insurance Agent
Claro Insurance
Gables, FL
10.2021 - 12.2021
- Conducted telesales utilizing company provided dialer and leads
- Identified customer's needs, provided information, answered inquiries and submitted applications
- The company was connected to the Marketplace-Obamacare portal
- Shopped a variety of healthcare plans based on the customer's desired monthly premium and deductible for the 2022 healthplan year
- In addition, I contacted current existing Marketplace clients to update their income and information
- I was also responsible for discussing their current plan and determining if they needed to transition to a better fit.
Market Researcher
Creative Consumer Research
Stafford, TX
01.2020 - 03.2020
- Used handheld tablet and survey bus rider about their experience with Capital Metro of Austin
- Probed with many questions to gain as much information as possible
- Performed the same field research with Houston Metro
- Assigned to gather customer data for David Weekly Homes.
IN HOME TECH
ASURION INSURANCE SERVICES INC
Houston, TX
10.2019 - 09.2019
- Delivered replacement phone devices and provided in-person tech support
- Assisted customers set up their email, apps, and connected other home smart devices to the device along with basic troubleshooting
- Additional duties included upselling additional Asurion products.
Enumerator
US Department of Commerce
Cypress, TX
08.2019 - 09.2019
- Participated in the first phase of the 2020 Census by updating the current map of homes
- Performed door to door interviews of occupants in order that all housing units are included on the Census mailing list.
Web Advisor Level 2
Endurance International LLC
HOUSTON, TX
08.2014 - 12.2018
- My primary responsibility was to provide telephone and email support to customers who had technical issues and concerns with their server, website and or email function
- I worked with shared, reseller, vps and dedicated server hosting clients, I consulted, recommended online product and service strategies to help customers with their business or personal needs
- My duties also required a firm understanding of open source software such as WordPress, Drupal, Joomla
- I learned and performed basic bash commands
- I handled web hosting related issues such as DNS, FTP, PHP-based errors
- I addressed billing concerns and took online payments.
Education
Real Estate (required courses) -
Allied Schools
MCSE (Systems Engineer) -
Tech Skills
Paralegal - Mediation and Arbitration
ATS
Real Estate, Real Estate Principal, Real Estate Law, Finance -
Lumbleau Real Estate School
Public Administration / Criminal Justice -
California State University-Dominguez Hills
Business Administration -
West Los Angeles College
General Education -
High School Diploma
Skills
- Policy Sales
- Lead Development
- Client Prospecting
- Direct Marketing
- Customer Engagement
- Policyholder Communication
- Financial Needs Assessment
- CRM Software
- Underwriter Collaboration
- Insurance Policy Sales
Timeline
Medicare Advisor
GoHealth
09.2023 - 03.2024
Account Executive
Accuquote
05.2022 - 09.2023
Licensed Agent
Assurance IQ LLC
01.2022 - 05.2022
Health Insurance Agent
Claro Insurance
10.2021 - 12.2021
Final Expense Agent
Senior Life Insurance
04.2020 - 04.2022
Market Researcher
Creative Consumer Research
01.2020 - 03.2020
IN HOME TECH
ASURION INSURANCE SERVICES INC
10.2019 - 09.2019
Enumerator
US Department of Commerce
08.2019 - 09.2019
Web Advisor Level 2
Endurance International LLC
08.2014 - 12.2018
Real Estate (required courses) -
Allied Schools
MCSE (Systems Engineer) -
Tech Skills
Paralegal - Mediation and Arbitration
ATS
Real Estate, Real Estate Principal, Real Estate Law, Finance -
Lumbleau Real Estate School
Public Administration / Criminal Justice -
California State University-Dominguez Hills
Business Administration -
West Los Angeles College
General Education -
High School Diploma
Similar Profiles
Julia Katherine JonesJulia Katherine Jones
Medicare Sales Agent at GoHealthMedicare Sales Agent at GoHealth
Benjamin HirthBenjamin Hirth
Member Service Representative II at GoHealthMember Service Representative II at GoHealth
Jaime UmanzorJaime Umanzor
Licensed Insurance Agent at GoHealthLicensed Insurance Agent at GoHealth
Regina GilliardRegina Gilliard
Licensed Insurance Broker at GoHealthLicensed Insurance Broker at GoHealth
Terrione GrayTerrione Gray
Proactive Agent at Percepta/HybridProactive Agent at Percepta/Hybrid