Summary
Overview
Work History
Education
Skills
Certification
Timeline
Hi, I’m

Stephon Suriel

Parkland,Florida

Summary

Insightful Insurance Sales Agent bringing 5 years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement. Motivated business professional bringing 3 years of entrepreneurial experience. Dedicated and personable with extensive experience in managing administrative and sales operations and personnel. Well-versed in training, educating, motivating and supporting staff members.

Overview

4
years of professional experience
1
Certification

Work History

HealthShare 360
Remote

Inside Sales Representative
08.2022 - 02.2023

Job overview

  • Answered customers' questions regarding products, prices and availability.
  • Managed friendly and professional customer interactions.
  • Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
  • Determined needs, delivered solutions and overcame objections through consultative selling skills.
  • Emphasized product features based on analysis of customers' needs.

Together Health
Plantation, FL

Licensed Insurance Agent/Supervisor
06.2021 - 05.2022

Job overview

  • Maintained high standards of customer service by building relationships with clients.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Sold medicare advantage , supplement & life policies and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
  • Handled customer complaints, resolved issues and adjusted policies to meet changing needs.

Farmers Insurance Agency
Dallas, TX

Insurance Agency Owner/Sales Representative
01.2019 - 05.2021

Job overview

  • Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.
  • Offered each customer top-notch, personal service to boost sales and customer satisfaction.
  • Assisted call-in customers with questions and orders.
  • Performed cold-calling and follow-ups with leads to secure new revenue.
  • Tracked and evaluated financial performance in order to make proactive adjustments to business plans.
  • Designed strategic marketing and advertising campaigns to enhance agency development in market.

Education

Broward College
Fort Lauderdale, FL

No Degree from Business Administration And Management

Charles W Flanagan High School
Pembroke Pines, FL

High School Diploma
06.2017

University Overview

  • Extracurricular Activities: DECA
  • Extracurricular Activities: OJT (On Job Training)

Skills

  • Email Marketing
  • Form Completion and Submission
  • Underwriting and Adjustments
  • Financial Needs Assessment
  • Client Needs Analysis
  • Quote Information
  • Customer Trend Analysis
  • Microsoft Certified
  • Cold/Warm Calling
  • Outside/B2B Sales
  • Sales Planning
  • Public Speaking
  • Negotiation and Persuasion

Certification

2-15 License/Certification

2-20 License/Certification

Microsoft Office (Word/Excel/PowerPoint)

  • Pharmaceutical Sales Certification - Within the next few months.

Timeline

Inside Sales Representative

HealthShare 360
08.2022 - 02.2023

Licensed Insurance Agent/Supervisor

Together Health
06.2021 - 05.2022

Insurance Agency Owner/Sales Representative

Farmers Insurance Agency
01.2019 - 05.2021

Broward College

No Degree from Business Administration And Management

Charles W Flanagan High School

High School Diploma
Stephon Suriel