Summary
Overview
Work History
Education
Skills
Certification
PERSONAL
Timeline
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Steven Williams

Ocala,FL

Summary

A career position in the Insurance Industry with a progressive organization where my twenty years experience in Management, Sales, and Marketing, and as an entrepreneur, will provide your company a seasoned professional with the needed expertise to meet your business goals and objectives.

Skilled Agent experienced in identifying the needs of the client and working to find a solution promptly and professionally.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Licensed Medicare Agent

Humana
05.2023 - Current

Delivered exceptional customer service in telesales as a Humana DMS Agent, maintaining a perfect CQ score of 100% for the month of February 2024.

Executed responsibilities as P5 agent, addressing client inquiries and resolving issues efficiently within Humana's framework.

Achieved and exceeded AEP targets annually to drive organizational success.

Licensed Medicare Telesales Agent

Medicare Basics
06.2020 - 05.2023

Reviewed current medical insurance coverage; developed a transition plan offering additional benefits and financial savings.

  • Provided exceptional customer service, addressing inquiries and resolving issues promptly.
  • Retained existing customers by providing exceptional service, staying informed on product updates, and offering tailored solutions based on individual needs.

Licensed Medicare Telesales Agent

Elite Insurance Partners
06.2019 - 06.2020
  • Manage the sales and marketing of Medicare Supplements and Indemnity products; maintain a safe work environment adhering to OSHA standards.

Owner - Operator

Williams Insurance
09.2018 - 06.2019
  • Marketed and sold health, life, and annuity products providing the client additional benefits for new and existing policies.

Senior Medicare Sales Agent

E-Telequote Insurance Company
06.2015 - 09.2018
  • Reviewed and presented Medicare programs.

Area Director – Marketing Media Developer

My City Networks
06.2014 - 06.2015
  • Designed and developed a monthly media package including, but not limited to, a magazine, advertising, special events, local coupons; managed and directed the activities of a team of media specialists.

Quality Assurance Analyst

TZ Insurance Solutions
08.2011 - 06.2014
  • Analyze corporate sales and sales personnel, develop a training program to enhance productivity, and ensure employees follow Medicare guidelines.

Independent Broker

Williams Insurance
09.2009 - 08.2011
  • Marketed and sold health, life, and annuity products providing the client additional benefits for new and existing policies.

Sales/Marketing Advertising Manager

Community News Publications
03.2003 - 09.2009
  • Sold and marketed advertising for businesses, companies, and corporations in SW Pasco County.

Education

Associate of Arts - Advertising Design

Art Institute
Ft Lauderdale, Florida

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Central Piedmont Community College
Charlotte, North Carolina

Skills

  • Problem-solving skills
  • Positive attitude
  • Customer service and care
  • Problem-solving
  • Organizational skills
  • Goal-oriented mindset
  • Clear communication
  • Documenting information
  • Ensuring customer satisfaction

Certification

Life, Health, and Variable Annuities License #215.

PERSONAL

  • Dependable, self-motivated Sales Manager with analytical problem solving abilities; able to get the job done on schedule, within budget.
  • Independent Insurance Agent with analytical problem solving abilities, able to identify organizational opportunities and communicate solutions with management leading to increased company revenue.
  • Highly knowledgeable professional with proven organizational skills with the ability to generate new business, provide superior customer service, and recruit/train highly qualified support personnel.
  • Strong work ethic – known as a reliable, responsible, honest and trustworthy, hard-worker - willing to take on added responsibilities and do whatever is necessary to get the job done.
  • PC literate with excellent oral and written communication skills, able to learn new technologies/applications, and apply to the job as required.

Timeline

Licensed Medicare Agent

Humana
05.2023 - Current

Licensed Medicare Telesales Agent

Medicare Basics
06.2020 - 05.2023

Licensed Medicare Telesales Agent

Elite Insurance Partners
06.2019 - 06.2020

Owner - Operator

Williams Insurance
09.2018 - 06.2019

Senior Medicare Sales Agent

E-Telequote Insurance Company
06.2015 - 09.2018

Area Director – Marketing Media Developer

My City Networks
06.2014 - 06.2015

Quality Assurance Analyst

TZ Insurance Solutions
08.2011 - 06.2014

Independent Broker

Williams Insurance
09.2009 - 08.2011

Sales/Marketing Advertising Manager

Community News Publications
03.2003 - 09.2009

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Central Piedmont Community College

Associate of Arts - Advertising Design

Art Institute
Steven Williams