Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Susan Valles

Friendswood,TX

Summary

Experienced Medicare Sales Representative with a proven track record in selling Medicare plans and services. Proficient in educating clients on Medicare options, eligibility requirements, and coverage benefits. Skilled in building and maintaining strong relationships with clients, insurance brokers, and healthcare professionals.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Health Insurance Sales Agent

Elevance
Houston, Texas
12.2006 - 10.2024
  • Developed and implemented sales strategies to build relationships with potential clients.
  • Advised customers on health insurance coverage options, including premiums, deductibles, copays, and network providers.
  • Maintained up-to-date knowledge of health care reform laws and regulations.
  • Provided ongoing support for existing customers through phone calls, emails, and meetings.
  • Attended industry events such as seminars and conferences to stay abreast of developments in the field.
  • Generated reports detailing sales activities, progress toward goals, and customer feedback.
  • Performed administrative tasks such as scheduling appointments, updating records, preparing documents, and handling correspondence.
  • Ensured compliance with federal regulations governing health insurance plans.
  • Managed customer accounts by responding promptly to inquiries and resolving any issues that arise.
  • Participated in team meetings and brainstorming sessions regarding new initiatives or strategies for growth.
  • Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Responded to inquiries and explained product features and service advantages to potential customers.
  • Built and maintained strong relationships with clients through regular follow-ups and excellent customer service.

Education

High School Diploma -

Bellaire High School
Bellaire, TX
06-1990

Skills

  • Insurance sales
  • Lead prospecting
  • Client needs analysis
  • Lead Generation
  • Product Knowledge
  • Customer Retention
  • Presentation Skills
  • Customer Service

Certification

  • General Lines Agent

Life, Health and HMO in Texas and Louisianna

Timeline

Health Insurance Sales Agent

Elevance
12.2006 - 10.2024
  • General Lines Agent

Life, Health and HMO in Texas and Louisianna

High School Diploma -

Bellaire High School
Susan Valles