Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tamara Braziel

Richton Park,IL

Summary

Insurance professional with extensive knowledge of products, customer needs, and sales strategies. Skilled in analyzing documentation, resolving concerns, and promoting new offerings. Committed to meeting sales objectives and delivering exceptional service.

Overview

18
18
years of professional experience

Work History

Insurance Agent

Humana
Chicago, IL
08.2022 - Current
  • Developed and implemented comprehensive insurance plans for clients according to their individual needs.
  • Provided customers with information regarding plan features, pricing, and availability.
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
  • Resolved customer complaints in a timely manner to maintain high satisfaction levels.
  • Developed relationships with new clients through cold calling and referrals from existing customers.
  • Scheduled meetings with prospective clients to discuss available products and services.
  • Responded quickly and accurately to inquiries from clients regarding their coverage plans.
  • Engaged customers and provided high level of service by carefully explaining details about documents.

Insurance Agent

Zing Health
Chicago, IL
04.2022 - 07.2022
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
  • Resolved customer complaints in a timely manner to maintain high satisfaction levels.
  • Participated in continuing education courses to stay current on industry trends and changes in regulations.
  • Explained complex technical terms related to insurance plans in simple language for easy understanding.
  • Gathered detailed information from customers prior to offering quotes or making recommendations.

Educate customers on Medicare options

BroadPath Insurance Solutions
09.2021 - 11.2021
  • Answered incoming calls from Medicare beneficiaries, providing them with information regarding their benefits.
  • Resolved customer complaints and concerns in a timely manner.
  • Followed up with customers via telephone or email to ensure that their needs were met.
  • Collaborated with various departments within the organization to resolve customer issues quickly and efficiently.

Worked AEP and OEP

Coverance Insurance Solutions
08.2020 - 03.2021
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Utilized various software and tools to streamline processes and optimize performance.
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Identified needs of customers promptly and efficiently.
  • Prioritized and organized tasks to efficiently accomplish service goals.

Generate quotes and plan options for individuals and families

Assurance - Independent Insurance Agent
04.2019 - 01.2020
  • Conducted research to identify competitive rates and benefits offered by other providers.
  • Provided customers with information regarding plan features, pricing, and availability.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Explained coverage options to potential policyholders, answering questions or concerns.

Worked open enrollment for Medicare clients

Randstad for AON - Benefits Advisor
08.2018 - 11.2018
  • Provided customer service support for employee inquiries related to benefits, including health insurance and retirement plans.
  • Analyzed employee data to ensure accuracy prior to open enrollment period.
  • Researched new plan options in order to provide employees with the best possible choices during the annual open enrollment period.

Responsible for meeting and exceeding sales quotas

Gerber Life Insurance - Sales Agent
10.2016 - 04.2018
  • Maintained accurate records of customer interactions and transactions.
  • Compiled reports on sales activity, progress towards goals, and other metrics.
  • Utilized CRM software tools to track leads, manage accounts, and document conversations.
  • Educated customers about products and services offered by the company.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.

Generated quotes and plan options for clients

GoHealth Insurance - Benefits Advisor
09.2013 - 02.2015
  • Assisted clients in selecting appropriate coverage options for their needs.
  • Developed a customer service strategy to ensure the highest level of satisfaction.
  • Maintained accurate records of client information in CRM software system.
  • Maintained compliance with all regulatory requirements and ethical standards in the insurance industry.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.

Uniform Direct sales: Customer base comprised of Hospitality and Healthcare accounts

Cintas - Inside Sales Representative
04.2006 - 11.2010
  • Developed and implemented strategies for customer service excellence.
  • Created, managed and monitored budgets to ensure financial responsibility.
  • Maintained up-to-date knowledge of industry trends related to hospitality services.
  • Monitored guest complaints, taking corrective action when necessary.
  • Collaborated with marketing teams on promotional campaigns aimed at increasing business opportunities.
  • Addressed customer inquiries promptly while providing exceptional service standards.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.

Education

Bachelor's - Business Management

Roosevelt University

Skills

  • Entrepreneurial spirit
  • Client focus
  • Risk taking
  • Sales performance management
  • Account penetration and management
  • Territory turnaround
  • Teamwork
  • Collaboration
  • Relationship management
  • Presentation development and delivery
  • Sales planning
  • Coaching/developing people
  • Account Management
  • CRM Software
  • Leads Prospecting
  • Marketing Strategies
  • Client Account Management
  • Policy Knowledge
  • Insurance sales strategy
  • Email Marketing
  • Upselling

Timeline

Insurance Agent

Humana
08.2022 - Current

Insurance Agent

Zing Health
04.2022 - 07.2022

Educate customers on Medicare options

BroadPath Insurance Solutions
09.2021 - 11.2021

Worked AEP and OEP

Coverance Insurance Solutions
08.2020 - 03.2021

Generate quotes and plan options for individuals and families

Assurance - Independent Insurance Agent
04.2019 - 01.2020

Worked open enrollment for Medicare clients

Randstad for AON - Benefits Advisor
08.2018 - 11.2018

Responsible for meeting and exceeding sales quotas

Gerber Life Insurance - Sales Agent
10.2016 - 04.2018

Generated quotes and plan options for clients

GoHealth Insurance - Benefits Advisor
09.2013 - 02.2015

Uniform Direct sales: Customer base comprised of Hospitality and Healthcare accounts

Cintas - Inside Sales Representative
04.2006 - 11.2010

Bachelor's - Business Management

Roosevelt University
Tamara Braziel