Summary
Overview
Work History
Education
Skills
Timeline
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Telor Miller

Charlotte,NC

Summary

With over 3 years of experience in the insurance industry, I have consistently surpassed performance goals and established myself as a top producer. I am skilled in identifying customer needs, providing tailored insurance solutions, and cultivating strong client relationships. Additionally, my background includes over 5 years of experience in a call center environment, where I honed my communication and problem-solving skills. I am adept at handling high call volumes, resolving customer issues efficiently, and exceeding customer satisfaction metrics. My proven track record of success in both the insurance industry and call center environment makes me a valuable asset to any team

Overview

5
5
years of professional experience

Work History

Medicare and Life Insurance Agent

Digital BGA
06.2023 - Current

Assisted customers in call center environment ,taking inbound calls 10-20 presentations per day.

Maintained up-to-date knowledge of industry regulations, trends, and products to best serve client needs.

Sold and managed life insurance products for retirement planning, mortgage security, and end-of-life expenses.
Qualified clients and scheduled meetings using targeted leads related to IUL'S.
- Leveraged in-depth understanding of various insurance providers and products to maintain high performance and successful outcomes.
- Established a strong customer base through positive feedback and referrals from satisfied clients.
- Offered solutions for healthcare needs to Medicare beneficiaries, including dental, vision, prescription drugs, and general well-being.
- Conducted client interviews to understand requirements, review existing coverage options, and propose suitable insurance plans tailored to individual needs.
- Developed a solid portfolio of clientele through effective utilization of both inbound and outbound leads, as well as consistent client follow-up practices.
- Managed multiple client relationship management systems and research tools concurrently, showcasing strong organizational and multitasking abilities.
- Achieved successful enrollment rates through comprehensive product knowledge, meticulous compliance procedures, and effective sales tactics.

Inbound/Outbound Insurance Sales Agent

NationCare
07.2021 - 08.2022
  • Handling warm transfers
  • Prospecting for new business by cold calling, lead databases and networking
  • Setting up appointments to pinpoint prospective client need's financial goal and resources
  • Prospecting for new business at Walmart Kiosk for ACA plans, Medicare and Dental insurance products
  • Sold 38 plus Medicare and dental policies to Clients
  • Cross-selling and upselling additional company products to existing clients.

Insurance Sales Agent

Core Senior Benefits
10.2021 - 05.2022


  • Traveled through the South Region to sale life insurance products to different clients
  • Customized insurance products to suit individuals need often covering a variety of risks
  • 100% Completion rate training for new products and services mandated by the company
  • Experience in quoting insurance rates.

Advanced Medical Support Assistant

Veteran Affairs
08.2019 - 05.2021
  • Succeeded daily goal of taking 100+ inbound calls per day
  • Works with a patient care team to effectively provide, manage and support VA Health care to patients
  • Medical support assistant assisting with NP and nurses with scheduling appointments and helping with medical concerns and issues
  • Updated and verified demographic information, scheduling appointments, data entry administratively managing consultation requests, the electronic waiting list, and notifying the patient of his/her scheduled appointment.

Education

Bachelor of Science - Healthcare Administration

Saint Leo University
Saint Leo, FL
01.2025

Skills

  • Qualified for every quarterly sales bonus since hire by exceeding sales targets both division and companywide
  • Achieved and maintained #1 all-around M sales agent position by ranking #3 in overall Life sales, #1 in call conversion, (245%)
  • Exhibited outstanding lead conservation and customer retention by ranking #5 in client follow up percentage (85%)
  • As an independent agent achieved Top 50 producer status within 6 months nationwide through actions such as writing 9050 AP in one week, and 40,000 AP in a month
  • Salesforce (Reporting, Forecasting, Budgeting, Scheduling)
  • MS Excel, VLookup, Pivot tables, If statements, Conditional Formatting
  • High retention rate near 90% due to consistently studying product knowledge and client management skills with vendors and clients

Timeline

Medicare and Life Insurance Agent

Digital BGA
06.2023 - Current

Insurance Sales Agent

Core Senior Benefits
10.2021 - 05.2022

Inbound/Outbound Insurance Sales Agent

NationCare
07.2021 - 08.2022

Advanced Medical Support Assistant

Veteran Affairs
08.2019 - 05.2021

Bachelor of Science - Healthcare Administration

Saint Leo University
Telor Miller