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
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.