Overview
Work History
Education
Skills
Timeline
Generic

Theresa Victoria Ingram

Augusta,GA

Overview

13
13
years of professional experience

Work History

Medicare Enrollment Specialist

TranzAct
Fort Lee (remote), NJ
05.2024 - Current
  • Responded to customer inquiries related to their enrollment status or other issues.
  • Explained eligibility details and affordability options to patients with kindness and respect.
  • Participated in training sessions designed to increase understanding of new policies or procedures related to enrollment processes.
  • Researched customer inquiries regarding eligibility for Medicare programs.
  • Maintained current knowledge of all applicable laws governing the Medicare program.

Life Coach

Minister Theresa Victoria Minitries
Augusta ( Remote), GA
10.2017 - Current
  • Met with clients to understand individual needs and develop personalized counseling plans.
  • Followed appropriate methodology to deliver optimum counseling meeting individual needs.
  • Utilized a variety of techniques such as cognitive-behavioral therapy, mindfulness, and positive psychology to assist clients in achieving their objectives.
  • Utilized tests and activities to determine unique client skills and passions.

Life Insurance Advisor

Assurance IQ
06.2023 - 01.2024
  • Sold life insurance policies via telephone and assisted other agents with underwriting.
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
  • Developed marketing strategies to compete with other individuals or companies selling insurance.

Life Insurance Advisor

Insurance Supermarket
Miami (remote), FL
10.2022 - 02.2023
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
  • Sold life insurance policies via telephone.
  • Calculated premiums and established payment methods.
  • Upsold products to policyholders and potential new clients.
  • Exceeded company sales goals for new policies.

Senior Sales Life Insurance Representative

Primerica
05.2012 - 10.2022
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
  • Communicated with clients to understand needs and identify best policies for each case.
  • Sold life insurance policies via telephone and assisted other agents with underwriting.
  • Exceeded company sales goals for new policies.
  • Contacted prospective customers to present information and explain available services.
  • Provided leadership and training for new agents regarding industry best practices and company policies.

Education

Life Sciences

Life Coach Insitute
03.2016

Some College (No Degree) - Teacher Aide

Penn Foster Career School
Scranton, PA

Some College (No Degree) - Women's Ministry

Open Ministry

Skills

  • Customer service
  • Sales strategies
  • CRM software
  • Medicare knowledge
  • Eligibility assessment
  • Problem solving

Timeline

Medicare Enrollment Specialist

TranzAct
05.2024 - Current

Life Insurance Advisor

Assurance IQ
06.2023 - 01.2024

Life Insurance Advisor

Insurance Supermarket
10.2022 - 02.2023

Life Coach

Minister Theresa Victoria Minitries
10.2017 - Current

Senior Sales Life Insurance Representative

Primerica
05.2012 - 10.2022

Life Sciences

Life Coach Insitute

Some College (No Degree) - Teacher Aide

Penn Foster Career School

Some College (No Degree) - Women's Ministry

Open Ministry

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Theresa Victoria Ingram