THERESSA BURCH
Somerset,USA
Summary
Dedicated Health Insurance Advisor experienced in guiding clients through Open Enrollment and Special Enrollment periods. Achieved sales success by connecting clients with tailored coverage options that meet individual needs. Focused on delivering exceptional client service and enhancing customer retention through effective relationship management and issue resolution.
Overview
9
9
years of professional experience
Work History
Career Break - Family Caregiving
03.2020 - Current
- Dedicated six years to caring for my family and managing extensive household responsibilities.
- Now prepared to return to the workforce and build a long-term career focused on client service, insurance advising, and helping individuals make confident decisions about important coverage and financial protection needs.
Insurance Agent
AAA
St. Louis Park, MN
01.2019 - 03.2020
- Guided members and policyholders through insurance inquiries, account needs, coverage concerns, and claims processes to enhance customer understanding.
- Conducted account reviews to identify customer needs, fostering long-term relationships and improving member retention.
- Presented insurance proposals and clarified policy features, advantages, and limitations to facilitate informed customer decisions.
Insurance Specialist
Kim Nybo State Farm
Minneapolis, MN
09.2018 - 01.2019
- Delivered personalized customer service by identifying insurance needs and recommending tailored products and services.
- Consistently met and exceeded monthly sales quotas.
- Supported insurance agent and office manager in daily agency operations, ensuring smooth workflow and client satisfaction.
Health Insurance Advisor
Gravie Agency
Minneapolis, MN
08.2017 - 02.2018
- Guided customers in evaluating health, dental, and life insurance options tailored to individual needs and circumstances.
- Served as primary contact for escalated customer concerns, facilitating timely resolutions.
- Mentored new employees, enhancing their skills and integration into the team.
Education
Associate Degree - General Studies
Saint Paul College
Saint Paul, MN06-2019
Skills
- Client advising
- Insurance brokerage
- Enrollment assistance
- Claims assistance
- Needs analysis
- Account evaluations
- Customer training
- Client support
- Issue resolution
- Customer loyalty
Additional Qualifications
Previously licensed in Health Insurance and Property & Casualty Insurance. Licenses are not currently active.
Timeline
Career Break - Family Caregiving
03.2020 - Current
Insurance Agent
AAA
01.2019 - 03.2020
Insurance Specialist
Kim Nybo State Farm
09.2018 - 01.2019
Health Insurance Advisor
Gravie Agency
08.2017 - 02.2018
Associate Degree - General Studies
Saint Paul College