Tracy Johnson

• Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
• Used Salesforce and Sales Connect to maintain new and existing accounts.
• Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
• Met with customers via telephone to provide information about available products and policies.
• Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.

• Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
• Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
• Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
• Met with customers to provide information about available products and policies.
• Identified and solicited sales prospects in agency databases.

Unable to Work

• Oversaw daily monitoring and patrolled buildings, grounds and work sites.
• Protected facility and property guests by regularly circulating premises and monitoring surveillance feeds.
• Checked and verified photo identification prior to granting facility access.
• Reported suspicious activities and persons to law enforcement.
• Acted quickly during emergency situations to reduce opportunity for damage and injury.
• Greeted guests professionally and courteously to cultivate welcoming atmosphere while making safety top priority.
• Monitored and authorized entrance and departure of vehicles, cargo trucks and visitors.
• Wrote detailed reports on property damage, theft, presence of unauthorized persons and unusual incidences.
• Reviewed camera and system feeds and alerted proper respondents regarding discrepancies.

• Monitored, tracked and conveyed important patient information to healthcare staff to help optimize treatment planning and care delivery.
• Engaged patients in meaningful conversation, socialization and activity while providing personal care assistance.
• Assisted clients with daily living needs to maintain self-esteem and general wellness.
• Built strong relationships with clients to deliver emotional support and companionship.
• Assisted with dressing guidance, grooming, meal preparation and medication reminders.
• Recognized and reported abnormalities or changes in patients' health status to case manager.
• Turned and positioned bedbound patients to prevent bedsores and maintain comfort levels.

• Provided coverage option information to assist clients in protecting assets.
• Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
• Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
• Calculated quotes and educated potential clients on insurance options.
• Developed sales leads from direct referrals, networking and targeted marketing campaigns.
• Attended continuing education courses and workshops to gain additional insurance industry knowledge.
• Obtained underwriting approval by completing application for coverage.
• Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
• Tracked progress of all outstanding insurance claims.
• Promoted products and services using upselling and other sales strategies.
• Upsold additional products and services after identifying customer needs and requirements.

• Assisted patients with self-administered medications.
• Supported clients with mental support and physical activities to accomplish quality of life and sustain needs.
• Planned healthy meals, purchased ingredients and cooked meals to provide adequate nutrition for client wellbeing.
• Shopped for groceries regularly in order to keep house stocked with necessities.
• Provided transportation to doctor's appointments, grocery stores, salons and barbershops.
• Provided safe mobility support to help patients move around personal and public spaces.
• Engaged patients in meaningful conversation, socialization and activity while providing personal care assistance.
• Assisted clients with daily living needs to maintain self-esteem and general wellness.
• Built strong relationships with clients to deliver emotional support and companionship.
• Assisted with dressing guidance, grooming, meal preparation and medication reminders.
• Transported individuals to events and activities, medical appointments and shopping trips.