Valarres Bristol
Plymouth
Summary
Reliable and professional job seeker with strong organizational and interpersonal relation skills eager to secure a customer service position. Ready to help and become a team player.
Overview
27
27
years of professional experience
Work History
Medicare Broker
Insurance Advisors Direct
01.2024 - Current
- Develop strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
- Provide exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
- Adapt quickly to changing market conditions, adjusting client strategies accordingly while maintaining open lines of communication throughout periods of uncertainty.
- Maintain a reputation for integrity and ethical conduct within the brokerage community, leading to increased trust from clients and colleagues alike.
- Conduct public educational and sales meetings on Medicare plans and product information.
Administrative Board Member
Palaestra, Inc.
09.2005 - Current
- Foster collaboration among board members, promoting open communication and shared decision making.
- Collaborate and create rules and regulations for the homeschool community promoting safety and integrity.
- Assist with student enrollment and class selections.
- Collect and process payments for registered classes and material fees.
- Coordinate and schedule local vendors for marketing/sales.
- Enhance board effectiveness by implementing innovative strategies and best practices.
Teacher
Palaestra Inc.
09.1997 - Current
- Maintain grades and attendance records
- Developed strong relationships with students, parents, and colleagues by maintaining open lines of communication and fostering a supportive learning environment.
- Work with parents to address cognitive issues
- Managed classroom behavior effectively by establishing clear expectations, modeling appropriate conduct, and consistently enforcing established rules and consequences.
- Enforce regulations concerning student conduct and discipline.
- Enhanced classroom engagement through the use of interactive teaching methods, such as group projects and hands-on activities.
Medicare Sales Agent
United Health Care
04.2022 - 01.2025
- Utilized CRM tools to track client interactions, follow-ups, and progress toward enrollment goals efficiently.
- Streamlined the enrollment process with efficient documentation and data entry, reducing processing time.
- Helped eligible low-income seniors access financial assistance programs that reduce out-of-pocket healthcare expenses associated with Medicare plans.
- Developed a deep understanding of various Medicare plans and regulations to provide expert advice to clients in need of guidance.
- Enhanced customer retention rates by proactively addressing any issues or concerns regarding their Medicare plans.
Property and Casualty Insurance Agent
AllState
04.2019 - 04.2021
- Streamlined administrative processes within the agency by implementing technology solutions that improved efficiency and reduced paperwork burden.
- Improved customer satisfaction by providing exceptional service and addressing policyholder concerns in a timely manner.
- Contributed to team success by sharing best practices and collaborating on strategies to achieve shared goals.
- Assisted clients in navigating the claims process, guiding them through each step and addressing their concerns along the way.
- Continually expanded knowledge of industry trends and regulatory changes to provide accurate information to clients.
- Increased new business acquisition by actively prospecting for potential clients through phone calls, emails, and networking events.
Independent Insurance Agent
Lincoln Heritage Insurance Company
07.2015 - 04.2019
- Contacted perspective leads/ referrals.
- Scheduled in-home appointments and conducted product presentations.
- Enhanced client satisfaction by providing personalized insurance solutions and excellent customer service.
- Rescheduled and follow up with no-shows.
- Maintained and secured client files for auditing.
- Developed and maintained professional relationships with other industry professionals, such as financial advisors and real estate agents, to provide a well-rounded approach to client service.
- Organized regular client outreach initiatives such as seminars and workshops to educate potential customers on insurance products and services offered.
- Conducted annual reviews of existing policies with clients, identifying opportunities for adjustments or additional coverage based on changing circumstances.
Independent Insurance Agent/Broker
Health Markets Insurance Agency
07.2014 - 06.2015
- Contacted perspective leads within a timely period.
- Provided consultation for a personalized insurance plan.
- Introduced additional insurance products respective to needs.
- Assisted clients with application process and submission.
- Managed client files for required years.
- Marketed and advertised insurance products through various mediums.
- Conducted annual reviews of existing policies with clients, identifying opportunities for adjustments or additional coverage based on changing circumstances.
Education
Life Health Accident Insurance License -
Cohn Training Incorporated
Allen, TX06.2014
Associate of Applied Science/ Associate of Art -
Henry Ford Community College
Dearborn, MI05.2012
Skills
- Strong People Skills
- Strong Interpersonal Communication
- Proficient in Systematic Organization
- Proficient in High-Pressure Environments
- Integrity and Reliability
- Goal-Oriented Independent Worker
Timeline
Medicare Broker
Insurance Advisors Direct
01.2024 - Current
Medicare Sales Agent
United Health Care
04.2022 - 01.2025
Property and Casualty Insurance Agent
AllState
04.2019 - 04.2021
Independent Insurance Agent
Lincoln Heritage Insurance Company
07.2015 - 04.2019
Independent Insurance Agent/Broker
Health Markets Insurance Agency
07.2014 - 06.2015
Administrative Board Member
Palaestra, Inc.
09.2005 - Current
Teacher
Palaestra Inc.
09.1997 - Current
Life Health Accident Insurance License -
Cohn Training Incorporated
Associate of Applied Science/ Associate of Art -
Henry Ford Community College
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