Vickie Aleman
Port Saint Lucie,FL
Summary
I am new to the field of insurance. Although, I have learned some things in preparing quotes, sales, etc. I still have a lot to learn and am willing. I am licensed to sell Life, Health, and Annuities, but, would like to pursue Property and Casualty, as well.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Insurance Agent
Compass Health Insurance
03.2024 - Current
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Met with customers to provide information about available products and policies.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
Education
Certificate of Completion - PY2024 Individual Marketplace Training for New Agents and Brokers
Geozoning Inc., DBA Healthsherpa
05.2024
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Customer follow-up
- Life Insurance
- Policy writing
- Upselling
- Health insurance
Certification
Geozoning Inc., DBA Healthsherpa, PY2024 Individual Marketplace Training for New Agents and Brokers, 126457, 05/08/24, 5, 05/08/24, Cynthia Revas
Npn
20792099
Timeline
Insurance Agent
Compass Health Insurance
03.2024 - Current
Certificate of Completion - PY2024 Individual Marketplace Training for New Agents and Brokers
Geozoning Inc., DBA Healthsherpa
Similar Profiles
Lisa Alexander RajanLisa Alexander Rajan
Web Developer Intern at Compass Insurance BrokersWeb Developer Intern at Compass Insurance Brokers
Erick PerezErick Perez
Senior Assistant Broker at Gorst and Compass Insurance Co.Senior Assistant Broker at Gorst and Compass Insurance Co.
Julie SianoJulie Siano
Insurance Agent at Compass Pointe InsuranceInsurance Agent at Compass Pointe Insurance
Gerard CashenGerard Cashen
Owner/Agent at All Coasts Recovery IncOwner/Agent at All Coasts Recovery Inc
Robyn BloomfieldRobyn Bloomfield
Ultrasound Tech 3 at Boca Raton Regional HospitalUltrasound Tech 3 at Boca Raton Regional Hospital