Summary
Overview
Work History
Education
Skills
Additional Information
Languages
Timeline
Generic

Whitney Davies

Orem,UT

Summary

Senior Insurance Agent with a strong record at Clearlink and other insurance companies, specializing in client retention and satisfaction. Expertise in guiding clients through complex insurance options, resulting in high levels of repeat business and referrals. Proficient in Medicare consulting and skilled in utilizing various computer systems to improve customer experience.

Overview

11
11
years of professional experience

Work History

Senior Insurance Agent

Clearlink
Draper, Utah
02.2024 - 08.2025
  • Managed client relationships to ensure satisfaction and retention.
  • Ensured all activities were conducted in accordance with applicable laws and regulations governing the industry.
  • Responded to customer inquiries and problems to promote great service.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Achieved repeat business and referrals through personalized services.
  • Guided clients through insurance options by clearly explaining policy details and plan benefits.

Insurance Agent

TTEC
Austin, Texas
08.2023 - 12.2024
  • Educated customers on insurance products and services.
  • Assisted clients with policy selection and coverage options.
  • Conducted client follow-ups to ensure satisfaction and retention.
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Provided customers with information regarding plan features, pricing, and availability.

Senior Benefits Consultant

GoHealth
Lindon, USA
08.2018 - 06.2023
  • Represented GoHealth in selling MA, MAPD, PDP, and Supplement plans to Medicare-eligible customers.
  • Analyzed client data to recommend tailored benefit solutions.
  • Sold Medicare Advantage plans during five consecutive years and AEP seasons across multiple states.
  • Collaborated with diverse carriers including Humana, Anthem, United Healthcare, WellCare, Aetna, and Cigna.
  • Utilized various tools, including CMS, for accessing client information efficiently.
  • Worked collaboratively within a motivated team to achieve sales objectives.

Customer Service Representative

Sykes Enterprises/Frontier Communications
Provo, USA
11.2014 - 08.2018
  • Developed empathetic client relationship while resolving product and platform issues.
  • Supported: Intuit QuickBooks Desktop and Online.
  • Dedicated customer service representative. Motivated to maintain customer satisfaction, fulfill customer requests, and contribute to company success. Articulate during phone conversations. Self-directed to find solutions to customer inquiries.

Education

Bachelor of Science -

Brigham Young University
12.2009

Skills

  • Integrity
  • Empathy
  • Collaboration
  • Active listening and communication
  • Creative problem-solving
  • Direction implementation
  • Time management
  • Customer needs assessment
  • Customer satisfaction facilitation
  • Customer education
  • Medicare consulting
  • Multiple state licenses
  • Carrier appointments with Humana, Anthem, United Health Care, Aetna, Kaiser, Wellcare and Cigna
  • CMS usage
  • Multiple computer system navigation

Additional Information

Careful and active listener, Proactively translate customer needs and desires to ideal insurance plans, Desire to help customers and resolve their needs, People person, Multi-tasking, Integrity with customer information, Creative problem-solving, Customer needs assessment, Follow through on assignments, Good time management, Willing to take and effectuate coaching, Team player, Organized and detail oriented

Languages

Spanish, Intermediate

Timeline

Senior Insurance Agent

Clearlink
02.2024 - 08.2025

Insurance Agent

TTEC
08.2023 - 12.2024

Senior Benefits Consultant

GoHealth
08.2018 - 06.2023

Customer Service Representative

Sykes Enterprises/Frontier Communications
11.2014 - 08.2018

Bachelor of Science -

Brigham Young University

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Whitney Davies