William Warren
Fort Oglethorpe,GA
Summary
Driven sales agent and customer service professional with insurance agency experience. Decisive negotiator and salesperson that enjoys warming a potential client up and building a professional relationship. Results-driven Insurance Broker known for high productivity and efficient task completion. Specialize in risk assessment, policy customization, and client relationship management. Excel in negotiation, strategic planning, and market analysis. Utilize strong communication skills, adaptability, and problem-solving abilities to exceed client expectations and foster long-term partnerships.
Overview
23
23
years of professional experience
Work History
Insurance Broker
Self-employeed
Evans, GA
08.2015 - Current
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Called potential clients to set up appointments according to mutual availability.
- Evaluated accuracy and quality of data entered into agency management system.
- Sold Medicare and general health insurance policies to new and existing customers.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Met with prospective customers and business owners in homes, businesses and other settings.
- Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
Cost Authorization Specialist
HomeServe USA
Chattanooga, TN
08.2021 - 03.2022
- Scheduled appointments with applicants to gather information and explain benefits processes.
- Developed extensive fact-checking and research skills as result of continuously reviewing different programs and options.
- Communicated with people from various cultures and backgrounds on application process.
- Interviewed applicants and explained scope of different available benefits.
- Monitored client abilities and account information to determine appropriate credit approval decisions.
- Contacted clients about verifying account information and updated services, answered questions and resolved concerns to uphold exceptional customer service standards and promote brand loyalty.
- Worked with clients to define and implement terms for approved credit requests.
- Kept records of customers' charges and payments.
Union Carpenter
Carpenters Union
Augusta , GA
04.2014 - 07.2015
- Checked measurements and completed accurate cuts to prevent materials waste and maintain cost controls.
- Planned projects by identifying necessary equipment, tools, and required assistance.
- Followed established job site safety regulations and maintained safe and clean work area.
- Completed independent or team installations of building structures, including trim, flooring and cabinetry.
- Completed precise joining and high-quality finish work by properly anchoring and bracing structures.
- Planned and executed work with proper tools and materials to maximize productivity.
- Monitored tool and equipment condition and arranged repairs as needed.
- Safely operated electric cordless and hammer drills and cutting torches.
- Kept team members safe and job sites free of hazards by maintaining good organizational skills at all stages.
- Carefully read blueprints, sketches and technical drawings to inform comprehensive understanding of project scope and specifications.
- Built and hung custom doors and frames.
- Cut and installed insulation for residential and commercial buildings.
- Properly poured, set and cured concrete.
- Aligned and squared frames and forms for installation.
- Inspected job site location to evaluate for code violations and coordinated necessary maintenance or repairs.
- Set and built form systems and set embeds.
Carpenter & Repair
Self-employeed
Waynesboro, GA
12.2003 - 02.2014
- Checked measurements and completed accurate cuts to prevent materials waste and maintain cost controls.
- Followed established job site safety regulations and maintained safe and clean work area.
- Monitored tool and equipment condition and arranged repairs as needed.
- Planned and executed work with proper tools and materials to maximize productivity.
- Completed independent or team installations of building structures, including trim, flooring and cabinetry.
- Completed precise joining and high-quality finish work by properly anchoring and bracing structures.
- Planned projects by identifying necessary equipment, tools, and required assistance.
- Properly poured, set and cured concrete.
- Safely operated electric cordless and hammer drills and cutting torches.
- Kept team members safe and job sites free of hazards by maintaining good organizational skills at all stages.
- Aligned and squared frames and forms for installation.
Customer Service Representative
SITEL
Augusta, GA
04.2003 - 11.2003
- Answered constant flow of customer calls with minimal wait times.
- Fielded customer questions regarding available merchandise, sales, current prices and upcoming company changes.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Collected customer feedback and made process changes to exceed customer satisfaction goals.
- Provided information regarding charge accounts and loyalty programs.
- Recommended products to customers, thoroughly explaining details.
- Assisted customers with setting appointments, special order requests, and arranging merchandise pick-up.
- Answered customer telephone calls promptly to avoid on-hold wait times.
Assembly Worker
Goldberg's Furniture
Waynesboro, GA
07.2002 - 11.2002
- Completed durable assemblies and subassemblies with hand and power tools.
- Assembled furniture items to specification.
- Followed detailed assembly instructions, processes and procedures.
Education
Certification - Accounting, Certified Nursing Assistant, Welding
Augusta Technical College
Waynesboro GA05.2004
Skills
- Form Completion and Submission
- Verbal and Written Communication
- Marketing Strategy Development
- Service-Oriented
- Insurance Customization
- Client Interviews
- Premium Calculations
- Client Prospecting
- Policyholder Communication
- Insurance Policy Sales
- Persuasive Negotiation
- Financial Needs Assessment
- Policy Changes
- Customer Engagement
- HIPAA Compliance
- Direct Marketing
- Consultative Sales Approach
- Customer Complaint Resolution
- Group Presentations
- Insurance Practices
- Upselling and Cross-selling
- Health Insurance Sales
- Data Entry
- New Agent Training
- Customer Account Review
- Regulatory Requirements
- Requirements Reviews
- Client Consultations
- Customer Referrals
- Relationship Building
- Call Center Customer Service
- Medicare Compliance
Education
Waynesboro GA
Timeline
Cost Authorization Specialist
HomeServe USA
08.2021 - 03.2022
Insurance Broker
Self-employeed
08.2015 - Current
Union Carpenter
Carpenters Union
04.2014 - 07.2015
Carpenter & Repair
Self-employeed
12.2003 - 02.2014
Customer Service Representative
SITEL
04.2003 - 11.2003
Assembly Worker
Goldberg's Furniture
07.2002 - 11.2002
Certification - Accounting, Certified Nursing Assistant, Welding
Augusta Technical College
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