Results-driven insurance professional accomplished in obtaining new customers and maximizing company revenue. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Recognized strengths in sales consistency, problem-solving, goal-setting for increased production and critical-thinking. Highly organized and detail oriented with strong ability to provide tailored solutions. Current Life, Accident & Health Producer license for 6 U.S. States.
Assist qualified insurance shopper's by recommending the best coverage based on their needs and budget. Build trust and a connection with the prospect to execute a proper enrollment. Collect customer premiums on behalf of the insurers they represent. Maintain and update customer records accordingly.
Responsible for the support of sales, claims, and administrative needs of American Automobile Association(AAA) TPA programs. Respond to incoming call inquiries and written correspondence in a manner that will increase the AAA insurance program customer base and retain current certificate holders
Assist prospects from the company lead system with Affordable Care Act health insurance coverage information and enrollment. Provide incoming call prospects with appropriate health insurance product recommendations from top health insurance providers based upon individualized prospect's needs. Monitored changes in health insurance laws and regulations to verify continuous compliance.
CRM Software
Life & Health Insurance License for 6 states.
Life & Health Insurance License for 6 states.