Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Healthmarkets Insurance
Flagstaff, AZ
07.2024 - Current
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques
Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
Delivered outstanding first-contact resolution rates when assisting clients with inquiries about premiums or billing issues.
Developed sales leads from direct referrals, networking and targeted marketing campaigns.
Delivery Services Manager
ABC Supply Co.
Flagstaff, AZ
11.2023 - 07.2024
Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Maximized performance by monitoring daily activities and mentoring team members.
Managed and motivated employees to be productive and engaged in work.
Accomplished multiple tasks within established timeframes.
Maintained professional, organized, and safe environment for employees and patrons.
Senior Benefits Consultant
Balance Staffing for GoHealth
Flagstaff, AZ
09.2023 - 11.2023
Provided exceptional customer service during annual enrollment periods, assisting clients with plan changes or updates as needed.
Increased sales revenue by consistently meeting and exceeding monthly targets for new enrollments.
Enhanced customer satisfaction by addressing and resolving Medicare-related inquiries promptly and accurately.
Analyzed customer needs to provide customized insurance solutions.
Developed personalized sales strategies to match individual client needs with optimal Medicare plans, maximizing enrollment opportunities.
Participated in ongoing training programs to stay current on product offerings, industry regulations, and best practices in Medicare sales.
Assisted clients with the completion of enrollment forms, ensuring accuracy and compliance with regulatory requirements.
Licensed Insurance Agent
e-Telequote Insurance
Clearfield, UT
12.2022 - 06.2023
Utilized CRM software to manage client relationships.
Cross-sold insurance products to existing clients to reach sales targets.
Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
Analyzed customer needs to provide customized insurance solutions.
Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
Senior Benefits Consultant
GoHealth
Clearfield, UT
06.2021 - 10.2022
Enhanced customer satisfaction by addressing and resolving Medicare-related inquiries promptly and accurately.
Increased sales revenue by consistently meeting and exceeding monthly targets for new enrollments.
Provided exceptional customer service during annual enrollment periods, assisting clients with plan changes or updates as needed.
Consistently met compliance standards for Medicare sales activities, ensuring adherence to state and federal regulations.
Identified cross-selling opportunities within existing client base by reviewing plan usage data and identifying areas where additional coverage may be beneficial.
Analyzed customer needs to provide customized insurance solutions.
Health Insurance Agent
Connexion Point
Roy, UT
07.2019 - 01.2020
Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
Responded to customer inquiries regarding health insurance coverage and policies to assist with informed decision-making.
Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
Educated clients about health insurance coverage options, benefits and costs.
Developed tailored health insurance plans to meet individualized client needs.
Education
Skills
Customer Relationship Management (CRM)
Professional and Courteous
Sales Techniques
Interpersonal Relations
MS Office
Customer Service
Verbal and written communication
Scheduling and Coordinating
Needs Assessment
Certification
Licensed Insurance Producer- 10/2019- Current
Delivery Service Manage, ABC Supply Co., Inc. - 11/2023- Current