ZAVION MCCOVY
Tempe,US
Summary
Results-driven Insurance Broker with more than 3 years of business sales with life and health insurance expertise. Client-focused intermediary with creative insurance solutions to diverse individual concerns. Meticulous client risk and financial assessor with detailed understanding of corporate and individual risk management.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Insurance Broker/Sales and Marketing Assistant
CSG Insurance Pros
11.2023 - Current
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Calculated quotes and educated potential clients on insurance options.
- Adhered to health and prescription insurance products, delivery systems, and claims systems.
- Called potential clients to set up appointments according to mutual availability.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
Insurance Broker
Equity Financial Professionals
01.2023 - 09.2023
- 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.
Insurance Broker
Heartland Retirement Group
02.2021 - 01.2023
- 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.
- Adhered to health and prescription insurance products, delivery systems, and claims systems.
- Met with [Number] existing and prospective clients each week to select appropriate insurance policies.
Job Coach (Special Needs Adults)
Complete Care Counseling
01.2019 - 01.2021
- Kept detailed records of individual histories, scores, and documents.
- Counseled clients one-on-one regarding current situation, desires, aptitudes, education, and employment history.
- Assisted clients in building successful job search strategies.
Education
High School Diploma -
Cherokee Trail High School
Master of Science - Business Management
Grand Canyon University
Phoenix, AZ05.2025
Skills
- Marketing
- Sales
- Management
- Innovation
- Communication
- Financial Planning
- Sales Presentations
- Claims Handling
- Risk Mitigation
- Customer service
- Risk management
- Policy coverage expert
Certification
- Health and Life Insurance License in AZ and CO
- Certified Associate in Project Management (CAPM)
- Crisis Prevention Intervention
- CPR Certified
Timeline
Insurance Broker/Sales and Marketing Assistant
CSG Insurance Pros
11.2023 - Current
Insurance Broker
Equity Financial Professionals
01.2023 - 09.2023
Insurance Broker
Heartland Retirement Group
02.2021 - 01.2023
Job Coach (Special Needs Adults)
Complete Care Counseling
01.2019 - 01.2021
High School Diploma -
Cherokee Trail High School
Master of Science - Business Management
Grand Canyon University
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