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Skills

  • Vision and dental insurance
  • Food preparation
  • Dinner service planning
  • Team Leadership
  • Data analysis
  • Account management
  • EPIC
  • Business Planning
  • Sales techniques
  • Extremely organized

Work Experiences

  • Conducted an initial client assessment and analysis to begin the research process.
  • Was able to effectively respond to customer requests via phone and email, as well as answer questions and inquiries.
  • Approached potential clients using direct marketing strategies such as mailings and phone contracts, which resulted in a 13% increase in sales.
  • Created a new employee evaluation process that resulted in significant performance improvements.
  • Looked at retention, loss ratio trends, and sales volume to see where I could improve.
  • Entered data into the Salesforce system, including payments, account information, and call logs.
  • Achieved a 62% reduction in cancellation rates.
  • Achieved 18 enrollments.
  • Used a rate book, Salesforce, and a calculator to quote and calculate premium rates for policies.
  • Copied, logged, and scanned supporting documents before filing everything in the client's files.

Summaries

  • Professional with 12 years of progressive experience in the field who is highly organized and detail-oriented.
  • Acquired 18 new clients.
  • System Insurance Agent with superior cross-functional collaboration and performance reporting abilities.
  • Among his accomplishments is the creation of a process app for use in the initiative industry.
  • Dedicated to learning, growing, and succeeding in Insurance.
  • Motivated Health Insurance Sales Agent with experience managing large-scale projects, including budgeting and administration.
  • Recognized on a regular basis for outstanding performance and contributions to the Insurance industry's success.
  • Highly effective at juggling multiple responsibilities while maintaining a pleasant demeanor.
  • Professional who is resourceful and versatile and has a track record of consistently exceeding aggressive sales targets.
  • Knowledgable in a variety of design and testing methodologies.

Accomplishments

  • Monitored
  • Prepared
  • Developed and executed a digital marketing strategy that increased lead generation by 55% through targeted social media and email campaigns in healthcare segments.
  • Managed
  • Identified
  • Resolved product issue through consumer testing.
  • Achieved Employee of the Year for outstanding customer service in assisting clients with ACA enrollment and Medicaid applications over the course of 2023.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Researched
  • Developed referral programs that led to a 68% increase in new customer acquisitions from existing client recommendations.

Affiliations

  • Certified Long Term Care (CLTC)
  • American Association for Medicare Supplement Insurance (AAMSI)
  • Health Insurance Association of America (HIAA)
  • Association of Health Insurance Advisors (AHIA)
  • International Association of Administrative Professionals
  • Toastmasters
  • Freemason
  • Association of Information Technology Professionals
  • Society of Financial Service Professionals (FSP)
  • International Association of Health Plans

Certifications

  • Certified Protection Officer (CPO)
  • Certified Public Accountant
  • Accident and Health Insurance Agent License – Ohio
  • Health Insurance Producer License – Oregon
  • First Aid/CPR Certified
  • Cisco Certified Internetwork Expert (CCIE)
  • Health Insurance Underwriter Certification – system
  • Senior Health Insurance Plans Certification – Lakeside Partners
  • Certified Public Accountant (CPA)
  • Certified Managed Healthcare Professional (CMHP) – system

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