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Skills

  • Emerging coverage
  • Supervision
  • System equipment
  • Business Planning
  • Client relationship management
  • Business operations
  • Driven
  • Problem resolution
  • Customer service excellence
  • Policy development

Work Experiences

  • Used Power BI to post medical charges, payments, and adjustments.
  • Customer satisfaction was impacted by policy changes and company conditions, which I reported.
  • Was a role model for excellent customer service and diagnostic sales techniques.
  • Contributed ideas and provided constructive feedback at weekly sales and training meetings.
  • Tailored health insurance plans to 12 specific clients, resulting in a 6% increase in sales.
  • Met with potential customers and business owners in homes, businesses, and other settings.
  • Collaborated closely with external partners and members of the community to develop a steady stream of client referrals.
  • Answered 16 inbound calls from current and prospective policyholders per two years to answer questions and discuss insurance options.
  • Achieved Excellence Award for driving over $6 in new policy sales.
  • Reduced error rates by 9% by detecting and correcting coding errors.

Summaries

  • Customer-focused Sales Representative with 8 years of experience solving problems for clients.
  • Motivated Licensed Health Insurance Agent with experience managing large-scale projects, including budgeting and administration.
  • Looking for a job that will provide me with new challenges as well as opportunities for career growth and advancement.
  • Knowledgable in a variety of design and testing methodologies.
  • Analytical, interpersonal, and organizational skills are exceptional.
  • Dedicated Licensed Health Insurance Agent and customer service specialist looking for work with a growing insurance agency.
  • Persuasive Insurance Broker with over 4 years of experience in business sales and life and health insurance.
  • Program Insurance Agent with superior budget management and quality assurance abilities.
  • Strengths in workflow optimization and process improvement backed up by Insurance training.
  • Commended for exceeding agency objectives while maintaining a client satisfaction rate of 17%.

Accomplishments

  • Advised
  • Achieved year-over-year sales goals by reaching 77% of quota through effective cross-selling and upselling of health insurance plans.
  • Qualified for 14 quarterly sales bonuses by exceeding sales target by 11%.
  • Assisted clients with navigating complex insurance products, increasing understanding and reducing policy cancellations by 55% within three years.
  • Protective Services: Applied safety procedures and policies as outlined in Department Safety Manual.
  • Reduced
  • Proposed
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Represented
  • Researched

Affiliations

  • Certified Long-Term Care (CLTC) Designation Holder
  • American Marketing Association
  • Society of Financial Service Professionals (FSP)
  • Society of Human Resource Management
  • ACP AdvisorNet (Health and Insurance Sector)
  • American Society of Safety Professionals
  • Freemason
  • Professional Insurance Agents (PIA) of America
  • International Association of Insurance Professionals (IAIP)
  • Council for Affordable Health Insurance (CAHI)

Certifications

  • Chartered Life Underwriter (CLU)
  • Certified Medical Insurance Specialist (CMIS)
  • Certified Self-Funding Specialist (CSFS)
  • Life and Health Insurance License (State-Specific)
  • ServSafe
  • Microsoft Certified Systems Engineer (MCSE)
  • Metric license
  • Medicare Supplement Insurance Certification (Medigap)
  • National Producer Number (NPN) from program
  • Chartered Property Casualty Underwriter (CPCU)

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