Summary
Overview
Work History
Education
Skills
Timeline
Generic

John Lundy

705 E. 15st Joplin

Summary

Dynamic Health Insurance Advisor with proven success at Nsure Now, leveraging strong analytical skills and CRM software expertise to enhance client understanding of insurance options. Achieved streamlined application processes, improving enrollment efficiency. Goal-oriented with a knack for upselling strategies, ensuring client satisfaction and retention through tailored solutions.

Overview

7
7
years of professional experience

Work History

Health Insurance Advisor

Nsure Now
09.2020 - 02.2025
  • Assisted clients in understanding health insurance options and coverage details.
  • Provided support in processing applications for health insurance enrollment.
  • Researched and compiled information on policy changes and updates.
  • Conducted preliminary assessments to identify client needs and preferences.
  • Maintained accurate records of client interactions and inquiries.

Junior Closer

Rightway Funding
04.2018 - 08.2020
  • Managed end-to-end closing processes to ensure timely and accurate contract execution.
  • Collaborated with sales teams to align closing strategies with client expectations and requirements.
  • Reviewed and analyzed contracts for accuracy, compliance, and risk mitigation prior to closure.
  • Streamlined documentation processes to enhance efficiency in contract management workflows.

Education

No Degree - Business Administration

Crowder College
Neosho, MO
09-2015

Skills

  • Goal oriented
  • CRM software experience
  • Strong analytical skills
  • Upselling strategies

Timeline

Health Insurance Advisor

Nsure Now
09.2020 - 02.2025

Junior Closer

Rightway Funding
04.2018 - 08.2020

No Degree - Business Administration

Crowder College

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John Lundy