Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
13
13
years of professional experience
Work History
Independent Insurance Agent
Contracts W/ UHC, Humana, Aetna, Anthem & Essence
St Louis, Missouri
01.2021 - Current
Developed and implemented promotional strategies to increase customer base.
Educated clients on insurance policies and procedures.
Met with customers to provide information about available products and policies.
Captive Medicare Agent
United Healthcare
Saint Louis, MO
06.2012 - 01.2021
Informed clients of policies and procedures.
Consistently met compliance requirements for the agency by promptly completing mandatory continuing education courses and staying current on industry regulations.
Developed referral program that significantly expanded client base.
Coordinated with cross-functional teams to ensure seamless service delivery.
Developed new business and managed new and existing clients.
Education
Psychology
Iowa State University
Ames, IA
Skills
Customer service
Licensed insurance agent
Quotes and sales
Leads prospecting
Marketing strategies
Health insurance
Lead development
Life Insurance
Territory expansion
Insurance sales strategy
Problem-solving
Multitasking
Call center customer service
Timeline
Independent Insurance Agent
Contracts W/ UHC, Humana, Aetna, Anthem & Essence
01.2021 - Current
Captive Medicare Agent
United Healthcare
06.2012 - 01.2021
Psychology
Iowa State University
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