Dental Assistant Customer Service
Resume:
KIMBERLY
DAVIS
adwb14@r.postjobfree.com
Houma, LA 70363
Bold Profile
Talented Insurance Sales Agent with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great task prioritization skills. PROFESSIONAL SUMMARY
Kemper Life - Life Insurance Sales Agent
Thibodaux, LA • 02/2023 - Current
Kemper Life - Life Insurance Sales Manager
Thibodaux, LA • 03/2020 - 02/2023
WORK HISTORY
• Finalized sales and collected necessary deposits.
• Calculated premiums and established payment methods for sales.
• Analyzed risk factors to recommend appropriate coverage levels. Registered customer information on database to enable tracking history and maintain accurate records.
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Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
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Developed strong referral network in community to raise awareness and increase sales opportunities.
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Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
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• Monitored customer feedback and identified areas of improvement. Met with prospective clients to discuss insurance needs and provide solutions.
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Attended industry conferences to stay informed of latest products and trends.
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Evaluated competitors' products and services to gain competitive advantage.
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Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
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Increased sales volume and expanded product line to new retailers, warehouse clubs and natural food chains.
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Demonstrated products to show potential customers benefits and advantages and encourage purchases.
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Adhered to legal requirements and agency and industry regulations in selling and servicing Life insurance policies.
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Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
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• Accompanied new agents on sales calls and identified Life, Accident SKILLS
• Consultative Selling Techniques
• Contract Review and Analysis
• Premium Collection
• Team Training
• Policy Adjustment Knowledge
• Lead Prospecting
• Production Goals
• Proposal Preparation
• Bank Deposits
• Insurance Practices
• Underwriter Collaboration
• Customer Service and Assistance
• Form Completion and Submission
• Insurance Eligibility
• Insurance Recommendation
• Customer Referrals
Health Insurance Industry
Knowledge
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• Financial Needs Assessment
• Loss Analysis
• Policy Renewals
• Client Account Management
• Premium Calculations
• Risk Management
• Product Knowledge
• New Policy Quotations
• Persuasive Selling
• Agent Support
• Prospect Management
• Final Expense Insurance
• Life Insurance Sales
• Manage Renewals
• Team Goals
South Terrebonne High School
Bourg, LA • 05/1999
High School Diploma
EDUCATION South Louisiana Medical Associates - Clerk Houma, LA • 01/2000 - 03/2006
Dr David L Cook DDS - Dental Assistant
Chauvin, LA • 01/1999 - 01/2000
and Health insurance sales opportunities.
Maintained filing system and organized customer documents for easy retrieval of information.
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• Produced high-quality communications for internal and external use. Managed incoming correspondence to enhance employee performance and reduce time spent on processing and responding.
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Processed incoming and outgoing mail and packages according to established procedures.
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Utilized office management software to record and track customer information.
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• Edited and proofread documents for accuracy and completeness.
• Coordinated and scheduled meetings and appointments. Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
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Interacted with customers by phone, email, or in-person to provide information.
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Kept office supplies well organized and sufficiently stocked, placing orders promptly to replenish materials before depleted.
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Reviewed files, records and other documents to obtain information to respond to requests.
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• Prepared patient x-rays and images for dentist review. Scheduled appointments for new and existing customers, factoring in provider availability and scheduling loads.
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Made preliminary impressions for study casts and occlusal registrations for mounting study casts.
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Created dental impressions used for diagnostics, opposing models and study casts to make crowns, bridges, and other dental prosthetics.
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• Scheduled and confirmed patient appointments.
• Monitored patient comfort and safety during dental procedures. Recorded patients' health histories, documented current symptoms, and pulled up records from prior visits for dentists to view and evaluate.
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Educated patients by giving oral hygiene, plaque control, and postoperative instructions.
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Maintained dental supply inventory by checking stock to determine inventory levels and placing and expediting orders for supplies.
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Prepared and positioned patients for procedures, clipping dental napkins and placing patient safety devices.
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Scheduled appointments, prepared bills and received payment for dental services by completing insurance forms, verifying insurance information, and maintaining records.
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Educated patients on dental hygiene, pre-surgical instructions and post-surgical care.
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Cleaned and sanitized dental tools and equipment, straightened treatment rooms, and restocked supplies to prep for next patient and maintain health and safety practices.
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Successfully assisted dentist by performing four-handed dentistry and other chair-side duties.
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