Tara L Spurlock

*** ********** **

Prairie Du Sac, Wisconsin 53578

608-***-****

ad2fzl@r.postjobfree.com

PROFESSIONAL SUMMARY

Account Executive

Sales agent for health insurance

Customer care advocate

Benefits Analyst

Customer service specialist

SKILLS

Life and Health Insurance sales specialized in medicare supplement and replacement plan.

over 10 years experience in call center setting

over 10 years experience advocating for customer

WORK EXPERIENCE

3/2016

to

12/2023

Quartz

Sauk City, Wisconsin

Account Executive

• Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.

• Calculate premiums and establish payment method.

• Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.

• Confer with clients to obtain and provide information when claims are made on a policy.

• Customize insurance programs to suit individual customers, often covering a variety of risks.

• Develop marketing strategies to compete with other individuals or companies who sell insurance.

• Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

• Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.

• Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.

• Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.

• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

• Select company that offers type of coverage requested by client to underwrite policy.

• Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.

CERTIFICATIONS, LICENSES, AWARDS

Health and Life insurance license

held in MN WI IL and IA

Contact this candidate