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Customer Service Insurance Agent

Location:
Carrollton, TX
Salary:
75k
Posted:
February 06, 2024

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Resume:

George Beaman III

(Local to Dallas, TX and immediately available)

Education:

·Brazoswood High

·School Lake Jackson, Texas 1984 – 1988

·University of Texas Austin, Texas 1988 – 1990

·Licensed Life and Health Agent in all 50 states and AHIP certified

State licensed Independent Life and Health Insurance Agent. July 2016 – Current

·Providing Life/Health/Medicare education, conducting needs analysis, and selling/enrolling clients into appropriate protection plans.

Cigna /Collabera- Sales Supervisor ( contract) July-2019-Jan 2020 and rehired perm with Cigna Supplemental Benefits(perm) Aug 2021 thru April 2022

Engage in development, team building and mentoring of department personnel with a strong focus on customer service excellence. Recruit, trains and manage external producers in multiple territories/states

Identify, recommend and implement third party enrollment platforms for Medicare and individual products.

Manage Customer Relationship Management (CRM) tools used to track leads, events and reporting.

Provide management reports that detail the direct sales team contacts and close ratios and the remote agents contact effectiveness on Medicare Advantage and Individual product lines.

Ensure market adherence to Medicare guidelines and compliance regulations

·Consistent top sales performer and Team leader across all products( MAPD,PDP,Medicare supplements, ancillary )

·Consistantly bonus each month by meeting or exceeding indidual and team sales targets

Aon/Collabera (contract) Benefits Specialist Oct 2018 – Dec 2018

·Selling appropriate Medicare health and drug plans in an inbound/outbound call center environment

·Completing needs assessment and asking probing questions to correctly qualify participants' needs

·Actively listening to participants to understand both verbal and non-verbal queues

·Researching options/carriers to fit the clients’ needs

·Demonstrating sustained confidence and resilience during challenging interactions

·Fully and accurately documenting all conversations, emails and actions taken on each interaction

·Working with team to innovate and streamline processes to ensure an elevated experience for our clients

ADT- Residential and Commercial -Sales Manager Nov 2015 – Jul 2016

·Responsible for creating and maintaining networking relationships with new homeowners and real estate agents to generate client flow

·Top salesperson and team builder in Houston and surrounding areas.

Conn’s Home plus-Sales Representative Nov 2013-Nov 2015

·Complete customer resolution advocate

·Eight times the Top 10 salesman in Houston Area Conn’s

·Awarded number 1 Sales Representative in the market area – August 2014

·Consistently maintain total monthly sales from $70K - $120K.

Commercial/Residential Mortgage Professional Aug 2010 – Oct 2013

·Prospect new clients with builders, realtors, referrals and leads.

·Responsible for gathering all confidential documentation from client.

·Coordinate with Title Company, Appraisal/Survey, and Real Estate offices for timely results.

·Responsible for management of clients confidential documents:

D&B Solutions Contractor -Comcast Regional Project Manager Feb 2009 – Aug 2010

·Recruit, hire, train, and develop direct sales team of up 20+ sales reps

·Manage outside sales teams to focus on sales of Comcast products; video, high-speed internet, and phone services working out of Houston, San Antonio, Austin, Waco, Florida

·Effectively communicate and develop rapport with management, team, & customers.

·Consistently meet and exceed sales goals as established by local market.

Residential Mortgage Loan Professional-Account Executive Dec 2004 – Aug 2008

·Top branch producer and third in region.

·Mentored and motivated sales team of 10-15 people to meet daily/monthly sales goals.

·Prospected new clients from builders, realtors, and community resources.

·Educated customer according to their financial qualifications and loan objectives.

·Maintained good working relations with local & statewide Title, Appraisal & Real Estate offices.

Aarons Lease-to Own -Sales Manager Jan 203-Dec 2004

·Generated new accounts through canvassing local residents and businesses.

·Maintained sales log which consists of weekly referrals/leads, as well as merchandise service issues/resolutions.

·Merchandised sales floor according to company standards.

·Managed inventory transfers and incoming / outgoing deliveries.

Bally Total Fitness-General Manager Aug 2002-Jan 2003

·Distributed lead boxes to targeted locations, generating referrals.

·Continuously met & exceeded sales quota & continued to grow as a lead Program Director

·Promoted to Sales Manager

·Motivated sales team to achieve and exceed daily sales goals continuously.

·Promoted to General Manager

·Managed 2M P&L statement.

·Expanded operational and financial responsibilities included Personal Training Services, Child Care Services, Retail Marketing, and Facilities Department.

Beaman’s – Entrepreneur Jun 1990 - Aug 2002

Business Owner

·Lead multiple office supply & video stores, operational activity successfully over 10 years

·Manicured all client relations, ranging from individual clients to a broader participation as a member of the local Chamber of Commerce.

·Coordinated all advertisement and marketing strategies for all Beamans locations.

·Monitored rental and rent-to-own accounts; billing and collections.



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