Customer Service Insurance Agent

HAYLEE LONIS

Springtown, TX – DFW area 361-***-**** ad3r34@r.postjobfree.com

PROFESSIONAL COMPETENCIES

Customer Service Sales Inventory & Supplies Data Reporting & Management Insurance Sales Marketing Calls Lead Generation Office Administration Document Organization Time Management

EDUCATION & LICENSES

Licensed General Lines Insurance Agent (Life, Accident, Health, & HMO), Texas Department of Insurance Oct 2023

Associate’s Degree in Business Administration – Blinn College, Bryan, TX Aug 2020 – May 2023

Applicable Coursework – General Psychology, Financial Accounting, Macro Economics, Business Calculus, Business Management.

High School Diploma – Industrial High School, Vanderbilt, TX May 2020

SOFTWARE SKILLS

Vanilla Soft, Google Suite, MS Applications (Outlook, Excel, PowerPoint, Word, Teams), and Linked In.

PROFESSIONAL WORK EXPERIENCE

USHA Health Advisor/Licensed Health Insurance Agent, United Healthcare College Station, TX

Oct 2023 – Present

Maintains up to date knowledge on various health insurance packages for consumers to ensure each customer receives the best option to fit their individual needs.

Cold calls at least 300 individuals and 50 businesses each day & successfully increases conversation rates between leads to make sales.

Monitors, reviews, updates, and generates reports for leads via Vanilla Soft & MS Excel.

Server, Chubby’s Public House Bryan, TX

Feb 2023 – Oct 2023

Successfully served at least 150 customers per shift, collected payments, & ensured each guest had a great experience. Collaborated with various team members to complete tasks & provided assistance as needed.

Bartender, Icon Nightclub/The Spot Bar & Grill College Station, TX

Aug 2021 – Feb 2023

Successfully served at least 20 tables per shift, collected payments, & ensured each guest had a great experience with an intent to return. Proficient in upselling items to maximize sales & profits.

Skilled in mixing, garnishing, & serving drinks in accordance with company policies & recipes.

Monitored & updated inventory/drink pricing reports. Kept the bar stocked, organized, & sterilized at all times.

Sales Representative, The Nutrition Locker Bryan, TX

Jan 2021 – Aug 2021

Opened/closed store, completed cash/credit register reconciliations, maintained inventory reports & supplies, assisted other employees in training/onboarding, & provided excellent customer service to guests.

PERSONAL SKILLS

Customer service, positive energy, optimistic outlook, & workplace motivation.

Time management, project efficiencies, detailed documentation, & perseverance.

PROFESSIONAL REFERENCES

Michelle O’Neil – Owner, Chubby’s Public House: (541) 961 – 1001.

Chris Walls – Restaurant Manager, Icon Nightclub/The Spot Bar & Grill: (830) 660 – 8915.

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