Customer Service Insurance Agent
Resume:
SUMMARY
Skilled Licensed Healthcare Agent with years of implementing
strategies to grow insurance business
and build relationships with prospective clients. Demonstrated experience in marketing at strategic
levels to identify opportunities to boost sales. Excellent influencing skills to communicate with
credibility, tact and diplomacy.
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation,
liaising between parties and handling both routine and complex issues each day. Identifies and resolves
concerns while promoting new products and meeting sales objectives.
Results-driven Customer Service Specialist highly skilled in account management and sales techniques.
Bringing 10 years of experience in professional communication with customers and peers. Skilled communicator known for contributing to repeat business.
EXPERIENCE
Licensed Health Insurance Agent,
Everise;
Deerfield Beach, FL (Remotely)
Start Date- 03/2022 End Date- 03/2023
-Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
-Processed changes in insurance policies and periodically reassessed client needs.
-Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.
-Calculated premiums and established payment methods. CHELSI KANE
**********@*****.***
261 NE 41st St
Pompano Beach, FL
33064
-Created individualized proposals for clients to include coverage options, premiums and enrollment guidelines. Licensed Health Insurance Agent,
Family First Insurance Advisors;
Deerfield Beach, FL
Start Date- 07/2020 End Date- 01/2021
-Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
-Processed changes in insurance policies and periodically reassessed client needs.
-Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.
-Calculated premiums and established payment methods.
-Created individualized proposals for clients to include coverage options, premiums and enrollment guidelines. Licensed Health Insurance Agent,
Access Health Group;
Boca Raton, FL
Start Date- 07/2019 End Date- 06/2020
-Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
-Processed changes in insurance policies and periodically reassessed client needs.
-Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.
-Calculated premiums and established payment methods.
-Created individualized proposals for clients to include coverage options, premiums and enrollment guideline Customer Service Manager/Licensed Health Insurance Agent, Highland Health Direct;
Boca Raton, FL
Start Date- 07/2015 End Date- 06/2019
I started at Highland Health Direct as a customer service representative for Health Insurance and became manager later on. Than a few years after that I became Licensed to sell Health Insurance.
-Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
-Established positive rapport with customers, managers and customer service team members to maintain positive and successful work environment.
-Maintained knowledge of company products and services to promptly resolve complaints and concerns.
-Assisted staff with resolving complex customer issues and implementing targeted solutions.
-Assisted customers in making payments on accounts and setting up payment plans.
-Upheld strict quality control policies and procedures during customer interactions.
-Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
-Processed changes in insurance policies and periodically reassessed client needs.
-Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.
-Calculated premiums and established payment methods. Customer Service Sales Associate/Front desk Manager, Massage Envy;
Pompano Beach, FL
Start Date-01/2014 End Date- 07/2015
-Sold various products by explaining unique features and educating customers on proper application.
-Built and maintained relationships with peers and upper management to drive team success.
-Answered incoming telephone calls to provide store, products and services information.
-Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
-Assisted teammates with sales-processing tasks to meet daily sales goals.
-Retained product, service and company policy knowledge to serve as resource for both coworkers and customers.
-Built trusting relationships with customers by making personal connections.
EDUCATION
Received my GED 2010
SKILLS
Insurance sales strategy
Cross-selling and upselling
Customer follow-up
Policy adjustment knowledge
Asset protection expertise
Email marketing
Lead development
Flexible
Customer service
REFERENCES
-John King, Supervisor/Management of Family First Insurance Advisors
-Chris Kane, Owner/Management of Access Health Group
(954) 937- 4633
-Adam Oerth, Owner/Management of Access Health Group
-Ian Mcauslin and Danial Strikowski,
Owner/Management of Highland Health Direct
Brenda Knight, Owner/Management of Massage Envy
CERTIFICATIONS
Licensed Health Insurance Agent - Since 2016/2017
Sales Rep, Management - Massage Envy - 2 years
Contact this candidate