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Customer Service Insurance Agent

Brooklyn, NY
July 30, 2022

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Brooklyn, NY ***** Phone:845-***-****

Knowledge of customer service principles and processes Proficient in computer applications, office procedures; Microsoft Word, Excel, PowerPoint Strong ability to meet deadlines and collaborate successfully with all levels of management, and staff Able to comply with time and attendance policies.

Professional Experience

Just Like Heaven 12 Corporation CEO 2017- Present

Supplier for major retailers, Product development, Distributions, Marketing, Management, Business Development, Customer Relations, Accounting and Retention. 2007-2021

Life Insurance Agent

Sold life insurance policies to individuals on behalf of insurance companies. Interviewed 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. Called on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.

Developed clientele by networking to find new customers and generate lists of prospective clients Ensured that policy requirements were fulfilled, including any necessary medical examinations and the completion of appropriate forms.

Marketing Representation

Identified, developed, or evaluated marketing strategy, based on knowledge of establishment objectives, market characteristics, and cost and markup factors. Coordinated marketing activities or policies to promote products or services. Attended and participated in sales meetings training programs and special events. Complied with all CMS and Health First policies and procedures. Coordinated communication between patients, medical staff, administrative staff, or regulatory agencies. Interviewed patients or their representatives to identify problems relating to care. Maintained knowledge of community services and resources available to patients. Referred patients to appropriate health care services or resources. Investigated and directed patient inquiries or complaints to appropriate medical staff members and follow up to ensure satisfactory resource.

Education: Northwood University Bachelor’s degree International Business Management Life Accident &Health Insurance

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