Insurance Specialist Customer Service

MB Mark Brandies

Ocala, FL ***** 1-352-***-**** ************@*****.***

PROFESSIONAL

SUMMARY

Driven 220 Insurance broker/agent with over 10 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.

SKILLS Client Prospecting

Claims Reporting Systems

Persuasive Negotiations

Policyholder Communication

Underwriter Selection

Underwriting and Adjustments

Marketing Strategy Development

Administrative Support

Operational Efficiency

WORK HISTORY 220 INSURANCE AGENT 05/2016 to CURRENT Auto Club Group Ocala, FL

Maintained high standards of customer service by building relationships with clients.

Responded to customer calls swiftly to resolve issues and answer questions.

Determined client needs and financial situations by listening and scheduling fact-finding appointments.

Approached potential clients by using direct marketing mailings and phone contacts.

Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.

Built relationships with clients using active listening and issue resolution to provide excellent service.

Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.

Conducted annual reviews of existing policies to update information. HEALTH INSURANCE SPECIALIST 09/2011 to 05/2016

Physicians United Plan Ocala, FL

Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities. Performed needs analysis to obtain information required to make appropriate health insurance product recommendations. Contacted insurance companies to discuss and resolve unpaid claims and incorrectly paid claims.

Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.

Met with customers to provide information about available products and policies.

Finalized sales and collected necessary deposits.

Scanned, received and sent faxes to insurance claims, co-pay assistance information and patient documentation.

OWNER/OPERATOR 09/1993 to 09/2009

ASAP Laundromat Belleview, FL

Managed day-to-day business operations.

Consulted with customers to assess needs and propose optimal solutions. Trained and motivated employees to perform daily business functions. Enhanced operational efficiency and productivity by managing budgets, accounts and costs.

EDUCATION No Degree Business Administration

Belhaven University, Jackson, MS

High School Diploma 06/1980

Forest High School, Ocala, FL

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