Customer Service Insurance Broker

JIM CARTER

Moreno Valley, CA ***** 951-***-**** **********@*****.***

PROFESSIONAL SUMMARY

Results-driven professional provides customers with tailored solutions to meet their needs. Successfully establishes relationships with customers and delivers quality service.

An agile individual with excellent communication and customer service skills. Experienced insurance professional equipped to deliver outstanding results.

Skilled in risk assessment, policy management, and client relations, ensuring optimal coverage solutions. Strong team collaborator with a focus on adaptability and effective communication.

Results-oriented Insurance Broker with a persuasive communication style and strong closing abilities. Adept at capitalizing on sales opportunities and driving office growth. Eager to apply skills and experience to an exciting new role.

WORK HISTORY

EMPLOYEE ENROLLMENT SPECIALIST 11/2022 to CURRENT

Colonial Life Insurance Columbia, SC

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

Updated, entered, and reviewed customer data. Communicated effectively via telephone, email, and in person with prospective customers.

Enhanced customer service by promptly addressing inquiries and resolving issues promptly.

Conducted comprehensive applicant interviews to determine eligibility and fit for specific programs.

Understood and thoroughly explained services provided to customers and potential customers.

SALES AND CUSTOMER SERVICE REMOTE 06/2018 to 07/2020

Assurance IQ Seattle, WA

Remote Sales Experience

Managed approximately 30 incoming calls and emails per day from customers

Life Health and Mortgage Protection

Final Expense and Medicare Sales

Customer Service

Relationship Management

Communication Skills

Collaboration

INSURANCE BROKER 05/2010 to CURRENT

Carter Insurance Agency Moreno Valley, CA

Achieved $2M in annual sales through 20 years of life, health, and dental insurance sales and customer service expertise

10 Years of Medicare Supplement, MAPD/SNP Sales Customer and Service

Licensed in the following States, California, Colorado, Texas, Maryland, Nevada, New Mexico, South Carolina, Virginia, Iowa, and Washington

Face-to-face interactions with prospective members in the field

Experienced in TEAMS, Outlook, and PowerPoint

Used CRM to streamline sales processes, resulting in a 54% increase in lead conversion rate

Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.

Educated clients on various insurance products, enabling informed decisions regarding coverage options.

SKILLS

Client Needs Analysis

Decision-making aptitude

Telephone and email skills

Critical thinking

Teamwork and collaboration

Multitasking Abilities

Excellent communication

Excellent Verbal and written communication skills

EDUCATION

Associate of Arts 07/2005

California State University, Dominguez Hills, Carson, CA

High School Diploma 06/1990

Washington High School, Lake Charles, LA

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