Insurance Agent Customer Service

AMY J. PRESS

Delray Beach, Fl *****

516-***-**** · *********@*****.***

INSURANCE AGENT

Accomplished and dynamic professional, significant years of relevant experience, related proficiencies and a background as insurance agent. Experienced in selling various insurance plans including property, casualty, life and health insurance. Highly experienced in assessing customers’ needs and advising of coverage options with proven ability to establish new accounts and increase customer base with in depth knowledge of standard insurance products, pricing and policy features. Detail–oriented individual who exemplifies professionalism, and an ability to manage multiple tasks at any given moment. Highlighted leadership qualities and the ability to work with individuals from varying backgrounds, while promoting team values. Exercise sound judgment and self-motivated to take initiative to resolve issues under challenging circumstances. Displays a collaborative work ethic and a superior level of adaptability and initiative. Proactive with excellent interpersonal and communication skills, experienced in working with different personalities including clients and vendors as well as working on own initiative. FL Licensed (215/220)

Core Competencies

Organizational Leadership · Customer Service · Strategic Planning & Implementation · Insurance Sales · Consulting Services · Negotiation & Presentation Skills · Insurance Policies · Administrative Functions · Client Relations Management

Seeking

Permanent Position ● On-site or Remote ● Salary plus Commission

PROFESSIONAL EXPERIENCE

Fortis Health Solutions ● Boca Raton ● FL 9/2023 –

Licensed Insurance Agent

Call Center Sales/Customer Service dutirs with ACA Sales, minor ancillaries when permitted. Walked clients through enrollment processes (updating apps, OEP/SEP) & guidelines, applications, program details and options.

GFG Agency ● Fort Lauderdale ● FL 2/2021- 8/2023

Licensed Insurance Agent

Call Center Sales/Customer Service for ShortTerm Medical, Limited Benefit Plans, ACA (where applicable), COBRA information, Dental/Vision Ancillaries. Walked Clients through enrollment process, applications, program details, billing/cancellation procedures/limitations

●Key Highlight:Establish trust, interview for needs, product disclosures, billing process

NID Agency Deerfield Beach FL 2/2020 – 2/2021

Licensed Insurance Agent

Call Center Sales/Customer Service for ShortTerm Medical, Limited Benefit Plans, ACA (where applicable), COBRA information, Dental/Vision Ancillaries. Walked Clients through enrollment process, applications, program details, billing/cancellation procedures/limitations

●Key Highlight: Establish trust, interview for needs, product disclosures, billing process

Assurance, Inc. ● Fort Lauderdale ● FL 6/2019 – 02/2020

Licensed Insurance Agent

Educated/enrolled customers into Medicare Supplement Programs appropriate to needs/budget/medical limitations. Sold

critical illness/cancer/disability policies a/w/a vision/dental/life policies. Provided 24/7 access to concerns available. Walked clients through entire enrollment process given time deadlines for the various stages of enrollment.

●KeyHighlight: Ability to establish trust, complete confidentiality & product disclosure, lifelong service

Complete Medical Solutions ● Dania Beach ● FL 02/2018 – 06/2019

Licensed Insurance Agent

Call Center Sales/Customer Service for Durable Medical Equipment & select Pharmaceuticals

●Key Highlight: Establish trust, interview for needs, product disclosure, explain billing via insurance

Licensed Medicare Advisors ● Pompano Beach ● FL 8/2016 – 01/2018

LicensedInsurance Agent

Educated/enrolled customers into Medicare Supplement Programs appropriate to needs/budget/medical limitations. Sold

critical illness/cancer/disability policies a/w/a vision/dental/life policies. Provided 24/7 access to concerns available. Walked clients through entire enrollment process given time deadlines for the various stages of enrollment.

●KeyHighlight: Ability to establish trust, complete confidentiality & product disclosure, lifelong service

Convey Health Solutions ● Miramar ●Fl 9/2017 – 01/2018

Licensed Insurance Agent

Advocate for Enrollment into Cigna Healthsprings PDP stand alone Prescription Drug Plan

Licensed Agent

Member Servicves – Field inquiries for LIS, Regular enrolled, Special Circumstance Enrolled Members into Cigna Healthsprings PDP : included but not limited to: AEP, IEP, OEP

●KeyHighlight: Ability to listen to issues and resolve same maintaining condidentiality and trust, filing grievances when

necessary and escalating issues if necessary

iCan Benefit Group ● Boca Raton ● FL 8/2015 - 1/2017

Elite Benefit Group ● Boca Raton ● FL 10/2014 - 8/2015 Insurance Agent

Wrote/Sold/Enrolled customers into federal ACA Program & included ancillary programs: Life Insurance (Term/Living Life Benefit), Dental, Healthy America, TrioMed, GAP, Critical Illness, S/T, etc. Delivered Policies, collected payments & serviced clients pertaining to policy adjustments, questions, processing, renewals. Identified economic paramators matching clients w/appropriately packaged programs for complete coverage. Fast paced call center-type environment.

●KeyHighlight: Demonstrated ability in customer satisfaction, confidentiality, complete disclosure of product

Self Employed, Long Beach · LI · NY 12/2005 – 10/2012

Producer/Independent Agent/Consultant

Performed policy monitoring, review and claims for clients placed within agencies writing business. Identified and analyzed problems afflicting clients business and provided or proposed solutions to resolve problems. Interviewed customer to secure necessary details to process claim, assign responsibility and determine liability.

●KeyHighlight: Formulated hypotheses in relation to identified issues,

Additional Experience

Medical Bio-Feedback Services Valley Stream ● LI ●NY Claims Adminstrator 11/2003 – 11/2005

Helmsman Insurance Agency Inc. Weston ● MA

Lynbrook ● NY Senior Broker Assistant 1/2002 -11/2003

Grober-Imbey Agency Valley Steam, ● LI● NY Commercial Lines CSR 7/2001-1/2002

Restoration Services, Inc., Carle Place · LI · NY Market Representative 3/2000 - 7/2001

IBS Inc., Westbury · LI · NY Claims Processor/Administrator 11/1998 - 2/0000

SOS Restoration Services, Massapequa · LI · NY Market Representative 2/1997 - 11/1998

National Risk Managers, Ltd., Woodbury · LI · NY Claims Manager 9/1988 - 1/1997

EDUCATION AND CREDENTIALS

Florida State Licensing 2014

NYS Insurance Licensing, 1988: Hofstra University, Hempstead, NY

BBA-Management/BBA-Marketing:: Hofstra University, Hempstead, NY

AAS-Business: Nassau Community College, Garden City, NY

Licenses: FL

2024- addt’l 38 states

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