Customer Service - Life Insurance
Resume:
Artie Richard
Lilburn, Georgia *****
***************@*****.***
Objective: To obtain a Remote Customer Service – Insurance Agent Position
Summary of Qualifications
•Efficient and effective sales representative with over 4 years of Life & Health Insurance sales
experience
•Currently hold active Life, Annuity, & Health Insurance license
•Remarkable consumer sales experience within the insurance industry
•Ability to interpret insurance policies and insurance coverage
•Sound telephone and oral communication skills
•Strong ability to overcome sales objections and close over the phone
•Self-starter, highly motivated, and independent thinker with sound decision-making capabilities
•In-depth knowledge of insurance laws, regulations, and processes
•Profound ability to earn client’s trust
•Comfortable with Upselling and Cross-Selling
•Ability to interpret and follow underwriting guidelines
•Call Center Customer Service Experience
•Understand HIPPA and Medicare Compliance
•Negotiation and Conflict Resolution
•Great ability to work independently
EXPERIENCE
Symmetry Financial Group Insurance Agent 02/2020- Present
•Analyzed client’s needs and financial situation to customize insurance policies for individual necessity.
•Participated in weekly training sessions to improve product knowledge and enhance company sales.
•Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
•Responsible for taking incoming calls and providing great customer service.
•Utilized Microsoft Word and PowerPoint for proposal and presentation purposes.
•Maintained ongoing communication to address all policy inquiries, ensured complete satisfaction, and secured repeat business.
•Made outbound and received inbound calls from existing customers and new prospects to increase customer databases.
•Resolved customer concerns, generated new sales, and acquired referrals for potential new
customers.
•Succeeded in exceeding agency production standards.
•Experience with Medicare Advantage product sales.
•Follow-up on sales leads and overcome objections by explaining the product and service capabilities and closing the sale.
•Utilized tools that are provided and developed skills to help families that need coverage.
•Experience working remotely and with POS applications.
•Identified potential clients with the leads provided.
•Developed and maintained relationships with current customers and provided service and
maintenance of renewal policies.
Ttec Inc Call Center Sales Agent 04/2019-01/2020
•Delivered superior communication, accurate compliance information and alternative solutions, solving prospect or policyholder problems in multiple state locations.
•Assisted patrons with their health insurance coverage, and HIPAA guidelines.
•Prepared complete and accurate applications with underwriting acceptability for insurance carriers.
•Interviewed and assisted customers and clients in obtaining appropriate insurance products.
•Built positive relationships with other agents and teams.
•Conducted annual insurance reviews using a needs analysis profile.
•Completed all training programs outlined by company.
•Provided high level sales results during Medicare AEP season.
•Achieved and maintained knowledge and proficiency in all products, sales presentations and
software applications.
•Utilized technology to communicate with clients, agents, and strategic partners.
•Maintained accurate records and files.
•Ensured appropriate follow-up with members and clients to gain necessary information.
Hewlett Packard Enterprise
(HPE) Systems Support Engineer 3/2016-03/2019
Working with Enterprise Server Team and supporting multiple client network environments.
Responsible for assisting customers with hardware and software updates, Firmware, and configurations.
Replacing recommended hardware and upgrading management tools drivers and firmware for HPE servers.
Troubleshooting HPE BL, DL, ML, & XL model servers.
Troubleshooting Operating Systems like RHEL, Windows 2008 - 2012, & Vmware.
Informing HPE CE techs of what troubleshooting steps should be taking and parts needing to be replaced while out in the field.
Deciphering logs from customers through an FTP site to define what the issue is within a server.
Implemented and recommended advisories and cookbooks for customers to maximize effectiveness.
Utilize server management tools such as iLO, server management console, Webex and One View Technology.
Supporting multiple server lines such as ProLiant, Integrity, Converged Edge Systems, Alpha, and Cloud Line Servers.
Working with Virtual connect products, switches, modules, Host Bus Adapters, disk storage systems, and converged systems.
Assist customers with configuration of chassis and enclosures such as models C3000, C7000, and synergy in client data centers.
Working with storage products like 3PAR/Store Serv, Superdome L2, MSA, NAS, Store Sure and Store Virtual.
Assist Non-MS Team to resolve issues with VMWare, Linux (Red Hat/Suse/Ubuntu and One View) via log reviews.
Support clients with complex configuration issues with tools such as HPE, MyRoom Share, and outage logs, HP-SUM, SPP and FTP, Browser related issues.
Provide high level of support to customers and their multi-platform environments to ensure a timely and efficient IT Resolution on every call.
TEKsystems Global
Chico’s Inc. POS Support Analyst 5/2015-2/2016
• Working with the POS upgrades team to replace all Legacy systems with the new Charm System
in all Chico’s retail stores nationwide.
• Responsible for troubleshooting software and hardware issues that may occur from overnight
system upgrades of POS and peripherals such as Sledded Ipads, Pin Pads, Signature Pads,
Touchscreen monitors and Lexmark printers.
• Assist with installing Windows 7 and Windows 8 OS on the office Desktops and Laptops, also use
Chico’s applications such as Bomgar, Simplify Advocate, BOSS, and Air watch to resolve Go-Live
issues. And provided customer support via Zendesk software.
• Work with the network team to troubleshoot port and connectivity issues on cisco switches and
routers such as 2800 and 2900 series and Juniper.
TEKsystems Global
Rock Tenn Inc. Technical Support III 8/2014-5/2015
• Working on the Windows 7 migration project team to upgrade all workstations from Windows XP
to Windows 7 Pro.
• Assist with the SAP, PFDC, and other teams to install and configure Laptops and Desktops with
Rock Tenn applications.
• Work with Microsoft System Center 2013 to deploy new computers for all the end users at both
folding and corrugated plants using SCCM.
• Responsible for setting up MS Exchange and MS Outlook email for the end users of the Enterprise
Network and provided support for production flow issues.
• Assist in the setup and configuring of Laptop devices for remote users which include Citrix, and
Active Directory accounts.
•Worked with TCP/IP, DNS, VOIP, DHCP, Windows Server ’03-’08, Windows Exchange Server ’03-’08.
Kaiser Permanente Client Support Specialist 6/2013-8/2014
• Responsible for working with the desktop and laptop refresh team to upgrade all the devices
With expired leases to a new Windows 7 operating system.
• Worked with the OPPR – IMO team to perform upgrades on all the Kaiser Pharmacy
Workstations with Windows 7 and updated software applications.
• Upgraded all (POS) workstations with new software and replaced cash drawer hardware with new
versions.
• Assisted with the setup imaged and install of all the Radiologist Workstations at the DeKalb Tech
Location which also included special software programs installed.
• Upgraded all the Kaiser Permanente Call Centers with new desktop workstations and software
Such as Right Fax and Window 7 OS.
• Assisted with software upgrades on HVAC servers and worked closely with the vendors.
• Supported end users remotely by using PC Anywhere tool to connect to their desktops and trouble
shoot Application and OS problems.
Education
Web CE Continuing Education Courses for Certificates
A.S., Electronics Technology, Phillips Junior College. Gulfport, MS
A.S., Electrical Motor Control, Pearl River Junior College. Poplarville, MS
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