Home Health Insurance Agent
Resume:
Jeffrey S. Wilcox
Little Elm, TX. 75068
************@*****.***
Work experience:
Home Health
Griffin Health Services - Little Elm, TX.
August 2021 - October 2024
• Provided daily support helping client move in and out of bed, baths, wheelchairs, and with dressing and grooming.
• Delivered full support and basic personal care (bathing, cleaning, serving meals, and taking vital signs).
• Round-the-clock care, including travel assistance. Licensed Insurance Agent
Globe Life - McKinney, TX.
January 2019 - May 2021
• Collaborated with senior executives to establish and execute a goal of 15% increased weekly sales in 2 regions.
• Analyzed and identified client needs, offered products tailored to their specific needs.
• Maintained accurate up-to-date files of clients' details, risk, exposure and premium information.
• Developed and managed long-term customer relationships, scheduling and conducting an average of 10 weekly meetings with clients who request consultations and up to 60 calls per day.
• Review insurance and liability clauses in contracts, ensuring that every contract meets the company's risk potential while balancing this against the expected commercial benefits of the contract.
• Document results and track trends for the purpose of business forecasting. Restaurant Manager
Fiorella’s Corporation - Kansas City, MO.
February 2008 - 2019
• Contributes to daily, holiday, and theme drink menus in collaboration with management team. Coordinates daily supply inventory for bar and submits orders to management; assists with receipt of deliveries.
• Ensures smooth operation of bar services.
• Completes cleaning according to daily and weekly schedules, including dishwashing as needed.
• Assists with orienting new employees to their work area.
• Listens to customer complaints and suggestions and resolves complaints.
• Instructs personnel in use of new equipment and cleaning methods and provides efficient and effective methods of maintaining work area.
• Participates in and/or contributes to programs, committees, or projects designed to improve quality of service and employee productivity. Education:
Wichita State University - Wichita, KS.
August 1989 - May 1992
Skills:
Salesforce
B2B sales
Microsoft Outlook
Inside sales
Desktop support
Home Care
Computer skills
Payroll
Financial Analysis
Customer support/service
Communication skills
Windows
Live chat
Recruiting
Organizational skills
Customer retention
Financial Report Writing
Medication Administration
Restaurant Management
Microsoft Access
Negotiation
Financial analysis
Google Docs
Budgeting
Account Reconciliation
Microsoft Excel
Accounts Payable
Accounts Receivable
Business development
Profit & Loss
Insurance sales
iOS
Microsoft Powerpoint
Marketing
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