Data Entry Insurance Sales
Resume:
PROFESSIONAL
SUMMARY
Transitioned from the Fitness Industry into Sales for the Insurance industry,
further advancing skills and passion for advocacy to assist those in need and provide protection of life, family assets and peace of mind. Insurance expertise in Term Life, Whole Life, Final Expense, Mortgage Protection, and Medicare Insurance sales. Devoted personal time and attention to the elderly in need and acted as a Patient Advocate on their behalf. Passionate for developing long lasting relationships with transparency and dedicated personal attention. SKILLS • Customer service • Licensed insurance agent
• Customer retention • Risk management
• Rapport building • Cold calling
• Client retention • Client account management
• Asset protection • CRM tracking
• Consultative sales techniques • Insurance sales
EXPERIENCE INDEPENDENT INSURANCE PRODUCER 04/2024 to CURRENT Self-employed REMOTE
• Managed virtual and telesales for life policy sales
• Performed cold, door-to-door sales, and personal marketing efforts
Collaborated with underwriters to customize insurance products for individual client needs, ensuring optimal coverage levels.
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Negotiated contracts with clients to establish best coverage with lowest cost.
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• Analyzed customer needs to provide customized insurance solutions.
• Educated clients on insurance policies and procedures. Conducted in-home consultations and presentations for life and Medicare policy sales
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• Analyzed risk factors to recommend appropriate coverage levels. Generated leads through cold-calling, networking and other outreach methods.
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Specialized in protecting families with Term Life, Whole Life, Mortgage Protection, Final Expense, IULs, ULs, and Annuity Products
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K R Kodi Rester
Carrollton, USA 75010 469-***-**** ************@*****.*** Bold Profile
INDEPENDENT MEDICARE AGENT 04/2024 to CURRENT
Self-employed REMOTE
• Informed clients of policies and procedures.
De-escalated and resolved customer complaints with punctual, polite and professional service.
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Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
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Medicare Insurance Sales Specialist - Remote Assisted individuals eligible for Medicare with personal attention to find additional benefits such as Dental, Vision, Hearing, OTC, Grocery, Transportation, Lower Co-pays, Rx coverage, and Meal benefits
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Implemented personal communication skills to grow client relationships and retain the book of business
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• Ensured compliance with Medicare sales requirements Responsible for both outbound and inbound call sales, showcasing strong telesales and communication skills
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DATA ENTRY SPECIALIST 03/2025 to 05/2025
Phil-Am Insurance Houston, Tx- REMOTE
Maintained strict confidentiality of sensitive information, adhering to established guidelines and protocols.
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• Compiled data and reviewed information for accuracy prior to input.
• Completed data entry tasks with accuracy and efficiency. Contributed to team success by consistently meeting or exceeding performance targets in speed, accuracy, and output volume.
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Corrected data entry errors to prevent later issues such as duplication or data degradation.
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• Updated and maintained customer information, documents and records. Submitted 30-50 applications per day depending on necessary requirements
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REMOTE MEDICARE SALES 01/2022 to 04/2024
Health Insurancec King,LLC Mansfield, TX
• Strong compliance practices and adherence in Medicare sales requirements
Skilled at working independently and collaboratively in a team environment.
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• Developed and maintained courteous and effective working relationships.
• Proven ability to learn quickly and adapt to new situations. Implementing personal communication skills to grow client relationships and retain Book of Business
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Demonstrated respect, friendliness and willingness to help wherever needed.
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• Strong Telesales and communication skills
• Responsible for Outbound call sales as well as inbound Call Sales REMOTE MEDICARE SALES 07/2020 to 01/2022
Total Insurance Brokers, LLC Tampa, FL
• Strong compliance practices and adherence in Medicare sales requirements
Skilled at working independently and collaboratively in a team environment.
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• Developed and maintained courteous and effective working relationships.
• Proven ability to learn quickly and adapt to new situations. Implementing personal communication skills to grow client relationships and retain Book of Business
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Demonstrated respect, friendliness and willingness to help wherever needed.
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• Strong Telesales and communication skills
• Responsible for Outbound call sales as well as inbound Call Sales INDEPENDENT INSURANCE AGENT 02/2019 to 12/2020
TLG & IFG Remote- TX & VA
Specialized in protecting families with Term Life, Whole Life, Mortgage Protection, Final Expense, IUL’s, UL and Annuity Products.
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Implementing personal communication skills to grow client relationships and retain Book of Business
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Conducted in home consultations and presentations for life policy sales and Medicare sales
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• Virtual and telesales for Life policy sales
Responsible for Cold calling leads, door to door sales and personal Marketing
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FITNESS TRAINER & NUTRITION COACH 10/2011 to 06/2019 Results Fitness for Women & Worldgate Sport Club TX & VA
• Provided fitness assessments and program planning. Collaborated with other healthcare professionals to ensure a comprehensive approach to client wellness.
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Educated clients on proper nutrition habits, leading to healthier lifestyles and improved weight management outcomes.
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Improved clients'' overall health by designing personalized nutrition plans and conducting regular follow-up sessions.
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• Demonstrated how to carry out various routines and exercises. Conducted thorough assessments of clients'' dietary habits, identifying areas for improvement and providing actionable feedback.
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Promoted a positive mindset around dietary changes by highlighting small successes and celebrating achievements throughout the coaching process.
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Boosted client motivation through consistent encouragement, support, and progress tracking.
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Participated in continuing education opportunities to stay current on industry trends, enhancing the quality of services provided to clients.
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Educated clients on proper food choices, portion control, and healthy cooking techniques for sustained results.
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• Monitored clients' progress and modified programs. INSURANCE SALES AGENT 02/2018 to 10/2018
One Common Wealth Advisors Reston, VA
• Trained in financial planning and asset protection
• Cold called potential clients to market and set appts
• Conducted presentations and luncheons for local businesses EDUCATION Certified Personal Trainer Physical Fitness Specialist 03/2004 COOPER INSTITUTE, Dallas, TX
High School Diploma
Northshore High School, Slidell, LA
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