Licensed Insurance Sales Specialist with Leasing Experience

Branden Porter

Phoenix, AZ ***** +1-480-***-**** ********@******.***

Work Experience

Licensed Insurance Sales Agent

eHealth Phoenix, AZ

June 2024 to Present

• Help customers navigate Medicare options, including Advantage, Supplement, and Prescription Drug Plans, tailoring recommendations to their needs.

• Consistently meet and exceed sales targets while delivering a top-tier customer experience.

• Break down complex Medicare information into easy-to-understand terms, empowering clients to make informed choices.

• Stay 100% compliant with CMS guidelines and company policies in all interactions.

• Use cutting-edge CRM tools and technology to manage leads, streamline processes, and maximize efficiency.

• Build trust with clients through personalized communication via inbound and outbound calls.

• Resolve client objections and challenges with confidence and professionalism to close sales.

• Keep up with Medicare changes, industry trends, and product updates through ongoing training.

• Thrive in a remote work environment with excellent time management and self-discipline. Leasing Representative

Progressive Leasing Draper, UT

October 2023 to June 2024

• Assist customers remotely with lease inquiries, explaining terms, eligibility, and available products.

• Guide customers through the lease application process, collecting documentation and verifying information.

• Educate customers on payment options, lease terms, and associated fees.

• Address customer questions and concerns about payments, billing, and account balances.

• Provide troubleshooting support for online account access and payment processing issues.

• Collaborate with internal departments for smooth lease processing and issue resolution.

• Proactively reach out to discuss lease renewals, upgrades, or promotions.

• Document interactions and transactions accurately in the leasing system.

• Adhere to company policies, regulations, and compliance standards.

• Participate in training and professional development activities. Customer Service Technician/ Scheduler

Terminix (Rentokil Company) Remote

May 2023 to October 2023

• Handle customer inquiries regarding pest control services, pricing, and treatment options.

• Schedule pest control service appointments based on customer availability and company service schedule.

• Provide pest control service recommendations tailored to customers' needs.

• Troubleshoot and offer solutions for pest-related issues.

• Deliver exceptional customer service, addressing concerns and complaints professionally.

• Confirm scheduled appointments and ensure customers are prepared for service visits.

• Accurately record customer information, service requests, and appointment details.

• Assist customers with billing inquiries, process payments, and update billing information.

• Communicate with pest control technicians, dispatching them to scheduled appointments.

• Conduct follow-up calls to ensure customer satisfaction and address post-service concerns.

• Identify upselling and cross-selling opportunities for additional pest control services or products.

• Stay updated on pest control techniques, products, and industry developments.

• Handle multiple calls and tasks efficiently.

• Adhere to company policies, procedures, and safety regulations.

• Resolve customer complaints with a positive and empathetic approach.

• Maintain detailed records of customer interactions and resolutions.

• Participate in ongoing training for skill development and product knowledge.

• Collaborate with call center representatives, technicians, and management for a seamless customer experience.

• Meet performance metrics and report on key performance indicators. Ensure quality customer interactions by adhering to company standards. Customer Service Representative

Goldman Sachs Phoenix, AZ

August 2022 to April 2023

• Process loan applications and review documentation to ensure completeness and accuracy.

• Communicate with customers to gather additional information or clarify application details.

• Review credit reports and financial information to determine creditworthiness and eligibility for loans.

• Coordinate with loan officers to facilitate loan approvals and ensure all necessary documentation is in place.

• Maintain accurate and up-to-date records of loan applications, approvals, and other relevant information.

• Provide customer service and answer questions related to loan applications, approval status, and loan terms.

• Assist with loan closings, including preparing loan documents and coordinating with customers, loan officers, and other parties involved in the loan process.

• Ensure all loan processing activities adhere to regulatory requirements and company policies and procedures. Call Center Representative

Arizona Department of Economic Security Remote

June 2021 to May 2022

• Assisted in taking over 40+ calls a day, actively listening to customer inquiries while adhering to strict government policy/protocol

• Provided information in a timely manner in order to ensure customer satisfaction.

• Thoroughly and proactively researched each customers’ case/profile in order to ensure the information provided was accurate.

• DES Fast paced environment

• Collaborated with team in order to brainstorm ideas on how to make sure each customer was on a ‘one-call’ basis where all answers were answered on just the initial time of speaking with them. Cashier/Customer Service

PetSmart Queen Creek, AZ

August 2020 to May 2021

• Provide exceptional customer service by greeting customers, answering questions, and assisting with purchases.

• Operate cash register and process transactions accurately and efficiently.

• Maintain knowledge of current promotions and merchandise to accurately answer customer inquiries.

• Handle cash, credit card, and check transactions, and ensure proper change is given.

• Assist in stocking and organizing merchandise on the sales floor and in the backroom.

• Maintain cleanliness and organization of the cash register area.

• Follow all company policies and procedures, including safety and security protocols.

• Collaborate with other team members to ensure the store is properly staffed and customers are served in a timely manner.

• Attend training sessions and staff meetings as required. Host

IHOP Queen Creek, AZ

March 2020 to July 2020

• Provided superior customer service by promptly greeting and welcoming guests.

• Cleaned and organized menus to increase sanitation and availability.

• Followed company procedures for guest-seating, including proper use of station charts and workflow.

• Answered telephones, addressed caller inquiries, and delivered messages.

• Moved and arranged tables, chairs, and settings and organized seating for groups with special needs.

• Maintained seating charts for optimal station rotations.

• Served take-out customers, preparing drinks and verifying items for maximum satisfaction.

• Verified table cleanliness and proper settings before seating guests.

• Managed guests’ expectations by staying in frequent communication with kitchen about wait times and sold-out items.

• Monitored dining rooms for seating availability, service, safety, and well-being of guests.

• Adhered to all safety, sanitization, and food handling guidelines and regulations.

• Delivered food and beverages quickly to customers, verifying each order to maximize satisfaction. Pit Crew

Dickey's Barbecue Pit Tempe, AZ

September 2019 to February 2020

• Put together various food orders, verified completeness, and bagged items for easy carrying.

• ASU Fast Paced Environment

• Balanced cash drawer at beginning and end of each shift, investigating and resolving any discrepancies.

• Processed refunds, exchanges, and company credits for customers facing issues such as wrong orders, and incorrectly prepared items

• Prioritized orders to maintain efficiency and synchronize timely delivery of guest orders.

• Adhered to safety and sanitation requirements regarding food handling, storage, and preparation.

• Adhered to quality and safety standards for different types of meat. Licensed Insurance Agent

eHealth

Education

Psychology (Bachelor’s)

Arizona State University-Tempe Tempe, AZ

July 2019 to Present

High school diploma

Poston Butte High School San Tan Valley, AZ

July 2015 to May 2019

Psychology (Bachelor's degree)

Skills

Developmental Disabilities Experience Client retention Field sales Medical office experience Food Handling Marketing Social media management Help Desk Salesforce Client base expansion experience Analytics Project management Microsoft Excel Windows Computer literacy Phone etiquette Branding Computer operation Closing sales Cold calling 4G/LTE Customer communication Time management Analysis skills Social media marketing English Technical Support Customer support Social Work Software troubleshooting Microsoft Word Microsoft Powerpoint Operating Systems HIPAA Host/Hostess Finance VPN Microsoft Office Medical terminology Telehealth Editing HIPAA compliance Client relationship development Insurance sales Call center Case Management Health insurance Retail sales APIs Telemarketing Typing Technical support Lead generation CMS regulatory compliance 5G Hospitality Mac OS Communication skills Outbound calling Client communication Quality assurance Proofreading Banking Home health Pest Control Outside sales Help desk Health insurance sales Consultative selling Financial services Sales experience within healthcare Sales strategy iOS Sales CRM software Managed care Customer service Google Suite Crisis Intervention Service-oriented architecture Government Protocol Large insurance company experience Experience with Children LAN Data management EHR systems Centers for Medicare and Medicaid Services (CMS) Computer skills Conflict management Data entry Medical records Languages

English - Fluent

Certifications and Licenses

Food Handler Certification

Life and Health Insurance

October 2028

Life & Health Insurance License

August 2024 to August 2028

Insurance Producer License

August 2024 to August 2028

Authorized to sell health, life, and Medicare insurance products, with a focus on compliance and client-centered solutions. Accident & Health Insurance License

Life Insurance License

Health Insurance License

Driver's License

Additional Information

Authorized to work in the US for any employer

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