D O N N A
L I C E N S E D S U P E R V I S O R P & C / L & H
C O N T A C T
■ PHONE: +1-254-***-****
■ EMAIL: ***********@*****.***
■ ADDRESS: Killeen, TX 76549
P R O F E S S I O N A L
S U M M A R Y
Licensed Supervisor P&C/L&H with
extensive experience in insurance
sales and policy presentations,
specializing in needs-based selling
and client base expansion. Proven
ability to analyze coverage gaps and
recommend solutions, driving
premium income and achieving sales
targets. Ready to leverage skills and
expertise to lead and support a new
team.
2018.08 - 2025.12
2018.03 - 2018.08
2018.01 - 2018.03
2017.09 - 2018.01
2016.01 - 2017.08
E X P E R I E N C E
Licensed Insurance Agent P&C
Marsh McLennan, Austin, TX
Unemployed
Texas Workforce Solutions, Killeen, TX
Insurance Sales Agent-Remote
All Webs Leads, Austin, TX
Member Service Supervisor
Broadpath Healthcare Solutions, Tucson, AZ
Managed Claims Specialist
Continental LTC Inc.,, Austin, TX
Provided customer service to clients by responding to inquiries, resolving complaints and providing policy information.
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Identified gaps in existing coverage and recommended additional services to meet customer needs.
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Analyzed clients' current insurance policies and suggested additions or other changes.
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■ I was applying for jobs as a condition of my unemployment.
■ Built relationships with potential clients to increase sales. Prepared quotes and proposals based on clients' requirements and needs.
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Utilized effective communication skills to build trust with potential clients and close deals.
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Monitored team performance metrics to ensure quality standards were met or exceeded.
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Handled escalated issues with tact and diplomacy while adhering to company policy.
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Listened to and resolved customer complaints regarding services, products, and personnel.
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Reviewed incoming documentation for completeness before processing a claim.
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Utilized appropriate job aids, knowledge and tools to process initial reception of claims.
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Collaborated with other departments, customers and insurance companies to resolve claims in an efficient and timely manner.
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S M I T H
2015.10 - 2017.01
2015.03 - 2015.06
2010.10 - 2015.02
Fulfillment Associate PT
Amazon, Austin, TX
Contact Center Representative
Baylor Scott and White Health, Temple, TX
Supervisor/QA/Licensed Professional
Dialog Direct, Fort Worth, TX
As a Fulfillment Associate, I have developed excellent organizational and time management skills to ensure the efficient completion of tasks.
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In addition to being able to lift heavy objects up to 50 lbs, I can also stand for long periods of time while completing assigned tasks.
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Managed inventory and prepared orders for shipment within a tight deadline.
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Effectively handled incoming calls from customers in a timely manner, while maintaining a high level of professionalism.
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Adhered to strict confidentiality guidelines when handling sensitive customer information.
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Adhered to company policies and procedures while responding to customer inquiries in accordance with established guidelines.
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I supervised a team of 40 licensed agents in a call center environment.
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I actively used effective coaching and motivational skills that help assist the team in exceeding the client's $3.7 million dollar 2014 annual goal.
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I was promoted to the position of Team Leader, my previous position was that of a Quality Analyst for 2 years.
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■ Resolved conflicts between team members and departments. Dec 1996
E D U C A T I O N
Baylor University, TX
Bachelor of Science: Health Education
S K I L L S
Independent insurance agency experience
Insurance policy presentations
Product Demos
Auto insurance sales
Upselling
Investment firm experience
Windows
Computer skills
Health insurance sales
Personal Training
Outside Sales
Closing sales leads
Closing sales
Sales
Conceptual selling strategy
Consultative selling
New customer acquisition
Insurance Sales
Inside Sales
Negotiation
Life insurance sales
Google Docs
Sales team management
Achieving sales targets
Generating premium income
Solution selling approach
Client base expansion experience
Higher education teaching
Customer service
Needs-based selling
Microsoft Outlook
Inside and Outside Sales
Quality Analyst
Microsoft Office
Customer Service
C E R T I F I C A T I O N S
Personal Lines License - Property & Casualty
General Lines Life and Health