Insurance Agent P C Life and Health
Resume:
Connie Reese
Harrisburg, PA ***** *********@*****.***
Licensed Health Life Accident, Licensed P&C, Claims Courses
Education
•Bachelor of Science o Health and Math, Lock Haven University
•Master’s in Psychology o Shippensburg University
Work Experience:
Independent Insurance Agent:
March 2024-Present
Sold Life and Health Insurance
Progressive Insurance (WFH) Sales of Auto and Rental Insurance, MC, RV’s
October 2022 to February 2024
•Conduct comprehensive needs analysis to match clients with suitable auto, rental, motorcycle, and RV insurance products.
•Provide detailed explanations of policy options, coverages, and benefits.
•Build strong relationships with clients to ensure ongoing satisfaction and retention.
•Achieve sales targets through proactive outreach and exceptional customer service.
•Utilize advanced CRM tools to manage client information and follow-up tasks efficiently.
Independent Agent Insurance Sales
November 2021 to September 2022
•Market and sell property and casualty (P&C) insurance, life insurance, and Medicare products to individual clients.
Develop personalized insurance plans to meet clients' diverse needs and financial situations.
•Conduct policy reviews to ensure adequate coverage and identify opportunities for additional sales.
•Stay updated on industry trends and regulatory changes to provide informed advice.
•Build and maintain a strong client base through effective networking and relationship management.
Senior Life - Harrisburg, PA Outreach Coordinator
June 2019 to October 2021
•Contact and enroll eligible individuals for Senior Life membership, focusing on underserved communities.
•Analyze financial background, medical history, and other eligibility factors to determine membership suitability.
•Collaborate with the Department of Aging, Medicare, Medicaid, and other programs to streamline enrollment processes.
•Organize and conduct informational sessions to educate potential members about available benefits.
•Maintain detailed records of outreach activities and member interactions.
Independent Agent - Harrisburg, PA Insurance Sales Agent
October 2015 to March 2019
•Act as an independent insurance agent, offering a range of insurance products including health, life, and Medicare plans.
•Provide expert advice on benefits coordination, helping clients navigate complex insurance landscapes.
•Conduct in-depth consultations to understand client needs and recommend appropriate insurance solutions.
•Build and maintain long-term client relationships through excellent service and regular follow-ups.
Achieve sales targets and contribute to agency growth through proactive sales strategies.
Blue Cross - Harrisburg, PA Medicare and Healthy PA
October 2014 to October 2015
•Assist clients with enrolling in Medicare and Healthy PA programs, ensuring they understand their benefits and coverage options.
•Provide support with claims processing, helping clients resolve issues quickly and efficiently.
•Conduct educational sessions to inform clients about policy changes and new benefits.
•Maintain up-to-date knowledge of Medicare regulations and Healthy PA program requirements.
•Develop and implement outreach strategies to increase enrollment and client satisfaction.
RFC Mortgage - Harrisburg, PA Loan Originator, Collection and Credit Analyst
August 2013 to October 2014
•Perform comprehensive credit analysis to assess client eligibility for various loan products.
•Resolve credit issues to facilitate loan approvals and improve client financial profiles.
•Exceed monthly loan closing standards by consistently achieving 110% of company goals.
•Engage in daily cold calling to generate new business and build a robust pipeline of potential clients.
•Collaborate with clients to gather necessary documentation and guide them through the loan application process.
Benefits Coordinator - Harrisburg, PA Benefits Administrator
February 2010 to December 2013
Enroll clients in health, vision, dental, disability, and life insurance plans, providing personalized consultations.
•Advise clients on Medicare products and help them select the best coverage options.
•Maintain up-to-date knowledge of insurance products and regulatory changes to provide accurate information.
•Coordinate benefits administration with other departments to ensure seamless service delivery.
•Manage client records and documentation with a high degree of accuracy and confidentiality.
Residential Finance Corporation Loan Originator, Collection and Credit Analyst
January 2011 to July 2013
•Specialize in FHA, VA, conventional, reverse, construction, and commercial loans.
•Process loans from initial application to final disbursement, ensuring all steps are completed efficiently.
•Contribute to 80% of office growth through successful loan disbursements and client referrals.
•Conduct daily cold calls to prospective clients, generating new business opportunities.
•Organize and lead meetings to present loan products to target groups, such as seniors and home buyers.
Independent Insurance Agent Life Insurance
May 2008 to December 2010
•Represent ten different insurance companies, selling life, health insurance, annuities, and Medicare products.
•Develop and execute strategic plans to exceed sales goals by 150%.
•Conduct daily cold calls to individuals and businesses to generate new leads.
•Organize group meetings to educate clients on Medicare products and other insurance options.
Provide senior financial planning services, helping clients manage their retirement and insurance needs.
CitiFinancial Mortgage - Harrisburg, PA Assistant Manager/Recruiter, Mortgage Loan Originator
January 2001 to April 2008
•Originate, process, and close conventional, VA, commercial, and reverse mortgages.
•Achieve recognition as the number two loan originator in the country for two consecutive years.
•Exceed sales goals by 200% through effective client engagement and follow-up.
•Conduct daily cold calls to clients and leads, maintaining a high level of prospecting activity.
•Assist in recruiting and training new loan officers, providing guidance and support to ensure their success.
•Advise employees on 401K contributions and retirement fund management, enhancing their financial planning.
Skills
Technical Skills:
•Proficient in Microsoft Word, Excel, PowerPoint
•Credit analysis
•Loan processing and disbursement
Analytical Skills:
•Data analysis
•Financial background analysis
•Problem-solving
Communication and Interpersonal Skills:
•Customer service
•Cold calling and negotiation
Bilingual (English/Spanish)
•Team collaboration
Insurance and Financial Skills:
•Selling P&C, life insurance, and Medicare products
•Benefits coordination and administration
•Senior financial planning Sales and Marketing Skills:
•Exceeding sales goals
•Business-to-business sales
•Group presentations and meetings Certifications and Licenses:
•Licensed Health, Life, Accident
•Licensed P&C, Claims Courses
Contact this candidate