Knowledgeable insurance representative promoting several years' expertise successfully working for organizations. Courteous and cordial with a desire to take on challenges at a new company.
Overview
10
10
years of professional experience
1
1
year of post-secondary education
1
1
Certification
Work History
Licensed Health Insurance Agent
Farm Bureau Health Plans
Columbia
05.2025 - Current
Assisted clients in selecting appropriate health insurance plans.
Educated customers on policy benefits and coverage options.
Processed applications and managed enrollment procedures efficiently.
Licensed Health Insurance Agent
Everise
Plantation
08.2024 - 12.2024
Provided expert guidance to clients on various health insurance plans, explaining coverage options, benefits, and costs
Built strong relationships with clients by actively listening to their needs and concerns, resulting in XX % customer retention rate
Effectively communicated complex insurance terms and policies in a clear and concise manner to ensure client understanding
Utilized CRM software to track client interactions, update policy information, and schedule follow-up appointments as necessary
Assisted clients in completing applications accurately and efficiently, minimizing errors that could lead to delays or denials of coverage
Life Insurance Agent
Globe Life
Nashville-Davidson
06.2024 - 08.2024
Analyzed clients' financial situations to determine appropriate life insurance coverage options
Presented and explained various insurance policies to clients, highlighting benefits, features, and premiums
Collaborated with underwriters to expedite the application process and ensure timely policy issuance
Maintained accurate records of client interactions, policy details, and commission payments in CRM system
Line Assembler
Magna International Inc
Springhill
02.2016 - 02.2024
Operated various hand tools and power tools to complete assembly tasks efficiently
Inspected finished products for quality assurance, ensuring adherence to specifications
Troubleshot assembly issues, identifying root causes and implementing corrective actions
Followed standard operating procedures (SOPs) to ensure consistent product quality