Agile individual with excellent communication and customer service skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
19
19
years of professional experience
1
1
Certification
Work History
LIFE INSURANCE ADVISOR
Insurance Supermarket Inc.
Miami
03.2024 - 12.2024
Increased sales of life insurance products through tactical customer outreach.
Analyzed customers' financial situations to recommend appropriate life insurance policies.
Maintained high standards of customer service by building relationships with clients.
HEALTH INSURANCE AGENT
Teleperformance
Akron
09.2023 - 12.2023
Improved client satisfaction by providing personalized health insurance plan recommendations and guidance
Streamlined the application process for clients, resulting in faster approvals and fewer errors
Developed strong relationships with healthcare providers to ensure optimal coverage options for clients
Conducted thorough research on available health insurance plans, staying up to date on industry trends and policy changes
HEALTH INSURANCE SALES AGENT
AmeriLife Insurance
Clearwater
05.2021 - 02.2023
Outbound sales calls, updating notes in the system, preparing and submitting contracts for clients, walking the client through an educational presentation
Enhanced customer satisfaction by providing accurate and timely information on health insurance plans and benefits
Exceeded monthly sales targets by implementing effective sales strategies and promoting company offerings
Collaborated with team members to share best practices, optimize sales efforts, and improve overall performance
Conducted regular follow-ups with clients to review coverage, discuss policy changes, or offer additional services as needed
CUSTOMER SERVICE REPRESENTATIVE
Kforce
Tampa
03.2020 - 02.2021
Answering all calls professionally, handling and resolving all customer complaints, identifying and escalating all priority issues on customer accounts
Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues
Answered constant flow of customer calls with minimal wait times
CHEMICAL OPERATIONS SPECIALIST
U.S. Army Reserves
11.2005 - 08.2011
Restocked inventory and coordinated supply needs.
Planned and implemented group safety training.
Conducted nuclear, biological and chemical reconnaissance.
Scheduled and performed equipment maintenance.
Followed safety processes and protocols while moving hazardous chemicals and operating heavy machinery to avoid and accidents.
Education
Associate - Liberal Arts and Sciences
Community College of Allegheny County
07.2015
Skills
Sales strategies
Policy recommendations
CRM
Customer outreach
Application processing
Insurance policy knowledge
Certification
Personal Lines, Life and Health Insurance License - Florida Department of Insurance.
P&C License- Pennsylvania Department of Insurance.
IUL Life Insurance Specialist / Financial Protection Advisor at World Financial Group (WFG)IUL Life Insurance Specialist / Financial Protection Advisor at World Financial Group (WFG)