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Candidate Information
Title Customer Service Insurance Agent
Target Location US-FL-Fort Myers
Email Available with paid plan
Phone Available with paid plan
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SUMMARYSkilled Licensed Healthcare Agent with years of implementingstrategies to grow insurance businessand build relationships with prospective clients. Demonstrated experience in marketing at strategiclevels to identify opportunities to boost sales. Excellent influencing skills to communicate withcredibility, tact and diplomacy.Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation,liaising between parties and handling both routine and complex issues each day. Identifies and resolvesconcerns while promoting new products and meeting sales objectives.Results-driven Customer Service Specialist highly skilled in account management and sales techniques.Bringing 10 years of experience in professional communication with customers and peers. Skilled communicator known for contributing to repeat business.EXPERIENCELicensed Health Insurance Agent,Everise;Deerfield Beach, FL (Remotely)Start Date- 03/2022 End Date- 03/2023-Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.-Processed changes in insurance policies and periodically reassessed client needs.-Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.-Calculated premiums and established payment methods. CHELSI KANEPHONE NUMBER AVAILABLEEMAIL AVAILABLE261 NE 41st StPompano Beach, FL33064-Created individualized proposals for clients to include coverage options, premiums and enrollment guidelines. Licensed Health Insurance Agent,Family First Insurance Advisors;Deerfield Beach, FLStart Date- 07/2020 End Date- 01/2021-Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.-Processed changes in insurance policies and periodically reassessed client needs.-Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.-Calculated premiums and established payment methods.-Created individualized proposals for clients to include coverage options, premiums and enrollment guidelines. Licensed Health Insurance Agent,Access Health Group;Boca Raton, FLStart Date- 07/2019 End Date- 06/2020-Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.-Processed changes in insurance policies and periodically reassessed client needs.-Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.-Calculated premiums and established payment methods.-Created individualized proposals for clients to include coverage options, premiums and enrollment guideline Customer Service Manager/Licensed Health Insurance Agent, Highland Health Direct;Boca Raton, FLStart Date- 07/2015 End Date- 06/2019I started at Highland Health Direct as a customer service representative for Health Insurance and became manager later on. Than a few years after that I became Licensed to sell Health Insurance.-Delivered fast, friendly and knowledgeable service for routine questions and service complaints.-Established positive rapport with customers, managers and customer service team members to maintain positive and successful work environment.-Maintained knowledge of company products and services to promptly resolve complaints and concerns.-Assisted staff with resolving complex customer issues and implementing targeted solutions.-Assisted customers in making payments on accounts and setting up payment plans.-Upheld strict quality control policies and procedures during customer interactions.-Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.-Processed changes in insurance policies and periodically reassessed client needs.-Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.-Calculated premiums and established payment methods. Customer Service Sales Associate/Front desk Manager, Massage Envy;Pompano Beach, FLStart Date-01/2014 End Date- 07/2015-Sold various products by explaining unique features and educating customers on proper application.-Built and maintained relationships with peers and upper management to drive team success.-Answered incoming telephone calls to provide store, products and services information.-Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.-Assisted teammates with sales-processing tasks to meet daily sales goals.-Retained product, service and company policy knowledge to serve as resource for both coworkers and customers.-Built trusting relationships with customers by making personal connections.EDUCATIONReceived my GED 2010SKILLSInsurance sales strategyCross-selling and upsellingCustomer follow-upPolicy adjustment knowledgeAsset protection expertiseEmail marketingLead developmentFlexibleCustomer serviceREFERENCES-John King, Supervisor/Management of Family First Insurance AdvisorsPHONE NUMBER AVAILABLE-Chris Kane, Owner/Management of Access Health GroupPHONE NUMBER AVAILABLE-Adam Oerth, Owner/Management of Access Health GroupPHONE NUMBER AVAILABLE-Ian Mcauslin and Danial Strikowski,Owner/Management of Highland Health DirectPHONE NUMBER AVAILABLEBrenda Knight, Owner/Management of Massage EnvyPHONE NUMBER AVAILABLECERTIFICATIONSLicensed Health Insurance Agent - Since 2016/2017Sales Rep, Management - Massage Envy - 2 years

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