AEP Senior Insurance Agent Resume Example
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AEP SENIOR INSURANCE AGENT
Summary
Ambitious, detail oriented, current insurance licenses in Life, Health/Accident, and Medicare/Long-term Supplement. Licensed in 17 states and certified with A+ rated carriers. Adaptable, coachable, reliable, strong work ethic and the ability to thrive in team-based or individually motivated settings. As a passionate producer in the Insurance industry, I have extensive knowledge of medicare and it's secondary insurance plans and the grit and determination to succeed. I offer experience with helping customers effectively with the understanding that individuals look at to us for help during their stressful and confusing situations. I understand how to address their benefits and needs all while maintaining company standards. Goal focused and sales driven with the inspiration of an uncapped earning potential.
Skills
- Self Motivated
- Strong work ethic
- Leadership
- Computer Skills
- Knowledgeability of senior Medicare options.
- Proficient in iOS, macOS, Windows, and Microsoft Office
- Problem solving and critical thinker
- Reliable and trustworthy
- HIPAA Compliance/HIPAA Regulations
- Appointment Setting
- Strive for Company Growth
- Types of Insurance
- Identify Clients' Needs
- Analyze Insurance Needs
- Manage Contracts
- Build Business Relationships
- Represent the Organization
- Apple Final Cut Pro
- Persuasion
- Social Perceptiveness
- Instructing
- Business Development
- Great Communication Skills
Education and Training
High School DiplomaGrandview Sr. High SchoolCity,State,
Some College (No Degree)Fayetteville Technical Community CollegeCity,State,Nursing
- Certified Nursing Assistant I
- Certified Nursing Assistant II
- Certified Phlebotomist
Some College (No Degree)Longview Community CollegeCityGeneral Studies
Experience
Mhc Equity Lifestyle PropertiesAEP Senior Insurance Agent | Colonial Beach , VA08/2020 to 01/2021
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
- Provided quick turnaround time when customers called with questions.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Reviewed coverage plans and strategic initiatives, determining how best to align new offerings with business goals.
- Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Improved office operations continually by maintaining records, tracking data and promoting internal communications.
- Cultivated lasting professional relationships, which created continuous client referral streams within community.
- Confident and personable attitude
- Completion of certifications or training programs
- Strong analytical and decision-making skills
- Great written and verbal communication
- Team-oriented with ability to build strong relationships
- Analyzed customer needs and provided best options, upselling products and services.
Weltman, Weinberg & ReisTier 2 Technical Support Specialist - Apple | Cincinnati , OH04/2019 to 08/2020
- Assisted in technical support troubleshooting to improve customer service and support on call/chat.
- Maintained composure and patience in face of difficult customer situations, applying de-escalation techniques and positive customer support.
- Assisted all iOS and macOS products/devices with software and hardware troubleshooting to determine causes of system malfunction.
- Documented repair processes and helped streamline procedures for future technical support actions.
- Consulted via telephone to understand user problems, run through testing scripts and ask probing questions to locate root causes.
- Explained technology-related details in easy-to-understand terms to individuals from all walks of life and in various job positions.
- Multitask between services screens. Managing multiple windows and applications during interactions with customers.
- Support Tier 1 advisors whom need help and/or take over escalated calls.
- Documented and updated case notes for each customer and work order.
- Maintained compliance with established and updated policies and procedures with minimal supervision.
- Communicated with customers to identify issues, walk through solutions and initiate corrective actions to restore service and functionality.
- Received inbound phone calls from customers to provide first-level support and remotely troubleshoot issues with service, equipment or customer accounts.
TEH RealtyOffice Assistant | City , STATE06/2017 to 02/2019
- Administered physical and digital filing systems, keeping records well-organized and easily retrievable by team members.
- Received and screened high volume of internal and external communications.
- Drafted meeting agendas, supplied advance materials and executed follow-up for meetings and team conferences.
- Maintained business records by updating customer information.
- Maintained office supplies inventory by checking stock and ordering new supplies as needed.
- Improved productivity initiatives, managing office support tasks and coordinating itinerary and scheduling appointments.
- Managed building access and supplied key cards to employees and visitors.
- Organized files, developed spreadsheets, faxed reports and scanned documents.
- Dispersed incoming mail to correct recipients throughout office.
- Assisted with administrative tasks, including filing, and answering phones
Encore Receivable ManagementDebt Collection Specialist | City , STATE08/2012 to 06/2013
- Monitored past due accounts and pursued collections on outstanding invoices.
- Managed all payments processing, invoicing and collections tasks.
- Executed account updates and noted account information in company data systems.
- Improved customer satisfaction by finding creative solutions to problems.
- Worked on manual dialer with an automatic dialer to make contact with borrowers.
- Upheld Federal and State Laws
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Resume Strength
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Resume Overview
School Attended
- Grandview Sr. High School
- Fayetteville Technical Community College
- Longview Community College
Job Titles Held:
- AEP Senior Insurance Agent
- Tier 2 Technical Support Specialist - Apple
- Office Assistant
- Debt Collection Specialist
Degrees
- High School Diploma
Some College (No Degree)
Some College (No Degree)
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