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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 ofmedicare 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
  • Facebook
  • 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
Company NameAEP Senior Insurance Agent | City, State08/2020 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.
Company NameTier 2 Technical Support Specialist - Apple | City, State04/2019 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.
Company NameOffice 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
Company NameDebt 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 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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