Client-focused Insurance Sales Agent successful at developing leads and analyzing market trends to increase revenue and meet sales goals.
Marketed to Insurance Agents nationwide to offer Medicare products. Walked agents through the contracting and certification process. Implemented marketing plan that best fits the agents needs based off of their local demographics, their goals, and their wanted level of participation. Act as a resource for any questions they may have and help run appointments with their clients.
Researched Medicare and Long Term Care plans to find the plan that best fits the clients needs. Advised client of their options and enrolled them into a plan, via in person, phone or email.
Identified, developed and evaluated marketing strategies based on knowledge of company objectives and market trends. Involves, social media, targeted direct mailers as well as outside marketing.
Processed applications, payments, corrections, endorsements and cancellations.
Communicated with clients via phone to obtain claim information and initiate the claims process.
Implemented a program at a local church that helped homeless women have shelter, food, showers, as well as other resources to help get them back on their feet. Managed events that helped put together supplies for the women.
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