LiveCareer-Resume

health insurance agent resume example with 3+ years of experience

JC
Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Summary

Insurance industry professional experienced in marketing and sales of multiple lines of insurance and insurance claims services. Energetic and enthusiastic with demonstrated success in fast-paced and deadline driven environments. Demonstrated ability to collect and analyze data, provide cost-effective solutions and meet the needs of clients by recommending suitable insurance products to provide financial security.

Skills
  • Customer follow-up
  • Lead development
  • Policy adjustment knowledge
  • Cross-selling and upselling
  • Insurance sales strategy
  • Email marketing
  • Team management
  • Business operations
  • Relationship development
  • Team building
  • Customer service
  • Supervision
  • Operational improvement
  • Communications
  • Organization
Experience
08/202 to Current Humana Marketpoint Sales Representative American National Insurance Company | Casa Grande, AZ,
  • Marketpoint Sales Representative -US sells individual health plan products and services in a field setting. The Marketpoint Sales Representative -US work assignments involve moderately complex to complex issues where the analysis of situations or data requires an in-depth evaluation of variable factors.
  • Makes sales presentations to potential qualified Medicare participants at their home, doctor's offices, ect. using approved government guidelines.
  • Initiates sales opportunities with seniors-Individually or in groups -to sell individual health plan policies.
  • Makes on-site presentations to prospective seniors or senior groups to increase an enrollment.
  • Qualifies prospects on site and closes sale if possible , otherwise , refers to inside sales for follow up. Begins to influence departments strategy.
  • Makes decisions on moderately complex to complex issues regarding technical approach for projects components, and work is performed without direction.
  • Exercises considerable latitude in determining objectives and approaches to assignments.
10/2019 to 01/2020 Health Insurance Agent Foundation Capital | Los Angeles, CA,
  • Assisted members to enhance current plans with supplemental benefits to boost sales.
  • Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
  • Calculated premiums and established payment methods.
  • Developed coordinated protection plan by calculating and quoting rates for immediate coverage action for uninsured clients.
  • Developed base for long-term sources of client prospects with referrals, occupational and special interest groups.
  • Created individualized proposals for clients to include coverage options, premiums and enrollment guidelines.
  • Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.
  • Attended company-sponsored gatherings to speak to community groups on healthcare coverage and long term goals.
  • Processed changes in insurance policies and periodically reassessed client needs.
  • Participated in weekly training sessions to improve product knowledge and enhance company growth.
  • Provided quick turnaround time when customers called with questions, usually within 2 hours.
  • Cultivated professional relations to establish long-term profitable partnerships.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Contracted with Bright Health, Oscar, Molina, Ambetter, Health First and UNC One.
09/2019 to 01/2020 Medicare Sales Representative American National Insurance Company | Centre, PA,
  • Implemented and designed effective marketing strategies to adjust and sell insurance contracts.
  • Explained advantages, disadvantages and features of policies to promote sales of Medicare plans.
  • Traveled throughout assigned territory and directly collaborated with community-based organizations to obtain referrals.
  • Interacted with senior population and conducted presentations at churches, centers and homes to sell and promote Medicare products.
  • Contracted with Wellcare, Humana, United Healthcare and Freedom/Optimum carriers.
02/2016 to 08/2019 Health Insurance Agent USHEALTH Group Inc. | City, STATE,
  • Attended company-sponsored gatherings to speak to community groups on healthcare coverage and long term goals.
  • Created individualized proposals for clients to include coverage options, premiums and enrollment guidelines.
  • Developed coordinated protection plan by calculating and quoting rates for immediate coverage action for uninsured clients.
  • Calculated premiums and established payment methods.
  • Participated in weekly training sessions to improve product knowledge and enhance company growth.
  • Processed changes in insurance policies and periodically reassessed client needs.
  • Conducted fact-finding assessments to create sales presentations for client engagement.
  • Developed base for long-term sources of client prospects with referrals, occupational and special interest groups.
  • Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
  • Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Analyzed customer needs and provided best options, up selling products and services.
  • Cultivated professional relations to establish long-term profitable partnerships.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Retained 80% of policyholders during annual licensed health insurance agent renewal period.
  • Pursued continuing education, finalized and maintained all types of personal lines insurance policies within the agency.
  • Called 500 warm leads each week to expand client base.
  • Followed up with potential clients regarding online information requests.
  • Processed applications, payments, corrections, endorsements and cancellations.
Education and Training
Expected in 2000 High School Diploma | Business Rowan Cabarrus Community College, Salisbury, N.C GPA:
  • Florida 2-15 Life, Health, and Variable Annunity Agent License
Activities and Honors
Accomplishments
  • Wrote and implemented marketing content for both the organization's website and social media accounts that were widely promoted.
  • Implemented special events on a bimonthly basis, resulting in new funds for "Foster Children " nonprofit
  • Established relationships with local officials after meeting at community events, which ensured better collaboration when crises arose.
  • Co-Founder of a non-profit organization "Foster Children" fundraiser program-A funding program for children not wanted who were moved from the street to orphanages to foster care .
  • Every year myself along with 4 other board members put together a festival to raise money to help children that are less fortunate. We raise 10,000 last year and had over 5k people attend.
  • Volunteer for the past 5 years at "Larger Then Life -Orlando Dream team-Improving the quality of life for Israeli children living with cancer.
  • Won Mrs. Florida People' Choice and Mrs Congeniality 2019
  • Won Mrs. World Petite and Mrs. World Fitness
  • FL 2-15 Insurance License (Life Health & Annuity)

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Resume Overview

School Attended

  • Rowan Cabarrus Community College

Job Titles Held:

  • Humana Marketpoint Sales Representative
  • Health Insurance Agent
  • Medicare Sales Representative
  • Health Insurance Agent

Degrees

  • High School Diploma

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