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Health Insurance Sales Agent Resume Example

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HEALTH INSURANCE SALES AGENT
Summary

Insurance industry professional experienced in marketing and sales of Health 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
  • Insurance sales strategy
  • Policy adjustment knowledge
  • Cross-selling and upselling
  • Customer follow-up
  • Problem resolution
  • Decision-making
  • Microsoft Office
Experience
Health Insurance Sales Agent, Vidant Health, September 2020-January 2021Wilson , NC
  • Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
  • Upsold products to policyholders and potential new clients.
  • Interviewed prospective clients to gather information on financial needs and discuss any existing coverage.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
Census Enumerator, Vidant Health, March 2020-October 2020Hertford , NC
  • Communicated clearly and listened attentively throughout the interview process to facilitate the exchange of information.
  • Checked all contact information from research subjects for accuracy and implemented it into the company's computer system.
  • Maintained confidentiality when addressing sensitive information with tact and diplomacy.
  • Interacted sensitively, effectively, and professionally with individuals from diverse cultural, socioeconomic and educational, sexual, gender and religious orientations and backgrounds.
  • Conducted structured interviews and recorded audio using laptop and cellphone.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
Unit Secretary, Baptist Health System, April 2019-September 2019City , STATE
  • Compiled physical and digital documents, charts and reports to meet business and patient need.
  • Scheduled and confirmed patient appointments for diagnostic, surgical and consultation services.
  • Answered phone calls to provide assistance, information and medical personnel access to maximize office efficiency.
  • Maintained strong and trusting rapport with patients and all healthcare staff to build relationships.
  • Retrieved physicians' paperwork, including lab test requests.
  • Managed unit call reception and routed calls to correct department.
  • Executed clerical tasks and assisted with all unit duties as directed.
  • Provided patient information to facilitate timely admissions and discharges.
  • Contacted other medical facilities to confirm medical histories and prevent inaccurate diagnoses.
  • Created and maintained accurate and confidential patient files according to regulatory mandates.
  • Addressed, documented and responded to incoming correspondences to address client queries.
Unit Secretary, Kentucky River Medical Center, July 2011-January 2019City , STATE
  • Updated group medical records and technical library to support smooth office operations.
  • Compiled physical and digital documents, charts and reports to meet business and patient need.
  • Scheduled and confirmed patient appointments for diagnostic, surgical and consultation services.
  • Answered phone calls to provide assistance, information and medical personnel access to maximize office efficiency.
  • Supported administrative and healthcare staff, providing order fulfillment and inventory management services to ease operations.
  • Maintained strong and trusting rapport with patients and all healthcare staff to build relationships.
  • Communicated with staff to facilitate efficient operation of Med surg unit.
  • Retrieved physicians' paperwork, including lab test requests.
  • Managed unit call reception and routed calls to correct department.
  • Executed clerical tasks and assisted with all unit duties as directed.
  • Provided patient information to facilitate timely admissions and discharges.
  • Contacted other medical facilities to confirm medical histories and prevent inaccurate diagnoses.
  • Created and maintained accurate and confidential patient files according to regulatory mandates.
  • Addressed, documented and responded to incoming correspondences to address client queries.
Education and Training
Certificate of CompletionHealth Insurance, , ExamFX, , CityJuly 2020
Associate of Applied ScienceAccounting, , , Centura College, , CityStateDecember 2012
High School DiplomaColdwater High School, , CityStateJune 1988
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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score could be improved?

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Resume Strength
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Resume Overview

School Attended

  • ExamFX
  • Centura College
  • Coldwater High School

Job Titles Held:

  • Health Insurance Sales Agent
  • Census Enumerator
  • Unit Secretary

Degrees

  • Certificate of Completion
    Associate of Applied Science
    High School Diploma

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