licensed benefits advisor trainer supervisor resume example with 8+ years of experience
Motivated dually licensed benefits advisor offering 4 years of experience in health, and life insurance sales for 99+ clients within The Alight Retiree Health Solutions Agency. Accomplished professional with active health, and life licenses. Excellent ability to train and coach licensed and non licensed health and life insurance classes, maximizing productivity and performance. Talented at building and maintaining strong network relationships and strong referral partnerships. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives. Exceptional knowledge base for multiple plan types, and carriers specializing in Medicare related insurance. Supports corporate strategy by developing team and individual goals, objectives, operational standards and expectations for safety, quality and productivity. Enthusiastic Client Service professional with 7 years of client interface experience. Well-versed in insurance products, services and consumer trends. Skilled in both individual and team roles, with expertise in training and mentoring new staff on company objectives.
- Bilingual English/Spanish
- Flexible
- Reliable and trustworthy
- Decision-making
- Organization
- Collaboration
- People skills
- Leadership
- Team management
- Computer skills
- Microsoft Office
- Supervision
- Teambuilding
- Relationship building
- Analytical
- Working collaboratively
- Clerical
- Basic math
- Planning
- Troubleshooting
- Presentations and demonstrations
- Planning and coordination
- Lesson planning
- Student engagement
- Public speaking
- Benefits documentation
- Tax advising
- Individual returns preparation
- Tax law
- Tax consulting
- Documentation filing
- Organizational abilities
- Organization skills
- Data gathering
- Gold Diploma Recipient
- Arizona Scholar Recipient
Mason, OH, 06/2018 - Current
- Coordinated enrollment into plan benefits directly with insurance companies or through marketplace.
- Organized and verified enrollment and benefits documents.
- Responded to member questions regarding plan benefits and provisions.
- Exceeded company sales goals for new policies.
- Provided leadership and training for new agents regarding industry best practices and company policies.
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
- Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Conducted fact-finding assessments to create sales presentations for client engagement.
- Processed changes in insurance policies and periodically reassessed client needs.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Tested trainees on materials to determine levels of understanding and areas requiring further instruction.
- Complied with company policies, objectives and communication goals.
- Established and enforced clear goals to keep employees working collaboratively.
- Created training manual for employees to use as reference guide.
- Conducted employee evaluations and reviews.
Bend, OR, 01/2015 - 04/2021
- Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
- Finalized and processed paperwork with local, state and federal government authorities.
- Analyzed information and assessed liabilities and deductions according to relevant tax code.
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
- Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
- Responded to state and federal tax notices by preparing written responses or tax return amendments.
- Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
- Stored copies of completed returns and related documents according to company procedures and business regulations.
- Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
- Collected detailed information and required paperwork from clients to complete tax returns.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Prepared tax return documents for clients.
- Assessed various angles of tax situations to maximize tax benefit.
- Answered and directed incoming calls using multi-line telephone system.
- Oversaw office inventory by restocking supplies and submitting purchase orders.
- Processed payments and updated accounts to reflect balance changes.
- Scheduled and confirmed appointments.
- Screened and verified visitors for identification credentials and purpose of visit to maintain security of personnel and office environment.
- Maintained professional tone at all times, including during peak rush hours.
- Greeted customers, answered general questions and directed to appropriate locations.
- Planned routine operations and special projects under direction of operations manager.
- Assisted with training of new employees, offering constructive feedback on completion of job tasks.
City, STATE, 08/2015 - 01/2016
- Maintained garden areas and landscaping greenery to enhance property appearance and plant health.
- Operated landscaping equipment to maintain grounds and remove trees.
- Scheduled regular landscaping services to promote optimal growth and maintain attractive appearance of lawns and facility grounds.
- Pruned trees and bushes to improve visibility and shapes.
- Trimmed shrubbery and trees to help plants produce more flowers and fruit to benefit wildlife.
- Cleared pathways of overgrowth, debris to reduce hazards.
- Planted bulbs, bushes, trees and flowers to enhance environment.
City, STATE, 01/2013 - 07/2013
- Operated cash register, collected payments and provided accurate change.
- Helped customers find specific products, answered questions and offered product advice.
- Verified customer identification for alcohol or tobacco purchases.
- Processed all sales transactions promptly to prevent long customer wait times.
- Scanned customer purchases and supported transactions to streamline sales process.
- Resolved customer complaints and escalated worsening concerns for remediation.
- Inventoried stock and placed new orders to keep supplies within optimal levels for expected demands.
- Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
- Learned roles of other departments to provide coverage and keep store operational.
- Maximized sales potential by preparing, storing, rotating and merchandising products at point-of-sale.
- Wiped down counters and conveyor belt to remove debris and maintain cleanliness.
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Resume Overview
School Attended
- Flowing Wells High School
Job Titles Held:
- Licensed Benefit's Advisor/ Trainer/ Supervisor
- Income Tax Preparer/Operations Assistant
- Landscaper
- Cashier
Degrees
- High School Diploma
By clicking Customize This Resume, you agree to ourĀ Terms of UseĀ andĀ Privacy Policy