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Licensed Insurance Agent Resume

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Phoenix, AZ

SUMMARY:

  • Dedicated administrative professional with proven ability to contribute to corporate goals and objectives, possesses outstanding academic and practical training in financial and business areas
  • Comprehensive experience in environments with problem resolution, customer service and business functions, all in time - critical, fast-paced and high-volume settings

CORE COMPETENCIES

  • Attentive Communication
  • Fluent Bilingual
  • Cross-functional Team Training
  • Analytical Problem Solver
  • Accounting/ Finance/ Statistics
  • Multi-line Phones/Office Technology

PROFESSIONAL EXPERIENCE:

Confidential, Phoenix, AZ

Licensed Insurance Agent

Responsibilities:

  • Receive inbound calls from Medicare Eligible individuals to enroll them in Medicare plans
  • Compare plans and ask probing questions to determine customer needs
  • Persuade Potential members to enroll in the plan that fits their needs
  • Complete enrollment application or set up in home appointment or meeting
  • Comply with Medicare guidelines, policies and procedures

Confidential, Yuma, AZ

Licensed Insurance Agent

Responsibilities:

  • Certificate of Appreciation: 03/11/14- Kudos Call Confidential Member, customer service satisfaction and expertise.
  • Recognition: 11/13/13- Scored 100% on all QA Evaluations & World Class Service to Confidential Members. Customer Champion of the month
  • Enroll Medicare beneficiaries into the different Prescription Drug and Medicare Advantage plans.
  • Educate members on various insurance products and answer questions regarding benefits and plan information.
  • Follow Medicare guidelines by reading disclosures and verifying personal health information with members.
  • Maintain knowledge of policies and procedures to ensure compliance with Medicare guidelines and provide members with accurate information

Confidential, Yuma, AZ

Customer Management Representative

Responsibilities:

  • Elite Team: Best performance Award for three consecutive months
  • Contact private individuals by telephone in order to solicit sales for insurance services
  • Use proper sales talks and techniques in order to persuade potential customers to enroll in the different insurance programs
  • Answer customer questions and handle complaints properly
  • Educate customers on the different Insurance products and services and customize our products to their needs
  • Meet daily, weekly, and monthly sales performance goals

Confidential, Yuma, AZ

Customer Telephone Sales Representative

Responsibilities:

  • Deliver prepared sales talks, reading from scripts that describe insurance services, in order to persuade potential customers
  • Explain products or services and prices, and answer questions from customers
  • Obtain customer information such as name, address, and payment method, and enter orders into computers

Confidential, Burbank, CA

Data Entry Clerk

Responsibilities:

  • Use data processing systems and computers to input orders
  • Identify and correct errors of more than 50 workers.
  • Answer 20 or more customer calls per day
  • Label and lift boxes up to 30 pounds.

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