Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
Lincoln Heritage Life Insurance
03.2022 - Current
Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
Drove team revenue totals by bringing in top sales numbers.
Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
Conducted research on insurance packages and investment options to generate client recommendations.
Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 60%.
Massage Therapist
Self-employeed
12.2019 - Current
Maintained client treatment records and designed long-term care programs for return customers.
Spoke with clients regarding health history, expectations, services and procedures for safety and customer satisfaction.
Provided safe, effective and appropriate massage therapy techniques during customer appointments.
Created marketing advertisements to increase awareness of services and boost sales.
Performed massages for clients using hot stone, Swedish, deep tissue, sports and pregnancy methodologies.
Engaged with customers to build rapport and loyalty.
Maintained records related to sales, returns and inventory availability.
Fulfilled orders and sourced products to meet rigorous customer delivery schedules.
Solved customer challenges by offering relevant products and services.
CNA
Atlantic Shores Retirement Community
09.2014 - 01.2020
Evaluated patients to identify and address wounds, behavioral concerns and medically relevant symptoms.
Checked patient vitals such as temperature, blood pressure and blood sugar levels.
Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
Obtained client medical history, medication information, symptoms and allergies.
Offered immediate assistance in emergency and routine paging situations to evaluate needs and deliver care.
Cared for residents in assisted living facility and delivered high-quality support to meet needs.
Provided care to patients throughout lifespan with consideration of aging processes, human development stages and culture.
Facilitated personal hygiene management, feeding and ambulation.
Education
High School Diploma -
Sussex Technical
Georgetown, DE
Skills
Ul>
Account retention
P>Account management
P>Lead prospecting
P>Sales trends
P>Sales expertise
P>Problem-solving skills
P>Excellent people skills
Certification
Saas Sales Training - 4 weeks
Certifications
12-2022
Personal Information
Title: Saas Sales
Timeline
Insurance Sales Agent
Lincoln Heritage Life Insurance
03.2022 - Current
Massage Therapist
Self-employeed
12.2019 - Current
CNA
Atlantic Shores Retirement Community
09.2014 - 01.2020
High School Diploma -
Sussex Technical
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