Results-driven Marketing and sales manager accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Event Marketing Representative
GMR Marketing
01.2020 - Current
Attracted 500+ new clients by creating and implementing innovative marketing strategies
Boosted lead generation by designing and distributing engaging marketing materials at various events
Managed on-site logistics during events, ensuring seamless execution from setup to breakdown
Trained junior team members in best practices for event marketing, fostering a culture of continuous learning within the team
Enhanced brand visibility through the organization of high-impact promotional events.
Medicare Sales Agent
CVS Healthcare
09.2023 - 01.2024
Increased Medicare plan enrollments by effectively presenting and explaining plan options to potential clients
Built strong relationships with clients for long-term success by providing exceptional customer service and support
Streamlined the enrollment process with efficient documentation and data entry, reducing processing time
Maximized sales opportunities, actively identifying new leads through referrals and networking events
Enhanced customer retention rates by proactively addressing any issues or concerns regarding their Medicare plans.
Life Insurance Producer Support Specialist
Messer Financial
01.2023 - 07.2023
Maintained high standards of customer service by building relationships with clients
Attended continuing education courses and workshops to gain additional insurance industry knowledge
Created content for webinars and training materials for agency website
Streamlined the application process for clients, resulting in faster policy approval times and higher customer satisfaction
Increased policy sales by implementing a comprehensive marketing strategy and building strong relationships with clients.
Licensed Insurance Broker
Family first Life
01.2017 - 01.2023
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling
Met with prospective customers and business owners in homes, businesses, and other settings
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques
Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of the application process
Retained 90% of policyholders during the annual renewal period
Drove team revenue totals by bringing in top sales numbers.
Life Insurance Agent
Metlife
01.2014 - 01.2017
Hired as a seasonal employee hired full time based on performance
Drove team revenue totals by bringing in top sales numbers
Highest Conversion rates on a team of 30+
Recognized as a top performer on multiple accounts
Sold auto, home, life, and other various insurance products to individuals and affinity groups within the assigned territory using consultative selling techniques
Handled approximately 2,500 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
Insurance Verification Specialist
Optum Healthcare
01.2011 - 01.2014
Assisted with training and orientation of new employees
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
Adhered to company policies and scripts to consistently achieve call-time and quality standards
Documented and detailed calls and complaints using the call center's CRM database
Handled high-volume telemarketing operations with expert use of client management software and computer dialing
Worked with the sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Education
High School Diploma -
Parkland High School
Winston-Salem, NC
Skills
Relationship building
Strong communication
Goal-oriented
Life Insurance Sales
Medicare knowledge
Underwriting expertise
Team Training and Development
Computer literacy
Decision-making
Networking Events
Customer service
Client Retention
Certification
Life & Health Insurance License, 05/01/15, Present