James Katsanos
Troutman
Summary
Dynamic Life and Health Advisor at Select Quote Insurance Services, adept at customizing insurance plans and enhancing client satisfaction. Proven sales expertise and problem-solving abilities led to streamlined processes and strong client relationships. Skilled in HIPAA compliance and customer support, driving results in diverse environments.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Life and Health Advisor
Select Quote Insurance Services
05.2021 - 06.2025
- Educated clients on final expense insurance options and benefits.
- Customized insurance plans to meet diverse client needs and budgets.
- Conducted thorough needs assessments to identify suitable coverage solutions.
- Developed strong relationships with clients, ensuring satisfaction and trust.
- Streamlined application processes to enhance efficiency and accuracy of submissions.
Regional Sales Representative
Fleet Clean USA
08.2018 - 04.2021
- Developed and maintained relationships with key clients to drive regional sales growth.
- Monitored sales performance metrics to refine strategies and achieve targets consistently.
- Performed outbound cold calls to prospective businesses who need a fleet washing service.
- Reported to franchise locations on a weekly basis with updates and new contracts for fleet washing services.
Banking Customer Service Representative
Space Coast Credit Union
02.2016 - 07.2018
- Delivered exceptional customer service by resolving inquiries and issues efficiently.
- Processed account transactions accurately using banking software and systems.
- Educated customers on product offerings to enhance financial literacy and engagement.
- Collaborated with team members to improve service delivery and customer satisfaction rates.
Education
Bachelor of Arts - Business Administration
Northwood University
West Palm Beach, FL06-2014
Skills
- Customer assistance
- HIPAA compliance
- Mental health awareness
- Customer support
- Data entry
- Inbound call management
- Call center operations
- Sales expertise
- Upselling skills
- Teamwork and collaboration
- Problem-solving abilities
- Multitasking Abilities
Certification
- 2-15 License - Licensed in 2016
Timeline
Life and Health Advisor
Select Quote Insurance Services
05.2021 - 06.2025
Regional Sales Representative
Fleet Clean USA
08.2018 - 04.2021
Banking Customer Service Representative
Space Coast Credit Union
02.2016 - 07.2018
Bachelor of Arts - Business Administration
Northwood University