Summary
Overview
Work History
Education
Skills
Certification
Timeline
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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, FL
06-2014

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

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James Katsanos