Description :

1. Conducted comprehensive assessments of client needs to provide tailored health insurance solutions.
2. Managed outbound call campaigns to schedule and conduct client consultations effectively.
3. Facilitated the completion and submission of insurance applications, ensuring accuracy and compliance.
4. Maintained detailed records of client interactions and applications for efficient data management.
5. Executed targeted outreach to warm leads and referrals, enhancing client acquisition efforts.
6. Developed strategic partnerships with local organizations to increase enrollment in health plans.
7. Provided ongoing support to clients in navigating their health insurance options and resolving issues.

Experience

0-2 Years

Level

Entry Level

Education

B.S. in BA

Description :

1. Managed high call volumes while establishing a robust client base through referrals and networking.
2. Engaged potential clients using targeted mailings and phone solicitations, enhancing outreach effectiveness.
3. Conducted comprehensive needs assessments to tailor insurance solutions based on clients' financial situations.
4. Developed customized protection plans by calculating quotes for immediate and long-term coverage.
5. Ensured seamless policy delivery and conducted follow-up evaluations to assess ongoing client needs.
6. Processed policy changes and applications, providing ongoing support to clients post-enrollment.
7. Facilitated the delivery of death benefits, ensuring clients' families received timely support during difficult times.

Experience

5-7 Years

Level

Senior

Education

B.S. in Ins. Mgmt.

Description :

1. Sent premium reminders to customers to prevent payment lapses, enhancing retention.
2. Conducted on-site training for policyholders on effective health insurance utilization.
3. Implemented targeted sales campaigns, successfully meeting diverse client needs.
4. Provided detailed information on Medicare Supplement policies and plans.
5. Enhanced customer experience by offering tailored insurance solutions.
6. Utilized CRM tools to track client interactions and improve service delivery.
7. Collaborated with team members to optimize sales strategies and client outreach.

Experience

0-2 Years

Level

Junior

Education

AS

Description :

1. Calculate premiums and establish payment methods based on client needs and financial situations.
2. Sell various types of insurance policies to individuals and businesses, ensuring compliance with regulations.
3. Conduct in-depth consultations with clients to assess their financial resources, needs, and existing coverage.
4. Utilize market data to devise effective sales strategies and enhance client offerings.
5. Document client interactions and transactions accurately to maintain compliance and improve service delivery.
6. Provide ongoing support and education to clients regarding their policies and benefits.
7. Collaborate with team members to optimize sales processes and improve overall customer experience.

Experience

7-10 Years

Level

Management

Education

B.S. in BA

Description :

1. Conducted thorough interviews with clients to assess their insurance needs and provided tailored coverage solutions.
2. Processed and recorded new insurance policies and claims, ensuring compliance with regulations.
3. Submitted applications for coverage to insurance carriers, maintaining accurate records.
4. Managed detailed records for each policyholder, facilitating reinstatements and cancellations.
5. Collected premiums and issued receipts, ensuring efficient financial transactions.
6. Updated existing policies and claims, reflecting changes in beneficiaries or coverage amounts.
7. Utilized software to document client interactions and streamline account adjustments.

Experience

2-5 Years

Level

Management

Education

B.S. in BA

Description :

1. Engaged potential customers by addressing inquiries about health insurance products and services.
2. Facilitated account creation by accurately recording client information.
3. Updated and maintained customer records to ensure accurate account data.
4. Resolved client issues by identifying concerns, proposing solutions, and following up to ensure satisfaction.
5. Processed client adjustments to financial accounts efficiently.
6. Analyzed customer needs to recommend suitable health insurance options.
7. Compiled reports based on customer feedback to enhance service offerings.

Experience

0-2 Years

Level

Entry Level

Education

B.S. Health Admin

Description :

1. Conducted detailed assessments to identify client-specific insurance needs and recommend optimal coverage.
2. Ensured clients understood their benefits by reviewing policy details and answering questions.
3. Participated in industry seminars to stay updated on product offerings and enhance sales strategies.
4. Engaged directly with policyholders to explain coverage options and analyze insurance programs for improvements.
5. Provided support during claims processing to ensure client satisfaction and resolve issues promptly.
6. Maintained licenses to sell Life, Health, Critical Illness Insurance, Medicare Supplements, and Annuities in NM and TX.
7. Evaluated customer profiles to recommend suitable insurance products based on individual needs.

Experience

2-5 Years

Level

Junior

Education

BBA

Description :

1. Responded to inbound inquiries from clients regarding health insurance products and services.
2. Conducted proactive outreach to potential clients through outbound calls and marketing initiatives.
3. Provided detailed information on insurance plans, including coverage options and costs.
4. Educated clients on policy features, benefits, and enrollment processes to enhance understanding.
5. Utilized consultative selling techniques to identify client needs and recommend appropriate plans.
6. Maintained accurate records of client interactions and policy transactions to ensure compliance.
7. Developed marketing materials aimed at attracting new clients and promoting services effectively.

Experience

5-7 Years

Level

Management

Education

B.S.B.A.

Description :

1. Provided personalized assistance to clients via phone, ensuring clarity in health insurance options.
2. Developed strong client relationships, leading to a high rate of customer retention.
3. Resolved client inquiries and complaints promptly, enhancing overall customer satisfaction.
4. Utilized open-ended questions to assess and meet client needs effectively.
5. Applied extensive product knowledge to inform clients about their eligibility for Medicare plans.
6. Guided clients through the enrollment process for Medicare Supplement policies and Part D plans.
7. Maintained updated knowledge of industry regulations and changes to advise clients accurately.

Experience

2-5 Years

Level

Senior

Education

B.S. in BA

Description :

1. Responded to incoming inquiries from potential clients regarding health insurance options.
2. Maintained ongoing communication with policyholders to ensure satisfaction and address concerns.
3. Assisted clients in enrolling in new health insurance plans both virtually and in person.
4. Conducted outreach to prospects to introduce health insurance products and services.
5. Consistently ranked in the top 5 in sales performance annually.
6. Utilized exceptional interpersonal skills to provide tailored solutions for clients.
7. Demonstrated integrity and product knowledge in customer interactions to foster trust.

Experience

0-2 Years

Level

Fresher

Education

B.S.B.A.

Description :

1. Established and managed an independent insurance practice, specializing in health, life, and Medicare insurance.
2. Fostered partnerships with community professionals to generate referrals and expand client base.
3. Designed cost-effective marketing strategies to enhance business visibility.
4. Delivered exceptional customer service, resulting in high client satisfaction and retention.
5. Conducted thorough evaluations of client needs to minimize loss ratios and ensure appropriate coverage.
6. Collaborated with underwriting teams to facilitate efficient policy issuance.
7. Worked closely with claims departments to resolve customer inquiries and issues promptly.

Experience

10+ Years

Level

Executive

Education

B.S. in BA

Description :

1. Reviewed applications for accuracy, ensuring compliance with health insurance regulations.
2. Analyzed client needs to recommend appropriate plans and coverage options.
3. Investigated denied claims to identify potential reimbursement opportunities.
4. Educate clients on health insurance options and benefits tailored to their needs.
5. Promoted agency products through various communication channels, enhancing client engagement.
6. Compiled accessible coverage information to assist clients in decision-making.
7. Prepared documentation for insurance sales and renewals, ensuring accuracy and compliance.

Experience

0-2 Years

Level

Entry Level

Education

B.S. Health Admin.

Description :

1. Evaluated insurance applications to determine eligibility and coverage options.
2. Utilized software to accurately calculate risk and establish premium rates.
3. Developed strategies to minimize losses for the agency.
4. Engaged with clients to assess their insurance needs and provide tailored solutions.
5. Maintained thorough documentation of client interactions and policy details.
6. Assisted policyholders with claims processing and inquiries.
7. Conducted presentations to educate clients about available health insurance options.

Experience

0-2 Years

Level

Entry Level

Education

AS in Business

Description :

1. Managed incoming calls from potential clients, discussing tailored insurance plans.
2. Educated clients on public and private insurance options, ensuring understanding of coverage.
3. Adhered to insurance, Medicare, and state guidelines for sales and enrollment.
4. Assessed client eligibility using CMS guidelines to recommend suitable plans.
5. Processed customer requests efficiently, updating information and creating leads.
6. Leveraged multiple systems to fulfill inquiries and enhance client engagement.
7. Served as an interim Subject Matter Expert, assisting team members with complex client issues.

Experience

0-2 Years

Level

Junior

Education

B.S. in BA

Description :

1. Stay updated on industry trends and changes in health insurance regulations.
2. Guided clients in understanding the Affordable Care Act and recommended suitable plans.
3. Conducted thorough needs assessments to tailor insurance options to individual requirements.
4. Maintained client follow-ups to ensure completion of applications and satisfaction.
5. Managed administrative functions in a high-volume call center, ensuring efficient operations.
6. Secured underwriting approvals by accurately completing coverage applications.
7. Utilized Microsoft Office Suite for documentation and reporting tasks.

Experience

5-7 Years

Level

Senior

Education

B.S. HA

Description :

1. Established strong rapport with clients to assess their insurance needs and provide tailored options.
2. Conducted comprehensive research to identify and engage potential clients through cold calling and company leads.
3. Expertly sold a variety of Humana Medicare products including Part D and Advantage plans.
4. Managed all sales cycle phases from prospecting through to closing and post-sale support.
5. Calculated premium amounts and facilitated payment arrangements for clients.
6. Enhanced wellness initiatives through effective client education and resource referrals.
7. Ensured compliance with insurance laws and regulations while explaining policy coverage to clients.

Experience

2-5 Years

Level

Management

Education

B.S.B.A.