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Health Insurance Agent Resume Samples
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0-5 years of experience
Developed sales presentations to a large number of clients every month, with a high conversion ratio
- Consistently exceeded monthly target for sales of health and life insurance policies
- Provided one-one- services to clients to meet their financial needs through customized packaging
- Achieved a 83% retention rate
- Maintained compliance with state regulations
0-5 years of experience
Recognized as an outstanding employee as team lead, and subject matter expert, which resulted in a promotion.
- Primary contact in handling routine and complex policy holders inquiries, regarding signature authorization, benefits, claims, and general assistance.
- Successfully executed quality customer service through fast responsiveness, reliability, assurance, and professionalism
- Utilize problem resolution and negotiating skills to deescalate any irate customers.
- Meets key performance indicator goals by 100% through obtaining 5:1 enrollment rejection ratio
- Receive 95% or above average Quality Assurance approval during auditing.
0-5 years of experience
- Sold/enrolled individuals in Medicare, dental, and vision health plans over the phone.
- Complied with very precise regulations involved with selling thess type of plans.
- Maintained a 95% QA score for the last 6 months of employment.
- Was among top 10 outbound sales agents April 2012.
- Developed a manual that included the critical information for a telesales agent.
- Developed a quick and accurate way to estimate most difficult to calculate prescription drug costs such as insulin, inhalers, and eye drops.
0-5 years of experience
Present accurate information about [company name]'s products, coverage plans and quotes to prospective members.
- Exceed sales goals for assigned campaigns by converting calls at 40 percent, and surpassing production goals by 150 percent during the annual enrollment period.
- Maintain 95 percent quality assurance with sales presentations.
- Enroll Medicare recipients into health plans by probing to find which benefits will meet their needs, and simplifying multifaceted plans for a better consumer experience.
- Remain compliant with Medicare guidelines and accurately present disclosures amongst different states.
- Assist members by enhancing their current plans with supplemental benefits for increased sales.
- Accustomed with customer relationship management systems.
6-10 years of experience
Utilized databases and written materials to research and provide detailed information to telephone inquiries
- Respond to telephone inquiries within the set departmental staffing and time parameters
- Complied with the privacy act as it relates to the confidentiality of information released
- Maintained up-to-date knowledge of CMS regulations and policies as they apply
- Familiarized and provided information on general Medicare eligibility and information
- Perform other related duties as assigned
0-5 years of experience
Grew company business by 33.33% over first year by providing recommendations for fitting plans
- As plan administrator, expanded business to include Medicare Advantage and Home Health plans
- Researching market/identifying leads, prepares marketing plans (including Medicare requirements)
- Attending weekly training sessions to improve product knowledge and enhance company growth
- Reviewing client solicitations, explaining related benefits and closing on new policies ($5K to $20K)
0-5 years of experience
Independent Life Insurance Agent. Managed personal clients, kept all records and policies.
- Managed work time to keep with scheduled quotas for production by the company.
- Kept all records according to the HIPAA regulations.
- Kept client information confidential including all files and documentation on each client.
0-5 years of experience
Campaigned to closing sales and striving to meet client's requirements.
- Ensured to implement feedback from supervisors to enhance growth and performance
- Ensured to report promptly for each scheduled shift
- Knowledge of basic computer applications and work related software applications
- Provide guidance to customer on the benefits of health insurance facilities
- Profound ability to stay customer service-focused
0-5 years of experience
Provide accurate health insurance benefits to Physicians prior to patient services.
- Investigate claims that have not processed properly and adjust to ensure accurate payments.
- Provide professional customer service with pride.
- Serve food, beverage, and alcohol with a genuine smile.
- Basic cleaning and light cooking.
- Perform cashiering duties, open drawer and close drawer, accurate cash handling and deposits.
0-5 years of experience
Complete lead calls daily to existing clients to develop and grow household relationships.
- Conduct insurance analyses during individual consultations to ensure proper levels of protection for clients.
- Manage communication records daily for efficient follow-up.
- Conduct health requirement interviews and health swabs for insurability verification.
- Process service requests as necessary pertaining to existing policies.
- Advise clients on available protection plans and complete sales regularly, exceeding sales goals set by the Office Agent.
0-5 years of experience
Enrolled people who are 65 or older in HMOs and PPOs plans
- Typed daily notes on the newly enrolled members
- Informed members about their premiums on their health insurance plans
- Took phone calls from the clients regarding unpaid medical claims
- Contacted providers to resolve billing misunderstandings with clients
- Located providers who were closer and more convenient for the clients
- Ordered member's identification cards and forwarded member guide books
0-5 years of experience
Sell various types of insurance policies to businesses and individuals.
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and to discuss any existing coverage.
- Call on policyholders to analyze insurance program and suggest additions or changes.
- Seek out new clients and develop clientele by networking to generate prospective lists.
- Explain features, advantages and disadvantages of insurance plans.
- Calculate premiums and establish payment method.
- Perform administrative tasks, such as maintaining records and handling policy renewals.
0-5 years of experience
Creating and maintaining ongoing relationships with clients including scheduling and attending meetings.
- Administrative tasks such as dealing with paperwork, correspondence, keeping detailed records
- Broker for life, health, retirement and long-term care insurance products and act as a Field-Underwriter
- Act as the intermediary between clients and insurance companies while assessing their insurance needs and risk profile.
- Providing clients with products that suit their needs and budget while educating them on the aspects of Life & Health Insurance.
0-5 years of experience
Passed the required VA state Life and Health license exam to become a licensed agent
- Made daily calls to small business owners to set appointments for face-to-face meetings
- Went business to business seeing if I could help the owner with better coverage
- Conducted an in-home presentation to potential clients on health insurance options
- Completed the initial application process with clients to see if they were approved
- Followed up with clients via phone, email, and home visit to maintain a relationship
0-5 years of experience
- Performed high volume enrollment of seniors and disability entitled clients into prescription drug plans including Medicare Part-D
- Advised clients on different aspects of plans available company in order to ensure customer satisfaction
- Provided quality customer service in order to achieve customer goals and objectives
- Operated data entry system
6-10 years of experience
- Licensed for New Jersey & Pennsylvania
- Outside sales that included, appointment based, over the phone and door-to-door sales.
- Member of the Millionaires Club 4 years in a row.
- Rookie of the Year & recipient of many other awards within a 5 year period.
- Promoted to manager of a satellite office in Pennsylvania.
0-5 years of experience
Commission bases sales, ultimately responsible for enrolling union members in their permanent benefits.
- Building and maintaining excellent report in client's homes, making them feel comfortable.
- Fulfilling policy owner needs on a daily basis utilizing best customer service skills in the process.
- Knowledge of the ins and outs of life and health insurance, code and ethics for the state of California.
0-5 years of experience
Receive inbound calls from AARP members and assist them with their Medicare Supplement plan and Hospital Indemnity insurance needs
- Maintain a high level of professionalism, work ethic, patience, and personal accountability
- Educate callers Medicare, enrollment periods, and claims
- Work with team members to achieve team and business, service and sales goals
0-5 years of experience
Responsible for providing solutions to new and existing customers by offering appropriate product and services to help meet their financial needs.
- Conduct sales presentation to potential clients to educate about company products and services.
- Build client relationships by resolving any areas of concern and always providing prompt, courteous, professional service.
- Perform Needs Analysis fact gathering process to obtain information required to make appropriate recommendations for various life insurance products.
0-5 years of experience
Develop client base through network and seminar marketing, industry contacts and referrals, and canvasing small-medium businesses for new opportunities.
- Consult with business owners regarding health care reform and how it applies specifically to their business and provide cost saving alternatives to traditional group coverage.
- Medicare certified through Blue Cross and Blue Shield of Florida
- Certified to sell on the open exchange
10+ years of experience
- Solicit new business on a daily basis
- Set up and implement marketing plans
- Established a referral system by creating a customer service follow up program.
- Computer support specialist for 30 sales reps troubleshooting hardware and software issues
0-5 years of experience
Assist with filling out applications for potential Medicare part D members.
- Assist with the paying of monthly premiums for members' plans.
- Explain plan options for Medicare part D to Medicare members.
- Fill and send out prescriptions to customers with mail order.
0-5 years of experience
Excellent rapport building with new and existing clientele
- Process all policy changes with regional office
- Adhere to strict confidentiality insurance laws
- Lead weekly team building exercises
- In charge of submitting and closing all bank products including credit cards, mortgages, and auto loans
0-5 years of experience
Setting appointments with prospective clients to deliver sales
- Interviewing prospective clients to obtain data about their financial resources and needs
- Customizing insurance programs to suit individual clients and drive sales
- Delivering and explaining policies to analyze insurance programs and suggest additions or changes
- Contacting and selling existing clients to make policy recommendations based upon changing circumstances
0-5 years of experience
Accurately explain features, advantages and disadvantages of various health insurance policies to promote the sale of the most appropriate insurance options
- Match client with policies that best suit their needs and concerns
- Determine clients particular needs through use of open ended questions
- Provide superior customer service
0-5 years of experience
Assisted clients' in their needs regarding health and life insurance
- Stored clients' personal information
- Worked with little supervision
- Responsible for being an expert on policy information for over 30 life and health insurance companies
0-5 years of experience
Help protect families by matching them with life and health insurance benefits.
- Educate clients to foster understanding of insurance.
- Assist clients in finding annuity products to prepare for retirement.
- Hold community events aimed at educating the public about the need for and benefits of insurance.
0-5 years of experience
- Take inbound calls from existing and future policy holders.
- Explain policy benefits and complete applications.
- Present Medicare advantage plans and enroll medicare beneficiaries in to medical plans.
- Calculate premiums and establish payment method.
0-5 years of experience
Market supplemental insurance benefits to individuals
- Market supplemental insurance benefits to business owners for employees
- Prospect, set appointments, presentation, close the sale, complete enrollments
- Manage and service account base
0-5 years of experience
- Contact prospects to schedule appointments
- Assess client's needs and provide necessary coverage
- Complete sales presentations enthusiastically to large groups and on an individual basis
- Submit claims and assist with claim processing for existing clients
- Track weekly reports and complete any pending business
- Take initiatives to provide excellent customer service when clients suffer a loss
- Maintain knowledge of current New York state laws for life, health, disability, accident, and critical disease insurance
0-5 years of experience
- Provided clients with valuable supplemental insurance products
- Assisted clients with information to select the right policy
- Maintained reports of new and existing accounts for management
- Submitted and followed up with claim forms and other documents.
- Assist new and current customers with cell and internet accounts
- Recommend products to clients and exceeded personal sales goals
- Troubleshoot cell phone issues and research account issues
- Maintain own register which included cash and credit card sales
- Routine inventory, purchasing and restocked sales floor
- Assisted with banking transactions at the end of the business day
0-5 years of experience
- Sold and explained health insurance to clients in 14 states
- Inbound call center environment
- Schedule appointments or made reservations for seminar.
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