Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

YVONNE REED

Alpharetta

Summary

Accomplished Life Insurance Agent with a proven track record at Assurance, adept in client needs analysis and policy renewals. Leveraged active listening and rapport-building talents to exceed customer expectations, achieving a significant uptick in policy sign-ups. Expert in life insurance, including Whole Life and Term Life, with a flair for tailoring solutions to individual financial goals.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Life Insurance Agent

Assurance
01.2012 - Current
  • Up-sold additional products and services after identifying customer needs and requirements
  • Built relationships with clients through active listening and rapport building talents to provide excellent service
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
  • Assisted customers with signing up for new life insurance coverage that meet their individual needs and budget
  • Explained the different types of insurance policies available to customers including: Whole Life, Term Life, Universal Life, Variable Life and Final Expense
  • Assisted customers with life insurance quotes and discussed the terms of each plan type

Health Insurance Agent

Health Insurance Marketplace
01.2007 - 01.2012
  • Built relationships with clients through active listening and rapport building talents to provide excellent service
  • Up-sold additional products and services after identifying customer needs and requirements
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
  • Assisted customers with signing up for new health coverage and explained their health insurance options
  • Explained the differences in the type of health insurance plans to the customer's, such as: HMO, PPO, POS, EPO and Indemnity plans
  • Advised customers about copay's, coinsurance and deductibles that applied to each plan

Education

Bachelor of Arts - Sociology

University of North Texas
Denton, TX
08.2001

Skills

  • Account management
  • Whole Life and Term Life insurance
  • Policy renewals
  • Life insurance
  • Client needs analysis
  • Quotes and sales

Certification

  • Health Licensed in 49 States
  • Life Licensed in 9 States

Timeline

Life Insurance Agent

Assurance
01.2012 - Current

Health Insurance Agent

Health Insurance Marketplace
01.2007 - 01.2012

Bachelor of Arts - Sociology

University of North Texas

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YVONNE REED