Selina Mejer
Mishawaka,IN
Summary
Dynamic Life & Health Insurance Agent with proven success at Dan Berry Insurance Agency, specializing in client needs analysis and policy sales. Adept at building relationships and enhancing customer retention through effective communication and tailored health insurance solutions. Committed to continuous improvement and compliance, ensuring clients receive optimal coverage and support.
Overview
9
9
years of professional experience
Work History
Life & Health Insurance Agent
Dan Berry Insurance Agency
07.2016 - Current
- Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Developed and maintained client databases to track customer service interactions and evaluate service quality.
- Monitored changes in health insurance laws and regulations to verify continuous compliance.
- Used Applied Epic to process benefit transactions.
- Provided comprehensive customer service to drive client satisfaction.
- Developed tailored health insurance plans to meet individualized client needs.
- Compiled and maintained client records to monitor health insurance policies and premiums paid.
- Educated clients about health insurance coverage options, benefits and costs.
- Responded to customer inquiries regarding health insurance coverage and policies to assist with informed decision-making.
- Finalized sales and collected necessary deposits.
- Educated clients on insurance policies and procedures.
- Monitored customer feedback and identified areas of improvement.
- Met with customers to provide information about available products and policies.
- Researched and identified potential new markets.
- Collected premiums on or before effective date of coverage.
- Conducted annual reviews of existing policies to update information.
Education
High School Diploma -
Washington High School
South Bend, IN06.2009
Skills
- Health insurance
- Policy sales
- Premium calculation
- Client needs analysis
- Self motivation
- Time management
- Cross-selling
- Adaptability and flexibility
- Continuous improvement
- Effective communication
- Customer retention
- Written communication
- Reliability
- Decision-making
- Vision and dental insurance
- Policy renewals
- Communication skills
- Customer referrals
- Insurance sales strategy
- Problem-solving
- Billing procedures
- Insurance coverage verification
- Service oriented
- Multitasking
- Professionalism
- Relationship building
- Customer complaint resolution
- Cold calling
- Document control
- Insurance sales
- Calculate premiums
- Customer follow-up
- Quotes and sales
- HIPAA compliance
- Customer service
- Health insurance sales
- Teamwork
- Problem-solving abilities
- Policy Knowledge
- Team building
- Task prioritization
- Active listening
- Excellent communication
- Verbal and written communication
Timeline
Life & Health Insurance Agent
Dan Berry Insurance Agency
07.2016 - Current
High School Diploma -
Washington High School