Hobe Sound, Florida, United States
• Selling health insurance: Contacting potential customers to explain health insurance plans and policies, and helping them choose the best coverage • Analyzing policies: Reviewing current clients' policies to identify any changes or additions that may be needed • Customizing programs: Creating customized insurance programs for individuals • Handling renewals: Managing policy renewals • Maintaining records: Keeping electronic and paper records of customers' health insurance • Helping with claims: Assisting policyholders with settling claims
Interviewed buyers and renters to learn their desires and budgets, and performed comparative market analysis to estimate properties' value to · determine solutions for clients Guided sellers and buyers in marketing and purchasing property, · increasing agency revenue by 15% in 2013 Communicated with sellers, guiding them through the process and · coordinating open houses Initiated negotiation processes, consulted with clients concerning market conditions, prices, mortgages, legal requirements, and related matters to · ensure a fair and honest dealing Developed a network of 10+ mortgage lenders, contractors, and attorneys · to refer clients to