Lead Generation Specialist

WORK EXPERIENCE

Lead Generation Specialist
North American Insurance Agency – Pennsylvania
February 2023 to Present

• Manage relationships and establish individualized sales processes with four directly appointed retail agency customers spanning five states.
• Generate new business leads through internet research and strategic telephone sales engagements while working with a producer/agent to write policies.
• Collaborate with Underwriters to complete and distribute proposal documents to producers/agents while acting as a liaison through the quoting process.
• Continuously further knowledge on the climate of insurance and specific lines to effectively respond to potential insured’s questions and concerns.
• Coach newly hired team members and college interns to become contributing team members.
• Written Premium from Leads Generated in 2024: $35,762 written under 37 separate policies.

Patient Service Representative
Local Medical Clinic – Pennsylvania
June 2022 to January 2023

• Operated EHR software to properly manage scheduling tasks, patient information, and insurance information.
• Provided customer service to 100(+) patients per day while addressing billing concerns and accepting payments.
• Submitted insurance claims while logging information for proper coverage.

Sales Associate
Local Grocery Store – Pennsylvania
June 2021 to June 2022

• Managed monetary transactions between customers and the store.
• Resolved customer issues and provided problem solving by being knowledgeable of the store and its products.
• Coordinated customer’s large catering orders efficiently.

Fulfillment Team Member
International Retail Corporation – Pennsylvania
May 2020 to May 2021

• Supported team in performing daily goals alongside boosting production goals (1k “+” orders).
• Properly prepare, pack, and sort guest orders for shipment in a timely manner.
• Responsible for ensuring all daily orders had a successful departure from the store warehouse.
• Anticipating guest needs by being highly knowledgeable in the inventory and properly using software.

EDUCATION

BS Business Management, 2022
State University

CERTIFICATION

Active P&C License