Summary
Overview
Work History
Education
Skills
Timeline
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Heather Waldron

Radford

Summary

Dynamic insurance sales professional with a proven track record at Assurance IQ, excelling in customer service and lead prospecting. Skilled in managing renewals and building lasting client relationships, I consistently deliver tailored insurance solutions, achieving significant sales growth and enhancing client satisfaction through effective communication and problem-solving abilities.

Overview

23
23
years of professional experience

Work History

Stay At Home Mom

Self-employeed
Radford
01.2023 - Current
  • Managed household errands and other essential duties.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
  • Completed day-to-day duties accurately and efficiently.

Licensed Insurance Sales Agent

Assurance IQ
08.2022 - 01.2023
  • Managed existing accounts with a high level of professionalism, addressing any concerns or changes in coverage as needed.
  • Collaborated closely with claims department resolving disputes between insurance providers resulting in satisfactory outcomes for clients.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Monitored customer feedback and identified areas of improvement.
  • Analyzed customer needs to provide customized insurance solutions.
  • Conducted annual reviews of existing policies to update information.
  • Built long-lasting relationships with clients through excellent communication and attentive service.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.

Insurance Sales Agent

American Income Life
08.2021 - 08.2022
  • Presented and sold insurance products and services to new customers
  • Prospected leads and contacted potential customers to build connections and book appointments
  • Identified customers' needs and suggested targeted products to meet requirements
  • Compiled customer data to accurately process paperwork and minimize fraudulent claims
  • Established strong relationships to retain existing customers and find new prospects
  • Cross-sold different policy types to existing policyholders to boost sales revenue
  • Studied products, pricing, and policy features to understand offerings and serve customers.

District Sales Manager

AFLAC
06.2007 - 01.2017
  • Championed business propositions to effectively meet short- and long-term goals
  • Used value-added selling process, executed go-to-market strategies, and negotiated sales to close business deals
  • Sold products directly to key buyers and handled objections to satisfy brand objectives and maximize sales volume
  • Recruited and trained a team of sales agents on how to perform presentations to employers and employees
  • Troubleshooted potential and existing policyholders considering questions and concerns about their policy needs
  • Led a team of agents and developed a $1.2 million district
  • Ended the year at 142% over quota and ended the year number 1 in the State.

Dialysis Registered Nurse

Fresenius
09.2002 - 06.2007
  • Collaborated with patients' nephrologist and other clinical professionals to implement prescribed treatments
  • Communicated and helped manage emergencies, complications, and incidents
  • Managed care professionally for optimal coordination, continuity, and patient safety
  • Implemented plans of care and monitored patients undergoing dialysis to spot concerning responses
  • Evaluated patient assessments, dialysis orders, and laboratory results to maintain awareness of each patients' condition
  • Oversaw hemodialysis technicians and students to coordinate quality dialysis care
  • Delivered inpatient dialysis services to acutely ill patients with diverse range of medical and surgical diagnoses
  • Recorded patients' medical information and vital signs
  • Trained student and newly-registered nurses in the correct nursing procedures and performance strategies.

Education

RN - Nursing

Danville Regional Medical Center School of Nursing
Danville, VA

High School Diploma - Business

Tunstall High School
Danville, VA

Skills

  • Appointment management
  • Lead prospecting
  • Customer service
  • Insurance sales
  • Manage renewals
  • Update records
  • Sell policies
  • Networking

Timeline

Stay At Home Mom

Self-employeed
01.2023 - Current

Licensed Insurance Sales Agent

Assurance IQ
08.2022 - 01.2023

Insurance Sales Agent

American Income Life
08.2021 - 08.2022

District Sales Manager

AFLAC
06.2007 - 01.2017

Dialysis Registered Nurse

Fresenius
09.2002 - 06.2007

RN - Nursing

Danville Regional Medical Center School of Nursing

High School Diploma - Business

Tunstall High School

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Heather Waldron