Samantha Evans
Richmond
Summary
Dynamic customer service professional with a proven track record in CRM management and success in fast-paced work environments. Demonstrated ability to excel in self-sufficient settings while effectively communicating with diverse clientele. Committed to delivering exceptional service and fostering positive relationships that drive customer satisfaction and loyalty. Passionate about leveraging skills to enhance operational efficiency and contribute to team success.
Overview
4
4
years of professional experience
1
1
Certification
1
1
year of post-secondary education
Work History
MEDICARE INSURANCE AGENT
MSIS
12.2023 - Current
- Guide clients in Medicare options, enhancing satisfaction through tailored consultations.
- Craft personalized insurance plans, improving client retention and service quality.
- Evaluate client eligibility, optimizing coverage and enhancing service outcomes.
- Used CRM to increase client retention
- Remote
INSURANCE DATA ENTRY
Evans Insurance Services
05.2021 - 12.2023
- Executed precise data entry and verification processes, enhancing record accuracy and ensuring compliance with HIPAA regulations.
- Streamlined data processing workflows, leading to quicker turnaround times and improved client satisfaction.
- Remote
Education
Associate of Arts - Liberal Arts
Southern New Hampshire University
03.2025 - Current
No Degree - International Business
Richmond American University London
09.2022 - 02.2023
Skills
- Sales Strategy
- Client Engagement
- Customer Service
- Client Retention
- CRM Management
- Cold Calling
- Time Management
- Sales Reporting
- Lead Management
- Goal oriented
- Communication skills
- Customer service
Certification
- LIFE, HEALTH, & ANNUITY INSURANCE LICENSE. NPN: 20998877
- Took a 60 hour course and passed a test to acquire a Florida, Virginia, California, and Nevada Life, Health, & Annuity insurance license.
Timeline
Associate of Arts - Liberal Arts
Southern New Hampshire University
03.2025 - Current
MEDICARE INSURANCE AGENT
MSIS
12.2023 - Current
No Degree - International Business
Richmond American University London
09.2022 - 02.2023
INSURANCE DATA ENTRY
Evans Insurance Services
05.2021 - 12.2023