Life and Health Insurance Producer
AO Globe Life
Feb 2025 - Current (1 year 9 months)
• Maintained precise records of client interactions and documentation to ensure data accuracy.
• Delivered responsive customer service and resolved client inquiries efficiently.
• Leveraged digital platforms, including HP-PRO and Eapp, to manage and track client data, utilizing typing skills to accurately complete forms and applications for the underwriting process.
• Conducted client meetings and appointments via Zoom, demonstrating adaptability to remote work environments while ensuring effective communication and service delivery.