Adam Klein Email & Phone Number

United States

Lake Oswego, Oregon, United States

Answer incoming calls from members regarding benefits and claims for specific, high level plans.

Insurance agent covering 14 states during the annual open enrollment.

Portland, Oregon Area

• Develop community networking to increase new business and lead generation.
• Maintain frequent communication with company partners regarding sales processes.
• Provide detailed client information to ensure accurate quoting and plan recommendation.
• Participate in weekly staff meetings and training.

Lake Oswego

• Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including life, medical and dental insurance or specialized policies such as final expense, long term care, and.
• Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and to discuss any existing coverage.
• Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
• Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
• Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.

Responsible for growth in Medicare Advantage plan sales to assigned counties in OR & WA. Key Results: - Increase Appointed Producer Sales and assist with co-op Marketing. - Oversee Sales Seminars to ensure an expected close ratio of 50%. - Community Business Networking to increase lead generation.

Portland, Oregon Area

Contract Coordinator 2002 - 2003Trainer II, Customer Service 1997 - 2002Account Specialist 1994 - 1997Claims 1990 - 1994 Key Results: - Audit of sold contracts for accuracy. - Facilitate Classroom Training. - Develop Strategic methods to Streamline workflow. - Highest ranking in 1st Call Resolution. - Recipient of multiple honors and awards for excellence.

Education record

Education record