Laurelle Geter Email & Phone Number

United States

Provide quotes and product recommendations from multiple carriersBuild and sustain relationships with customers for business growth including tailoring and personalizing specific messaging/products for individual customersProvide technical assistance, training and product education to engage with our customersEnsure internal alignment on account growth and retention strategy by partnering with internal teams to execute on and drive expansion

United States

• Partner alongside valued clients to understand their unique needs and match products to needs. • Collaborate with internal and external stakeholders to provide an exemplary client experience based on trust and loyalty. • Resolve complaints and issues appropriately and effectively. • Govern a portfolio of business continuously nurturing all relationships with service functions including servicing insurance policies, processing applications, renewals, and amendments. • Execute sales processing tasks and train associates on product and service offerings.

Remote

• Demonstrated benefit presentations for potential members educating them on product and service offering features and benefits. • Achieved consistent monthly enrollment goals while generating new business. • Complied with all company, state, and CMS ethics and requirements from regulatory authorities.• Completed and earned the AHIP Medicare and fraud, waste, and abuse certification.

Farmington Hills, Michigan, United States

• Participated in business development activities to expand the company footprint into new markets and territories. • Generated new sales opportunities increasing company revenue and profit margins.• Built mutually beneficial relationships with current and prospective clients to build trust and brand loyalty. • Addressed customers’ questions, concerns, and inquiries concerning insurance, membership, and financial products.

Bingham Farms, Mi

• Served as a client success advocate addressing questions and concerns via email and phone. • Entered data (input quotes) and work renewals for clients. • Assisted new hires providing general guidance, training, and some coaching to elevate their performance and contributions. • Reported and documented all file renewal and new business sales. • Processed MVR, Insurance Scores, and Clue reports to determine client eligibility

Southfield, Michigan, United States

Interact with financial professionals and insurance carriers by phone and email to support and help them complete their specific client solution.Produce consumer-facing solution proposals and product illustrations.Provide support as needed for product selection, sales suitability, and insurance underwriting.Provide needed product and concept information and recommend product and concept alternatives for delivery of the requested client solutions

• Consistently exceeded monthly sales goals• Proposed more efficient training manual to increase representative knowledge and shorten program, which was well received by management and implemented.• Interpret consumer reports for product eligibility