Travis M. Wimer Email and Phone Number

2023 Quota Achiever - 222.5%

Represent Aflac, Blue Cross Blue Shield, and United Health Care to small and large business accounts to enhance employee benefits for an independent insurance broker offering health, supplemental, and life insurance programs for company benefit programs. • Build relationships with individuals and businesses to provide employee benefit solutions including health care insurance and the financial assistance necessary for insurance deductibles, co-pays, co-insurance percentages, and out-of-pocket expenses.• Recognized as top broker (out of 60) in the office, and ranked in Top 10 in Louisiana in sales for Aflac for 3 consecutive years.• Calculate quotes, and educate potential clients in the oil and gas industry on insurance options, targeting companies with 3 to 250 employees; recommend and present insurance portfolios to provide health, supplemental, and life insurance.• Identify business growth opportunities with new and existing clients through prospecting agency databases, referrals, cold-calling, and repeat business; meet with 20 clients each week to select appropriate insurance policies.• Mentored entry-level brokers, and conducted annual reviews of existing policies to update information.• Track the progress of all outstanding insurance claims, and provide resolution on all issues to meet client expectations.