Frank Buckner
Lexington
Summary
Goal-oriented manager with distinguished experience in health insurance and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Medicare Advisor
WellCare
07.2023 - 06.2024
- Scheduled appointments with applicants to gather information and explain benefits processes.
- Used computer-aided guidance packages such as skills assessment tools, career planners, psychometric tests, and personal inventories to assist clients in determining strengths and weaknesses.
- Sorted out jobs relevant to interests of candidates to forward information to candidates.
- Wrote job orders from employers to record accurate description of required job duties, working hours and wages.
Insurance Sales Manager
BlueCross BlueShield Of South Carolina
12.2015 - 05.2023
- Structured internal role-playing exercises to improve agents' sales effectiveness, overcome client objections and enhance client renewal rates.
- Optimized agency sales and marketing campaign outcomes by coordinating efforts with corporate and local offices.
- Cultivated mutually beneficial client relationships through telephone calls and meetings.
- Conducted sales meetings to communicate agency developments and discuss agents' sales figures and emerging opportunities.
- Reviewed clients' policies every year and recommended product additions or revisions to reflect changing needs.
- Engaged in cross-selling and upselling sales practices to strengthen clients' insurance portfolios and increase agency's aggregate sales figures.
- Accompanied new agents on sales calls and identified health, dental and vision insurance sales opportunities.
- Identified continuing education opportunities to help agents fulfill requirements for insurance license renewals.
- Prospected for new business by obtaining client referrals, making cold calls and engaging in health insurance business-building strategies.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Liaised with sales, marketing and management teams to develop solutions and accomplish shared objectives.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Organized promotional events and interacted with community to increase sales volume.
- Directed sales support staff in administrative tasks to help sales reps close deals.
- Collaborated with the marketing department to create uniformity between advertising messages and retail incentives.
- Coached and promoted high-achieving sales employees to fill leadership positions with qualified staff and boost company growth.
Insurance Sales Assistant Manager
BlueCross BlueShield Of South Carolina
05.2013 - 12.2015
- Trained new associates in successful sales and performance strategies.
- Completed store opening and closing procedures by counting drawers and managing security.
- Demonstrated exemplary customer service by engaging clients on sales floor.
- Assisted sales team with completing customer transactions and managing issues.
- Managed and developed sales team.
- Generated sales report to help upper management make effective decisions and sales plans.
- Prepared sales presentations for clients showing success and credibility of products.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
Insurance Sales Representative
BlueCross BlueShield Of Souith Carolina
04.2012 - 05.2013
- Maintained detailed records of customer information and policy sales.
- Reviewed customer needs and financial means to determine appropriate policy offerings.
- Stayed in touch with clients to assess changing demands and offer new solutions.
- Generated sales by recommending policies and add-ons.
- Connected with prospective clients to set appointments.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Generated quotes and proposals for clients to match individual needs.
- Negotiated contracts with clients to establish best coverage with lowest cost.
- Followed up promptly with interested clients to close sales.
- Registered customer information on database to enable tracking history and maintain accurate records.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Broker Service Representative III
BlueCross BlueShield Of South Carolina
01.2007 - 04.2012
- Worked exclusively with agents and brokers to complete specialized tasks quickly and efficiently
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Exhibited high energy and professionalism when dealing with clients and staff.
Education
Bachelor of Science - Psychology
West Virginia University
Morgantown, WVSkills
- Exposure determination
- Systems and software programs
- Account retention
- Coaching and mentoring
- Sales processes
- Sales reporting
- Business development and planning
- Salesforce
- Contract review and analysis
- Strategic planning
- Analytical problem solver
Certification
- Licensed Life, Accident and Health Producer
- Professional for the Academy of Health Care Management
Timeline
Medicare Advisor
WellCare
07.2023 - 06.2024
Insurance Sales Manager
BlueCross BlueShield Of South Carolina
12.2015 - 05.2023
Insurance Sales Assistant Manager
BlueCross BlueShield Of South Carolina
05.2013 - 12.2015
Insurance Sales Representative
BlueCross BlueShield Of Souith Carolina
04.2012 - 05.2013
Broker Service Representative III
BlueCross BlueShield Of South Carolina
01.2007 - 04.2012
Bachelor of Science - Psychology
West Virginia University
- Licensed Life, Accident and Health Producer
- Professional for the Academy of Health Care Management
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