Norma Lee
Minden
Summary
Dynamic insurance agent with a proven track record at Security Plan Life Insurance, specializing in customized policy solutions and client retention. Skilled in relationship building and critical thinking, I excel in identifying market opportunities and enhancing service offerings, consistently achieving sales targets through effective client engagement and follow-up.
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
18
18
years of professional experience
Work History
Insurance Agent
Security Plan Life Insurance
Shreveport, LA
08.2019 - Current
- Developed customized insurance plans tailored to client needs and financial situations.
- Educated clients on policy options, coverage benefits, and claims processes.
- Conducted regular follow-ups with clients to ensure satisfaction and retention.
- Analyzed market trends to identify new business opportunities and enhance service offerings.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Cross-sold insurance products to existing clients to reach sales targets.
- Mentored junior agents on best practices for client engagement and sales strategies.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
Direct Service Worker
Best Kare Journey
Minden La.
03.2022 - 06.2024
- Provided personalized support to clients, ensuring comfort and safety during daily activities.
- Assisted clients with personal care tasks, promoting dignity and independence in their routines.
- Coordinated transportation for clients to medical appointments, enhancing access to healthcare services.
- Developed and maintained positive relationships with clients, fostering trust and engagement in care plans.
- Monitored client progress and reported changes to supervisors, ensuring timely interventions when necessary.
Medical Records Clerk
LifePath Hospice Care
Shreveport, LA
06.2008 - 10.2010
- Ensured compliance with HIPAA regulations for patient confidentiality and data protection.
- Assisted healthcare professionals by retrieving and organizing medical documentation efficiently.
- Coordinated with interdisciplinary teams to improve information flow and patient care processes.
- Maintained confidentiality of all medical records and sensitive information to comply with HIPAA regulations.
- Processed medical records requests from outside providers according to facility, state, and federal law.
- Supported medical staff by providing organized and accurate medical records.
- Obtained necessary signatures on information release forms to obtain medical and treatment records from other service providers.
- Collaborated with physicians and nurses, providing timely access to accurate and up-to-date medical records.
- Protected vital patient information through proper storage techniques and disaster recovery planning efforts.
- Organized storage of physical records, optimizing space utilization and accessibility.
- Updated patient records with new information to keep data current and accurate.
Education
Associate of Science - Medical Billing And Coding
Anthem College
Phoenix, AZ06-2012
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- Client relations
- Client account management
- Business planning
- Insurance sales strategy
- Marketing strategies
- Insurance product promotion
- Relationship building
- Client prospecting
- Insurance policy sales
- Insurance eligibility
- Policy Knowledge
- Critical thinking
Accomplishments
- Achieved top producers by completing yearly sales with accuracy and efficiency. 2019-2023
- Achieved the president list 2025 top sales producer.
Timeline
Direct Service Worker
Best Kare Journey
03.2022 - 06.2024
Insurance Agent
Security Plan Life Insurance
08.2019 - Current
Medical Records Clerk
LifePath Hospice Care
06.2008 - 10.2010
Associate of Science - Medical Billing And Coding
Anthem College