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Jody Augustine
xxxxxx Belize Court ~ Xxxxxx, XXXXXX xxxxxx
Objective
Persuasive leader seeking a challenging role selling Medicare products and services.
Summary of Qualifications
Proven track record of consistently exceeding sales goals across a large territory.
Solid background selling multiple lines of insurance, including Medicare insurance products and life and health.
Qualified for Gold Circle three consecutive years for outstanding sales performance.
Successfully built a network of more than 300 agents covering seven counties in Southwest Xxxxxx.
Highly-skilled management leader with excellent verbal communication and interpersonal skills, building relationships with clients and colleagues.
Excellent background and experience training and mentoring brokers.
Self-starter who proactively identifies problems in order to implement favorable solutions.
Solid analytical, time management, attention to detail and organizational skills.
Demonstrated ability to work well independently without supervision, as well as part of a team.
Proficient with Microsoft Office suite.
Areas of Expertise
New Business Development Proposals Product/Service Education/Training
Account Management Direct Sales Customer Service
Customer Retention Lunch & Learns Open Enrollment Meetings
Professional Experience
Sales Skills:
Persuaded clients to hear an oral presentation on insurance products and services that could meet their needs.
Made compelling presentations, highlighting features and benefits, to inxxxxxxuence prospects to become clients.
Cross-sold existing clients on new products to generate additional sales.
Training and Mentoring Skills:
Outstanding knowledge of product portfolio, including competitor products.
Helped brokers with every aspect of their business, including achieving their next bonus.
Educated brokers on best practices of overcoming objections and maintaining customer loyalty.
Management Skills:
Analyzed strengths, weaknesses, opportunities and threats of competition within an assigned territory.
Created a thorough business plan each quarter of how to organize a territory and accomplish goals.
Jody Augustine
xxxxxx Belize Court ~ Xxxxxx, XXXXXX xxxxxx
Work History
Agent, Augustine Insurance May 2017-Present
Benefits Consultant, Brown & Brown Insurance Sept. 2016-May 2017
Employee Benefits Account Manager, Brown & Brown Insurance Jan. 2015-May 2017
Partner (formerly, Agent), Augustine Insurance (formerly, Dolin Insurance) Sept. 2012-Jan. 2015
Account Executive, Aetna 2003-2011
Customer Service & Sales Associate, Alan Williams & Associates 2001-2003
Agent Support Representative, BenefitMall; (Benefit Port; Agents Umbrella Group) 1997-2001
Licenses, Training and Certificates
220 Licensed, General Lines, State of Xxxxxx, since 2012
215 Licensed, Health & Life, State of Xxxxxx, since 1998
Centers for Medicare & Medicaid Certified; since 2012
Certified CE Instructor, Xxxxxx Department of Financial Services
Federal Marketplace Certified
Completed Dales Carnegie Sales Advantage course
Leadership Affiliations and Recognition
Two-term Chapter President, Gulf Coast Association of Health Underwriters (GCHU)
- Earned the Silver Seal Award during first term and Gold Seal Award during second term from the National Association of Health Underwriters (NAHU).
- Honored with Member of the Year award from the GCHU in 2010.
Former Board Member and two-term Secretary, NAHU, Sarasota Chapter
- Recognized with Special Service Award from the Xxxxxx Association of Health Underwriters, 2011.
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