Open to opportunities

Freya Lewis

@freyalewis

Licensed insurance agent and operations leader, helping clients choose the right coverage while consistently hitting sales targets.

United States

Message

What I'm looking for

I’m looking for a role where I can use my licensed insurance expertise, CRM-driven follow-up, and leadership experience to deliver personalized coverage, hit meaningful sales goals, and improve customer satisfaction through continuous process improvements.

I’m a hardworking Licensed Insurance Agent who delivers personalized insurance solutions and educate clients on policy terms, conditions, and exclusions. I use CRM software to track leads, manage client information, and follow up so opportunities convert—and I’ve consistently achieved monthly sales targets through effective cross-selling.

Beyond insurance sales, I bring strong leadership and operational expertise from office and frontline management roles—optimizing processes, training teams, and improving customer satisfaction in fast-paced environments. I’m committed to continuous professional development, staying current on industry trends and regulations, and bringing a results-driven, people-first approach to every client and team.

Experience

Work history, roles, and key accomplishments

Current

Licensed Insurance Agent

Current

HealthPlanOne

Sep 2025 - Present (10 months)

Provided personalized insurance solutions and educated clients on policy terms, conditions, and exclusions. Tracked leads in CRM software and consistently achieved monthly sales targets through cross-selling.

Insurance Sales Client Education Lead Follow Up Cross Selling Regulatory Compliance Sales Targets Customer Relationship Management

Office Manager

Water's Edge Dermatology

Apr 2018 - Sep 2025 (7 years 5 months)

Managed front-office operations to improve patient satisfaction, reception flow, and treatment room utilization. Handled patient records, accounts, claims, revenue-related tasks, inventory, and office equipment maintenance.

Medical Office Management Accounts Receivable Claims Processing Inventory Management Scheduling Customer Service Office Operations

Sales Representative

Vivint Smart Home

Oct 2017 - Feb 2018 (4 months)

Educated customers on security system options and guided them through purchase decisions. Met monthly sales goals through sales discussions and consultative questioning.

Security Sales Customer Education Sales Goals

Assistant Manager, Airport Counter

National Alamo Rental Car (Midwest Car Corp.)

Aug 2006 - May 2017 (10 years 9 months)

Directed daily airport rental car counter operations and supervised a team of associates. Built schedules for up to 40 employees, handled conflicts, coached staff on sales initiatives and customer service, and supported safe, productive operations.

Operations Management Team Leadership Workforce Scheduling Conflict Management Sales Coaching Customer Service Productivity Improvement Loss Prevention team development

Night Auditor

Shilo Inns

Jun 2004 - Jan 2005 (7 months)

Managed hotel end-of-day financial procedures, including financial information review and report analysis. Handled guest check-ins and checkouts, answered service and charge questions, and referred issues to appropriate departments.

Night Audit End Of Day Procedures Financial Reporting Guest Service Check Out Cash Handling Customer Complaint Resolution Referral Coordination

Night Auditor

David Hollands Properties

Jun 2003 - Jun 2004 (1 year)

Verified payments and maintained basic accounting functions, including credit card submission and payment balancing. Coordinated evening guest support, service arrangements, billing needs, and property security checks.

credit card processing Payment Balancing Billing Coordination Guest Relations Property Security Checks Service Coordination

Assistant Manager/ Floral Designer

Flower Patch

Jan 2000 - Nov 2002 (2 years 10 months)

Controlled perishable inventory and managed staff scheduling to support daily operations. Created floral arrangements and supported wedding floral planning.

Inventory Management Perishable Inventory Staff Scheduling Wedding Planning Customer Service

Vault Teller

US Bancorp

May 1999 - Jan 2000 (8 months)

Controlled cash flow to and from the vault and provided teller support as needed. Assisted with day-to-day cash handling activities within the banking operations.

Vault Operations Cash Handling

Sr. Assistant Manager

Blockbuster

Apr 1995 - Mar 1999 (3 years 11 months)

Managed day-to-day retail operations, including scheduling, loss prevention, inventory levels, and auditing. Supported retail performance through operational oversight and process management.

Retail Operations Management Scheduling Loss Prevention Inventory Management Auditing

VA Technician

Americas Best Contacts and Eyeglasses

Oct 1994 - Apr 1995 (6 months)

Administered diagnostic testing prior to the optometrist seeing patients. Educated patients on proper care for contact lenses and supported patient intake.

Contact Lens Diagnostics Patient Education Diagnostic Testing Customer Service