Mark Keels
@markkeels
I help clients choose tailored insurance coverage while driving customer acquisition, retention, and sales results.
United StatesWhat I'm looking for
I'm currently a Customer Acquisition Agent at Family Security Plan, where I guide clients through life insurance options, assess financial situations, complete coverage applications, and resolve policy and claims questions.
Previously, I sold Medicare supplement, MAPD, and DSNP plans at Quotemange, earned top quality and effectuation ratings, and built tailored coverage solutions through high-volume calls. I've also coached insurance teams at Symmetry Financial Group and bring extensive customer service and sales experience from the United States Postal Service.
Experience
Work history, roles, and key accomplishments
Customer Acquisition Agent
Family Security Plan
Nov 2023 - Present (2 years 10 months)
Engaged with clients to identify suitable insurance policies, guided them through options, and conducted policy reviews. Performed administrative tasks and supported underwriting approval.
Licensed Medicare Agent
Quotemange
Apr 2021 - Sep 2023 (2 years 5 months)
Sold Medicare supplement, MAPD, and DSNP plans through high-volume calls. Achieved top quality and effectuation ratings, managed client accounts, and upsold ancillary products.
Licensed Life Insurance Agent
Sutherland Global Logistics
Mar 2020 - Mar 2021 (1 year)
Cultivated client relationships through active listening and tailored sales approaches. Upsold products and responded to customer calls within eight hours.
Team Leader and Licensed Insurance Agent
Symmetry Financial Group
Feb 2018 - Mar 2020 (2 years 1 month)
Coached team members in customer service techniques and developed team dynamics. Built strong customer relationships to improve satisfaction.
Engaged with customers to resolve concerns and provided tailored solutions. Sorted mail and performed monthly inventories with high accuracy.
Education
Degrees, certifications, and relevant coursework
Montreat College
Bachelor of Arts, History Education
Bachelor of Arts in History Education from Montreat College, completed in May 1994.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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