Summary
Overview
Work History
Education
Skills
Accomplishments
Fun Facts
Self Sufficiency
Consistency
Certification
Timeline
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Patrick Lynch

Mount Rainier

Summary

Experienced in analyzing client needs and effectively matching them with suitable health insurance plans. Utilizes in-depth knowledge of complex insurance products to ensure compliance and strive for client satisfaction. Demonstrates a track record of building lasting client relationships through effective communication and support throughout the process.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Life & Health Insurance Agent

Alliant
08.2022 - Current
  • Meet sales goals and metrics for each product in our portfolio of insurance solutions.
  • Perform needs analysis required to make appropriate health and life insurance product recommendations.
  • Maintain compliance with all CMS and HIPPA regulations regarding marketing and handling of PHI.
  • Annual completion of continuing education, product certifications, anti money laundering, and other related training.

Medicare Insurance Advisor

Platinum Wealth Venture
09.2020 - 07.2022
  • Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
  • Helped to develop SOPs regarding retention efforts and case status monitoring.
  • Engaged in training new agents through licensure and contracting processes.

NRFU Enumerator

US Census Bureau
05.2020 - 08.2020
  • Visited assigned neighborhoods and knocked on doors to encourage participation in Census.
  • Interviewed residents in assigned areas to explain purpose of Census, ask questions and record answers.
  • Engaged in rapport building with individuals while completing accurate data entry.

Chef de Partie

Cypress Restaurant
04.2018 - 12.2019
  • Provided support in all areas of the kitchen as needed, demonstrating versatility and adaptability under pressure.
  • Demonstrated strong multitasking abilities, managing multiple stations during busy service periods.
  • Honed a strong work ethic and persevered through short staff and high workload situations.

Education

IB Diploma -

St. Petersburg High School

Degree – Associate of Arts -

St. Petersburg College
St. Petersburg, FL

Skills

  • Effective negotiation
  • Client relationship management
  • Clear communication
  • Marketing
  • Tech proficiency
  • Reliable commitment to tasks
  • Independent problem-solving

Accomplishments

  • Achieved multiple quarterly bonuses by retaining over 80% of inforce policies beyond 90 days.
  • Awarded 2023 "Remote Department Team Player of the Year" for consistent contributions in support of my colleagues.
  • Collaborated with a committee of 6 in the development of quarterly social fun events in 2023/2024.

Fun Facts

  • Pet python named Minnie
  • Trained in Muay Thai
  • Skilled in bicycle repair
  • Can play drums
  • Currently licensed in 21 states

Self Sufficiency

Throughout my tenure at my current agency, I have routinely demonstrated efficiency in completing licensing, certifications, and administrative duties. Through these efforts, I have held the highest client retention rate at my agency. I am confident that I can adapt to the dynamic needs of any sales position.

Consistency

I have continuously been the top producer at my agency for the past year. This is achieved with a keen attention to detail regarding client needs before and after the sale. While always eager to learn more, I have refined my sales techniques to be both effective and repeatable.

Certification

FL 2-15 Life & Health insurance license


Timeline

Life & Health Insurance Agent

Alliant
08.2022 - Current

Medicare Insurance Advisor

Platinum Wealth Venture
09.2020 - 07.2022

NRFU Enumerator

US Census Bureau
05.2020 - 08.2020

Chef de Partie

Cypress Restaurant
04.2018 - 12.2019

Degree – Associate of Arts -

St. Petersburg College

IB Diploma -

St. Petersburg High School

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Patrick Lynch