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S. DALLAS PREVOST, M.D. Cell: 469.450.2269 | [email protected]
Summary
I used to save lives. Now I save lifestyles.
Highly-motivated, tech-savvy insurance professional, with performance-driven call center
experience, accomplished in insurance sales, marketing and customer service. Exceptional
organizational, time management and multi-tasking abilities. Licensed in Texas General Lines –
Life, Accident, Health, Property and Casualty. Actively pursuing continuing education and
training programs to continue my professional development, including obtaining the FINRA Series
6 and 63 Securities licensure. More than 7,900+ combined Facebook and LinkedIn connections!
Objective
Seeking a top-tier progressive insurance and financial services group that utilizes the latest
technology, tools, training and marketing programs developed to enable their agents to be more
efficient and productive. A mentoring program that will help me fully leverage my unique talents,
skills and experience to rapidly become a top producer, as well as a managerial track, are a strong plus.
Core Competencies
Social Networking
Cold Calling and Lead Generation
Adept at Consultative Selling
Skilled at Persuasion and Negotiation
Able to Close a Sale
Professional Sales Presentations
Customer Retention
Effective Analytical Skills
Strong Attention to Details
Results-Driven Team Leadership
Flexibility and Adaptability to changing
Priorities and Deadlines
Highly Effective Communication Skills
Public Speaking and Group Presentations
Strong Interpersonal Skills
Office Management and Administration
Microsoft Office Suite
Strong Keyboarding and Systems Navigation Skills
Education
Emperor’s College of Traditional Oriental Medicine Masters Degree
Santa Monica, CA
Universi ty of Texas Southwestern Medical School Doctorate of Medicine
Dallas, TX
Texas Tech Univers ity Bachelors of Science
Lubbock, TX
Licenses and Certifications
General L ines License – L ife, Accident, Health & HMO February 2013
Texas Department of Insurance, License 1813821
General L ines License – Property and Casualty August 2014
Texas Department of Insurance, License 1813821
S. DALLAS PREVOST, M.D. | Cell: 469.450.2269 | [email protected] | Page 2 of 3
Insurance Experience
Licensed Property & Casualty CCC-Sales Quote & Bind Agent June 2014 – Present
State Farm -- Dallas, TX
Handle inbound calls in a busy call center environment.
Promote client retention through high-quality customer service and follow through.
Provide phone-requested quotes for automotive and fire coverage.
Conduct in-depth Needs Analysis before recommending appropriate coverage.
Act as field underwriter to determine eligibility and rate: gather and carefully review
relevant information including lost history report, prior insurance coverage, credit
information, and motor vehicle report
Bind eligible “raw new” and added-car applications and process replacement vehicles.
Prepare and send binders, temporary ID cards, receipts, recurring payment plan
authorization forms, Selection/Rejection forms, and other supporting documents to
customer.
Process TOOF (time out of force) payments and reinstate coverage.
Complete after-call activity work with appropriate agency follow up and call-to-action.
Pivot to other State Farm products including Life Insurance and Financing,
Ask for referrals from customer and/or automotive dealership.
Coordinate with State Farms’ internal departments to find solutions and resolve matters.
Pursue continuing education and training programs to continue professional development.
Key Accomplishments: Repeatedly recognized for providing my customers with a State
Farm Re3markable™ customer service experience.
Licensed Insurance Telesales Agent August 2013 – January 2014
Blue Cross Blue Shield of Florida / Etech Global Services -- Dallas, TX (6 months)
Handled both inbound and outbound calls in a busy call center environment.
Promoted client retention through high-quality customer service and follow through.
Provided phone requested quotes to customers for changes to existing coverage.
Answered questions and educated customers on key issues surrounding Health Care Reform.
Routinely conducted in-depth Needs Analysis before recommending appropriate coverage.
Helped customers navigate the health care exchange.
Assisted customers in determining their eligibility for a premium tax credit on the exchange.
Enrolled members into individual under 65 Qualified Health Plans and completed their
online applications, both on and off the federally-facilitated health insurance marketplace.
Upsold products including Dental, Accidental Death and Dismemberment, Critical Illness,
and Hospital Indemnity plans.
Coordinated with BCBS of Florida’s internal departments to find solutions and resolve
matters.
Pursued continuing education and training programs to continue professional development.
Key Accomplishments:
Retained >90% of policyholders during both their annual renewal period and the
initial open enrollment period under the Affordable Care Act.
Achieved high sales percentage with consultative, value-focused customer service, thus
consistently ranked among agency’s top producers and qualified for the monthly bonus.
S. DALLAS PREVOST, M.D. | Cell: 469.450.2269 | [email protected] | Page 3 of 3
Licensed Insurance Agent January 2013 – May 2013
American Income Life / Roland Agency -- Las Colinas, TX (5 months)
Called >500 warm leads each week to expand client base.
Actively solicited new referrals on an ongoing basis.
Delivered highly-effective, in-home, needs-based laptop presentations to working-class families.
Provided an in-depth Needs Analysis to clients to uncover any areas of exposed risk, then
presented and clearly explained available life insurance options based on their needs and goals.
Upsold ancillary products including Accidental Death and Dismemberment, Cancer,
Critical Illness, and Hospital Indemnity plans.
Counseled customers on underwriting eligibility.
Prepared necessary online “paperwork” to process insurance sales and renewals.
Processed applications, payments, corrections, endorsements and cancellations.
Ensured resolution of submitted claims in a time-efficient manner.
Performed administrative tasks, such as keeping records and handling policy renewals.
Submitted up-to-date activity and production logs to agency management for review.
Key Accomplishment: Frequently met and exceeded weekly sales quota, thus qualifying
for a weekly bonus.
Additional Work History
Independent Social Member November 2013 – present
Solavei – Dallas, TX
Web Designer / Copywriter / SEO Specialist / Owner May 2009 – December 2012
Watch Foodie Network – Irving, TX
Internal Medicine Hospita list March 2008 – February 2009,
Oroville Hospital – Oroville, CA October 2006 – March 2007
Internist / Medical Acupuncturist / Owner May 2007 – February 2008
Age Right MedSpa & Wellness Center – Rancho Mirage, CA
Internist / Medical Acupuncturist / Owner September 2005 – August 2006
Women’s Integrative Health – Marina del Rey, CA
Intern / Acupuncturist / Herbal ist January 2005 – May 2006
Emperor’s College of Traditional Oriental Medicine – Santa Monica, CA
Shift Physician-In-Charge of Emergency Department March 2001 – August 2003
Jamaica Hospital Medical Center – Jamaica, NY
Hobbies & Interests
Skiing, scuba diving, Hobie Cat sailing, ecotourism, photography, collecting tribal art, social media,
disaster and humanitarian relief.
