Cayce Wells

Independent Health & Life Insurance Broker | Freelance Photographer | Content Creator

Role
Independent Insurance Broker at True Legacy Financial
Location
Columbia, SC, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

Experience

  1. Independent Insurance Broker

    True Legacy Financial

    Jun 2021 — Present · US

    Develop a prospective customer base and advertise diverse insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business. Provide warm and professional customer service while onboarding new clients and maintaining existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies. Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience. Assist current policyholders during the insurance claims process while overseeing existing insurance claims. Manage electronic and paper records and ensure all contracting paperwork is kept current.

Education

  • Liberty University

    Master's in Executive Leadership, Business Administration, Management and Operations

    2014 — 2018

  • Morris College

    Bachelor of Arts (B.A.), Pastoral Ministries

    2010 — 2014

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Cayce Wells — Independent Insurance Broker at True Legacy Financial in Columbia, SC, US | Unifers