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
Experience
Independent Insurance Broker
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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