Marlecia H.
Junior Insurance Agent
Open to offersNew to PlatformAbout
Marlecia H. is a seasoned Licensed Insurance Agent currently serving clients at InsureMe in Columbus, OH since August 2025. She specializes in providing personalized insurance solutions, analyzing policies to ensure adequate coverage, and educating clients on various insurance products' terms and exclusions. Her proficiency in using CRM software aids her in tracking leads and managing client information effectively. Additionally, she has consistently met sales targets by cross-selling insurance products. Before her current role, Marlecia contributed her expertise as a Tax Preparer with the Minority Tax Pros Association in Raeford, NC since 2020, where she prepared between 50-150 tax returns monthly using her PTIN. She is also experienced in life and health insurance, having worked at American Income Life Insurance Company. Her background spans various customer service roles where she honed her skills in client interaction and support. Her educational journey in Accounting and Financial Services is ongoing at Fayetteville Technical Community College.
Experience
Licensed Insurance Agent
InsureMe · 2025 — PresentCustomized insurance solutions for clients based on their specific needs and risk profiles. Evaluated insurance policies and coverage options to ensure adequate protection levels. Informed clients about various insurance products, clarifying policy terms and conditions. Accurately processed policy modifications, cancellations, and renewals while keeping current with industry trends and regulations. Managed client information and sales opportunities using CRM software, consistently meeting monthly sales targets and facilitating claims by coordinating documentation.Life/Health Insurance Agent
American Income Life Insurance Company · 2024 — 2025Established and nurtured a client base through various channels including prospecting and referrals. Assessed clients' financial conditions to recommend suitable life insurance coverage. Explained different insurance policies to clients while emphasizing key benefits and features. Worked alongside underwriters to expedite the application process, ensuring efficient policy issuance. Delivered high-quality customer service by addressing inquiries and processing policy adjustments promptly.Case Manager
ROI Call Center Solutions · 2020 — 2023Reviewed rental applications for individuals seeking rental or utility assistance, verifying that all documentation aligned with the provided application information.Tax Preparer
Minority Tax Pros Association · 2020 — PresentPrepared tax returns for recruited clients, utilizing software provided by the Minority Tax Pros Association. Offered bookkeeping services through a personal business, handling 50-150 tax returns monthly during the tax season. Utilized Turbotax software for tax return preparation for clients, family, and friends since 2008.Customer Service Representative
Ameridial Inc · 2020 — 2020Communicated COVID-19 test results to patients and various work facilities, addressing any questions regarding the testing procedures and outcomes.Customer Service Representative
Contact Source Solutions · 2018 — 2019Processed orders for medical supplies for patients of Byram Healthcare, ensuring that insurance and account details were current.Reservation Sales Representative
Enterprise Holdings · 2017 — 2018Worked remotely in a sales role managing reservation inquiries and ensuring customer satisfaction.Fraud Specialist
Synchrony Financial - Call Center · 2015 — 2016Monitored retail accounts for signs of fraudulent activity and executed security measures to approve or reject applications for credit with various retail stores.Business Account Manager
InfoCision Management Corporation · 2013 — 2014Executed outbound calls to small and medium-sized businesses to promote and upgrade services for Time Warner Cable and Comcast. Scheduled appointments for technicians to visit businesses for service installation and discussion.Customer Service Rep/tech support
VXI Global Solutions Inc · 2011 — 2013Handled inbound calls from AT&T customers to troubleshoot issues and answer billing inquiries. Followed up with outbound calls regarding billing and other account-related questions.Customer Service Representative
OKS Ameridial · 2007 — 2007Responded to incoming calls regarding premium channel sales to existing Dish Network customers and conducted outbound fundraising calls for the March of Dimes.
Skills & Expertise
Education
- Accounting and Financial ServicesFayetteville Technical Community College · 2025 — Present
- High school diplomaTimken Senior High School · 2002 — 2006
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