Summary
Overview
Work History
Education
Skills
Timeline
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Mason Wagner

Colorado Springs

Summary

Highly driven insurance agent with a proven track record at Washington National, as well as Bankers Life, skilled in uncovering client needs and delivering tailored solutions. Adept at building strong relationships, I consistently strive for long-term retention while leveraging my expertise in claims processes to enhance client satisfaction. self-aware, I will adapt strategies and closing techniques in order to ensure high performance.

Overview

2
2
years of professional experience

Work History

Insurance Agent

Washington National Insurance
12.2024 - 08.2025
  • Assisted clients in understanding insurance products and coverage options.
  • Provided support in processing policy applications and renewals.
  • Researched insurance market trends to enhance client service strategies.
  • Developed knowledge of claims processes and procedures for effective client guidance.

Personal Trainer

Crunch Fitness
11.2023 - 08.2024
  • Designed personalized fitness programs tailored to individual client goals and fitness levels.
  • Consistently exceeded assigned KPI's by closing high-value service packages, tailoring solutions to client needs and driving long term customer retention.
  • Built strong client relationships through effective communication and feedback mechanisms.

Education

Bachelor of Science - Sports Management

Post University
Waterbury, CT
05-2027

Skills

  • Skilled at uncovering client needs and presenting tailored solutions that maximize value
  • Ability to remain self-aware, identify potential gaps in my performance and make necessary adjustments
  • Licensed insurance agent
  • Building valuable relationships with clients to keep high long term retention

Timeline

Insurance Agent

Washington National Insurance
12.2024 - 08.2025

Personal Trainer

Crunch Fitness
11.2023 - 08.2024

Bachelor of Science - Sports Management

Post University

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Mason Wagner