Meagan Forrester
Middleburg,Florida
Summary
Goal oriented excellent communicator and dependable team player with strong understanding of the insurance industry. Adept at building relationships with clients and delivering outstanding customer service. Highly organized and detail-oriented with strong ability to multi task. Secure a responsible career opportunity to fully utilize my skills while making a significant contribution to the success of the company.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Alliance & Associates Financial Services Inc.
06.2020 - Current
- Answered inbound and outbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Provide excellent customer service by presenting a positive attitude on all calls
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
- Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
- exceed monthly sales production requirements
- Assist in leadership role with current employees
Customer Service Sales Representative
GEICO
09.2019 - 05.2020
- Boosted sales revenue by identifying customer needs and recommending appropriate products or services.
- Built rapport with customers through empathetic listening and understanding their unique needs or preferences.
- Increased customer satisfaction by addressing and resolving complex issues effectively.
- Managed high call volume, ensuring timely response and effective resolution to all customer concerns.
- Sold multiple lines of polices including auto, renters, homeowners and motorcycle coverages
Leasing Consultant
American Landmark Management
12.2018 - 08.2019
- Delivered informative property tours to prospective residents, highlighting unique amenities and features tailored to their needs.
- Assisted prospective tenants in paperwork completion and other logistics to facilitate smooth move-in processes.
- Facilitated smooth move-ins for new residents by preparing lease agreements and coordinating logistics efficiently.
- Conducted thorough market research to stay informed of current trends and competitor offerings.
Medical Insurance Specialist
North Florida Obstetrical & Gynecological Associates
01.2017 - 11.2018
- Assisted management in developing policies and procedures for streamlined billing processes, ensuring accuracy and compliance across the department.
- Reduced claim denials by verifying patient eligibility and coverage details prior to submission.
- Collaborated with medical staff to obtain necessary documentation for accurate claim submissions.
- Enhanced data accuracy by meticulously updating patient records and insurance information in the system.
- Resolved customer complaints with patience and professionalism
Front Desk Receptionist
Florida Retina Institute
12.2015 - 12.2016
- Greeted guests at front desk and engaged in pleasant conversations while managing check in and check out process.
- Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
- Scheduled, coordinated and confirmed appointments and meetings.
- Verified patients insurance and obtain authorization for office visits and scheduled procedures
- Collected patient payments including copays, coinsurance and deposits
Medical Scribe
Southeast Orthopedic Specialists
12.2008 - 11.2015
- Documented complete information about examinations, treatment plans, lab results, and other details directly into charts.
- Charted patient encounters by recording information such as diagnosis, treatments, and prescriptions.
- Increased overall productivity of clinical staff by providing real time scribing support during high-volume shifts, enabling better focus on direct patient care.
- Ensured compliance with HIPAA regulations by consistently maintaining patient confidentiality and protecting sensitive information during documentation processes.
Education
High School Diploma -
Clay High School
Green Cove Springs, FL06.2010
Skills
- Licensed insurance professional
- Self Motivated
- Customer Service expert
- Detail Oriented
- Ability to multi task
- Efficient in mircosoft excel and word
- Strong work ethic
- Team training and development
- Sales
- Ability to adapt in fast pace environment
- Work independently in a remote setting
Certification
- 440- Licensed Customer Service Representative
- 240- Licensed Health Insurance Agent
Timeline
Licensed Insurance Agent
Alliance & Associates Financial Services Inc.
06.2020 - Current
Customer Service Sales Representative
GEICO
09.2019 - 05.2020
Leasing Consultant
American Landmark Management
12.2018 - 08.2019
Medical Insurance Specialist
North Florida Obstetrical & Gynecological Associates
01.2017 - 11.2018
Front Desk Receptionist
Florida Retina Institute
12.2015 - 12.2016
Medical Scribe
Southeast Orthopedic Specialists
12.2008 - 11.2015
High School Diploma -
Clay High School
- 440- Licensed Customer Service Representative
- 240- Licensed Health Insurance Agent
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