Reviewed and corrected claim errors to facilitate smooth processing.
Took copayments and compiled daily financial records.
Assisted patients in filling out check-in and payment paperwork.
Educated patients on medicine and at-home healthcare tools.
Balanced deposits and credit card payments each day.
Insurance Agent
The Senka Agency
Bath, NY
10.2007 - 02.2021
Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Approached potential clients by using direct marketing mailings and phone contacts.
Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Obtained underwriting approval by completing application for coverage.
Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
Collection Agent
Steuben Trust Company
Hornell, NY
01.2004 - 01.2005
Notified co-signers of delinquent accounts to assist in collecting payments.
Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
Teller, Customer Service Representative
Five Star Bank
Bath, NY
01.1997 - 04.2001
Educated customers on use of banking website and mobile apps.