Aaron Brown
Pensacola
Summary
Dynamic Specialist with a proven track record at State Farm, excelling in client relationship management and new client acquisition. Skilled in regulatory compliance and claims management, I effectively resolved discrepancies, enhancing revenue retention. Committed to delivering exceptional service, I fostered referrals through strong communication and negotiation skills.
Overview
10
10
years of professional experience
Work History
Insurance Specialist
State Farm
05.2023 - 05.2025
- Maintained confidentiality of client finances, records, and health statuses.
- Maintained high standards of customer service by building relationships with clients.
- Followed up on denials, late payments, extensions and other special circumstances.
- Tracked pending authorizations to resolve discrepancies and avoid revenue loss.
- Made Daily Outgoing Calls to generate new business opportunities.
- Maintained high quality professional relationships with clients to generate referrals.
- Sold a variety of insurance products related to PNC, and Life.
Patient Care Technician
Sacred Heart Hospital Pensacola
06.2018 - 10.2021
- Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
- Documented patient information and care activities in electronic health record.
- Maintained clean and safe environment to promote patient safety and comfort.
- Assisted in transferring patients, beds and patient care equipment to other rooms adhering to necessary safety precautions.
- Transported patients between rooms and appointments or testing locations.
- Administer IV's and blood draws.
- Member of the ER trauma team. I assisted with any emergency situations entering the ER.
- Upheld infection control and prevention policies across different patient-facing areas.
- Monitored patient specimen samples and test results to effectively alert supervisors of potentially unhealthy changes.
- Cared for clients with diagnoses such as respiratory failure, diabetes, Parkinson's disease and muscular dystrophy.
- Maintained patient stability by checking vital signs and weight and recording intake and outtake information.
Mortgage Loan Processor
Harvesters Credit Union
06.2015 - 06.2018
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Communicated with originator and applicant concerning progress of loan file.
- Received on-going, comprehensive training on home loan products and mortgage process.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Prepared file for final clear-to-close by branch management.
- Handled any conditions sent from underwriting departments.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Coordinated closing process with attorneys, title companies, and government clerks.
- Set up and completed loan submission packages.
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Maintained accurate records of loan processing activities and documents in CRM system.
Education
No Degree - Telecommunications
The University of West Florida
Pensacola, FLHigh School Diploma -
West Florida High School
Pensacola, FL06-2013
Skills
- Account management expertise
- Regulatory compliance
- Reporting
- Documentation
- Negotiation
- Claims management
- Policy analysis
- Reporting skills
- Customer follow-up
- Client assessment
- Life insurance
- CRM software
- New client acquisition
Accomplishments
- Achieved sales excellence by completing 60+ policies a month with accuracy and efficiency.
- Helped my agency achieve company recognition by selling high above the average, and was rewarded with invitation to chairman's circle.
- Documented and resolved client issues which led to above average retention.
- Collaborated with team of 18.
Timeline
Insurance Specialist
State Farm
05.2023 - 05.2025
Patient Care Technician
Sacred Heart Hospital Pensacola
06.2018 - 10.2021
Mortgage Loan Processor
Harvesters Credit Union
06.2015 - 06.2018
No Degree - Telecommunications
The University of West Florida
High School Diploma -
West Florida High School
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