Summary
Overview
Work History
Education
Skills
References
Certification
Accomplishments
Affiliations
References
Timeline
Generic
Adam Klein

Adam Klein

Beaverton,OR

Summary

Goal-oriented Insurance Agent/Coordinator effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering 30-year background generating, collaborating, and coordinating various new business insurance plans.

Overview

34
34
years of professional experience
1
1
Certification

Work History

Wellness Coordinator

Optum
Lake Oswego, OR
05.2020 - Current
  • Launched wellness plans to reduce stress, boost morale and increase productivity.
  • Planned and completed group projects, working smoothly with others.
  • Collaborated with my team of Providence Health Plan Care Advocate to provide Behavioral Health provider referrals, as requested.

Intake Specialist

Optum/United HealthCare
Lake Oswego, Oregon
01.2015 - Current
  • Customer Service Behavioral Health/Substance Abuse
  • Insurance benefit verification for members and providers
  • Investigate claim issues and provide status to members and/or providers.

Insurance Agent

Velapoint
Hillsboro, Oregon
01.2014 - 01.2015
  • Collaborated with colleagues in order to enhance service delivery standards across all departments within organization.
  • Maintained positive working relationship with fellow staff and management.
  • Identified opportunities for cross-selling additional policies or services.
  • Explained eligibility details and affordability options to patients with kindness and respect.
  • Provided Medicare customers with guidance and assistance in selecting the most appropriate insurance plans.

Agent/Owner

Adam Klein Insurance
Lake Oswego, Oregon
01.2009 - 01.2013
  • Educated clients on industry standards, regulations and best practices related to insurance coverage.
  • Organized educational seminars designed to educate customers about different types of insurance policies available.
  • Evaluated current market conditions to identify new business opportunities.
  • Conducted in-home and group presentations to prospective customers and provide detailed explanations of policy guidelines and benefits to clients and families.

Life Insurance Agent

New York Life
Tigard, Oregon
01.2011 - 01.2012
  • Provided personalized service to clients by phone, email, or in-person meetings.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Ensured compliance with all applicable laws when issuing policies or making recommendations.
  • Sought out new clients and developed clientele by networking to find new customers.

Sales Executive, Medicare

Health Net of Oregon
Portland, Oregon
01.2006 - 01.2009
  • Maintained updated knowledge through continuing education and advanced training.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Attended industry events to build relationships with key contacts in the field.
  • Utilized CRM software (Salesforce) to track leads and manage accounts throughout the sales cycle.
  • Conducted market research to identify selling possibilities and evaluate customer needs.

Multiple Positions Held

Regence BlueCross BlueShield of Oregon
Portland, Oregon
01.1990 - 01.2003
  • Started in 1990 as a Claims clerk, 1991 promoted to Claim Analyst, 1993 promoted to National & Major Customer Service, 1996 promoted to Customer Service Trainer II
  • Obtained and organized manuals, guides and visual materials for development and training purposes.
  • Researched industry best practices pertaining to delivering superior levels of customer satisfaction.
  • Collaborated closely with other departments within the organization in order maximize efficiency throughout the entire process of providing exceptional experiences for each client.
  • Facilitated role-play exercises designed to help employees develop problem-solving skills related to customer service scenarios.

Education

High School Diploma -

Aloha High School
Aloha, OR
05-1988

Skills

  • Health Insurance Sales
  • Life Insurance Sales
  • Critical Thinking
  • Direct Marketing
  • Relationship Building
  • Clientele Development
  • Client Consultations
  • Customer Account Review
  • Form Completion and Submission
  • CRM Software
  • Policy Renewals
  • HIPAA Compliance

References

PROFESSIONAL / PEER REFERENCES AVAILABLE

Certification

  • Health & Life Insurance Agent 2018 - Current

Accomplishments

  • Multiple awards and Bravo's for Performance and Collaboration.

Affiliations

  • Active Staff Advisory Council member since 2020 - current.
  • Active licensed security officer, volunteer at Athey Creek Christian Fellowship.
  • Former youth baseball and soccer assistant coach.
  • Former member of Toastmasters.
  • Former member of Young People of Lake Oswego (YPLO) Small Business owners.
  • Former Ambassador for Clackamas County Chamber of Commerce.
  • Former Ambassador for Washington County Chamber of Commerce.
  • Former Ambassador for Jackson & Josephine County Chamber of Commerce.

References

References available upon request.

Timeline

Wellness Coordinator

Optum
05.2020 - Current

Intake Specialist

Optum/United HealthCare
01.2015 - Current

Insurance Agent

Velapoint
01.2014 - 01.2015

Life Insurance Agent

New York Life
01.2011 - 01.2012

Agent/Owner

Adam Klein Insurance
01.2009 - 01.2013

Sales Executive, Medicare

Health Net of Oregon
01.2006 - 01.2009

Multiple Positions Held

Regence BlueCross BlueShield of Oregon
01.1990 - 01.2003

High School Diploma -

Aloha High School

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Adam Klein