Alayjah Isom
USA
Summary
Experienced and accomplished specialist with a proven track record of delivering exceptional solutions across various industries. Demonstrates a comprehensive understanding of the insurance, finance, and medical sectors, leveraging this knowledge to effectively evaluate customer risk and offer customized solutions. Skilled in establishing strong client relationships based on trust, providing expert guidance and financial advice, and consistently delivering outstanding service.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Insurance Producer & Underwriter
USAA
03.2024 - Current
- Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services.
- Maintain required Property & Casualty license and state registrations.
- Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Adhered to all regulations for insurance sales.
- Conducted regular audits of underwriting files to ensure accuracy, compliance, and consistency in decision-making processes.
Small Business Service Advocate
Bank of America
01.2021 - 03.2024
- Account manager for deposit, credit, brokerage and trust accounts.
- Managed inbound and outbound client requests by phone, chats, and emails in a contact center and work from home environment.
- Role consists of active listening, probing questions, complaint resolutions, empathy, and understanding,
- Day to day duties includes authentications, ensuring compliance of policies, while multi-tasking to gather, track and resolve client inquiries.
- Sourcing from multiple internal systems such as agency management systems, CRM, TSYS, FISERV, POS, BP, and more.
- Identified funding opportunities for small businesses, assisting with grant writing and loan applications as needed.
- Using digital solutions to improve opportunities to deepen relationships with clients.
- Assisted clients with financial analysis and budgeting, leading to improved financial health and stability.
Pharmacy Technician
CVS Health
New Port Richey, FL
12.2020 - 05.2021
- Managed data entry for prescriptions, insurance authorizations and validations.
- Calculated dosage, filled prescriptions, and prepared prescription labels with absolute accuracy.
- Promoted patient confidentiality by adhering to HIPAA regulations when handling personal information during transactions.
- Answered incoming phone calls and addressed questions from customers and healthcare providers.
- Enhanced pharmacy workflow by assisting pharmacists with medication dispensing, labeling, and packaging.
- Trained new pharmacy technicians on proper procedures and best practices, ensuring consistent quality of service.
- Completed paperwork, entering prescription and insurance or billing information into patient profiles.
- Consulted with insurance company representatives to complete claims processing, resolve concerns, and reconcile payments.
Meat Associate
Sam's Club
Port Saint Lucie, FL
09.2018 - 11.2020
- Assisted with specification, of inventory and resources
- Providing customer service support to assist and educate members about products
- Daily duties include processing variety of meat products according to specifications of cutting, slicing, grinding, and wrapping, following compliance with food safety standards
- Maintaining food safety certification and butcher certification
Quality Assurance Manager
Miami Taxes
Port Saint Lucie, FL
12.2017 - 08.2019
- Responsible for screening, recruitment, training and onboarding assistance
- Conducted regular audits to ensure adherence to established protocols, maintaining consistency across the organization.
- Trained team members on quality assurance principles, fostering a culture of accountability and high performance.
- Enhanced product quality by implementing stringent inspection processes and identifying areas for improvement.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Assessed client tax situations to determine best filing options.
- Completed and filed returns with tax departments at local, state, and federal levels.
Receptionist
Health & Wellness Center
Port Saint Lucie, FL
10.2016 - 02.2018
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Checked patient insurance, demographic, and health history to keep information current.
- Helped patients complete necessary medical forms and documentation.
- Maintained strict confidentiality of patient information, adhering to HIPAA regulations and medical office policies.
- Handled financial transactions related to copayments or self-pay fees while adhering to company policies regarding payment collection.
- Increased office productivity by multitasking efficiently during peak hours, handling multiple responsibilities simultaneously.
- Improved patient satisfaction by efficiently managing front desk operations and addressing inquiries professionally.
Education
Bachelor of Science - Cyber Security
Texas A&M University
03-2027
Associate of Arts - Process Quality Engineering
Indian River State College
Port Saint Lucie, FL08-2019
High school diploma -
Treasure Coast High School
Port Saint Lucie, FL05.2016
Skills
- Microsoft Office Systems
- Financial planning
- Claims handling
- Insurance products
- P&C Licensed in over 21 US States
- Expertise with computers and technology systems
- Relationship building
- Sales expertise
- Sales proficiency
- Policy analysis
- Underwriting principles
- Quality assurance
- Document preparation
Certification
- AWS Certified Solutions Architect – Amazon Web Services.
- ASANA Project Management Certified
Timeline
Insurance Producer & Underwriter
USAA
03.2024 - Current
Small Business Service Advocate
Bank of America
01.2021 - 03.2024
Pharmacy Technician
CVS Health
12.2020 - 05.2021
Meat Associate
Sam's Club
09.2018 - 11.2020
Quality Assurance Manager
Miami Taxes
12.2017 - 08.2019
Receptionist
Health & Wellness Center
10.2016 - 02.2018
Bachelor of Science - Cyber Security
Texas A&M University
Associate of Arts - Process Quality Engineering
Indian River State College
High school diploma -
Treasure Coast High School