Alexis Travers
Dallas,GA
Summary
Experienced professional seeking a management position to leverage expertise in business management, customer service, fulfillment, and clerical coordination. Committed to making a positive contribution towards organizational growth and development. Goal-oriented and driven to surpass current achievements and drive company success.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Remote-Licensed Insurance Agent/Broker Serv. Rep
Health Plan One
Trumbull, CT
09.2023 - Current
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Upsold additional products and services after identifying customer needs and requirements.
- Provided coverage option information to assist clients in protecting assets.
- Exceeded corporate quotas for monthly policy sales.
- Took advantage of continuing education courses and workshops to gain additional insurance industry knowledge.
- Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Calculated quotes and educated potential clients on insurance options
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Identified potential risks in client’s coverages and provided beneficial options
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Answered inquiries and provided information to sales representatives and members, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
- Completed training programs to remain updated and further develop proficiency of important industry information.
- Responded via telephone to questions regarding licensing, commissions, website logins and website navigation.
- Researched Items thoroughly and kept up-to-date on latest trends in marketplace.
- Discussed financial options with clients and provided informed suggestions.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Maintained high customer satisfaction standards to meet or exceed targets.
Auto Claims Representative
ALL PRO Autocare
Atlanta, Georgia
10.2021 - 09.2023
- Examined photographs and surveillance and any other documents relating to claims.
- Negotiated with claimants to settle claims.
- Evaluated and investigated over Number auto claims in Year and decided whether insurer should pay claim.
- Documented all findings in concise reports.
- Issued payouts to claimants.
- Maintained confidentiality of patient finances, records, and health statuses.
- Assured timely verification of insurance benefits prior to patient procedures or appointments.
- Generated, posted and attached information to claim files.
- Posted payments to accounts and maintained records.
- Prepared insurance claim forms or related documents and reviewed for completeness.
- Processed and recorded new policies and claims.
- Verified client information by analyzing existing evidence on file.
- Calculated adjustments, premiums and refunds.
- Communicated effectively with staff members of operations, finance and clinical departments.
- Resubmitted claims after editing or denial to achieve financial targets and reduce outstanding debt.
- Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
- Checked documentation for accuracy and validity on updated systems.
Recruiting and Development Manager
KA NOTARIES LLC.
Owings Mills, MD
01.2018 - 10.2021
- Fully responsible for hiring, certification, and setting up of call new employees with training and fieldwork as certified notary signing agents
- Created and enforced strategies to properly complete all company bookkeeping, accounts payable, and receivables.
SALON MANAGER
Salon Rache'
01.2013 - 01.2018
- Curated marketing and promotional strategies and ad campaigns to drive sales
- Built a trackable organization system to track available inventory, supplies, and product
- Developed and provided direct supervision to new salon associates.
ACCOUNTING/CONSULTING SPECIALIST
ATB Tax Prep Consulting Services
01.2004 - 01.2013
- Dedicated optimal privacy measures to maintain our clients' information confidential
- Prepared federal tax docs by assembling and analyzing financial information, completing forms using software
- Maintained compliance with tax regulation by researching current regulations.
CUSTOMER SERVICE
Baltimore Life Insurance Company
01.1999 - 01.2004
- Handled complaints and resolved issues
- Offered annuities and IRAs
- Updated clients' accounts
- Assisted with claims
- Assisted with taking payments.
CUSTOMER SERVICE ADMINISTRATOR
Verizon
01.1994 - 01.1999
- Coordinated inventory requirements, shipment scheduling, and order tracking
- Updated and maintained customer-specific price records and profile files
- Initiated new account set-ups, gathered and input customer information for a full profile
- Provided timely response to customer inquiries on the status of invoices and pricing.
Education
SECONDARY SCHOOL - General Studies
St. Francis of Academy High School
Baltimore, MD09.1993
Skills
- Microsoft Office
- Attention to Detail
- Problem-Solving
- Computer Literacy
- Excellent Written and Verbal Communication Skills
- Data Entry
- Accounting/Bookkeeping
- Organizational
Certification
Licensed in Health, Life, Sickness and Accidental Insurance in Maryland, Georgia, & Arizona.
Timeline
Remote-Licensed Insurance Agent/Broker Serv. Rep
Health Plan One
09.2023 - Current
Auto Claims Representative
ALL PRO Autocare
10.2021 - 09.2023
Recruiting and Development Manager
KA NOTARIES LLC.
01.2018 - 10.2021
SALON MANAGER
Salon Rache'
01.2013 - 01.2018
ACCOUNTING/CONSULTING SPECIALIST
ATB Tax Prep Consulting Services
01.2004 - 01.2013
CUSTOMER SERVICE
Baltimore Life Insurance Company
01.1999 - 01.2004
CUSTOMER SERVICE ADMINISTRATOR
Verizon
01.1994 - 01.1999
SECONDARY SCHOOL - General Studies
St. Francis of Academy High School