Summary
Overview
Work History
Skills
Certification
Languages
Timeline
Generic

Alisson Montoya

Hendersonville,TN

Summary

Dynamic Health Insurance Advisor at US Health Advisors, leveraging strong analytical skills and CRM software expertise to enhance client understanding of policy options. Recognized for exceptional customer service and problem-solving abilities, ensuring compliance and clarity in documentation while fostering positive client relationships.

Developed strong analytical and interpersonal skills in fast-paced health insurance environment. Gained expertise in client needs assessment and policy analysis. Seeking to transition into new field where these skills can be effectively applied and further developed.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Health Insurance Advisor

US Health Advisors
05.2025 - Current
  • Advised clients on health insurance options, ensuring alignment with individual needs and preferences.
  • Assisted in processing applications, maintaining accuracy and compliance with regulatory standards.
  • Educated clients on policy details, enhancing understanding of coverage and benefits available.
  • Reviewed policy documents for clarity, identifying areas for improved customer comprehension and support materials.

Bookkeeper

Dodges Chicken Store
02.2025 - Current
  • Reconciled monthly bank statements, identifying discrepancies promptly.
  • Collaborated with team members to streamline bookkeeping processes and improve efficiency.
  • Organized and filed documents systematically for easy retrieval during audits.
  • Maintained and processed invoices, deposits, and money logs.
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.

Food and Beverage Supervisor

Warrior Zone
06.2024 - 02.2025
  • Assisted in managing daily food and beverage operations to ensure smooth service delivery.
  • Supported team in maintaining cleanliness and organization of dining and kitchen areas.
  • Learned menu items and beverage offerings to provide accurate information to guests.
  • Collaborated with staff to deliver exceptional customer service experiences consistently.

Skills

  • Goal oriented
  • Strong analytical skills
  • CRM software experience
  • Policy analysis
  • Customer service
  • Problem-solving abilities
  • Multitasking Abilities
  • Critical thinking
  • Excellent communication

Certification

Health and Life Insurance License in the following States:

Tennessee. Ohio

Georgia. Texas

Maryland. Virginia

Michigan. Colorado

North Carolina. Illinois

Languages

Spanish
Native or Bilingual

Timeline

Health Insurance Advisor

US Health Advisors
05.2025 - Current

Bookkeeper

Dodges Chicken Store
02.2025 - Current

Food and Beverage Supervisor

Warrior Zone
06.2024 - 02.2025

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Alisson Montoya