Allison Orttel
Blaine,MN
Summary
Experienced Broker Agent Service Specialist with over nine years of leadership experience and three years in UnitedHealthcare’s Medicare & Retirement division. Skilled in supporting Medicare Advantage initiatives through data analysis, process improvements, and competitive research. Recognized for exceeding performance expectations, and delivering high-quality results in fast-paced environments. Known for adaptability, attention to detail, and strong communication skills, thriving in collaborative settings to create impactful solutions.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Broker Agent Service Specialist
United Healthcare
Minnetonka, MN
08.2022 - Current
- Assisted with analyst duties by supporting team chats, coaching peers, and contributing to report preparation, ensuring accurate and timely data for decision-making.
- Trained team members are transitioning from Inbound to Digital, fostering operational efficiency.
- Provided input on process improvement and development initiatives to enhance workflows and overall team performance.
- Consistently exceeded expectations for MAP reviews and QVC, demonstrating attention to detail, and commitment to quality standards.
- Successfully managed tasks independently, showcasing strong organizational and time-management skills in a dynamic environment.
- Cultivated and maintained strong relationships with external sales partners to support collaboration and deliver effective solutions.
Broker Agent Service Representative
United Healthcare
Minnetonka, MN
04.2022 - 08.2022
Front End Manager
Menards
Blaine, MN
04.2013 - 03.2022
- Maintained an outstanding attendance record, demonstrating reliability and commitment.
- Delivered exceptional customer service by actively listening, confirming understanding, and addressing concerns effectively.
- Identified issues, analyzed information, and implemented practical solutions to resolve challenges quickly.
- Executed daily responsibilities with accuracy and efficiency, ensuring smooth operations.
- Adapted quickly to new processes and technologies, applying newly learned skills to improve performance.
- Managed a department team, overseeing hiring, training, scheduling, and supporting individual growth to build a high-performing workforce.
Education
Associate of Science - Business/Accounting
Anoka-Ramsey Community College
Skills
LivePerson
IEX
Genesys
Facets
Outlook
Teams
OneNote
Microsoft
- Word
- Excel
- Powerpoint
Certification
Medicare Certifications (Level 1, 2, and 3)
Pre-Enrollment Support Tier 2
Member Services Escalations
Operational Escalations
Pre-Enrollment Support Tier 2
Member Services Escalations
Operational Escalations
Timeline
Broker Agent Service Specialist
United Healthcare
08.2022 - Current
Broker Agent Service Representative
United Healthcare
04.2022 - 08.2022
Front End Manager
Menards
04.2013 - 03.2022
Associate of Science - Business/Accounting
Anoka-Ramsey Community College