Amanda Fortier
Martinsville,IN
Summary
Results-driven licensed insurance agent with a strong background in account management and quality assurance. Skilled in developing customized insurance solutions and streamlining processes, contributing to improved client satisfaction and operational efficiency.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Perfiniti
Greenwood, IN
10.2018 - Current
- Developed tailored insurance solutions for clients, enhancing satisfaction and retention.
- Conducted comprehensive policy reviews to identify gaps and recommend improvements.
- Collaborated with team members to streamline claims processing, improving turnaround times.
- Fostered relationships with clients through proactive follow-ups and personalized service offerings.
- Calculated quotes and educated potential clients on insurance options.
Quality Assurance Specialist
The WellFund
Greenwood, IN
12.2016 - Current
- inbound/outbound calls
- screen patients and apply for eligible insurance program
- load health coverage to self pay accounts
- check accounts for active health coverage
- audit accounts/documents to ensure accuracy
- follow up with FSSA on Medicaid accounts
- monitor several WQ's and work accounts
- follow up with patients for updates on case
Home Health Aide
Comfort Keepers Home Care
Columbus, IN
02.2013 - 12.2016
- Provided personalized care and support to clients, enhancing daily living activities.
- Assisted clients with mobility, ensuring safety and comfort during transitions.
- Implemented care plans in collaboration with healthcare professionals for optimal client outcomes.
- Monitored and documented client health status, promptly reporting changes to medical staff.
- Trained new staff on best practices in patient care and safety protocols.
- Developed strong relationships with clients, fostering trust and open communication.
- Enhanced quality of life for clients through engaging social interactions and activities.
Education
No Degree - Medical/Dental Administration
Professional Career Institute
Indianapolis, IN06-2005
GED -
IndyPendence JobCorp Program
Indianapolis05-1998
Skills
- Client relationship management
- Client account management
- Client service
- Goal oriented approach
- New agent training
- Policy management
- Regulatory compliance
- Team training and development
- Account management
- Critical thinking
- Data entry
- Administrative functions
- Call center customer service
- Quality assurance requirements
- HIPAA compliance
Certification
- Home Health Aide License
- ServSeafe Certified
- Business/Clerical Certificate
- Health Insurance License
- First Aid/CPR
Timeline
Licensed Insurance Agent
Perfiniti
10.2018 - Current
Quality Assurance Specialist
The WellFund
12.2016 - Current
Home Health Aide
Comfort Keepers Home Care
02.2013 - 12.2016
No Degree - Medical/Dental Administration
Professional Career Institute
GED -
IndyPendence JobCorp Program