Obtained underwriting approval by completing application for coverage.
Provided death benefits by delivering policy proceeds and reassessing client needs.
Contacted prospective customers to present information and explain available services.
Developed prospects from current commercial customers, referral leads or sales or trade meetings.
Offered policy guidance and management to promote asset protection.
Created coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
Developed marketing strategies to compete with other individuals or companies selling insurance.
Pursued continued professional development through insurance workshops, course and webinars.
Provided leadership and training for new agents regarding industry best practices and company policies.
Upsold products to policyholders and potential new clients.
Senior Recruiter
Trustaff Travel Nurses
Boca Raton, FL
06.2022 - 09.2023
Updated employee records for hiring, terminations, transfers and promotions.
Assisted with recruiting functions by placing employment ads and reviewing job applications.
Assisted candidates with application processes by answering questions about application, performing background checks, providing I-9 forms and handling drug screening paperwork.
Developed relationships with field team to assist in developing pool of candidates for up to [Number] stores.
Restructured referral programs to convert at higher percentages.
Maintained current calendar of job fairs and employment opportunities in each state.
Established and administered comprehensive student recruitments programs to meet organizational objectives.
Supervised, coached and mentored recruiters to achieve individual and school recruitment targets.
Addressed harassment allegations, work complaints or other employee concerns.
Contacted job applicants to inform of application status.
Interviewed job applicants to obtain information on work history, education or job skills.
Administered employee benefit plans.
Conducted exit interviews and completed employment termination paperwork.
Conferred with management to develop or implement personnel policies or procedures.
Searched for qualified job candidates using computer databases, media advertisements or employee referrals.
Analyzed employment-related data and prepared reports.
Reviewed employment applications and job orders to match applicants with job requirements.
Scheduled or conducted new employee orientations.
Maintained and updated organizational charts, employee handbooks or performance evaluation forms.
Prepared or maintained employment records using human resources management system software.
Insurance Verification Specialist
Watershed Treatment Center
Delray Beach, FL
07.2008 - 07.2022
Handled third-party insurance processing tasks to assist patients.
Maintained up-to-date understanding of insurance payment practices.
Evaluated pending claims to identify and resolve problems blocking auto-adjudication.
Stayed current on HIPAA regulations, benefits claims processing, medical terminology and other procedures.
Administered standard contract benefits to process pending claims for dental benefits.
Tracked differences between plans to correctly determine eligibility and assess claims against benefits and data entry requirements.
Instructed clients on amounts covered under benefits plans in easy-to-understand terminology.
Communicated with insurance carrier, patient and third party or employer to verify patient insurance benefits.
Handled billing related activities focused on medical specialties.
Verification Specialist
Beach House
Juno , FL
05.2019 - 06.2022
Instructed clients on amounts covered under benefits plans in easy-to-understand terminology.
Updated patient and insurance data and input changes into company computer system.
Verified that patients had proper insurance coverage prior to procedures or appointment scheduling.
Called insurance companies to ascertain pertinent information regarding policies and payment benefits for patients.
Contacted patients to confirm demographic information and communicate financial responsibilities.
Contacted patients to arrange payment arrangements for deductible and out-of-pocket liability.
Created and sent time of service letter to inform patient of estimated self-pay balance.
Checked documentation for appropriate coding, catching errors and making revisions.
Communicated with cross-functional teams to report insurance company trends.
Determined estimated self-pay portion by calculating charges, co-insurance and deductibles.
Examined claims, records and procedures to grant approval of coverage.
Communicated with insurance carrier, patient and third party or employer to verify patient insurance benefits.
Handled billing related activities focused on medical specialties.
Signed payment approvals accepted claims.
Retained strong medical terminology understanding in effort to better comprehend procedures.
Liaised between physician, site of service and billing department to obtain appropriate documentation.
Reviewed data obtained from interview for completeness and accuracy.
Consulted with clients to indentify survey needs and specific requirements.
Used statistical software to analyze data from surveys, old records or case studies.
Education
Certificate - Life And Health
Pearson Vue
Tampa, FL
06-2023
Certification - Real Estate
Gold Coast
Lantana
05-2019
Certificate - Medical Assisting
Med Vance
Palm Springs
05-2010
Associate of Arts - Business Administration And Management
Warren County College
Washington
06-2007
Skills
Building Relationships
Insurance Policy Sales
Client Relationship Management
Policy Reinstatement Approvals
Insurance sales strategy
New Agent Training
Underwriter Collaboration
Policy management expertise
Asset protection expertise
Timeline
Life Insurace Broker
Ocean View Wealth LLC
06.2023 - Current
Senior Recruiter
Trustaff Travel Nurses
06.2022 - 09.2023
Verification Specialist
Beach House
05.2019 - 06.2022
Insurance Verification Specialist
Watershed Treatment Center
07.2008 - 07.2022
Certificate - Life And Health
Pearson Vue
Certification - Real Estate
Gold Coast
Certificate - Medical Assisting
Med Vance
Associate of Arts - Business Administration And Management