Amber Williams
Fort Worth,TX
Summary
Experienced Relationship Manager skilled in developing customized solutions to meet customer needs. Strong collaborator and active listener with excellent communication skills. Ten-year track record of success in Health plans.
Overview
10
10
years of professional experience
Work History
Relationship Manager
HealthEquity
Draper, UT
04.2016 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
- Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction
Licensed Health Insurance Agent
UHC
Irving, TX
08.2014 - 03.2016
- Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations
- Answered 15 to 30 inbound calls per day from existing and future policyholders to answer inquiries and discuss insurance options
- Finalized sales and collected necessary deposits
- Conducted annual reviews of existing policies to update information
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas
- Remained impartial in order to advise clients based on circumstances
Education
High School Diploma -
Haltom High School
Haltom City, TX03.2010
Associate of Science - Medical Coding And Billing
University of Phoenix
Tempe, AZSkills
- Operational Reporting
- Adaptable to Changing Conditions
- Product Recommendations
- Time Management
- Regulatory Compliance
- Customer Education and Consulting
- Critical Thinking
- Excellent Communication
- Account Management
- Service support
- Relationship building and management
Accomplishments
- Collaborated with team of 15 team mates in the development of Customer Fee Invoices Audit.
- Achieved Audit through effectively helping with SharePoint software data Entry.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Timeline
Relationship Manager
HealthEquity
04.2016 - Current
Licensed Health Insurance Agent
UHC
08.2014 - 03.2016
High School Diploma -
Haltom High School
Associate of Science - Medical Coding And Billing
University of Phoenix