Anna Renee Braziel
Insurance Professional
Fort Worth,Texas
Summary
Experienced in insurance claims management and policy coordination with meticulous attention to compliance and accuracy in all documentation. Utilizing strong organizational skills to streamline processes and enhance workflow efficiency. Expertise in customer service and problem-solving techniques for effectively addressing policyholder concerns and ensuring satisfaction throughout the claims process.
Overview
17
17
years of professional experience
Work History
Office Manager
Nutri Green Lawn Treatment and Weed Control
01.2023 - Current
- Company Overview: A leading treatment and weed control provider in the Fort Worth area
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone or email.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering, stocking, and receiving shipments. Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
- Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
- Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
- Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
- Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
- Developed and enforced office policies that aligned with company values and regulatory requirements, maintaining compliance.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Streamlined document handling and processing, reducing turnaround time for client inquiries and requests.
- Provided comprehensive administrative support to senior management, enabling them to focus on strategic decision-making.
- Conducted regular reviews of office procedures, identifying and implementing improvements for operational excellence.
- Oversaw office budget, ensuring all expenditures were within allocated funds and identifying cost-saving opportunities.
- Facilitated positive work environment, addressing employee concerns promptly and fostering culture of mutual respect.
- Enhanced office operational efficiency by streamlining filing systems, resulting in easier access to critical documents.
- Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
- Optimized office space utilization, leading to more efficient and productive work environment.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Established team priorities, maintained schedules and monitored performance.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Identified and communicated customer needs to supply chain capacity and quality teams.
- Managed senior-level personnel working in marketing and sales capacities.
Licensed Insurance Agent
Self Employeed and Worked With UHG
08.2021 - Current
- I provide high-quality care, making sure my clients fully understand the options available to them so they can make an informed decision.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Maintained compliance with all industry regulations while completing paperwork accurately and efficiently.
- Conducted thorough research on available health insurance plans, staying up-to-date on industry trends and policy changes.
- Educated clients on the intricacies of their health insurance policies, empowering them to make informed decisions.
- Provided comprehensive customer service to drive client satisfaction.
- Responded to customer inquiries regarding health insurance coverage and policies to assist with informed decision-making.
- Handled sensitive personal information discreetly while adhering to strict privacy regulations at all times.
- Developed and implemented marketing strategies to drive health insurance sales.
- Provided exceptional customer service, leading to numerous referrals and a growing client base.
- Ensured seamless transition between policies by properly coordinating client renewals or adjustments.
- Educated clients about health insurance coverage options, benefits, and costs.
- Monitored changes in health insurance laws and regulations to verify continuous compliance.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Calculated quotes and educated potential clients on insurance options.
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
- Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Delivered outstanding first-contact resolution rates when assisting clients with inquiries about premiums or billing issues.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
- Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
- Generated new business opportunities via targeted marketing campaigns, resulting in increased lead generation and conversion rates.
- Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
- Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
- Provided coverage option information to assist clients in protecting assets.
- Developed customized presentations for prospective clients that highlighted relevant products and benefits based on their unique needs.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Maintained high standards of customer service by building relationships with clients.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
- Collected premiums on or before effective date of coverage.
- Analyzed risk factors to recommend appropriate coverage levels.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Designed presentations and marketing materials to promote insurance products.
- Evaluated competitors' products and services to gain competitive advantage.
- Negotiated contracts and terms of sale with potential customers.
- Developed and implemented promotional strategies to increase customer base.
Insurance Coordinator
Birth/Fletcher Orthodontics
01.2008 - 01.2023
- Company Overview: A leading orthodontics and Invisalign provider in the Fort Worth area for over 30 years (part of the Dental Care Alliance brand since 2018)
- Reviewing insurance plans for verification of benefits, claims filing, and payment implementation and follow up
- Update or validate patient insurance and eligibility
- Auditing/identifying errors and trends
- Verified insurance and communicated coverage to staff and patients.
- Managed a high volume of inbound calls, promptly resolving issues while providing accurate information on policies and procedures.
- Assisted clients with understanding complex insurance policies, effectively addressing concerns or questions.
- Obtained data such as patient, insurance ID, insurance provider and medical codes to properly file insurance claims.
- Filed and tracked insurance claims and communicated claims status to patients.
- Prepared insurance claims for submission to clearinghouses or insurance companies.
- Referenced monthly aging reports to follow up on unpaid claims and obtain maximum reimbursement.
- Achieved revenue goals by managing collections and accounts receivables, referral process, and insurance billing.
- Contributed positively to team morale by consistently demonstrating a collaborative attitude and willingness to support colleagues.
- Enhanced customer satisfaction by efficiently handling insurance claims and processing policy updates.
- Analyzed data from various sources to identify patterns in claims activity, allowing for more effective prevention strategies moving forward.
- Increased client retention rates through personalized insurance consultations, addressing specific needs.
- Optimized insurance renewal processes, ensuring clients received timely notifications and options for adjustments.
- Facilitated knowledge-sharing sessions on emerging insurance trends, keeping team informed and proactive.
- Fostered strong relationships with clients through regular follow-ups, enhancing customer loyalty.
- Negotiated with insurance carriers to secure competitive rates for clients, enhancing customer satisfaction.
- Assisted in resolving complex insurance claims, liaising between clients and providers for favorable outcomes.
- Maintained up-to-date knowledge of insurance regulations, ensuring company compliance with current laws.
- Increased team efficiency with development of comprehensive training materials on insurance protocols.
- Facilitated smoother internal communication, organizing regular meetings between different departments.
- Reduced errors in policy documentation, meticulously reviewing and updating insurance records.
- Streamlined client onboarding processes, significantly reducing the time taken to activate new policies.
- Improved operational workflows by introducing digital filing systems, significantly reducing paper use.
- Enhanced client satisfaction by providing timely and accurate policy updates and renewals.
- Enhanced team productivity by introducing time management tools, optimizing workload distribution.
- Made contact with insurance carriers to discuss policies and individual patient benefits.
- Posted payments to accounts and maintained records.
- Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
- Generated, posted and attached information to claim files.
- Calculated adjustments, premiums and refunds.
- Maintained confidentiality of patient finances, records, and health statuses.
- Collected premiums and issued accurate receipts.
- Communicated effectively with staff members of operations, finance and clinical departments.
- Processed and recorded new policies and claims.
- Checked documentation for accuracy and validity on updated systems.
- Resubmitted claims after editing or denial to achieve financial targets and reduce outstanding debt.
- Prepared insurance claim forms or related documents and reviewed for completeness.
- Modified, updated and processed existing policies.
- Assured timely verification of insurance benefits prior to patient procedures or appointments.
- Verified client information by analyzing existing evidence on file.
- Reviewed outstanding requests and redirected workloads to complete projects on time.
- Developed comprehensive database for client insurance policies, improving accessibility and management.
- Determined appropriateness of payers to protect organization and minimize risk.
- Notified insurance agents and accounting departments of policy cancellations and changes.
- Coordinated with contracting department to resolve payer issues.
- Coordinated with healthcare providers to ensure accurate and prompt claim settlements, improving client trust.
- Streamlined claim processing for improved customer experience, implementing efficient tracking systems.
- Improved risk management strategies by analyzing client profiles and recommending suitable insurance coverage.
- Streamlined client onboarding processes, significantly reducing time taken to activate new policies.
Education
Licensed Insurance Agent -
Kaplan University
01.2021
Skills
- Revenue Optimization
- Quality Improvement
- Database Management
- Adobe Acrobat Proficiency
- Microsoft Office Proficiency
- Client Engagement Strategies
- Invoice Processing Expertise
- Office Administration
- Efficient Payroll Management
- Efficient Time Management
- Document Organization
- Financial Account Reconciliation
Accomplishments
- Recognized by management for implementing a streamlined verification process for new patient consultations that was easier for the Consult team to understand and relay to the patient, increasing contract retention.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Office Manager
Nutri Green Lawn Treatment and Weed Control
01.2023 - Current
Licensed Insurance Agent
Self Employeed and Worked With UHG
08.2021 - Current
Insurance Coordinator
Birth/Fletcher Orthodontics
01.2008 - 01.2023
Licensed Insurance Agent -
Kaplan University
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