Annie Engelstad

Work History

Insurance Agent

Jay Swanson Agency

Thief River Falls, MN

06.2015 - Current

Maintained high standards of customer service by building relationships with clients.
Responded to customer calls swiftly to resolve issues and answer questions.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Calculated quotes and educated potential clients on insurance options.
Obtained underwriting approval by completing application for coverage.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
Upsold additional products and services after identifying customer needs and requirements.
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Tracked progress of all outstanding insurance claims.
Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.
Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
Contacted insurance companies to discuss and resolve unpaid claims and incorrectly paid claims.
Adhered to health and prescription insurance products, delivery systems and claims systems.
Met with customers to provide information about available products and policies.
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.
Calculated premiums and established payment methods for sales.
Researched and resolved routine and complex issues.
Processed eligibility and benefits verification and authorization requests.
Tracked pending authorizations to resolve discrepancies and avoid revenue loss.
Followed up on denials, late payments, extensions and other special circumstances.
Presented insurance options to customers in order to close sales on new policies.
Acted as subject matter expert, answering internal and external questions and inquiries.
Maintained confidentiality of patient finances, records and health statuses.
Resolved discrepancies in insurance payments by collaborating with carriers.
Utilized Eclipse to document and track customer account details.
Communicated effectively with members of operations, finance and clinical departments.
Reviewed outstanding requests and redirected workloads to complete projects on time.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
Completed sales documentation and collected signatures to finalize purchases.
Researched and resolved areas of concern for potential and existing clients.
Served as point-of-contact for potential and existing insurance customers.
Generated leads and met with potential clients to explain insurance options and encourage purchases.
Tracked competitors' insurance offerings and used for comparison during sales calls.
Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Assisted coworkers and staff members with special tasks on daily basis.
Managed filing system, entered data and completed other clerical tasks.
Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
Answered multi-line phone system and transferred callers to appropriate department or staff member.
Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency.
Composed and proofread memos, letters and reports to verify error-free communication.
Answered and quickly redirected large volume of calls on central system.
Used agency management system to prepare various correspondence, reports and other written material.
Managed 6 calendars to strategically coordinate meetings, appointments and events.
Increased office efficiency by modernizing document organization systems and effectively implementing IT solutions.
Completed yearly audits to increase and maintain retention.

Licensed Practical Nurse

Greenleaf Assisted Living

Thief River Falls, MN

01.2015 - 06.2015

Documented accurate and complete patient information to address patient problems and expected outcomes.
Administered controlled narcotics, inserted IVs and performed catheterizations.
Performed routine evaluations of each patient's status, needs and preferences.
Obtained patient vital signs and input/output measurements from inpatients.
Assisted with admissions, appointments, transfers and discharges.
Managed patient care through closely monitoring respiration, blood pressure and blood glucose levels.
Monitored, tracked and conveyed important patient information to healthcare staff to help optimize treatment planning and care delivery.
Made valuable contributions to care-plan development and patient education processes backed by thorough research into client diagnoses.

Pharmacy Technician

Walmart

Thief River Falls, MN

03.2006 - 01.2014

Calculated dosage, filled prescriptions and prepared prescription labels with absolute accuracy.
Counted and labeled prescriptions with correct item and quantity.
Communicated with patients to collect information about prescriptions and medical conditions or arrange consultations with pharmacists.
Entered and processed patients' prescriptions into internal system.
Maintained proper drug storage procedures, registries, and records for controlled drugs.
Solved customer problems in-person or over telephone by providing assistance with placing orders, navigating systems and locating items.
Consulted with insurance company representatives to complete claims processing, resolve concerns and reconcile payments.
Communicated with prescribers to verify medication dosages, refill authorizations and patient information.
Verified patient data and billing information to discover and resolve erroneous bills due to system errors.
Resolved non-routine issues like third-party billing, computer system and customer service issues.

Summary

Overview

Work History

Insurance Agent

Licensed Practical Nurse

Pharmacy Technician

Education

Associate of Science - Nursing

Diploma - Nursing

Skills

Certification

Timeline

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