Ariel Bartram
Charleston,WV
Summary
Accomplished insurance professional with a strong history of improving client satisfaction and retention at Tranzact Insurance Solutions. Specializes in HIPAA compliance and sales lead coordination, utilizing medical coding expertise to consistently surpass sales targets. Exceptional skills in objection handling and needs assessment facilitate the delivery of customized insurance solutions that address diverse client requirements.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Licensed Health Insurance Agent
Tranzact Insurance Solutions
Beckley, WV
09.2024 - 12.2025
- Sought out new clients and developed clientele by networking to find new customers.
- Assisted customers with filing claims, appeals, and other paperwork related to their policies.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Ensured that all documents were properly completed prior to submitting them for review.
- Participated in weekly training sessions to improve product knowledge and enhance company growth.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
- Identified areas where additional coverage may be needed or beneficial for clients.
- Developed appropriate quotes based on risk information.
- Calculated premiums and established payment methods.
- Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.
- Conducted market analysis to identify trends in the industry and recommend solutions accordingly.
- Maintained accurate records of all customer interactions and transactions.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Collaborated with other departments within the organization to provide seamless services for customers.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Monitored changes in state and federal laws regarding health insurance policies.
- Achieved repeat business and referrals through personalized services.
- Participated in training sessions as required by company guidelines.
- Prepared reports summarizing sales activities, account management strategies.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
- Provided support during open enrollment periods by answering inquiries from potential customers.
- Strengthened traceability by developing organization systems for keeping records, reports, and agendas.
- Assisted members to enhance current plans with supplemental benefits to boost sales.
- Identified new business opportunities through networking activities and referrals from existing clients.
- Analyzed current processes and identified opportunities for improvement.
- Conducted fact-finding assessments to create sales presentations for client engagement.
- Provided detailed explanation of policy terms, conditions, and benefits to clients.
- Educated customers on various health insurance products and services available.
- Advised clients on changes in their insurance policies due to life events such as marriage or childbirth.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Developed base for long-term sources of client prospects with referrals, occupational and special interest groups.
- Developed and implemented insurance plans for customers based on their individual needs.
- Performed periodic reviews of client accounts to ensure compliance with regulations.
- Assisted with customer requests and answered questions to improve satisfaction.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
Customer Service Representative
StarTek
Denver, CO
01.2020 - 03.2021
- Streamlined customer service process through innovative methods.
- Provided assistance with product-related inquiries and service transactions through various communication channels.
- Utilized targeted inquiries to ensure accurate system documentation.
- Demonstrate unwavering professionalism in handling difficult clientele.
- Analyzed survey data to refine customer service processes.
- Addressed client concerns by providing support across multiple platforms.
- Ensured high levels of satisfaction through exceptional service.
- Produced detailed reports to support operational efficiency.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Provided top quality control and eliminated downtime to maximize revenue.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Identified areas of improvement in customer service processes and suggested changes accordingly.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Developed strong relationships with customers by providing personalized assistance and support.
- Provided accurate information about products and services to customers.
- Used approved scripts to de-escalate angry customers during telephone interactions.
- Answered customer inquiries and provided accurate information regarding products and services.
- Developed positive relationships with customers through friendly interactions.
- Prepared and evaluated CRM reports to identify problems and areas for improvement.
Home Health Aide
Rescare Homecare
Logan, WV
02.2017 - 01.2020
- Prepared meals and snacks according to prescribed diets.
- Educated patients and families on health care needs, conditions, and options.
- Changed bed linens and maintained a clean living environment for the client's safety.
- Transported clients to doctor appointments and social events.
- Provided companionship and monitored health condition of clients.
- Took initiative to ensure all tasks were completed efficiently within the designated time frame.
- Encouraged independence by teaching self-care skills such as grooming and hygiene habits.
- Monitored vital signs such as temperature, pulse rate, blood pressure .
- Helped clients move in bed, stand or walk using proper body mechanics techniques.
- Improved patient outlook and daily living through compassionate care.
- Maintained updated records and safeguarded patient privacy in accordance with HIPAA.
- Tracked and reported clients' progress based on observations and conversations.
- Checked patients' pulse, temperature and respiration.
- Followed HIPAA regulations to maintain confidentiality of sensitive patient information.
- Directed patients in prescribed exercises or in use of braces or artificial limbs.
- Accompanied clients to doctors' offices or on other trips outside home.
- Aided with mobility and independence for disabled individuals and continually monitored safety.
- Dressed, groomed and fed patients with limited physical abilities to support basic needs.
- Assisted in ambulation and exercise routines for clients.
- Delivered high level of assistance with cooking, meal preparation and shopping.
- Helped client with medication self-administration.
- Documented patient status and reported changes in care needs.
- Administered medications as instructed by physician or nurse practitioner.
- Maintained clean and well-organized environment for client happiness and safety.
- Helped patients move in and out of beds, wheelchairs or automobiles and with dressing and grooming.
- Assisted clients with proper exercises and rehabilitation.
Education
Bachelor of Science - Criminal Justice
Strayer University
Charleston, WV03-2026
Associate of Science - Criminal Justice
Strayer University
Charleston, WV03-2024
High School Diploma -
Logan High School
Logan, WV05-2013
Skills
- Medical coding
- Long-term care insurance
- HIPAA
- Life insurance
- Insurance terminology
- Group health plans
- Medicare expertise
- Sales lead coordination
- Cold calling
- Objection handling
- Inbound call management
- Individual health plans
- Policy comparison
- Medicaid expertise
- Goal oriented
- Compliance
- Enrollment processing
- Claims processing
- Needs assessment
Certification
- Licensed WV health insurance agent.
- Associate's Degree in Science for Criminal Justice.
- I am 3 semesters away from my Bachelor's degree in Science for Criminal Justice.
References
References available upon request.
Timeline
Licensed Health Insurance Agent
Tranzact Insurance Solutions
09.2024 - 12.2025
Customer Service Representative
StarTek
01.2020 - 03.2021
Home Health Aide
Rescare Homecare
02.2017 - 01.2020
Bachelor of Science - Criminal Justice
Strayer University
Associate of Science - Criminal Justice
Strayer University
High School Diploma -
Logan High School