Ashley Campbell
Crossville,TN
Summary
Seasoned and licensed expert with a robust foundation in customer service and licensing proficiency. Demonstrated capability to effectively handle both routine and intricate customer inquiries, consistently ensuring customer satisfaction. Skilled in the adept use of various applications for streamlined communication and information retrieval. Detail-oriented and dedicated to upholding accuracy in records and communication processes.
Overview
4
4
years of professional experience
Work History
Licensed Health Insurance Agent
Clearview Medicare
10.2024 - 12.2024
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
- Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
- Managed 50-75 calls per day with a close rate of 6%
Member Service Representative
Foundever
02.2023 - 10.2024
- Reviewed and updated insurance coverage to ensure accuracy and compliance with policies
- Added and removed vehicles from insurance policies, maintaining up-to-date records
- Managed complex and routine billing inquiries, resolving issues efficiently
- Processed premium payments and ensured timely updates to client accounts
- Maintained client relationship management (CRM) systems by adding and updating contact information
- Documented detailed call notes to track client interactions and ensure seamless follow-up
- Managed approximately 30-50 incoming calls per day from policy holders
Licensed Life Insurance Agent
Senior Life Services
08.2022 - 02.2023
- Conducted proactive cold calling to identify and engage potential clients, effectively initiating new business opportunities and expanding the client base
- Performed comprehensive needs analysis to assess clients' insurance requirements, tailoring recommendations to meet their specific coverage needs and financial goals
- Completed and processed insurance applications with attention to detail, ensuring accuracy and compliance with regulatory standards to facilitate smooth policy issuance
- Maintained and strengthened client relationships through regular follow-ups, providing timely answers to questions and addressing concerns to enhance client satisfaction and retention
- Conducted comprehensive risk assessments to determine appropriate coverage levels and premium pricing for clients.
- Cultivated strong relationships with underwriters to facilitate smooth policy issuance and expedited approvals for clients.
Customer Service Representative/Customer Service Subject Matter Expert
Teleperformance
12.2020 - 06.2021
- Delivered exceptional customer service in a high-volume call center, effectively managing various inquiries and issues professionally and efficiently
- Supported the supervisor by preparing and sending detailed reports, accurately recording and managing staff attendance, and assisting with minor conflict resolution to foster a positive work environment
- Collaborated with coworkers to address and resolve call-related and work-related issues, contributing to smooth operations and maintaining high service standards
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Education
Medical Billing Program -
Martinsburg College
Remote08-2024
Administrative Office Program -
Tennessee College of Applied Technology
Crossville05-2020
Skills
- Insurance & Customer Service
- Sales & Business Development
- Market Research & Data Analysis
- Technical & CRM Proficiency
- Compliance & Communication
- NEPQ techniques
- Cold calling
- Compliance
- Microsoft 365
- Google Suite
- Insurance regulations
- Verbal communication
- Written communication
- Goal oriented
Core Skills And Areas Of Expertise
First-level contact for policy inquiries, billing issues, proof of insurance, and updates, Processed insurance applications and maintained accurate policy records, Assisted customers via phone and CRM systems, ensuring satisfaction and timely resolution, Applied NEPQ techniques for upselling and cross-selling insurance solutions, Conducted cold calling and lead follow-ups to grow customer base, Assessed customer needs and provided tailored insurance recommendations, Conducted trend and competitor analysis to support business decisions, Extracted actionable insights from customer interactions and CRM data, Evaluated industry policies and risks to identify strategic opportunities, Salesforce, VanillaSoft, Microsoft 365, Google Suite, Communication platforms: Slack, Teams, Zoom, Documented call interactions and managed client data efficiently, Knowledge of insurance regulations and documentation standards, Created and shared detailed reports and policy summaries, Strong verbal/written communication for both internal and client-facing documentation
Timeline
Licensed Health Insurance Agent
Clearview Medicare
10.2024 - 12.2024
Member Service Representative
Foundever
02.2023 - 10.2024
Licensed Life Insurance Agent
Senior Life Services
08.2022 - 02.2023
Customer Service Representative/Customer Service Subject Matter Expert
Teleperformance
12.2020 - 06.2021
Medical Billing Program -
Martinsburg College
Administrative Office Program -
Tennessee College of Applied Technology
Similar Profiles
PETREICE GRIFFINPETREICE GRIFFIN
Medicare Insurance Agent at Clearview MedicareMedicare Insurance Agent at Clearview Medicare
Aaron MarlingAaron Marling
Licensed Insurance Agent at Clearview MedicareLicensed Insurance Agent at Clearview Medicare
Edward BrownEdward Brown
Senior Sales Agent (remote) at Clearview Medicare, LLCSenior Sales Agent (remote) at Clearview Medicare, LLC