Open To Work
Ashley Lakatos
Cecil,PA
Work Preference
Summary
Hardworking Professional with a strong motivation to enhance business performance through combined knowledge and skills. Operated effectively in both individual and team environments, quickly adapting to different processes to drive company objectives. Demonstrated resourcefulness and a results-driven approach to meet company needs and increase service value.
Overview
1
1
Certification
4
4
years of post-secondary education
5
5
years of professional experience
Work History
Licensed Insurance Agent
Allstate Corp
Cecil, Pa
04.2025 - 06.2026
- Guided clients in selecting Medicare coverage options tailored to individual needs.
- Performed customer needs assessments to determine optimal coverage levels and options.
- Clarified policy details and addressed client inquiries to enhance understanding.
- Processed policy applications and renewals with accuracy.
- Maintained client records and updated account information regularly.
- Conducted follow-up calls to ensure client satisfaction and retention.
- Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
Licensed Insurance Agent
Results Companies
Cecil, Pa
08.2024 - 01.2025
- Exceeded company sales goals for new policies.
- Guided clients in selecting optimal insurance coverage options for ACA Marketplace, ensuring alignment with individual needs.
- Advised clients on their insurance needs and coverage options based on individual requirements.
- Identified and leveraged cross-selling opportunities to enhance customer portfolios and increase overall sales.
- Clarified policy details and addressed client inquiries to improve understanding and satisfaction.
- Processed policy applications and renewals with accuracy.
- Performed routine follow-up calls to assess customer satisfaction with products and services.
Engagement Specialist
LHH
Cecil, PA
04.2023 - 04.2024
- Guided candidates in interview preparation and resume development to enhance their job search success.
- Executed outbound call campaigns to connect individuals with new employment opportunities through LHH services.
- Participated in workshops aimed at improving skills relevant to the success of outbound call and email campaigns.
Benefits Verification Specialist
ConnectiveRx
Robinson, Pa
04.2022 - 03.2023
- Verified patient benefits for specialty medications using internal systems.
- Communicated benefit eligibility and coverage details to patients and clients.
- Collaborated with healthcare providers to gather necessary documentation.
- Monitored changes in insurance policies impacting patient benefits verification.
Customer Service Representative
Willis Towers Watson
Pittsburgh, Pennsylvania
05.2021 - 03.2022
- Resolved escalations regarding insurance policies and premium payments, enhancing client satisfaction
- Coordinated with insurance companies to expedite resolution of escalations, improving service efficiency
- Processed inbound calls from clients to enroll in COBRA benefits, ensuring a smooth enrollment experience
Education
Bachelor of Science - Business With Concentration in HR Management
Capella University
Minneapolis, MN 02.2016 - 02.2020
Skills
- Medicare coverage
- ACA Marketplace
- Policy processing
- Benefits verification
- Compliance oversight
- Regulatory compliance
- Benefits administration
- Data verification
- Records management
- Needs assessment
- Client education
- Compliance administration
- Employee relations
Certification
- Active Health and Life Insurance License
Timeline
Licensed Insurance Agent
Allstate Corp
04.2025 - 06.2026
Licensed Insurance Agent
Results Companies
08.2024 - 01.2025
Engagement Specialist
LHH
04.2023 - 04.2024
Benefits Verification Specialist
ConnectiveRx
04.2022 - 03.2023
Customer Service Representative
Willis Towers Watson
05.2021 - 03.2022
Bachelor of Science - Business With Concentration in HR Management
Capella University
02.2016 - 02.2020