Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Barbara Bassett

Fort Worth,TX

Summary

Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Proficient in customer service best practices and related options.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Remote Medicare Agent

Total Insurance Brokers
03.2019 - 12.2022
  • Scheduled appointments with applicants to gather information and explain benefits processes.
  • Followed guidelines when reviewing applicant data to determine eligibility for economic assistance.
  • Analyzed and informed clients of insurance premiums and processed accounts timely and accurately for long term planning needs.
  • Consulted with clients and prospective clients to assess insurance needs, budget, financial planning goals, and other relevant details.
  • Conducted research and maintained current knowledge of insurance market trends and in clients' industries.

Medicare Sales Agent

American Insurance Agency
09.2014 - 03.2019
  • Educated clients on insurance policies and procedures.
  • Analyzed customer needs to provide customized insurance solutions.
  • Calculated premiums and established payment methods for sales.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Monitored customer feedback and identified areas of improvement.

Insurance Specialist

Transamerica Life Insurance Company
07.2013 - 08.2014
  • Maintained high standards of customer service by building relationships with clients.
  • Processed eligibility and benefits verification and authorization requests.
  • Maintained confidentiality of patient finances, records, and health statuses.
  • Resolved discrepancies in insurance payments by collaborating with carriers.

Education

Licensed Insurance Agent -

Certified State Insurance License

Skills

  • Complex Product Knowledge
  • Agent Support
  • Call Volume Analysis

Certification

  • Health, Accident, and Life Insurance Certification- 2003

Timeline

Remote Medicare Agent

Total Insurance Brokers
03.2019 - 12.2022

Medicare Sales Agent

American Insurance Agency
09.2014 - 03.2019

Insurance Specialist

Transamerica Life Insurance Company
07.2013 - 08.2014

Licensed Insurance Agent -

Certified State Insurance License

Similar Profiles

CREATE PROFILE
Barbara Bassett