Bebe Bertrand
Royal Palm Beach,Florida
Summary
- Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals. Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
- Ten (10) years’ experience in office administration and sixteen (20) years of customer service.
- Extensive customer service history. Respond to customer complaints and resolve problem in a timely manner.
- Adapt easily to new concepts and responsibilities.
- Excellent communication skills both verbal and written.
- Self-motivated; able to set priorities to achieve organizational goal and deadlines.
- Computer literate; proficient in PowerPoint, access, MS Word, Excel, Internet Explore.
- Experience dealing with a diversity of professionals, clients and staff.
- Bilingual- English, Creole, and conversational French.
Overview
27
27
years of professional experience
Work History
Independent Insurance Broker
Independently Employed
08.2016 - Current
- Work as intermediaries between insurance companies and clients who needs insurance
- Look at different policies and coverage options based on client’s needs
- Service the general public in areas such as Medicare, debt elimination, mortgage protection, living benefits, retirement planning, final expense & legacy banking management strategies.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Office Manager
Universal Medical Centre
01.2012 - 01.2015
- Handled medical administrative tasks like purchasing, scheduling, payroll, licensure and HIPAA compliance
- Handled the tasks of preparing agendas and organize meetings under the instructions of Medical Director
- Handled the responsibility of generating innovative plans and implementing the same
- Worked with medical officer for solving critical issues
- Responsible for maintaining good relationship with different healthcare centers
- Provided excellent customer service in a medical institution and ensured all patients were well attended
- Managed facility procedures related to insurance and billing and solved patients’ queries regarding their insurance renewal and expiry
- Provided support and performed regular QA reviews for client intake, registration and scheduling functions
- Maintain HEDIS, MRA’S etc
- Ensure that patient's primary care chart is up to date with information on specialist consults, hospitalizations, ER visits and community organization related to their health
- Process referral, and understands coding, including ICD-9, CPT
- Good understanding of the medical terminologies.
Quality Control Specialist
City of Miami
01.2008 - 01.2010
- Ability to summarize and communicate quality review findings
- Identify and make image adjustments to enhance legibility of the above documents based on State Records requirements
- This job requires independent judgment and a percentage of independent decision making
- Operate Scanning equipment: Large format scanners, digitizing scanners
- Familiar with Next Scan program.
Nurse Technician
Memorial Regional Hospital
01.2000 - 01.2008
- Administers vital signs, blood draws, and conduct EKG’s
- Ensure patient uses proper precautions when being transferred
- Dress wounds and removes sutures; orders and stock medical suppliers
- Assesses and interprets patients’ conditions and needs and follow through with appropriate action while providing experienced skilled nursing care
- Provided medical orientation to patients and informing them about policies and procedures
- Thoroughly reviewed the patient's records to ensure all conditions for which care was given had been documented by the physician in the proper sequence of importance
- Ensured all operations and procedures have been described appropriately and are related to the clinical diagnosis recorded.
Sales Manager
GSB Investments
01.2003 - 01.2006
- Provided technical assistance and training to all loan officers as needed
- Oversees and supervise all functions including inventor control
- Participate in monthly management meeting and in quarterly company meetings
- Implementation of company policies and guidelines
- Manage employee hours and attendance
- Motivation of staff
- Review Closing files prior to ensure compliance
- Assistant with processing and verifying the borrower information
- Perform other duties as requested by the President
- Hiring and making sure office is running smoothly.
Supervisor
Convergy’s
01.1998 - 01.2001
- Hiring and recruitment of all call center representatives
- Manage employee hours and attendance
- Manage list productivity to ensure client and company objectives
- Execute daily work-plan to meet client and company objectives
- Development of staff
- Motivation of staff
- Implementation of company policies and guidelines
- Development of a positive, productive work environment.
Education
B.S in Health and Science Management -
University of Phoenix
Plantation, FLAA in Nursing -
Broward Community College
Miami, FLSkills
- Underwriting knowledge
- Claims Handling
- Policy analysis
- New Business Development
- Customer Retention
- Customer Needs Assessment
- Sales Quota Achievement
- Team training and development
- Licensed Insurance Agent
- Customer Service
- Product Knowledge
- Contract review and analysis
References
Furnished upon request
Languages
English
Full Professional
Haitian Creole
Full Professional
Timeline
Independent Insurance Broker
Independently Employed
08.2016 - Current
Office Manager
Universal Medical Centre
01.2012 - 01.2015
Quality Control Specialist
City of Miami
01.2008 - 01.2010
Sales Manager
GSB Investments
01.2003 - 01.2006
Nurse Technician
Memorial Regional Hospital
01.2000 - 01.2008
Supervisor
Convergy’s
01.1998 - 01.2001
B.S in Health and Science Management -
University of Phoenix
AA in Nursing -
Broward Community College
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