Summary
Overview
Work History
Education
Skills
Timeline
BusinessAnalyst
Beth Lichtenfels

Beth Lichtenfels

Insurance sales
Valrico ,FL

Summary

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.

Overview

26
26
years of professional experience

Work History

Insurance Sales Agent

USAA
01.2024 - Current
  • Developed strong relationships with clients through consistent communication and exceptional customer service.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Contributed to agency success by consistently meeting or exceeding monthly sales targets.
  • Maintained high retention rates by addressing client concerns promptly and offering suitable policy adjustments as needed.
  • Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
  • Fostered a positive work environment by actively participating in team meetings and sharing best practices with colleagues.

Cardiac Patient Care Technician

UPMC St. Margaret Hospital
09.2008 - 09.2013
  • Enhanced patient satisfaction by providing compassionate and attentive care.
  • Reduced stress for patients and families through effective communication and empathetic support.
  • Assisted nurses with essential tasks, streamlining workflow and increasing efficiency in the healthcare setting.
  • Monitored vital signs and reported changes to nursing staff, ensuring timely medical interventions when necessary.
  • Collaborated with interdisciplinary teams to develop individualized care plans that addressed each patient''s unique needs.
  • Contributed to a positive patient experience by keeping rooms clean, organized, and well-stocked with supplies.
  • Collected specimens, EKGs, and other diagnostic tests accurately and efficiently for prompt analysis by healthcare professionals.
  • Maintained strict adherence to infection control protocols, minimizing risk of disease transmission within the clinical environment.
  • Inserted foley catheters, performed straight catheterizations, did sterile dressing changes, and assisted with other procedures under supervision of RN
  • Monitored, tracked, and conveyed important patient information to healthcare staff to help optimize treatment planning and care delivery.

Certified Nursing Assistant

Scenery Hill Manor
10.2002 - 09.2008
  • Improved patient care quality by monitoring and recording vital signs, fluid intake, and output.
  • Assisted patients with daily living activities for enhanced comfort and wellbeing.
  • Maintained a clean, safe environment by sanitizing surfaces, changing linens, and disposing of waste properly.
  • Collaborated with nursing staff to create individualized care plans tailored to each patient''s needs.
  • Provided high-quality personal care services such as bathing, grooming, dressing, and feeding to ensure patient dignity.
  • Reduced fall incidents by implementing safety measures like bed alarms and proper positioning techniques.
  • Conducted regular rounds to monitor patients'' physical and mental status throughout shifts.
  • Prevented pressure ulcers development through frequent turning, repositioning of patients, and diligent skin assessments.
  • Actively participated in interdisciplinary team meetings to discuss patient progress and develop effective care strategies.
  • Promoted independence in patients through walking exercises or assisting them with mobility devices like walkers or wheelchairs.

Telemarketer

Reese Brothers
01.1999 - 03.2001
  • Increased customer satisfaction by addressing inquiries and resolving issues promptly.
  • Enhanced sales through the utilization of persuasive communication skills and thorough product knowledge.
  • Built rapport with customers to foster long-term relationships and ensure repeat business.
  • Collaborated with other team members to achieve monthly sales targets consistently.
  • Managed a high volume of calls daily while maintaining professionalism and efficiency.
  • Utilized effective time management strategies to prioritize tasks for optimal productivity.
  • Handled objections skillfully, guiding potential customers towards informed decisions about products or services offered.
  • Worked also in verification department to verify recorded phone calls and do call audits

Education

No Degree - Buisness

Ivy Tech Community College of Indiana
Indianapolis, IN

High School Diploma -

United Jr/Sr High School
Armagh
06.1998

Skills

  • Account Retention
  • Customer Retention
  • Customer Needs Assessment
  • Email Marketing
  • Licensed Insurance Agent
  • Product Knowledge
  • Insurance sales
  • Client Retention
  • Customer Service
  • Sales Quota Achievement

Timeline

Insurance Sales Agent

USAA
01.2024 - Current

Cardiac Patient Care Technician

UPMC St. Margaret Hospital
09.2008 - 09.2013

Certified Nursing Assistant

Scenery Hill Manor
10.2002 - 09.2008

Telemarketer

Reese Brothers
01.1999 - 03.2001

No Degree - Buisness

Ivy Tech Community College of Indiana

High School Diploma -

United Jr/Sr High School
Beth LichtenfelsInsurance sales