BRENDA RANDALL
Greensboro,NC
Summary
To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management, and problem-solving skills
Results-driven professional provides customers with tailored solutions to meet their needs. Successfully establishes relationships with customers and delivers quality service. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Personal Lines Account Manager
HUB International
01.2023 - 02.2024
- Enrollment of Medicare insurance contracts for the Medicare enrollment season
- Sales and servicing of personal and commercial Property and Casualty and Life insurance plans
- Analyze customer needs, and determine appropriate policy and coverage limits to meet their needs
- Thorough knowledge of personal lines coverages and markets
- Makes decisions on books of insurance business for which I am responsible
- Acquires understanding of clients’ insurance objectives, and critically analyzes and compares insurance plans to determine suitability
- Monitor, evaluate, and determine appropriate policy and coverage limits, and customize insurance coverage to suit individual customer needs liaison between clients and insurance carriers to resolve escalated complex service issues
- Responsible for overall retention of accounts in assigned books of business
- Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals
- Identifies and follows up on cross-selling opportunities when appropriate
- Manages, organizes, and conducts client meetings, virtually or in person, when necessary
- Gather information from clients and prepare applications regarding new and/or renewal coverage.
Medicare Enrollment Specialist
Spectraforce- Contract W/BCBSNC
08.2022 - 12.2022
- Enrollment of Medicare insurance contracts for the Medicare enrollment season
- Sales and servicing of insurance plans to include property and Casualty, life insurance, health insurance with The Affordable Care Act and Medicare
- Facilitate seminars and programs for the senior members of the community
- Analyze customer needs, and determine the appropriate policy and coverage limits to meet their needs
- Collaborate with customers to resolve issues or provide alternatives to insurance-related issues
- Marketing of insurance business with business partners in the community
- Training and hiring of new insurance agents.
Insurance Agent
Self-employed
08.2018 - 08.2022
- Sales and servicing of insurance plans to include property and Casualty, life insurance, health insurance with The Affordable Care Act and Medicare
- Facilitate seminars and programs for the senior members of the community
- Analyze customer needs, and determine the appropriate policy and coverage limits to meet their needs
- Collaborate with customers to resolve issues or provide alternatives to insurance-related issues
- Marketing of insurance business with business partners in the community
- Training and hiring of new insurance agents.
Client Servicing
Holdenrid Insurance Group
01.2018 - 08.2018
- Sales and servicing of personal and commercial Property and Casualty and Life insurance plans
- Analyze customer needs, and determine appropriate policy and coverage limits to meet their needs
- Educate customers, realtors, and mortgage companies on requirements needed to secure a flood insurance policy
- Inspection of automobiles and homes before binding policies
- Collaborate with customers to resolve issues or provide alternatives to insurance-related issues
- Receive and answer inquiries from auto dealerships, mortgage companies, and customers about policies
- Monitor, evaluate, and determine appropriate policy and coverage limits, and customize insurance coverage to suit individual customer needs
- Collection of premiums for assigned accounts, cross-sell accounts, provides continuing service and advice to clients and producers
- Performed troubleshooting of actual and potential problem areas and implemented viable solutions to ensure total customer satisfaction.
Complex Claims Examiner- Long-Term Care Claims
Lincoln Financial Group
10.2014 - 09.2017
- Servicing of various universal life insurance policies with a convalescent care benefit rider
- End-to-end processing of long-term claims
- Investigate, evaluate, and manage long-term claims data to include medical and financial records
- Recognized and rewarded for performance relating to quality, customer interaction, and feedback
- Ensure documents received conform with regulatory, legal, and departmental guidelines
- Interpret policy provisions and apply interpretation to complex claim situations that require a broad understanding of insurance products
- Calculate benefits payable for life of annuity contracts including interest in compliance with policy provisions and state and federal regulations
- Interact with claimants, providers, field force, attorneys, state insurance department, physicians, and home office staff by phone, letter, or in person
- Review of policy rider to ensure accurate interpretation of conditions set forth by the insurance company
- Creation of training documents including procedures for newly hired employees
- Revision of existing Long-Term Care Team procedures to make them more user-friendly.
Personal Lines & Flood Agent
BB&T Insurance Services
08.2012 - 08.2014
- Sales and servicing of home, auto, and flood policies
- Collection of premiums for assigned accounts, cross-sell accounts, provides continuing service and advice to the client and producers
- Educate customers, realtors, and mortgage companies on the requirements needed to secure a flood insurance policy
- Collaborate with customers to resolve issues or provide alternatives to insurance-related issues
- Receives and answers inquiries from auto dealerships, mortgage companies, and other departments within the company and provides the necessary information required to resolve the issue
- Monitor, evaluate, and present solutions and customize insurance coverage to suit individual customer needs
- Performed troubleshooting of actual and potential problem areas and implemented viable solutions to ensure total customer satisfaction.
Business Systems Analyst
American Express, AMEX
02.1988 - 08.2011
- Creation of new front-end internet-based user interfaces for Credit, Fraud and Collections departments
- Collaborated with business partners to create risk strategies for Credit, Collections, and Fraud technical teams globally
- Leadership of project teams where I identified and defined business requirements and workflow analysis and provided system assurance and user acceptance testing
- Excellent people skills with ability to interact with various levels of Management
- Excellent communication, time/project management, problem-solving, organizational, and analytical skills
- Manage relationship between six external international vendor sites that manage Credit/Collection calls for American Express to ensure adherence to American Express policies and procedures
- Liaison between internal management and external Vendor Management Teams where I visited vendor sites, monitored calls, and provided feedback to leaders and customer service professionals.
Education
Bachelor of Science - Business Management
University of Phoenix
Associate of Arts - Human Services Managemenr
University of Phoenix
Skills
Proficient in all Microsoft Office software
Insurance Software: Applied Epic, AMS360 & EZLynx Agency Manager Systems
Quotes and sales
Critical Thinking
HIPAA Compliance
Client needs analysis
Insurance Policy Sales
Certification
- Life
- Accident & Health
- Property & Casualty
- Medicare
- Affordable Care Act
- Long-Term Care Insurance
Notary Public
State of NC
Military Experience
United States Army- Honorable Discharge
Timeline
Personal Lines Account Manager
HUB International
01.2023 - 02.2024
Medicare Enrollment Specialist
Spectraforce- Contract W/BCBSNC
08.2022 - 12.2022
Insurance Agent
Self-employed
08.2018 - 08.2022
Client Servicing
Holdenrid Insurance Group
01.2018 - 08.2018
Complex Claims Examiner- Long-Term Care Claims
Lincoln Financial Group
10.2014 - 09.2017
Personal Lines & Flood Agent
BB&T Insurance Services
08.2012 - 08.2014
Business Systems Analyst
American Express, AMEX
02.1988 - 08.2011
Bachelor of Science - Business Management
University of Phoenix
Associate of Arts - Human Services Managemenr
University of Phoenix
- Life
- Accident & Health
- Property & Casualty
- Medicare
- Affordable Care Act
- Long-Term Care Insurance
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