Degrees
Brittany Vallier
Customer Care Advocate
Conroe,TX
Summary
Creative customer care professional dedicated to consistently surpassing service goals with unparalleled support for customer needs. Smoothly manages both incoming and outgoing calls and remote requests by applying strong organizational, research and time management skills. Solid history of success in fast-paced call centers.
Overview
2
2
5
5
years of professional experience
2
2
Licenses
Work History
Customer Care Advocate
Assurance, IQ
Conroe, Texas
09.2023 - Current
- Analyzed summary of benefits and evidence of coverage documentation for medicare advantage and prescription drug plans
- Maintained 40+ calls on a day to day basis while surpassing company expectations for a customer care advocate
- Conducted needs analysis by having detailed conversations with eligible beneficiaries with parts A and B of original Medicare
- Utilized system tools such as the CMS portal and medicaid verification tools to research beneficiary enrollment and plan information for proper qualification
- Performed outbound calling campaigns to promote new products or services.
- Answered, screened and processed high volume of calls daily with call management system and web-based communications.
Mortgage Underwriting Manager
Amerisave Mortgage
Remote, TX
09.2020 - 08.2023
- Coached, mentored and trained team members in order to improve their job performance.
- Conducted regular meetings with staff to discuss progress and identify areas of improvement.
- Established processes to ensure efficient workflow throughout the organization.
- Initiated new projects that resulted in increased productivity across all departments.
- Ensured compliance with all applicable laws, regulations, industry standards.
Insurance Sales Executive
Brittnee Barnes StateFarm
Beaumont, Tex
10.2019 - 09.2020
- Utilized comprehensive knowledge of life, health, and disability insurance products to meet customer needs.
- Generated leads through networking, cold calling, and referral campaigns.
- Prepared presentations on product features, advantages, and benefits for prospective clients.
- Negotiated contracts with customers to secure competitive rates and coverage options.
- Maintained accurate records of all sales activities including quotes, proposals, payments received.
Education
MBA - Financial Management
Lamar University
Beaumont, TX05-2023
BBA - Finance And Economics
Lamar University
Beaumont, TX05-2020
Skills
- Escalation management
- Dispute Resolution
- Customer Segmentation
- Data Entry
- Senior leadership support
- Documentation And Reporting
- Customer Relations
- Business Development
- Report Preparation
- Data Analysis
- Finance
- Administrative Support
Certification
- Licensed in all 50 states in Life, Accident, and Health insurance
- Licensed with Property and Casualty insurance
References
References available upon request.
Timeline
Customer Care Advocate
Assurance, IQ
09.2023 - Current
Mortgage Underwriting Manager
Amerisave Mortgage
09.2020 - 08.2023
Insurance Sales Executive
Brittnee Barnes StateFarm
10.2019 - 09.2020
MBA - Financial Management
Lamar University
BBA - Finance And Economics
Lamar University
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