Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Brittney Clegg

Killeen,TX

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. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Insurance Sales Representative

TTEC
06.2023 - Current
  • Enroll and sale Medicare plans to prospective Medicare Client
  • Licensed Medicare Agent
  • NPN 20761853
  • Enroll and sale Medicare plans to prospective Medicare Client
  • Strong computer and multi-tasking skills as well as the ability to confidently work in multiple systemswith dual monitors.
  • Strong verbal written communication and interpersonal skills.
  • Personal Accountability for a remote environment
  • Maintain my book of business by reaching out to my clients
  • Selling appointments for prospective clients
  • Cross selling and up selling
  • Cold calling clients for prospective new business
  • Display empathy and understanding to adhere to clients insurance needs
  • Adapted selling strategies based on individual client needs and preferences while maintaining compliance with state regulations.
  • Assisted clients in navigating the claims process, ensuring timely resolution of issues and promoting overall satisfaction.

FINRA Agent

FINRA - Remote
11.2020 - 11.2022
  • Assist 401k/annuities customers with retirement benefits
  • Inbound/outbound contact service representative
  • Email,Fax,Mail company forms
  • Maintain PHI information
  • Utilize company issued equipment
  • Assist company agents with policy coverage information
  • Informed clients of policies and procedures.
  • Maintained accurate client records and policy information in agency management systems to ensure seamless and efficient service delivery.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Developed and implemented marketing strategies to boost sales and increase customer base.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.

Claims Service Advocate

Palmetto GBA
10.2018 - 12.2019
  • Medical claims service representatives for Blue Cross Blue Shield
  • Inbound contact center role with cold calling when permitted
  • Assist providers with claims paid, pending or denied
  • Adhere to HIPAA guidelines
  • Fax email documents to providers
  • Create spreadsheets for patient claims
  • Attend bi weekly meetings
  • Check CPT codes for coverage
  • Worked effectively with fellow team members to coordinate effective solutions to any question or concern.
  • Assisted with applications and collected required paperwork to help individuals register for supportive services.
  • Assisted individuals in navigating processes and procedures to resolve issues, understand rights and express views.

Commercial Lines Representative

PROGRESSIVE INSURANCE
03.2017 - 06.2018
  • Assist commercial clients with questions regarding their insurance
  • Inbound call center, assist commercial clients with questions regarding their insurance.
  • Assist with quoting new policies, binding policies.
  • Faxed/emailed documents to policyholders and third parties.
  • Utilized multiple systems simultaneously
  • Build sustainable relationships and trust with customer accounts through open and interactive
  • communication
  • Provide accurate, valid and complete information by using the right methods/tools
  • Stayed up-to-date on industry trends and regulations, providing informed advice to both colleagues and clients.
  • Loaded new member or group data into enrollment database and updated database with changes.

Education

Associates Degree in Medical Billing -

Vista College
12.2019

Skills

  • Typing
  • Microsoft Excel
  • Technical support
  • 10 key typing
  • Computer skills
  • Medical Coding
  • Medical Terminology
  • CPT Coding
  • HIPAA
  • Medical Billing
  • Accounts Receivable
  • ICD-10
  • ICD-9
  • Microsoft Word
  • Medical Office Experience
  • Insurance Verification
  • Live chat
  • Medicare
  • Clerical Experience
  • Medical Records
  • Administrative experience
  • Commercial auto sales
  • Claims, Medicare Auto and General
  • Goal-Oriented
  • Policy understanding
  • Rapport Building
  • New Business Development
  • CRM Tracking
  • Commercial lines
  • Call Center Customer Service
  • Quotes and sales
  • Critical Thinking
  • Insurance Policy Sales

Certification

  • Medical Billing Certification, 06/01/23, 07/01/25
  • Life Insurance License, 06/01/23, 07/01/25
  • Health Insurance License, 06/01/23, 07/01/25

Timeline

Insurance Sales Representative

TTEC
06.2023 - Current

FINRA Agent

FINRA - Remote
11.2020 - 11.2022

Claims Service Advocate

Palmetto GBA
10.2018 - 12.2019

Commercial Lines Representative

PROGRESSIVE INSURANCE
03.2017 - 06.2018

Associates Degree in Medical Billing -

Vista College
Brittney Clegg