Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Timeline
Generic

Brooke Robertson

Breinigsville,PA

Summary

Service-oriented Insurance Broker delivers high-quality customer service by accurately assessing client needs and recommending most useful policies and products. Empathetic broker with client experience as guiding principle. Well-connected personnel with track record leveraging connections to serve clients.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Insurance Broker

ADPIA Allentown
10.2021 - 12.2022
  • Obtain group demographic information to determine group’s eligibility status.
  • Calculated quotes and educated potential clients on insurance options.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Facilitate enrollment process for all lines of coverage for all carriers.

Patient Access Coordinator

Lehigh Valley Health Network
05.2020 - 10.2021
  • Work with hospitals, clinics, facilities and the clinical team to manage requests for services from members and/or providers.
  • Manage the referral process, schedule procedures and process prior authorizations.
  • Handle resolution/inquiries from members and/or providers.

Operations Assistant

Aldi’s
07.2019 - 02.2020
  • Manage schedules for 36 district managers.
  • Process and log service invoices for all 127 stores.
  • Managed day-to-day department operations with effective workflow coordination.

Head Coach Boys Volleyball

Brandywine Heights High School
02.2021 - Current
  • Evaluated individual knowledge, skills, and strengths, and assigned team positions to maximize talent areas.
  • Increased overall team proficiency by using educational drills and activities.
  • Promoted good sportsmanship with competing teams on- and off-field.

Education

Bachelor of Arts - Interpersonal Communication

University of Delaware College
Newark, DE
05.2019

Skills

  • Insurance Product Promotion
  • Relationship Development Skills
  • Quotes and Sales
  • Excellent Communication Skills
  • Life and Health Insurance Products

Certification

  • Licensed Life and Health Insurance Agent - 2021-2023

Additional Information

Securities Industry Essentials Exam

Timeline

Insurance Broker

ADPIA Allentown
10.2021 - 12.2022

Head Coach Boys Volleyball

Brandywine Heights High School
02.2021 - Current

Patient Access Coordinator

Lehigh Valley Health Network
05.2020 - 10.2021

Operations Assistant

Aldi’s
07.2019 - 02.2020

Bachelor of Arts - Interpersonal Communication

University of Delaware College

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Brooke Robertson