Carla Washington
Dallas,Texas
Summary
Experienced insurance industry professional skilled in marketing and sales of diverse insurance lines and claims services. Energetic and enthusiastic with a proven track record in fast-paced, deadline-driven environments. Proficient in data collection and analysis, offering cost-effective solutions to meet client needs. Expertise lies in recommending suitable insurance products to provide financial security.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Customer Service Representative
Farmers Insurance
Dallas
01.2024 - Current
- Interact with customers, agents, and others to resolve moderately complex issues regarding policy provisions and conditions
- Skilled in Microsoft Office, Guidewire, EZlynx, Okta, AMS360, GUI and Salesforce
- Review and evaluate customer's applications to determine eligibility for insurance coverage.
- Reinstate insurance policies according to underwriting rules
- Complete membership and/or insurance applications, endorsements, and change forms, as necessary
- Accept and process payments into Paymentus billing system
Educational Assistant
DESOTO INDEPENDENT SCHOOL DISTRICT
DeSoto, TX
08.2022 - 01.2024
- Assisted in the development of individual education plans for students with special needs
- Supported classroom management strategies to create a positive learning environment for all students
- Presented subject matter to children or adults, under the guidance of a teacher, utilizing a variety of methods including stories, discussions, and role playing
- Attended IEP meetings as requested by the teacher or case manager
Patient Access Representative
Methodist Health System
Dallas
06.2019 - 05.2020
- Received patient deductibles and co-pay amounts and discussed options to satisfy remainder of patient financial obligations
- Secured patient information and confidential medical records in compliance with HIPAA privacy rule standards to protect patient's privacy
- Collected and entered patient demographic and insurance data into computer database to establish patient's records
- Utilized knowledge of electronic medical record systems and medical terminology to perform diverse data entry tasks
Medicare Eligibility Specialist
Health And Human Services Commission
Dallas/Fort Worth Area
02.2017 - 04.2017
- Reviewed applications for different aid programs and determined which qualification criteria for individuals
- Entered data in EMR database to record payer, authorization requirements and coverage limitations
- Communicated with people from various cultures and backgrounds on application process
- Interviewed patients to complete case histories and intake forms
- Scheduled appointments with applicants to gather information and explain benefits processes
- Processed and certified documents for accuracy and compliance with government regulations.
Customer Service Representative
Liberty Mutual Insurance
Plano
08.2015 - 09.2016
- Managed inbound incoming customer calls related to auto, home and renters insurance policies
- Reviewed and evaluated insurance applications to determine acceptability of risk
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts
- Counseled prospects and policyholders on coverage, limits and regulations
- Contacted agents and submitted forms to obtain binder coverage
Education
High School Diploma -
Franklin Delano Roosevelt High School
Dallas, TX05.1997
Skills
- Licensed Insurance Producer
- Customer Service
- Underwriting
- Analytical Skills
- Interpersonal Communication
- Oral and Written Communication
- Problem Solving
- Time Management
Certification
Property and Casualty Insurance License
Timeline
Customer Service Representative
Farmers Insurance
01.2024 - Current
Educational Assistant
DESOTO INDEPENDENT SCHOOL DISTRICT
08.2022 - 01.2024
Patient Access Representative
Methodist Health System
06.2019 - 05.2020
Medicare Eligibility Specialist
Health And Human Services Commission
02.2017 - 04.2017
Customer Service Representative
Liberty Mutual Insurance
08.2015 - 09.2016
High School Diploma -
Franklin Delano Roosevelt High School