Hi, I’m
Carmita Jacques
Insurance Agent
Fort Lauderdale,FL
Summary
Highly communicative Eligibility Specialist with background helping individuals understand and access affordability options. Talented performer with over 8 years of providing information, direction and resource material. Considered team player with exemplary multitasking skills.
Overview
20
years of professional experience
1
Certification
Work History
Everise, Inc.
Medicare Insurance Agent
08.2023 - Current
Job overview
- Enhanced client satisfaction by providing knowledgeable guidance on Medicare plan options and enrollment procedures.
- Streamlined the application process for clients, ensuring accurate and timely submission of required documentation.
- Built lasting relationships with clients through attentive listening and personalized service, resulting in a high rate of return business.
- Consistently met or exceeded sales targets by effectively communicating the benefits of various Medicare insurance plans.
- Collaborated with team members to share best practices and strategies for overcoming challenges in the ever-changing insurance landscape.
- Stayed current on industry trends and changes in regulations, enabling informed recommendations to clients seeking optimal coverage solutions.
- Conducted thorough needs assessments for each client, identifying suitable plan options based on individual requirements and financial capabilities.
- Negotiated favorable rates with carriers on behalf of clients, ensuring affordable access to comprehensive coverage solutions.
Tranzact Insurance Solutions
Medicare Insurance Agent
04.2022 - 04.2023
Job overview
- Assisted clients with completion of applications and paperwork.
- Communicated with people from various cultures and backgrounds on application process.
- Followed guidelines when reviewing applicant data to determine eligibility for economic assistance.
- Scheduled appointments with applicants to gather information and explain benefits processes.
- Reviewed applications for different aid programs and determined which qualification criteria for individuals.
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Managed time efficiently in order to complete all tasks within deadlines.
- Demonstrated respect, friendliness and willingness to help wherever needed.
UHC United Healthcare
Medicare Enrollment Specialist
09.2021 - 03.2022
Job overview
- Researching and resolving member issues
- Maintaining data within various tracking tools
- Handling questions and issues and providing detailed information about processes
- Collecting needed information from patients
- Entering and updating data on record
- Providing guidance and recommendations
- Assisting with billing and payment processing
- Assisted clients with completion of applications and paperwork.
- Communicated with people from various cultures and backgrounds on application process.
Symmetry Financial Life Insurance Group
Life, Health and Annuity Agent (Independent)
11.2020 - Current
Job overview
- Provided coverage option information to assist clients in protecting assets
- Utilized targeted marketing efforts to increase revenue, including email campaigns and cold calling
- Attended continuing education courses and workshops to gain additional insurance industry knowledge
- Sold health, home, life, Annuity and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Resolved customers' questions by answering inbound calls, emails and texts.
- Managed timely and effective replacement of damaged or missing products.
- Met customer call guidelines for service levels, handle time and productivity.
- Followed-through on all critical inter-departmental escalations to increase customer retention rates.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Educated clients about health insurance coverage options, benefits and costs.
Notary Public Commission
Certified Notary Signing Agent
02.2014 - Current
Job overview
- Trained to handle loan documents to assist lenders and title companies as an independent contractor to assist in the last step of the loan process
- Generated reports, uploaded documents into digital storage and prepared client case affidavits.
- Checked documents and identifying credentials for all parties.
- Managed digital databases and physical file systems.
- Supported timely and accurate administrative task completion.
- Looked for signs of fraud or coercion and refused notarization.
- Updated journal with names and dates for permanent record.
- Administered oath to document signers to obtain affirmation of truth.
- Maintained comprehensive understanding of digital fraud and electronic signature verification, keeping sensitive documents secure and verifying authenticity.
Cutting Edge staffing/ Team Focus Insurance
Underwriter
04.2021 - 12.2021
Job overview
- Analyzed credit, income, compliance, title documents and appraisals during underwriting process
- Evaluated debt ratio, loan-to-value ratios, credit scores property valuations and various other factors when making underwriting decisions
- Reviews endorsement requests and processes necessary changes to the policy
- Follow up on outstanding information as required, reviews claim activity and take appropriate action to reinstate policy, approve endorsed policies or cancel unacceptable policies
- Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.
LIBERTY Dental Plan Of Tampa
Customer Service Representative
11.2019 - 04.2020
Job overview
- Provided primary customer support to internal and external customers in fast-paced environment
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
- Consulted with outside parties to resolve discrepancies and create effective solutions
- Cultivated customer loyalty, promoted repeat customers and improved sales
- Responded to customer requests for products, services and company information
- Answered customer telephone calls promptly to avoid on-hold wait times
- Managed over 80 customer calls per day, Increased sales by 10%.
Reserve Network Staffing
Administrative Assistant
07.2019 - 10.2019
Job overview
- Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions
- Maintained staff directory and company policy handbook for human resources department
- Processed invoices and expenses to facilitate on-time payment
- Drafted professional memos, letters and marketing copy to support business objectives and growth
- Handled client correspondence and tracked records to foster office efficiency
- Identified and recommended changes to existing processes to improve accuracy, efficiency and quality service.
Quit Coach, United Health Group, Optum
01.2015 - 05.2019
Job overview
- Managed caseload of 200 plus patients with substance dependence and co-occurring
- Xis I and Axis II disorders
- Developed goal-oriented psychoeducational and activity therapy groups to improve clients' level of functioning
- Provided comprehensive case management services, including creating treatment plans and connecting clients and families to appropriate resources
- Guided clients in effective therapeutic exercises integrated from Cognitive
- Ehavior Therapy and Dialectical Behavior Therapy (DBT)
- Provided emergency response in crisis situations to diffuse tensions and prevent violence
- Directed family-centered, strengths-based, culturally competent and individualized intakes and assessments.
Yours Staffing
Customer Service Representative
06.2008 - 01.2015
Job overview
- Provided primary customer support to internal and external customers in fast-paced environment
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
- Offered advice and assistance to customers, paying attention to special needs or wants
- Achieved and consistently exceeded revenue quota through product and service promotion during routine calls
- Provided information to customers regarding charge accounts and loyalty program and helped to open and activate new accounts
- Communicated with vendors regarding back order availability, future inventory and special orders.
PRECISION RESPONSE CORPORATION
Customer Service Representative
04.2007 - 12.2007
Job overview
- Recommended tobacco products promotions to customers, thoroughly explaining details
- Evaluated account and service histories to identify trends, using data to mitigate future issues
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
- Leveraged sales expertise to promote flight miles purchases and capitalized on upsell opportunities
- Responded to customer requests for products, services and company information
- Boosted sales revenue by skillfully promoting diverse Flight mile packages options.
Tamarac Rehabilitation Center
Dietary Aide Cook
01.2004 - 07.2005
Job overview
- Prepared food items to meet recipes, portioning, cooking and waste control guidelines
- Assisted chef with planning easy but elegant appetizers to spark customer interest
- Inspected kitchen equipment and appliances to verify proper working order, including commercial fryers, steamers, ovens and ranges
- Changed and sanitized all cutting boards, benches and surfaces between tasks to avoid cross- contamination
- Sanitized kitchen surfaces and equipment by cleaning grills, griddles, ovens and fryers
- Verified proper portion sizes and consistently attained high food quality standards
- Ordered and received products and supplies to stock kitchen areas.
Education
Kaplan UniversityIowa Falls, IA
Master of Science from Health Administration
Florida International UniversityMiami, FL
Bachelor of Arts from Psychology
Skills
- Client Relationship Management
- Insurance Sales
- Cold Calling
- Insurance Product Expertise
- Insurance Sales Expertise
- Asset Protection
- Marketing Initiatives
Certification
- Licensed 0215 LIFE INCL VARI ANNUITY AND HEALTH - 02/15/2021
- Licensed across 22 states in the United States
- AHIP/Medicare Certified 2021-2022
- Personal Lines Agent License - 2024- Present
Languages
English
Native or Bilingual
Timeline
Medicare Insurance Agent
Everise, Inc.
08.2023 - Current
Medicare Insurance Agent
Tranzact Insurance Solutions
04.2022 - 04.2023
Medicare Enrollment Specialist
UHC United Healthcare
09.2021 - 03.2022
Underwriter
Cutting Edge staffing/ Team Focus Insurance
04.2021 - 12.2021
Life, Health and Annuity Agent (Independent)
Symmetry Financial Life Insurance Group
11.2020 - Current
Customer Service Representative
LIBERTY Dental Plan Of Tampa
11.2019 - 04.2020
Administrative Assistant
Reserve Network Staffing
07.2019 - 10.2019
Quit Coach, United Health Group, Optum
01.2015 - 05.2019
Certified Notary Signing Agent
Notary Public Commission
02.2014 - Current
Customer Service Representative
Yours Staffing
06.2008 - 01.2015
Customer Service Representative
PRECISION RESPONSE CORPORATION
04.2007 - 12.2007
Dietary Aide Cook
Tamarac Rehabilitation Center
01.2004 - 07.2005
Kaplan University
Master of Science from Health Administration
Florida International University
Bachelor of Arts from Psychology
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