Carole Williams
Fircrest
Summary
Results driven professional adept in policy analysis and fostering client relationships. Detail-oriented with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Seeking to maintain full-time position that offers professional challenges utilizing interpersonal skills, time management and problem-solving skills.
Overview
5
5
years of professional experience
Work History
Insurance Counselor
Davita Inc.
09.2019 - 07.2024
- Developed customized insurance solutions to meet clients'' specific needs and financial objectives.
- Managed a diverse book of business consisting of various personal lines coverages, consistently meeting sales targets and revenue goals.
- Customized insurance programs to suit individual customers by explaining disadvantages and advantages of various policies.
- Ensured compliance with state regulations by diligently keeping up-to-date on changing laws and guidelines affecting the industry.
- Advised and educated potential clients and policyholders on available products to resolve gaps in medical coverage.
- Obtained existing insurance data and personal information to gauge specific insurance needs.
- Used company specific programs to maintain detailed records of clients and associated policies.
- Participated in community events as a representative of the agency, effectively raising brand awareness and generating new leads.
- Educated clients on available insurance products, empowering them to make informed decisions about their coverage needs.
- Assisted in designing effective training programs for newly hired colleagues, expediting their learning curve within the organization.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Calculated premiums and established payment methods for sales.
- Analyzed risk factors to recommend appropriate coverage levels.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Revenue Specialist
DaVita
09.2019 - 04.2023
- Managed accounts receivable, ensuring timely invoicing and accurate record-keeping for improved cash flow.
- Increased revenue by streamlining billing processes and implementing effective collection strategies.
- Coordinated month-end closing procedures for accurate financial reporting within strict deadlines.
- Increased efficiency of claims processing with meticulous tracking and organization, expediting resolution for clients.
- Collected, analyzed and reviewed required reporting forms and corresponded with internal sources on compliance and legislation.
- Prepared presentations and reports outlining findings and recommendations.
- Developed and maintained updated insurance information including reports and calculations.
Education
Associate of Arts - Business
Clover Park Technical College
Lakewood, WA06.2011
Skills
- Policy analysis
- Data Interpretation
- Insurance law knowledge
- Networking and relationship building
- Financial Needs Assessment
- Insurance Eligibility
- Client Interviews
- HIPAA Compliance
- Customer follow-up
- Client needs analysis
- Customer Engagement
- Data Entry
- Policy Changes
- Insurance Coverage Verification
- Administrative Functions
Timeline
Insurance Counselor
Davita Inc.
09.2019 - 07.2024
Revenue Specialist
DaVita
09.2019 - 04.2023
Associate of Arts - Business
Clover Park Technical College
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