Carolyn Pate
Dominguez Hills
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Field Agent/Certified Benefit Enrollment Counselor
Freelance - Agent
01.2011 - Current
- Leveraged expertise in multiple enrollment platforms, facilitating in-person, cafeteria, call center, & presentation (both phone & virtual) companies include: Aflac, Hodges-Mace, The Orientation Company, NY Life, Combined Insurance, Colonial Life, Best Enrollments, IBenefits, Dickerson Employee Benefits & Enrollment Alliance
- Software platform experience includes: ADP Workforce Now, BenSelect, Benefit Solver, Harmony, Employee Navigator, Everwell, Paycom, Paylocity, Selerix, UKG(Ultipro), UNUM Plane Biz, Workday & Workterra
- Fostered a positive attitude among clients and team members
- Cultivated strong interpersonal relationships, enhancing team collaboration
- Crafted and delivered compelling presentations with excellent communication skills
- Initiated projects as a self-starter, demonstrating effective project management abilities
- Evaluated and resolved complex issues through strong analytical and problem-solving skills
- Ensured meticulous attention to detail, coupled with solid organizational and planning capabilities
- Executed multiple tasks simultaneously while rapidly acquiring new skills
- Demonstrated proficiency in Microsoft Office Suite
- Amassed 14 years of experience in healthcare insurance for HMO/PPO/Medicare
- Thrived in a fast-paced environment
Independent Insurance Agency Manager
Always On Time Insurance
07.2010 - 12.2015
- Deliver superior customer service while managing account maintenance
- Ensured seamless delivery of insurance products and services
- Oversaw daily agency operations, ensuring efficient workflows
- Provided in-depth insurance information and policies for Life, Health and Disability insurance
- Facilitated policies for Health, Dental, and Vision insurance
- Supplied comprehensive insurance information and policies for Property and Casualty insurance
- Operated as an Independent Health Agent with Covered CA, guiding clients in their health insurance choices
Lead Representative
LA Cellular, AT&T /Cingular Wireless Communications
12.1995 - 06.2010
- Excelled in customer service within a tele-service and corporate context
- Operations and back office accounting Lead Representative
- Maintained supplies and conducted quarterly inventory audits
- Maintained major commercial and individual consumer accounts
- Thrived in a fast-paced sales environment
- Addressed and resolved customer complaints efficiently
New Sales Coordinator
Auto Industry
08.1989 - 12.1995
- Provided exceptional customer service, ensuring client satisfaction
- Assisted with new car delivery while conducting vehicle introduction and overview
- Provided new car after sales market service coordination
- Monitored and tracked satisfaction survey returns and customer retention
Education
Medical Billing and Insurance Coding Diploma -
UEI College
Gardena, CA01.2013
Bachelor Degree - Interdisciplinary Studies
Cal State Dominguez Hills
Carson, CA01.1998
Associates Of Arts Degree - Liberal Studies
West Los Angeles Community College
LA, CA01.1995
Skills
- Enthusiastic demeanor
- Effective presenter
- Effective problem resolution
- Strong interpersonal skills
- Motivated self-learner
- Organizational proficiency
- Collaborative team member
- Project coordination
- Proficient in managing multiple tasks
- Effective written communication
- Effective verbal communication
- Quick learner
- Critical thinking
- Meticulous attention to detail
- Consistently reliable
Certification
- Current Licenses: Life/Health/Disability/Property & Casualty
- State Licensed : (Resident - CA) 2010
Timeline
Field Agent/Certified Benefit Enrollment Counselor
Freelance - Agent
01.2011 - Current
Independent Insurance Agency Manager
Always On Time Insurance
07.2010 - 12.2015
Lead Representative
LA Cellular, AT&T /Cingular Wireless Communications
12.1995 - 06.2010
New Sales Coordinator
Auto Industry
08.1989 - 12.1995
Bachelor Degree - Interdisciplinary Studies
Cal State Dominguez Hills
Associates Of Arts Degree - Liberal Studies
West Los Angeles Community College
Medical Billing and Insurance Coding Diploma -
UEI College
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