Cashonda Wilkinson
Mesquite
Summary
Licensed insurance professional with proven expertise in policy sales, client relationship management, and risk assessment. Skillful in navigating complex insurance products and regulations, ensuring clients receive optimal coverage. Strong focus on team collaboration, adaptability, and achieving measurable results in dynamic environments. Recognized for excellent communication, analytical thinking, and problem-solving abilities.
Overview
14
14
years of professional experience
Work History
Quality Assurance Lead
Conifer Healthcare Solutions
05.2015 - Current
- Directed team training initiatives with JIRA, improving efficiency and collaboration within the QA team.
- Streamlined QA procedures to reduce defect rates and improve software performance.
- Collaborated with cross-functional teams to ensure seamless integration of QA efforts into product development lifecycle.
- Implemented continuous improvement initiatives within the QA team to elevate performance levels consistently across projects over time.
Insurance Account Manager
OrchestraHR
02.2011 - 05.2015
- Monitored industry trends and regulatory changes to stay current on best practices in account management and provide informed recommendations to clients.
- Enhanced policyholder retention rates through effective communication, personalized account management, and prompt issue resolution.
- Proactively identified upselling opportunities within existing accounts, resulting in expanded coverage for clients and increased revenue for the agency.
- Boosted client satisfaction by providing exceptional customer service and addressing insurance inquiries promptly.
- Educated clients on complex insurance concepts and policy details to empower informed decision-making regarding their coverage choices.
Education
High School Diploma -
Lakeview Centennial
05-2003
Skills
- Strong analytical mind
- Insurance product expertise
- Client relationship management
- Client account management
- Client retention
- Needs assessment
- Policy analysis
- Enrollment processing
- Licensed in Texas for Life and Health insurance
Timeline
Quality Assurance Lead
Conifer Healthcare Solutions
05.2015 - Current
Insurance Account Manager
OrchestraHR
02.2011 - 05.2015
High School Diploma -
Lakeview Centennial
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