Dedicated administrative professional adept at providing administrative and logistical support for various projects, programs and initiatives.
Overview
11
11
years of professional experience
Work History
Property and Casualty Insurance Agent
Progressive, Remote
05.2022 - Current
Explained features, advantages and disadvantages of various polices to promote sale of insurance plans
Performed administrative tasks, such as maintaining records and handling policy renewals
Take Information on potential clients, such as property condition, existing coverage
Customized insurance programs to suit individual customers, often covering a variety of risks
Recommended different insurance carriers based on the needs of the consumer.
Identified and solicited sales prospects in agency databases.
Developed strong referral network in community to raise awareness and increase sales opportunities.
Analyzed customer needs to provide customized insurance solutions.
Finalized sales and collected necessary deposits.
Acquisition Specialist
State Farm Mutual Automobile Insurance Company
09.2020 - 04.2022
Focused on quoting and binding new auto and fire product sales in support of our Enterprise growth initiatives
A team helping support our enterprise growth initiatives
CCC Acquisition Specialists are sales minded and focused on closing the deal.
Maintained documentation for all purchases.
Calculated premiums and established payment methods for sales.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Negotiated contracts with clients to establish best coverage with lowest cost.
Analyzed risk factors to recommend appropriate coverage levels.
Sales Consultant Representative
CarMax
07.2019 - 07.2020
Sales and customer service experience, in an area such as retail, is preferred
Thrive in a fast-paced environment
Good listening skills and a strong customer focus
Strong written and verbal communication skills
Intake Specialist
United Healthcare/Optum
10.2014 - 09.2018
Appropriately assesses their clinical needs
Collaborates with physician to determine level of care
Provides treatment referrals which are consistent with the customer's medical and psychiatric status
and symptoms
Identifies potential/actual problems that may adversely affect the patient and/or department
Reports
situations immediately
Documents high quality clinical assessment content within patient's record to ensure accuracy,
compliance, reporting, and clear communication to care team and for insurance authorization
Oversees follow up with referral sources as appropriate
Demonstrates understanding of Behavioral Health Reimbursement systems, including managed care
contracts, utilization management processes, Medicare and Medicaid
Obtains pre-certification with insurance companies for identified level of care
Documents precertification information in Epic EMR
Problem solves any precertification issues with insurance company
Follows up with Utilization Management Department as needed
Insurance Verification
Insurance Verification Specialist
Access General Insurance Co
11.2012 - 03.2014
Perform general office duties such as filing, answering telephones, and handling routine
correspondence
Receive, record, and bank cash, checks, and vouchers
Received and transferred incoming calls for over 250 employees
Greeted office visitors and assist vendors
Prepared and updated performance evaluation for CSR's
Match order forms with invoices, and record the necessary information.
Call Center Representative
Metro-One Communications
05.2010 - 06.2012
Perform administrative support tasks, such as proofreading, transcribing handwritten information,
or operating calculators or computers to work with pay records, invoices, balance sheets, or other
documents
Handled high volume inbound calls of 60 - 150 daily within a dynamic call center environment
Assisted Human Resources in client resolution
Responded to customer inquiries and requests and resolved issues efficiently and professionally
Exercised strong interpersonal communication skills with customers and department personnel
File and maintain records.
Accounts Payable Clerk
Sync Solutions
01.2010 - 04.2010
Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes
Operate computers programmed with accounting software to record, store, and analyze information
Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce
documents
Match order forms with invoices, and record the necessary information
Compare computer printouts to manually maintained journals to determine if they match.
Education
Associate of Science - Business administration
GEORGIA PERIMETER COLLEGE
High School Diploma - undefined
DACULA HIGH SCHOOL
Skills
45 wpm (Less than 1 year)
Excel (5 years)
Microsoft Access (3 years)
Microsoft Word (8 years)
Outlook (3 years)
Customer Service
Data Entry
Phone triage
Conflict management
Microsoft Office
Administrative Experience
Analysis skills
Certifications and Licenses
Additional Information
Timeline
Property and Casualty Insurance Agent
Progressive, Remote
05.2022 - Current
Acquisition Specialist
State Farm Mutual Automobile Insurance Company
09.2020 - 04.2022
Sales Consultant Representative
CarMax
07.2019 - 07.2020
Intake Specialist
United Healthcare/Optum
10.2014 - 09.2018
Insurance Verification Specialist
Access General Insurance Co
11.2012 - 03.2014
Call Center Representative
Metro-One Communications
05.2010 - 06.2012
Accounts Payable Clerk
Sync Solutions
01.2010 - 04.2010
Associate of Science - Business administration
GEORGIA PERIMETER COLLEGE
High School Diploma - undefined
DACULA HIGH SCHOOL
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