Catherine Thomas
Phoenix,AZ
Summary
Dynamic Insurance Sales Agent with deep understanding of various insurance products and market strategies. Demonstrated ability to build lasting client relationships and effectively communicate complex information in understandable terms. Strong negotiation skills, leading to successful closure of deals and consistent growth in client base. Contributed to team efforts by surpassing sales targets and enhancing customer satisfaction through personalized service solutions.
Overview
8
8
years of professional experience
Work History
Sr Compliance Risk Specialist
Vensure Empolyer Service
Chandler, AZ
07.2024 - 08.2024
- Assisted in the development of new policies and procedures designed to reduce the likelihood of future incidents or exposures.
- Coordinated efforts across multiple departments when responding to high-risk situations.
- Analyzed internal and external data sources to identify areas of potential risk exposure.
- Illustrated financial, statistical and econometric data through technical reports and charts.
- Documented and reported on key risks and recommended mitigation strategies.
- Used Excel pivot tables, charts and reports to break down and analyze information.
Tech Support and Customer Services
Dansons LLC
Scottsdale, AZ
04.2023 - 06.2024
- Provided assistance with product selection, based on customer needs and preferences.
- Greeted customers and responded to inquiries in a timely manner.
- Attended regular training sessions to keep up-to-date on product knowledge.
- Utilized problem solving skills to resolve conflicts between customers and staff members.
- Answered incoming calls from customers seeking information or help with issues related to products or services.
- Resolved customer complaints promptly and professionally.
- Followed procedures for handling damaged goods appropriately.
Licensed Insurance Agent
Bright Health Care LLC
Tempe
08.2021 - 01.2023
- Responded promptly to customer inquiries via phone calls or emails in a professional manner.
- Advised clients on their insurance needs and coverage options based on individual requirements.
- Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
- Conducted customer needs assessments to identify appropriate coverage levels and options.
- Maintained accurate records of client information including contact details and policy changes.
- Resolved disputes between customers and insurers by researching and interpreting policy language.
- Exceeded company sales goals for new policies.
Licensed Insurance Agent
GuideWell Connect
Tempe
08.2018 - 07.2020
- Performed routine follow-up calls to assess customer satisfaction with products and services.
- Established relationships with vendors that provide services related to insurance products.
- Advised clients on their insurance needs and coverage options based on individual requirements.
- Conducted customer needs assessments to identify appropriate coverage levels and options.
- Maintained accurate records of client information including contact details and policy changes.
- Resolved disputes between customers and insurers by researching and interpreting policy language.
- Developed and implemented sales strategies to increase market share of insurance products.
- Identified opportunities for cross-selling additional policies or services to existing customers.
- Exceeded company sales goals for new policies.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Customer Verification
Randstad Contract To Charles Swab
Phoenix, AZ
05.2020 - 07.2020
- Implemented customer verification processes to ensure the authenticity of transactions and protect customer information.
- Analyzed customer data from various sources to identify areas requiring additional verification.
- Verified identity information provided by customers during account openings or transactions requiring identification verification.
Fraud Specialist
Randstad Contract For Wellsfargo
Chandler
02.2020 - 04.2020
- Ensured compliance with all applicable laws, regulations, standards and guidelines pertaining to anti-fraud efforts.
- Investigated and analyzed complex financial transactions for evidence of fraud.
- Maintained an up-to-date knowledge of relevant laws, regulations, industry practices and best practices relating to fraud prevention.
- Reviewed customer accounts, documents and electronic records to detect suspicious activities.
- Implemented appropriate measures based on findings from investigations into suspected fraudulent activities.
Licensed Insurance Agent
Senor Care Benefits
Sunrise, FL
08.2019 - 01.2020
- Conducted customer needs assessments to identify appropriate coverage levels and options.
- Identified opportunities for cross-selling additional policies or services to existing customers.
- Upsold products to policyholders and potential new clients.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Developed appropriate quotes based on risk information.
- Counseled prospects and policyholders on coverage, limits and regulations.
Billing Analyst
Cognizant (Cnet) Sub Company Centene
Phoenix
10.2016 - 05.2017
- Exceeded corporate quotas for monthly policy sales
- Attended continuing education courses and workshops to gain additional insurance industry knowledge
- Responded to customer calls swiftly to resolve issues and answer questions
- Maintained high standards of customer service by building relationships with clients
- Analyzed large amounts of data to find patterns of fraud and anomalies
- Evaluated customer data to identify and prevent fraudulent activities
- Upsold additional products and services after identifying customer needs and requirements
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques
- Provided coverage option information to assist clients in protecting assets
- Obtained underwriting approval by completing application for coverage
- Built relationships with clients using active listening and issue resolution to provide excellent service
- Conducted monthly pre-billing review and data quality analysis to verify complete accuracy of invoices delivered to customers and providers
- Identified, researched, and resolved billing variances to maintain system accuracy and currency.
Education
IBM Certification: Big Data Science -
Coursera
Phoenix, AZAssociate of Arts: Computer And Information Sciences -
Colorado Technical University
Colorado Springs, COHigh School Diploma -
Sequoia High School
Redwood City, CASkills
- Team training and development
- Sales strategy development
- Product knowledge mastery
- Marketing initiatives
- Client Retention
- Customer Service
- Leads Prospecting
- Regulatory compliance understanding
- Policy Renewals
- CRM Software
- Customer follow-up
- Risk Mitigation
- Business Planning
- Policy Knowledge
- Operations Management
- New Client Acquisition
Timeline
Sr Compliance Risk Specialist
Vensure Empolyer Service
07.2024 - 08.2024
Tech Support and Customer Services
Dansons LLC
04.2023 - 06.2024
Licensed Insurance Agent
Bright Health Care LLC
08.2021 - 01.2023
Customer Verification
Randstad Contract To Charles Swab
05.2020 - 07.2020
Fraud Specialist
Randstad Contract For Wellsfargo
02.2020 - 04.2020
Licensed Insurance Agent
Senor Care Benefits
08.2019 - 01.2020
Licensed Insurance Agent
GuideWell Connect
08.2018 - 07.2020
Billing Analyst
Cognizant (Cnet) Sub Company Centene
10.2016 - 05.2017
IBM Certification: Big Data Science -
Coursera
Associate of Arts: Computer And Information Sciences -
Colorado Technical University
High School Diploma -
Sequoia High School
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