Cathie Green
Hendersonville,Tennessee
Summary
Skilled individual with a proven track record at Word & Brown General Agencies, excelling in client relations, problem solving skills, and thrive on building strong connections and customer service to enhance satisfaction and drive results.
As a two-time Service on Unequalled Excellence winner, am committed to Positive Customer Satisfaction.
Proactive and goal-oriented with excellent time management and problem-solving skills. Known for reliability and a capacity to learn and apply new skills. Committed to leveraging these qualities to companies' success and contribute to organizational growth.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Account Manager
Word & Brown General Agencies
01.2020 - Current
- Monitor and review approximately 50 requests daily which are submitted to Account Management Team and assign to team as needed.
- Contact internal and external customers for any missing information needed to complete request.
- Provide semi-monthly training opportunities to staff within department and company to ensure proper submission of requests.
- Updated and maintained departmental SOP yearly for review process of incoming requests.
Internal Sales Representative
Word & Brown General Agencies
09.2012 - 12.2019
- Provided client satisfaction by providing exceptional customer service and addressing inquiries promptly.
- Teamed with internal partners to develop relationships with external customers/agents for sales development
- Built successful block in the years at the position - to being the only sales rep in 2019 to meet the projected goals. Goal - $1,401,771 Actual - $1,533,29
- Conducted meetings with agents and external customers, explaining the intricacies of the health care system and assisting in complex issues with positive outcomes.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Sales Support Specialist
Word & Brown General Agencies
06.2007 - 08.2012
- Assist Sales Staff with preparing over 50 different quotes: Summary, Custom, Enrollment within any week
- Review group enrollment submissions that will be submitted for insurance to coverage.
- Follow up with the agents or groups regarding information that may be pending for enrollment.
Underwriter
Word & Brown General Agencies
09.2001 - 05.2007
- Reviewed and prepared up to 75 group medical insurance submissions per month.
- Work with internal and external customers to ensure the submission is complete and with carrier guidelines to obtain acceptance with the insurance companies.
- Work with insurance carrier reps to provide any additional information needed to ensure submission is clean and complete.
Member Service Representative, _Processing
Word & Brown - Choice Administrators
08.1998 - 04.2007
- Process medical insurance applications, change requests
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
- Verified customer identification and documentation for compliant transactions.
Education
High School Diploma -
Valencia High School
Placentia, CA06-1981
Skills
- Account Management
- Customer Service
- Teamwork and Collaboration
- Client Relations
- Relationship Building
- Goal Oriented
- Issue Resolution
- Customer Relationship Management (CRM)
Certification
Licensed in both California and Tennessee (Accident, Health and Life)
Service of Unequalled Excellence (2 X)
Service of Unequalled Excellence is a peer based award. Employees are nominated by their co-workers for providing exceptional service.
This award is given quarterly and handed out to employees that have provided contribution to their teams and have the core values of the company: Accountability, Passion, Respect, Integrity, Service and Innovation.
Timeline
Account Manager
Word & Brown General Agencies
01.2020 - Current
Internal Sales Representative
Word & Brown General Agencies
09.2012 - 12.2019
Sales Support Specialist
Word & Brown General Agencies
06.2007 - 08.2012
Underwriter
Word & Brown General Agencies
09.2001 - 05.2007
Member Service Representative, _Processing
Word & Brown - Choice Administrators
08.1998 - 04.2007
High School Diploma -
Valencia High School
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