Cherri A. Carlin
Beaumont
Summary
To obtain a position utilizing my experience gained in the insurance industry that will allow for professional growth and maximize my skills in the areas of Sales Management, Marketing, and Benefit Communication.
Summary of Qualifications: General office equipment, Multi Line phone systems, Microsoft Word, Powerpoint, Selerix, Harmony, Act, Goldmine, Integra Claim, and Xactimate.CLS. Life and Health License Property and Casualty License Property and Casualty Adjuster License Licensed in several states ( Information provided upon Request)
Customer-focused individual with a passion for delivering exceptional service. Strong interpersonal skills with a talent for effectively addressing concerns. Committed to improving customer satisfaction and driving positive outcomes.
Resourceful Benefits Advisor recognized for productive and efficient task completion. Skilled in navigating complex benefits systems, developing effective communication strategies, and analyzing policy compliance. Excel in problem-solving, adaptability, and teamwork. Ready to leverage these skills to contribute positively to organizational goals.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Licensed Medicare Benefits Advisor
Health Plan One-Aetna Medicare
08.2022 - Current
- High-level customer service provides new and existing account support, generating policies for both multi-housing clients and individual customers.
- Ensures Timely and Professional Communication with customers Via Telephone and Email regarding their Medicare, Dental, Vision and Ancillary Needs.
- Prepared flow charts and career path reports to summarize job analysis and evaluation and compensation analysis information.
Independent/Freelance Insurance Agent/Appraiser for Auto Claims- Benefits Counselor
Independent/Freelance Insurance Agent/Appraiser for Auto Claims
02.2010 - 08.2022
- Effective group presentation skills, one-on-one meetings, benefit fairs, and call center environment.
- Serves as Team Lead, managed agents.
- Claims assistance, Field Underwriting.
- Strong broker relationships, self-discipline in a fast-paced environment.
- Direct marketing, business-to-business, and cold calling.
- Coordination of group annual enrollments.
- Assist with recruiting quality team members to enhance company growth.
- District Development Management skills.
- Partnerships with Farmers Insurance, Producer for Property and Casualty Insurance.
- Developed customer relationships to increase revenue over $750k, with a 99.9% retention rate.
ASR
State Farm Insurance
03.2007 - 11.2007
- Company Overview: Property and Casualty Insurance Company
- Also responsible for the sale and service of Life and Health Insurance.
- Experience with quoting, service and billing.
- Handled incoming claims to send to home office adjuster.
- Property and Casualty Insurance Company
Sales Executive, Territory Recruiter
Colonial Life Insurance Company
10.1997 - 06.2007
- Responsible for direct marketing b2b Direct Broker relationship.
- Recruited quality Team members to place with District Managers to promote company growth.
- Was placed 2nd in Nation 2004.
- Coordinator: Coordination and Service of existing and new accounts.
- Contracting corporation's Human Resource Departments to market new products and Schedule Annual and New enrollments; collection of information for the Implementation of building enrollment database.
- Benefit Specialist: Specializing in Benefit communications for Clients new and annual enrollments.
- Enrollments of core benefit package introducing Colonial Supplemental plans.
- Responsible for submitting of applications to Brokers as well to Colonials home office, underwriting, claim questions and assistance.
- Reporting directly to General Agent.
- Lead Specialist: Field Level management of educational staff at point of enrollment.
- Benefit Specialist Trainer: Responsible to train new educational specialist on company software program, products, direct marketing in the field.
Customer Service Representative
Allstate Insurance
06.2006 - 02.2007
- Processing payments, assisted with billing.
- General office duties.
Education
Nursing
Lamar State University
Port Arthur, TXSkills
- Medicare compliance
- Policy generation
- Claims assistance
- Customer relationship management
- Group presentations
- Field underwriting
- Direct marketing
- Business development
- Team leadership
- Recruitment strategies
- Client communication
- Data analysis
- Conflict resolution
- Sales strategy
- Time management
- Excellent communication
- Time management abilities
- Financial forecasting
- Benefits administration
- Adaptability
- Quantitative skills
- Executive compensation planning
- Human resources expertise
- Presentation skills
- Benefits Packages Design
- Interpersonal skills
- Team building
- Human resources software
- Problem-solving aptitude
- Training and development
- HR Policies Interpretation
- Employee relations
- Self motivation
- Leadership skills
- Professionalism
- Employee wellness programs
- Business acumen
- Strategic planning
- Multitasking Abilities
- Market research
- Training support
- Problem-solving
- Employee engagement
- Attention to detail
- Written communication
- Team collaboration
- Teamwork
- Multitasking capacity
- Talent recruitment
- Benefits analysis
- HRIS knowledge
- Decision-making
Certification
- Life and Health License
- Property and Casualty License
- Property and Casualty Adjuster License
- Licensed in several states (Information provided upon Request)
Timeline
Licensed Medicare Benefits Advisor
Health Plan One-Aetna Medicare
08.2022 - Current
Independent/Freelance Insurance Agent/Appraiser for Auto Claims- Benefits Counselor
Independent/Freelance Insurance Agent/Appraiser for Auto Claims
02.2010 - 08.2022
ASR
State Farm Insurance
03.2007 - 11.2007
Customer Service Representative
Allstate Insurance
06.2006 - 02.2007
Sales Executive, Territory Recruiter
Colonial Life Insurance Company
10.1997 - 06.2007
Nursing
Lamar State University