Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Cherri A. Carlin

Beaumont

Summary

To obtain a position utilizing my experience gained in the insurance industry that will allow professional growth maximize my skills in areas of Sales Management, Marketing and Benefit Communication.

Overview

28
28
years of professional experience
1
1
Certification

Work History

Licensed Medicare Benefits Advisor

08.2022 - Current
  • High level customer service providing 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.

Independent/Freelance Insurance Agent/Appraiser for Auto Claims-Benefits Counselor

02.2010 - 08.2022
  • Effective Group presentation skills, One-on-One Meetings, Benefit Fairs, Call Center environment. Serves as Team Lead, Claims assistance, Field Underwriting. Strong Broker Relationships, Self discipline in fast pace environment. Direct Marketing business to business/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.

ASR for Property and Casualty Insurance Company

State Farm Insurance
03.2007 - 11.2007
  • 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.

Customer service representative for property and casualty insurance

Allstate Insurance
06.2006 - 02.2007
  • Processing payments, assisted with billing. General office duties.

Colonial Life Insurance Company
10.1997 - 01.2007
  • - Sales executive, Territory Recruiter: 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.

Education

Associate Degree In Nursing - Nursing

Lamar State University
Port Arthur, TX

Skills

  • General office equipment, Multi Line phone systems, Microsoft Word, Powerpoint, Selerix, Harmony, Act, Goldmine, Integra Claim, XactimateCLS Various Insurance Companies Software InContact,

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

08.2022 - Current

Independent/Freelance Insurance Agent/Appraiser for Auto Claims-Benefits Counselor

02.2010 - 08.2022

ASR for Property and Casualty Insurance Company

State Farm Insurance
03.2007 - 11.2007

Customer service representative for property and casualty insurance

Allstate Insurance
06.2006 - 02.2007

Colonial Life Insurance Company
10.1997 - 01.2007

Associate Degree In Nursing - Nursing

Lamar State University

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Cherri A. Carlin