Chianti Wilson
Jacksonville,FL
Summary
Driven Medicare Insurance Agent with a proven track record at Buffalo, adept in Medicare knowledge and community engagement. Excelled in educating clients and enhancing satisfaction through expert guidance and compliance with federal guidelines. Demonstrated adaptability and effective communication, significantly improving client loyalty and operational efficiency.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Medicare Insurance Agent
Buffalo
Remote
05.2024 - Current
- Conducted thorough needs assessments for each client, identifying suitable plan options based on individual requirements and financial capabilities.
- Enhanced client satisfaction by providing knowledgeable guidance on Medicare plan options and enrollment procedures.
- Ensured compliance with federal guidelines when assisting clients in selecting appropriate Medicare plans.
- Stayed current on industry trends and changes in regulations, enabling informed recommendations to clients seeking optimal coverage solutions.
- Completed ongoing training programs to stay up-to-date on industry developments, enabling expert counsel for both existing and prospective clients.
Customer Service Cashier
Harvey's Grocery Store
Jacksonville, FL
12.2015 - 03.2024
- Handled high-pressure situations calmly, maintaining composure during busy periods or difficult interactions.
- Actively listened to customers, handled concerns quickly.
- Resolved customer complaints with professionalism and empathy, resulting in increased customer loyalty.
- Met customer service goals and exceeded customer expectations.
- Assisted in training new employees, ensuring they were knowledgeable about company policies and procedures.
- Maintained customer satisfaction with quick and professional handling of product returns.
- Processed returns and exchanges with care, adhering to store policies while prioritizing customer satisfaction.
Mortgage Loan/Processor/Underwriter/Closer
Chase Bank
Jacksonville, FL
01.2005 - 12.2014
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
- Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication.
- Maintained accurate records of loan processing activities and documents in CRM system.
- Coordinated closing process with attorneys, title companies, and government clerks.
- Received on-going, comprehensive training on home loan products and mortgage process.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Processed mortgage loan applications accurately and successfully for over Number years.
Education
Robert E. Lee High School
Jacksonville, FL06.1998
Skills
- Medicare knowledge
- Cold-calling
- Effective communication skills
- Problem-solving abilities
- Organizational Skills
- Active Listening
- Adaptability and Flexibility
- Analytical Thinking
Certification
2-15 Life, Health and Annuity License.
AHIP Certified
United HealthCare, Humana, Anthem, WellCare, Devoted, and Aetna,
Ready to Sell
Timeline
Medicare Insurance Agent
Buffalo
05.2024 - Current
Customer Service Cashier
Harvey's Grocery Store
12.2015 - 03.2024
Mortgage Loan/Processor/Underwriter/Closer
Chase Bank
01.2005 - 12.2014
Robert E. Lee High School