Claudia Wehner
Haines City,FL
Summary
To secure a challenging career that emphasizes increasing responsibility, personal growth, and professional achievements. The opportunity to work in an environment where success is gained by utilizing skills in communication and management. Also, to be capable of mastering and maximizing organizational effectiveness to my highest potential.
Overview
38
38
years of professional experience
1
1
Certification
Work History
Health Insurance Agent
Amerilife And Health Services
03.2024 - Current
- Improved client satisfaction by providing personalized health insurance plan recommendations and guidance.
- Streamlined the application process for clients, resulting in faster approvals and fewer errors.
- Developed strong relationships with healthcare providers to ensure optimal coverage options for clients.
- Conducted thorough research on available health insurance plans, staying up-to-date on industry trends and policy changes.
Health and Life and Annuity Sales
Alliance
03.2023 - 01.2024
- Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
- Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.
- Collaborated with team members to improve overall store performance, sharing best practices, and offering support as needed.
Licensed HealthCare Agent
E-tele Quote/EasyMedicare
04.2018 - 01.2023
- A licensed health insurance agent salespersons that presents more than one health insurance carrier/company and their products to the consumer with Medicare eligibility
- The licenses are acquired through a training process and need to be maintained in order to keep licenses active in other states.
Teller/Administrative Assistant
Euro Exchange Corp
01.2016 - 04.2018
- Bank teller duties also include negotiations of foreign currency
- The processing of currency transaction report procedures
- Also participating in all of the back office procedures for the Fort Lauderdale and Miami offices.
Interpreter/Translator
One Stop Logistics
01.2014 - 12.2015
- Translating from Spanish to English and English to Spanish in a Medical facility where assigned.
Office Clerical/Maintenance
Unified Property Svs
01.2014 - 12.2015
- Responsible for all clerical duties in a property management office
- Also, maintaining apartments, and condo homes by cleaning and/or minor repairs.
Court Interpreter/Translator
TNB Language Service
01.2008 - 12.2014
- Responsible for interpreting for a language agency in a public courthouse or medical office and/or other services where translating or interpreting is needed in the Spanish language verbally or in written form.
Parish Administrator
Christ Episcopal Church
01.2008 - 12.2010
- Responsible for all clerical as well as financial business for a local church
- Secretary to the Priest-in-charge of the congregation
- 4 bank accounts
- Correspondence, including emails
- Responsible for all duties in the office
- Serve on the Finance Committee
- Work with all parish committees and parishioners as well as volunteers
- Process weekly bulletins
- Responsible for bi-weekly payroll.
Outreach Worker
Southwest Virginia Community Health
01.2006 - 12.2008
- An outreach worker for migrant farm workers in the City of Galax and the Grayson County area
- Responsible for locating farm workers who need a variety of assistance like medical, food, clothing, and health education
- Also provide interpretation and transportation to medical offices, social service offices, or any other type of community service.
Site Manager
Southwest Virginia Community Health
01.2005 - 12.2006
- Coordinate clinical issues with the Clinical Director
- To supervise clerical staff, medical records, patient advocates, and janitorial staff
- Responsible for all financial transactions including deposits to the designated financial institution daily
- Assisting patients with inquiries
- Direct internal flow of correspondence
- Maintain adequate supplies and materials for the office
- Schedule all front desk staff and providers to ensure coverage for all hours of operation
- Performs other necessary duties as required by Southwest Virginia Community Health Systems, Inc
- Direct monthly staff meetings and presents reports to the monthly management and quality improvement meetings.
Assistant Bookkeeper
AM Cash Inc. (Financial Link)
01.2003 - 12.2004
- Serve as an assistant to the manager of the office
- Required to balance ATMs located throughout the US by an internet computer system program
- To communicate with customers who are placed collections for non-payment
- Responsible for all accounting procedures of the company including billing, collections, receivables, and payable.
International Sales/Admin Assistant/Office Manager
TC Exports, Inc.
01.1999 - 12.2003
- Performing all clerical tasks, like accounting
- Payables/receivables for an Import/Export Company
- To sell fitness equipment and other types of merchandise in the Caribbean Islands
- Also, to locate potential customers as well as resolve customer-service issues
- It is mainly dealing with Puerto Rico and the Dominican Republic
- Bilingual skills were a necessity.
Traffic Coordinator/Controller/Administrative Assistant
Speco International, Inc
01.1998 - 12.1999
- Traffic flow control for Import/Export companies of used shoes, clothing, and other equipment to many third-world countries
- Bilingual skills are necessary
- Responsible for assisting the administrator with all clerical tasks.
Receptionist/File Clerk
Steven Rakusin, Attorney
01.1996 - 12.1998
- Responsible for switchboard in a busy law firm that dealt mainly with Construction lien law
- Also responsible for filing all documents in correct cases of the computer as well as hard copy system and archives
- Bilingual skills were also required.
Customer Service Sales Supervisor/Head Teller
World Savings Bank
01.1986 - 12.1995
- All financial institution responsibilities
- Able to perform a variety of skills and positions in the banking field
- A Customer service specialist, checking, savings, CD's, IRA's savings loans, safe deposit boxes, head teller duties that consist of balancing vault, funds coming in brinks trucks
- Managing staff and scheduling
- Bilingual skills considered.
Education
Bus Admin -
Bauder Technical College
Fort Lauderdale, FLGED -
Coral Springs High School
Coral Springs, FL05.1983
Skills
- Bilingual
- Dependable
- Honest
- Punctual
- Eager
- Willing to work hard
- Enthusiastic
- Compassionate
- Capable in working independently
- Oriented
- Experience in sales and management positions
- Knowledge with Microsoft Word, Outlook, Mega West
- Banking
- Accounts Receivable
- Interpretation
- Office Management
- Insurance Sales
- Administrative Experience
- Communication skills
- Sales
- CRM software
- Compliance knowledge
- Claims Processing
- Goal-Oriented
- HIPAA knowledge
- Life Insurance
- Needs Assessment
- Policy analysis
Certification
- Insurance Producer License
- Court Interpreter Certification
- Life & Health Insurance License
Languages
Spanish
Native or Bilingual
Timeline
Health Insurance Agent
Amerilife And Health Services
03.2024 - Current
Health and Life and Annuity Sales
Alliance
03.2023 - 01.2024
Licensed HealthCare Agent
E-tele Quote/EasyMedicare
04.2018 - 01.2023
Teller/Administrative Assistant
Euro Exchange Corp
01.2016 - 04.2018
Interpreter/Translator
One Stop Logistics
01.2014 - 12.2015
Office Clerical/Maintenance
Unified Property Svs
01.2014 - 12.2015
Court Interpreter/Translator
TNB Language Service
01.2008 - 12.2014
Parish Administrator
Christ Episcopal Church
01.2008 - 12.2010
Outreach Worker
Southwest Virginia Community Health
01.2006 - 12.2008
Site Manager
Southwest Virginia Community Health
01.2005 - 12.2006
Assistant Bookkeeper
AM Cash Inc. (Financial Link)
01.2003 - 12.2004
International Sales/Admin Assistant/Office Manager
TC Exports, Inc.
01.1999 - 12.2003
Traffic Coordinator/Controller/Administrative Assistant
Speco International, Inc
01.1998 - 12.1999
Receptionist/File Clerk
Steven Rakusin, Attorney
01.1996 - 12.1998
Customer Service Sales Supervisor/Head Teller
World Savings Bank
01.1986 - 12.1995
Bus Admin -
Bauder Technical College
GED -
Coral Springs High School
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