Driven by a results-focused approach, I leveraged my expertise in policy analysis and relationship building at HPOne to enhance client satisfaction and streamline insurance processes. My background includes impactful roles from customer service to motivational speaking, where I consistently improved retention rates and engagement through innovative strategies and personalized solutions.
Overview
14
14
years of professional experience
Work History
Licensed Health Insurance Agent
HPOne
06.2023 - Current
Increased client satisfaction by efficiently addressing their insurance needs and providing personalized solutions.
Enhanced customer retention through effective relationship-building and follow-up strategies.
Streamlined the insurance application process for clients, resulting in faster approvals and higher satisfaction rates.
Collaborated with colleagues to develop targeted marketing campaigns geared towards potential health insurance clients.
Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
Conducted comprehensive policy reviews for existing clients, identifying opportunities for adjustments or additional coverage.
Motivational Speaker
PRIME LifeCoach And Speaker
01.2017 - Current
Inspired positive change in attendees by sharing actionable advice, tools, and strategies for personal growth.
Attracted new clients through targeted social media campaigns showcasing highlights from previous speaking engagements along with client testimonials.
Mentored aspiring speakers by providing guidance on developing effective speaking techniques and confidence-building strategies.
Launched a successful podcast series featuring interviews with influential leaders in various industries to share insights on motivation, success, and overcoming challenges.
Connected with diverse audiences through relatable anecdotes and culturally sensitive content during keynote addresses.
Strengthened relationships with clients by offering follow-up coaching sessions to reinforce key concepts from speaking engagements.
Boosted client satisfaction through tailored presentations addressing their specific challenges and goals.
Delivered high-impact speeches at major conferences, increasing visibility and garnering invitations to additional speaking opportunities.
Received numerous testimonials from satisfied clients praising the impact of motivational speeches on their teams'' performance and morale.
Enhanced audience engagement by incorporating storytelling and personal experiences into motivational speeches.
Customer Service Representative
Apex
07.2019 - 01.2020
Handled customer inquiries and suggestions courteously and professionally.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Answered constant flow of customer calls with minimal wait times.
Answered customer telephone calls promptly to avoid on-hold wait times.
Updated account information to maintain customer records.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Offered advice and assistance to customers, paying attention to special needs or wants.
Responded to customer requests for products, services, and company information.
Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Customer Training Consultant
Synchrony
03.2018 - 04.2019
Contributed to company-wide initiatives aimed at improving overall customer service quality by sharing best practices within the Customer Training Consultant team.
Managed client relationships by maintaining open lines of communication before, during, and after the consultation process to ensure positive outcomes and experiences.
Tracked client progress throughout training engagements using data-driven metrics, enabling targeted follow-up support where needed.
Developed custom training solutions for clients.
Assisted in developing a user-friendly knowledge base for customers seeking self-guided learning resources, enhancing user experience and autonomy.
Facilitated group discussions among trainees to foster collaboration and knowledge-sharing between users from various industries or backgrounds for cross-functional learning opportunities.
Streamlined the onboarding process for new clients by designing and implementing effective orientation programs.
Anticipated potential obstacles during the training process by conducting thorough risk assessments and implementing contingency plans accordingly.
Administrative Assistant
New Horizons Computer Center
02.2011 - 12.2017
Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Contributed to cost reduction efforts by identifying opportunities for process improvements and negotiating vendor contracts.
Facilitated collaboration within the team by organizing regular meetings, maintaining meeting minutes, and tracking project progress.
Education
Public Speaking Certification -
Allison
Remote
03.2022
GED -
Online GED
Orlando, FL
04.2014
Skills
Policy analysis
Medicare Expertise
Enrollment processing
HIPAA knowledge
Goal-Oriented
Claims Processing
Compliance knowledge
Objection handling
Inbound Call Management
Medicaid Expertise
Revenue Generation
Needs Assessment
Policy Comparison
Individual Health Plans
Follow-up skills
Healthcare regulations
HIPAA Compliance
Insurance Eligibility
Risk Mitigation
Customer Complaint Resolution
Consumer Segmentation
Vision and dental insurance
Sales Reporting
Quotes and sales
Call Center Customer Service
Critical Thinking
Customer follow-up
Customer Engagement
Client needs analysis
Relationship Building
Insurance Policy Sales
Data Entry
Client Relations
Policy Changes
Customer Account Review
Policy Renewals
Client Consultations
Billing Inquiries
Insurance Coverage Verification
Billing Procedures
Customer Referrals
Marketing Strategy Development
Client Prospecting
Administrative Functions
Policyholder Communication
Persuasive Negotiation
Health insurance
Records Maintenance
Customer Billing
Licensing Requirements
Lead Development
Claims Information Gathering
Quality Assurance Requirements
Service Marketing
Document Control
Direct Marketing
Health Insurance Sales
Certification
Brand Strategy Certification – Coursera & IE Business School.