Cristina Holmes
Chicago,IL
Summary
Experienced insurance professional with a strong track record in guiding clients through intricate coverage choices while adhering to federal guidelines. Demonstrated success in handling large volumes of inquiries and effectively resolving client concerns, resulting in improved satisfaction rates. Aiming to utilize skills in a claims specialist or claims adjuster position.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Account Executive
American Health Marketplace
10.2024 - Current
- Guided clients in selecting ACA health insurance plans tailored to eligibility and financial needs, enhancing their understanding of coverage options.
- Collect and verify client documentation and application information to ensure compliance with federal marketplace guidelines.
- Maintained precise records of client interactions, applications, and policy details in CRM systems to ensure compliance and facilitate service delivery.
- Provide clear explanations of policy benefits, deductibles, and coverage limitations to help clients make informed decisions.
- Addressed client concerns and coverage questions, strengthening customer relationships through effective communication and problem resolution.
- Manage high daily call and inquiry volume while maintaining professionalism and documentation accuracy.
Independent Insurance Broker
Heritage Life Group
01.2019 - Current
- Educated clients on insurance coverage options, policy provisions, and benefit structures to enhance decision-making and satisfaction.
- Gather and document client information to accurately determine insurance needs and eligibility.
- Generate policy quotes and proposals based on customer circumstances and risk factors.
- Assisted policyholders with policy servicing requests and claims-related questions, ensuring accurate documentation and timely follow-up.
- Maintain detailed client records and ensure compliance with insurance regulations and privacy requirements.
- Built long-term relationships through effective communication and dependable service, fostering client loyalty.
Insurance Sales Manager
American Income Life Insurance Company
Chicago, USA
03.2019 - 03.2021
- Achieved individual and team performance targets consistently, contributing to overall sales growth.
- Managed and trained sales representatives, ensuring compliance with company policies and regulatory requirements to maintain operational standards.
- Resolved escalated client issues efficiently, enhancing customer satisfaction and loyalty.
- Assisted clients with policy questions, billing concerns, and coverage explanations.
- Reviewed applications and policy information for accuracy and completeness prior to submission.
Education
Bachelor of Arts - Business
Indiana Institute of Technology
Fort Wayne, INSkills
- Client support
- Salesforce administration
- CRM software management
- Health insurance compliance
- Regulatory compliance
- Coverage review
- Claims processing
- Risk assessment
- Policy interpretation
Certification
- Life & Health Insurance License
- HIPAA Certification
- OSHA Certification
- CPR Certification
- Contact Tracer Certification
Timeline
Account Executive
American Health Marketplace
10.2024 - Current
Insurance Sales Manager
American Income Life Insurance Company
03.2019 - 03.2021
Independent Insurance Broker
Heritage Life Group
01.2019 - Current
Bachelor of Arts - Business
Indiana Institute of Technology