CRYSTAL DAY
Dallas,GA
Summary
I am a Georgia-licensed life insurance agent who has worked in the customer service field for several years and know not only what is expected, but how to do it efficiently and in a way that best suits the clients needs. I am an enthusiastic and reliable employee who is dedicated to delivering the highest quality service to every client.
Overview
11
11
years of professional experience
Work History
Life Insurance Agent Representative
American Income Life Insurance Company
Duluth, GA
11.2023 - Current
- Provide rate quotes and coverage recommendations.
- Consults with clients to asses insurance needs, budget, financial planning goals and other relevant details.
- Assist with long planning, completion of application and other necessary paperwork; obtain underwriting.
- Present to families different benefits programs, enroll new new clients; and open new account.
- Schedule and attend virtual meetings using zoom and other platforms.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans.
Business Associate Team Lead
Mount Siani Trauma Center
04.2018 - 11.2023
- Kept physical files and digitized records organized for authorized team members.
- Managed over 100 calls per day on multi-line telephone system.
- Engaged with customers to build business relationships.
- Increased customer service success rates by quickly resolving issues.
- Delivered expert clerical support by efficiently handling A wide range of routine and special requirements for clinical staff.
- Reviewed payment requests, advance requests, and proper coding prior to approval.
- Locate information from various electronic health record systems.
- Reviewed required forms with patients and/or significant others including obtaining required signatures.
- Held weekly team meetings to inform team members on company news and updates.
- Enhanced customer experience using all omnichannel offerings.
Security Officer
The New Jewish Home
02.2013 - 04.2018
- Patrols premises to prevent and detect signs of intrusion.
- Security of doors, windows, and gates; answer alarms and investigate disturbances.
- Wrote reports of daily activities and reported any irregularities to law enforcement.
- Enforces company policies in security and safety.
- Monitored surveillance equipment CCTV and hand-held metal detector.
- Screened individuals and prevented passage of prohibited articles into restricted areas.
Education
Completed Coursework Towards, - Business Administration And Management
Borough of Manhattan Community College University
New York, NY09.2021
Skills
- Professional phone etiquette
- Excellent verbal communication
- People and Goal Oriented
- Multi-line phone
- Epic Super User
- Filing and data archiving
- Microsoft office proficient
- Articulate and well-spoken
- Insurance Verification
- HIPAA compliance
- Medical terminology
Timeline
Life Insurance Agent Representative
American Income Life Insurance Company
11.2023 - Current
Business Associate Team Lead
Mount Siani Trauma Center
04.2018 - 11.2023
Security Officer
The New Jewish Home
02.2013 - 04.2018
Completed Coursework Towards, - Business Administration And Management
Borough of Manhattan Community College University
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