Crystal McDaniel
Blue Springs,MO
Summary
Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development. Eager to contribute to a dynamic team and support organizational goals.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Senior sales agent - Medicare Advantage
Selectquote
07.2025 - Current
- Lead Management: Speak with inbound leads who have responded to marketing campaigns. All leads are provided, and there is no cold calling or prospecting.
- Needs Analysis: Conduct needs assessments to understand customers' insurance requirements for products like Medicare supplements, Medicare Advantage, dental, and life insurance.
- Unbiased comparison shopping: Represent multiple A-rated insurance carriers to provide unbiased recommendations and find the best products for the customer.
- Sales and enrollment: Sell insurance policies and assist customers with the enrollment process.
- Technology use: Use a proprietary CRM and other technology systems to manage conversations and find client information efficiently.
- Confirmed the beneficiary had both Medicare A and B.
Medical Management Coordinator- Medicare
Blue Cross & Blue ShieldKansas
Kansas City, Missouri
03.2023 - 01.2025
- Managed 30–50 inbound calls daily from providers, guiding them through authorization processes with professionalism and care.
- Created and submitted 100+ authorization files per day for internal review.
- Reviewed medical documentation (CPT/ICD10 codes) to determine service eligibility and requirements.
- Managed voicemail inquiries, returned calls promptly, and arranged peer-to-peer consultations as needed.
- Ensured accurate input of member details and service dates for all cases.
- Remote
- Checked CMS Guidelines to ensure the procedures are covered.
Insurance Sales Representative
Farmers Insurance
Independence, USA
10.2022 - 03.2023
- Conducted intake-style consultations with prospects to understand insurance needs and recommend best-fit options.
- Maintained structured call and follow-up routines using CRM tools.
- Executed daily goal-driven development plans, consistently meeting performance metrics.
- Communicated policy terms clearly and empathetically to support informed decisions.
Retention Specialist
State Farm
Raytown, USA
10.2021 - 10.2022
- Delivered timely, friendly service to walk-in and phone-in clients.
- Educated clients on policy coverage and billing, and resolved concerns efficiently.
- Managed appointment calendars, client files, and in-office environment.
- Supported policy retention efforts through upselling and relationship-building.
Production worker
Ford Motor Company
Claycomo, MO
06.2018 - 10.2021
- Operated assembly line equipment for vehicle production.
- Inspected components for quality assurance before assembly.
- Followed safety protocols to ensure a safe work environment.
- Maintained cleanliness and organization of the workstation area.
- Followed safety protocols while operating machines and equipment.
- Identified defective parts or components and removed them from production line.
Customer Service Rep
Blue Cross Blue Shield of KC
Kansas City, MO
08.2014 - 06.2018
- Assisted customers with policy inquiries and claims processing.
- Provided solutions to billing issues and policy updates.
- Managed customer communication across phone, email, and chat platforms.
- Answered customer inquiries and provided accurate information regarding products and services.
- Resolved customer complaints promptly and efficiently.
- Identified opportunities for upselling additional products or services based on customer needs.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
Customer Service Rep
Farmers Insurance Company
Olathe, KS
07.2007 - 08.2014
- Assisted customers with policy inquiries and claims processing.
- Explained insurance products and coverage options to clients.
- Resolved customer complaints by providing tailored solutions.
- Managed customer accounts using company-specific software systems.
- Maintained accurate records of customer interactions and transactions.
- Answered customer inquiries and provided accurate information regarding products and services.
- Informed customers about billing procedures, processed payments, and provided payment option setup assistance.
Education
High School Diploma -
Grandview High School
Grandview, MO05.2002
Skills
- Client Intake & Scheduling
- Phone & Email Communication
- Insurance & Healthcare Systems
- Microsoft Office Suite (Advanced)
- Workday
- FACETS
- Excel
- CRM & Cloud-Based Tools
- Data Entry & Documentation
Certification
Accident and health insurance license
Timeline
Senior sales agent - Medicare Advantage
Selectquote
07.2025 - Current
Medical Management Coordinator- Medicare
Blue Cross & Blue ShieldKansas
03.2023 - 01.2025
Insurance Sales Representative
Farmers Insurance
10.2022 - 03.2023
Retention Specialist
State Farm
10.2021 - 10.2022
Production worker
Ford Motor Company
06.2018 - 10.2021
Customer Service Rep
Blue Cross Blue Shield of KC
08.2014 - 06.2018
Customer Service Rep
Farmers Insurance Company
07.2007 - 08.2014
High School Diploma -
Grandview High School