Detail-oriented team player with strong organizational skills and the ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
8
8
years of professional experience
Work History
Commercial Lines Account Manager
Cornerstone Insurance Group
06.2021 - 04.2023
Maintained consistent knowledge of industry products and attended continuous education events to increase product knowledge.
Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Met with customers to provide information about available products and policies.
Calculated premiums and established payment methods for sales.
Finalized sales and collected necessary deposits.
Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Patient Access Representative
Conifer Health Solutions, LLC
04.2019 - 06.2021
Secured patient information and confidential medical records in compliance with HIPAA privacy rule standards to protect patient's privacy.
Collected and entered patient demographic and insurance data into computer database to establish patient's medical record.
Performed patient scheduling and registration functions to serve as initial contact point for medical office visits.
Obtained patient's insurance information and determined eligibility for benefits for specific services rendered.
Received patient deductibles and co-pay amounts and discussed options to satisfy remainder of patient financial obligations.
Determined patient financial needs and referred eligible patients to proper county, state or federal agencies to obtain financial assistance.
Commercial Lines Account Manager
McIntire & Associates
03.2017 - 02.2018
Maintained consistent knowledge of industry products and attended continuous education events to increase product knowledge.
Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
Executed cold calls, marketing initiatives and networking to drive sales.
Met with customers to provide information about available products and policies.
Conducted annual reviews of existing policies to update information.
Finalized sales and collected necessary deposits.
Collected premiums on or before effective date of coverage.
Commercial Lines Account Manager
Flegal Insurance
06.2015 - 03.2017
Executed cold calls, marketing initiatives and networking to drive sales.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Met with customers to provide information about available products and policies.
Finalized sales and collected necessary deposits.
Conducted annual reviews of existing policies to update information.
Collected premiums on or before effective date of coverage.
Identified and solicited sales prospects in agency databases.
Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales.
Created sources for continuous client referrals within community and with businesses using extensive networking skills.
Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.