Dana Howell
Fort Worth,TX
Summary
Excellent communicator and dependable team player with strong understanding of customer service industry. Excel at building relationships with customers and co-workers while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
12
12
years of professional experience
Work History
Licensed P&C Insurance Agent
TTEC -OKC-Remote
04.2023 - Current
- I answer inbound calls in a courteous and professional manner
- I utilize knowledge base and training to accurately answer customer questions and sell appropriate products and services
- I listen to customers, understand their needs, and assist with providing appropriate coverages
- Research systems to find missing information; coordinate with other departments to resolve issues as needed
- I assist with taking payment of premium and payment arrangements as needed
- Accurately document and process customer changes and updates in appropriate systems.
Caregiver
Visiting Angels-Yukon
02.2022 - 04.2023
- Work with your senior client and their family to determine client needs
- Assist with dressing, bathing, and personal hygiene tasks
- Prepare meals, buy groceries, and transport your client to and from appointments
- Communicate with doctors and nurses regarding changes to medical condition.
Licensed Life and Health Insurance Agent
Teleperformance USA
09.2021 - 03.2022
- Providing information to customers about their Medicare plans and coverage options
- Reviewing applications to determine if applicants are eligible for coverage
- Selling Medicare supplement insurance policies, which are designed to cover the costs of healthcare not covered by Part A or Part B of Medicare.
Advantage Case Manager
Country Style Health Care
04.2018 - 01.2019
- I completed the initial assessment for new members to Advantage
- I assessed functional and cognitive capacity and limitations, need for services, strengths, abilities, supports and resources
- I assisted members with service planning and a resource allocation process where a service prescription is developed for a member that defines the types of services needed and the amount, frequency and duration of service delivery to meet assessed needs
- I assisted members with service plan implementation which is a process of contacting both formal and informal providers to arrange for services outlined in the service plan
- I monitored providers and members to ensure that services are provided in accordance with the service plan and to assess whether the services continue to meet the client’s needs.
Advantage Case Manager
Daily Living Centers
10.2015 - 07.2017
- I completed the initial assessment for new members to Advantage
- I assessed functional and cognitive capacity and limitations, need for services, strengths, abilities, supports and resources
- I assisted member with service planning and a resource allocation process where a service prescription is developed for a member that defines the types of services needed and the amount, frequency and duration of service delivery to meet assessed needs
- I assisted member with service plan implementation which is a process of contacting both formal and informal providers to arrange for services outlined in the service plan
- I monitored providers and members to ensure that services are provided in accordance with the service plan and to assess whether the services continue to meet the client’s needs.
Family Advocate
10.2012 - 10.2014
- I work families and their children in identifying individual needs for each child, assisting with conflict resolution and creating action plans to assist family and child with the completion of established goals
- I was responsible for the enrollment process for each child
- I assist in the classroom as needed
- I administered first aid and medication as prescribed by physician or as needed.
Education
B.A. in Psychology -
University of Central Oklahoma
07.2010
A.A. in Psychology -
Oklahoma City Community College
12.2007
Nursing Assistant Certification -
Metro Technology Center
04.2002
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Customer follow-up
- Client Relations
- Client needs analysis
- Client Retention
References
Professional and Personal recommendations provided upon request.
Timeline
Licensed P&C Insurance Agent
TTEC -OKC-Remote
04.2023 - Current
Caregiver
Visiting Angels-Yukon
02.2022 - 04.2023
Licensed Life and Health Insurance Agent
Teleperformance USA
09.2021 - 03.2022
Advantage Case Manager
Country Style Health Care
04.2018 - 01.2019
Advantage Case Manager
Daily Living Centers
10.2015 - 07.2017
Family Advocate
10.2012 - 10.2014
B.A. in Psychology -
University of Central Oklahoma
A.A. in Psychology -
Oklahoma City Community College
Nursing Assistant Certification -
Metro Technology Center
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