Customer Service oriented bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, and providing customized solutions to build loyalty.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Independent Insurance Agent
Self-Employed
Tallahassee, FL
04.2013 - Current
Professional, friendly, proactive to client needs
Exceed client expectations through active listening, uncovering needs. Maintained detailed records of such in CRM
Matched plans to individual needs
Invoiced and followed up on unpaid premiums
Conducted group employee meetings in person, video conferencing
Placed group benefits, ancillary, individual life, annuities, and Medicare plans specific to client needs
Spoke with clients while accessing multiple sites and screens at once
Performed customer service when client wasn't being served expediently
Performed enrollments, follow ups
Senior Benefits Counselor
GoHealth, Inc.
Chicago, IL -Remote Position
06.2020 - 10.2022
Answered calls in high volume call center from Medicare recipients
Verified eligibility with CMS, evaluated for Special Enrollment Period
Empathetically uncovered needs that were unspoken to match plans; reviewed current plans
Inventoried feed, fuel deliveries; pharmaceuticals and administered drugs as needed; injury care and rehab
Hauled horses and show prepped throughout United States for trainers and high- net-worth clients
Worked all hours, all weather conditions
Increased profitability by charging customers for product used for care (needles, syringes, wraps, wound care, sold open slots in horse trailer on cross country trips)
Lead Dispatcher
3 Star Daylighting
Granbury, TX
10.2007 - 08.2009
Trained new dispatchers
Assisted AP and Payroll as needed
Calculated flow rates on 2400 gas wells entered to spreadsheet; dispatched 25 tankers accordingly and to disposals via radio or phone
Closely communicated with owner, managers, drivers, energy company executives and managers
Implemented policies and procedures; forms for service requests, etc.
Noticed well was about to explode, notified 911, evacuated well and surrounding homes
Through exemplary service and no overflowing wells, obtained 25 new wells from energy company (sales was never able to do this) which increased fleet and employees by 15%
Worked again from 2014-2015 to help owner
Coordinated tanker/personal trucks for service; advised mechanics/drivers/managers
Coordinated extra tankers and drivers for special projects and frac sites
Education
No Degree - Radiology Technology
Kaiser University
Tallahassee, FL
Laser Certification - Multiple Lasers And Microneedling
National Laser Institute of Dallas
Dallas, TX
06.2018
Skills
Exemplary customer service
Invoicing and follow up accounts
Proficient in MS Office Suite
Experience in POS systems collecting recording payment
Professional, outgoing, accommodating
Excellent timely communication-verbal, written, phone and radio
Ability to use multiple sites/applications while speaking in person/phone
Certification
AHIP, HIPAA, ACA certified
Licensed in 33 states
Appointed with 20+ Insurance carriers
Annual certifications and CE maintained for life, annuities, tax free retirement, Medicare and ancillary individual and group products
Timeline
Senior Benefits Counselor
GoHealth, Inc.
06.2020 - 10.2022
Independent Insurance Agent
Self-Employed
04.2013 - Current
Lead Dispatcher
3 Star Daylighting
10.2007 - 08.2009
Contract Ranch Manager/Trainer
Contract Various Ranches
10.2003 - 08.2017
No Degree - Radiology Technology
Kaiser University
Laser Certification - Multiple Lasers And Microneedling