David Estes
Cary,NC
Summary
Knowledgeable Customer Service Consultant with extensive experience in managing diverse client interactions through telesales and customer care roles, adept at navigating complex healthcare benefits and insurance plans to effectively address customer needs. Proven communication and problem-solving skills facilitate the resolution of unique inquiries, fostering satisfaction and loyalty among clients. Dedicated to enhancing the customer experience through attentive service and tailored solutions, while demonstrating a strong focus on team collaboration and adaptability to evolving demands. Results-driven approach ensures reliable support that consistently elevates client satisfaction levels.
Overview
2026
2026
years of professional experience
Work History
Customer Service Cashier
Lowes Home Improvement
Cary, NC
2025 - Current
- Processed customer transactions accurately and efficiently using point-of-sale systems.
- Provided exceptional customer service by addressing inquiries and resolving issues promptly.
- Maintained clean and organized checkout areas to enhance shopping experience.
- Assisted in inventory management by restocking shelves and monitoring product availability.
Customer Service Consultant
CarMax
Raleigh, NC
01.2024 - 2025
- Work with inbound customers online and over the phone to understand their car purchasing needs
- Guide customers to the ideal vehicle and lead them through the purchasing and delivery process
- Deliver exceptional customer care while achieving performance targets
- Remote
- Resolved customer inquiries and issues efficiently, enhancing overall satisfaction.
- Provided product knowledge to assist customers in making informed purchasing decisions.
- Managed customer accounts using CRM software to track interactions and follow-ups.
Patient Enrollment Specialist
Oak Street Health
01.2023 - 01.2024
- Conduct outbound calls to potential patients, introducing Oak Street's care model, and scheduling initial visits
- Coordinate transportation for patients, ensuring their needs are met and company targets achieved
- Remote
Complex Customer Care Representative
United Health Care
01.2022 - 01.2023
- Resolved unique medical and pharmacy benefits/claims scenarios for United Health employees
- Provided clear explanations of plan benefits, formulary details, and drug pricing to customers
- Remote
Remote Medicare Sales
eHealth
01.2021 - 2022
- Assisted inbound callers with identifying the best Medicare plan to fit their unique healthcare needs
- Completed all enrollment steps while advocating for the member throughout the process
- Maintained precise tracking and documentation of all interactions
- Remote
- Self-motivated, with a strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Excellent communication skills, both verbal and written.
Health Program Representative III
Anthem, Inc.
Cary, NC
01.2019 - 01.2021
- Developed programs to support members transitioning into NC Medicaid Managed Care
- Conducted outreach to close gaps in care and improve HEDIS measures, ensuring member satisfaction
Benefits Program Representative
Senior Veterans Council
Holly Springs, NC
2018 - 2019
- Counseled veterans and surviving spouses on VA benefits, long-term care options, and government healthcare programs
- Provided expertise on Medicaid, Medicare, and other support programs
- Assisted veterans in navigating benefits applications and eligibility requirements.
- Maintained accurate records of client interactions and benefit statuses in database systems.
- Reviewed applications for completeness and compliance with federal regulations.
Contract Specialist
SelectQuote
Holly Springs, NC
01.2018 - 2019
- Guided new enrollees through contracting steps, ensuring understanding of plan details and legal disclosures
- Maintained active Life and Health Insurance licenses for ongoing support to clients
- Analyzed contract terms to ensure compliance with regulatory requirements and company policies.
- Drafted and reviewed contracts, ensuring clarity and accuracy in legal language.
Insurance Agent
Health and Life Telesales
Holly Springs, NC
2016 - 01.2018
- Assisted inbound callers with insurance enrollment, addressing their specific healthcare needs
- Built customer base through proactive outbound calls and personalized customer interactions
- Educated clients on various health and life insurance products.
- Conducted needs assessments to tailor insurance solutions for clients.
- Utilized CRM software to track leads and client interactions effectively.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Education
High School Diploma -
White County NS
Sparta, TNSkills
- Salesforce
- Microsoft Outlook
- Microsoft Word
- Microsoft Excel
- Call center experience
- Complaint handling
- Inbound call management
Timeline
Customer Service Consultant
CarMax
01.2024 - 2025
Patient Enrollment Specialist
Oak Street Health
01.2023 - 01.2024
Complex Customer Care Representative
United Health Care
01.2022 - 01.2023
Remote Medicare Sales
eHealth
01.2021 - 2022
Health Program Representative III
Anthem, Inc.
01.2019 - 01.2021
Contract Specialist
SelectQuote
01.2018 - 2019
Customer Service Cashier
Lowes Home Improvement
2025 - Current
Benefits Program Representative
Senior Veterans Council
2018 - 2019
Insurance Agent
Health and Life Telesales
2016 - 01.2018
High School Diploma -
White County NS