Insurance professional with extensive experience in providing personalized insurance solutions. Recognized for ability to build strong client relationships and deliver exceptional service. Focused on team collaboration and adapting to changing needs. Skills include risk analysis, policy development, and effective communication.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Insurance Agent
WoodmenLife
02.2025 - Current
Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Expanded client base by actively prospecting for new business opportunities and generating referrals.
Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
Insurance Agent
Travis Terrell State Farm
05.2024 - 12.2024
Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Prepared and reviewed insurance applications to verify compliance with regulations.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Insurance Agent
Transamerica Life Insurance Company
01.2023 - 08.2024
Built strong relationships with clients through consistent communication and excellent customer service.
Responded to customer calls swiftly to resolve issues and answer questions.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Maintained high standards of customer service by building relationships with clients.
Assistant Office Manager
Aspen Dental Management, Inc. (ADMI)
08.2020 - 08.2021
Run daily business of a dental practice
Discuss treatment plans with patients and help them get financing
Perform End of Day reporting
Verify insurance and input into system
Manage patient accounts
Assist dentist when needed
Take and process patient payments and insurance payments
Manage dental assistants and other dental office staff
Resolve patient complaints and questions
Explain dental procedures to patients so they can better understand what treatment is needed and why
Create urgency in treatment needed
Handle patient concerns and expectations
Human Resources
Accountant II
Kentucky Dam Village State Park
07.2019 - 07.2020
Prepared, examined, or analyzed accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards
Reported to management regarding the finances of establishment
Established tables of accounts and assigned entries to proper accounts
Developed, implemented, and modified document recordkeeping and accounting systems, making use of current computer technology
Established tables of accounts and assigned entries to proper accounts
Maintained and examined the records of government agencies
Inputted accounting information into various computer programs
Handled daily business of all departments of the park
Oversaw accounts payable and receivable
Assisted at Golf Pro shop using POS system and Golf Now programs
Helped in departments around the park when it was needed
Head Dental Assistant
ASSISTANT OFFICE MANGER DR. BURTON R YOUNG DMD
08.2001 - 12.2018
Prepared patient, sterilized/disinfect instruments, set up instrument trays, prepared materials, and assisted dentist during dental procedures.
Exposed and mounted dental diagnostic x-rays
Recorded treatment information in patient records
Assisted dentist in management of medical or dental emergencies
Took and recorded medical and dental histories and vital signs of patients
Handled daily business from patient payments to insurance payments
Verified patient insurance/handled claims and or disputed claims
Ordered and monitored dental supplies and equipment inventory
Instructed patients on oral hygiene and also post-operative instructions
Transmitted information or documents to patients using computer, email, and facsimile machine
Performed coronal polishing
Performed all duties of a dental assistant
Education
Certified Dental Assistant - Dental
WKCTC
Paducah, KY
05.2001
High school diploma - undefined
05.1998
Skills
Extensive knowledge of Easy Dental and Eaglesoft dental software
Extensive knowledge of Excel and Microsoft Outlook