Dayessi Ramirez

Insurance Specialist

UniVista Insurance

11.2022 - Current

Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
Processed eligibility and benefits verification and authorization requests.
Followed up on denials, late payments, extensions and other special circumstances.
Tracked pending authorizations to resolve discrepancies and avoid revenue loss.
Maintained high standards of customer service by building relationships with clients.
Resolved discrepancies in insurance payments by collaborating with carriers.
Communicated effectively with members of operations, finance, and clinical departments.
Maintained a high level of industry expertise through continuous professional development courses and certifications in the field of insurance specialty.
Streamlined policy management by regularly updating client information and tracking policy changes.
Acted as subject matter expert, answering internal, and external questions and inquiries.
Researched and resolved routine and complex issues.
Ensured regulatory compliance through diligent monitoring of company practices and adherence to guidelines.
Contributed to team performance by sharing industry knowledge and assisting colleagues in complex cases.
Improved operational efficiency by developing procedures for processing claims, payments, and endorsements.
Simplified complex insurance concepts for clients, facilitating informed decision-making regarding policy options.
Trained new hires on company policies and procedures, ensuring a seamless transition into the Insurance Specialist role.
Maintained confidentiality of patient finances, records, and health statuses.
Strengthened client relationships through consistent follow-ups, ensuring timely renewals and retention.
Proactively addressed potential risks by conducting thorough reviews of clients'' policies for coverage gaps.
Provided exceptional service to clients by guiding them through the claims process stepbystep.
Increased sales revenue with persuasive presentations of insurance products tailored to clients'' needs.
Supported underwriting department by meticulously reviewing applications for accuracy and risk assessment.
Responded to customer calls swiftly to resolve issues and answer questions.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Prepared and reviewed insurance applications to verify compliance with regulations.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Cross-sold insurance products to existing clients to reach sales targets.
Identified potential risks in client businesses and recommended appropriate insurance coverage.
Utilized CRM software to manage client relationships.
Educated clients on insurance policies and procedures.
Analyzed customer needs to provide customized insurance solutions.
Calculated premiums and established payment methods for sales.
Collected premiums on or before effective date of coverage.
Met with customers to provide information about available products and policies.
Generated leads through cold-calling, networking and other outreach methods.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Finalized sales and collected necessary deposits.
Developed and implemented promotional strategies to increase customer base.
Analyzed risk factors to recommend appropriate coverage levels.
Created sources for continuous client referrals within community and with businesses using extensive networking skills.
Researched and identified potential new markets.
Conducted annual reviews of existing policies to update information.
Evaluated competitors' products and services to gain competitive advantage.
Conducted research and identified market trends to develop better strategies for sales.
Negotiated contracts and terms of sale with potential customers.

Summary

Overview

Work History

Insurance Specialist

Education

0220 General Lines Property And Casualty Insurance - Insurance

Skills

Certification

Timeline

Insurance Specialist

0220 General Lines Property And Casualty Insurance - Insurance

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