Summary
Results-driven sales professional with expertise in promoting insurance options and determining clients' needs. Outstanding analytical, interpersonal and organizational skills. Dedicated to expediently resolving insurance issues and exceeding client expectations. Successfully establishes relationships with customers and delivers quality service. Persuasive communicator with a personable style.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Licensed Health Insurance Agent
TTEC (TeleTech) - HealthCare Solutions
08.2023 - Current
- Increased client satisfaction by efficiently addressing their insurance needs and providing personalized solutions.
- Enhanced customer retention through effective relationship-building and follow-up strategies
- Maintained up-to-date knowledge of industry trends and regulatory changes, providing accurate advice to clients and staying ahead of competitors.
- Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
Customer Experience Expert
Self-Employed- Remote
01.2008 - Current
- Troubleshoot and resolve technical issues for customers while identifying sales opportunities
- Utilized telephone, online chat, and email platforms to deliver outstanding customer service.
- Engaged in cross-selling and up-selling activities to enhance customers' experiences and generate revenue.
- Maintain detailed records of customer interactions and provide exceptional service
- Boosted customer loyalty by providing exceptional support and personalized assistance.
- Enhanced customer satisfaction by promptly addressing and resolving inquiries, complaints, and issues.
Administrative Unit Secretary
Shell Point Retirement Community
03.2020 - 01.2021
- Enhanced patient care by efficiently managing medical records and promptly scheduling appointments.
- Contributed to positive patient experiences by greeting visitors, providing directions, and addressing inquiries professionally.
- Streamlined unit operations by maintaining an organized filing system for easy access to patient information.
- Scheduled appointments and processed lab orders and specialist consultations.
- Ensured accuracy of medical documentation by meticulously transcribing physician orders and verifying information with nursing staff as needed.
Customer Service Representative
A-Line Staffing
03.2019 - 12.2019
- Handled inbound and outbound customer support calls, ensuring accurate data entry
- Navigated multiple systems and screens to assist customers with health plan and pharmacy benefits
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Exceeded performance metrics consistently, earning recognition as a top performer within the team.
Education
Liberal Arts - Communication Arts and Psychology
High School Diploma -
Skills
- Needs Assessment
- Revenue Generation
- Claims Processing
- Enrollment Processing
- HIPAA Knowledge
- Inbound Call Management
- Compliance Knowledge
- Insurance Terminology
- Consultative Selling Techniques
- Client Needs Assessment
Certification
- FL- Resident Insurance License- 0240- HEALTH
- FL- Resident Insurance License- -0214- LIFE INCL VARIABLE ANNUITY
- Emergency Medical Technician-Paramedic, 12/31/2099
Work Preference
Work Type
Full TimePart TimeContract WorkWork Location
RemoteImportant To Me
Career advancementWork from home optionPersonal development programsSimilar Profiles
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