Knowledgeable licensed insurance agent with solid background in health insurance advisory and client support. Successfully guided clients through plan selections to meet specific needs and compliance requirements. Demonstrated expertise in policy analysis and customer relationship management.
Overview
11
11
years of professional experience
Work History
Licensed Health Insurance Agent
Selectquote Insurance
08.2023 - Current
Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
Currently licensed in 17 states
Customer Retention Specialist
Charter Communications, Spectrum
05.2019 - 07.2023
Developed product demonstrations and presentations for customers.
Collaborated with sales team members to stay current on inventory levels, complete accurate orders, and resolve item issues.
Met customer call guidelines for service levels, handle time and productivity.
Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
Investigated and resolved customer inquiries and complaints quickly.
Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Phlebotomist
BPL Plasma
03.2018 - 04.2019
Packaged and shipped specimens to central lab daily.
Drew blood from veins by vacuum tube, syringe, or butterfly venipuncture methods.
Verified proper storage and transportation of specimens to laboratories.
Assembled tourniquets, needles, and blood collection devices to prepare work trays.
Monitored patients for reactions and verified sample quality.
Cashier
What A Burger Drive In
02.2016 - 03.2019
Restocked and organized merchandise in front lanes.
Identified and resolved discrepancies and errors in customer accounts.
Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
Kept cash wrap stocked, products faced and shelving free of misplaced items or trash.
Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Responded promptly to requests for assistance, spills and customer inquiries.
Customer Service Representative
Interaction Corporation
09.2014 - 02.2016
Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
Organized and updated databases, records and other information resources.
Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
Developed and implemented department policies and Standard Operating Procedures (SOP).