Detailed oriented and compassionate healthcare professional with experience as a licensed insurance broker and home health aide, bringing a strong combination of insurance knowledge, healthcare experience and patient-centered service.
Overview
2
2
Languages
25
25
years of professional experience
Work History
Certified Home Health Aide
ACS Homecare Agency
01.2019 - Current
Monitored vital signs and reported changes to healthcare professionals promptly.
Assisted clients with daily living activities, ensuring comfort and safety.
Developed personalized care plans in collaboration with clients and families.
Implemented medication management strategies to ensure adherence to prescribed regimens.
Assisted patients with handling daily chores and errands by transporting to appointments, cleaning personal spaces, and purchasing supplies.
Provided mobility assistance such as walking and regular exercising.
Administered prescribed medications under direction of physician.
Licensed Insurance Broker
Redeemers Insurance Agency
05.2015 - 07.2019
Developed comprehensive insurance plans tailored to individual client circumstances.
Analyzed risk factors to recommend appropriate coverage solutions for clients.
Advised clients on insurance options to meet diverse needs and budget constraints.
Managed client portfolios, ensuring compliance with regulatory requirements and policy standards.
Developed strong relationships with clients, resulting in a high level of trust and repeat business.
Reached out to insurance carriers to obtain policy and coverage information.
Licensed Insurance Broker
Ranieri Insurance Agency
02.2009 - 03.2015
Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
Conducted thorough risk assessments for potential clients by identifying potential exposures and recommending appropriate coverage levels.
Resolved client claims efficiently by working closely with adjusters and other stakeholders throughout the claims process.
Generated quotes and proposals for clients to match individual needs.
Maintained excellent customer service with timely deliveries and professional communication.
Licensed Insurance Broker
Redeemer's Insurance Agency
08.2001 - 02.2009
Analyzed risk factors to recommend appropriate coverage solutions for clients.
Developed comprehensive insurance plans tailored to individual client circumstances.
Cultivated relationships with key stakeholders to enhance client service and retention.
Led initiatives to educate clients on policy changes, enhancing understanding and satisfaction levels.
Monitored pending transactions, tracking status updates for timely processing.
Collaborated with colleagues to obtain necessary information for authorization submissions.
Reached out to insurance carriers to obtain quotes and information on the different types of coverages.