Results-driven professional with a strong focus on customer satisfaction and regulatory compliance. Proven track record in resolving inquiries and enhancing client experiences.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Shift Lead
Walgreens
North Canton, Ohio
05.2025 - 02.2026
Supervised daily operations and ensured compliance with company policies.
Assisted team members in performing customer service tasks efficiently.
Managed inventory levels and arranged product displays for optimal visibility.
Handled cash register operations and processed customer transactions accurately.
Resolved customer inquiries and complaints to enhance satisfaction levels.
Performed opening and closing procedures such as setting alarm systems, counting money.
Delegated tasks to employees and monitored activities and task completion.
CSR1
Results-CX
Houston, TX
07.2024 - 02.2025
Assisted customers with policy inquiries and claims processing.
Educated clients on coverage options and policy details.
Maintained accurate records of customer interactions in company systems.
Utilized company software to track and manage customer information effectively.
Facilitated payment processing for premium payments and renewals.
Ensured compliance with company guidelines and regulatory standards when dealing with customers' accounts or policies.
Facilitated communication between customers and third-party service providers.
Participated in team meetings and contributed to team goals and objectives.
Senior Benefits Consultant
GoHealth
Canton, Ohio
05.2023 - 04.2024
Educated clients on Medicare options and benefits.
Conducted needs assessments to determine appropriate plans for clients.
Assisted clients with enrollment processes for Medicare plans.
Presented and clearly explained insurance policy options based on clients' needs and goals.
Utilized CRM software tools to track sales progress throughout the process.
Achieved repeat business and referrals through personalized services.
Managed client documentation and ensured compliance with Medicare regulations.
Licensed Insurance Agent
TZ Insurance Solutions LLC
North Canton, Ohio
03.2022 - 04.2023
Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
Conducted customer needs assessments to identify appropriate coverage levels and options.
Processed policy applications and managed renewals efficiently.
Performed routine follow-up calls to assess customer satisfaction with products and services.
Exceeded company sales goals for new policies.
Achieved repeat business and referrals through personalized services.
Education
Bachelor of Science - Environmental Sciences - Sustainability Practices
Bowling Green State University
Bowling Green, OH
05-2010
Skills
Attention to detail
Time management
Customer service focus
Decision-making capacity
Regulatory compliance
Team collaboration and leadership
Strong verbal and written communication
Daily reporting
Certification
Licensed Insurance Agent - NPN 20357802
Timeline
Shift Lead
Walgreens
05.2025 - 02.2026
CSR1
Results-CX
07.2024 - 02.2025
Senior Benefits Consultant
GoHealth
05.2023 - 04.2024
Licensed Insurance Agent
TZ Insurance Solutions LLC
03.2022 - 04.2023
Bachelor of Science - Environmental Sciences - Sustainability Practices