Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Diatra Joseph

Canton,OH

Summary

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

Bowling Green State University
Diatra Joseph