Summary
Overview
Work History
Education
Skills
References
Social Media
Timeline
Generic
Emelda Otis

Emelda Otis

Tampa,FL

Summary

Self-motivated health and life insurance broker with over 4 years of industry experience and over 8 years in customer service. Skilled in managing client accounts, explaining policies, and processing applications with accuracy. Proficient in CRM systems, scheduling tools, and billing platforms. Seeking a remote Billing Representative role where I can apply my expertise in insurance processes and client communication, while continuing to grow in a dynamic industry.

Overview

5
5
years of professional experience

Work History

Insurance Agent

Independant
Lutz, FL
12.2022 - Current
  • Verified insurance coverage and coordinated benefits with carriers, ensuring billing accuracy.
  • Generated and reviewed client invoices; followed up on outstanding payments and resolved discrepancies.
  • Ensured HIPAA compliance while managing sensitive patient information across CRM and email platforms.
  • Communicated billing terms, policy changes, and financial responsibilities to clients clearly and supportively.
  • Utilized Google Sheets and Excel for tracking payments, appointment histories, and application statuses.
  • Collaborated with underwriters and case managers to guarantee timely and complete documentation for approval.

Marketplace Specialist

Elite Financial
Lutz, FL
01.2020 - 12.2022
  • Managed CRM systems to schedule appointments, track client interactions, and maintain organized records.
  • Guided clients through insurance applications, underwriting, and policy selection.
  • Communicated with clients, physicians, and vendors via phone, email, and text.
  • Processed payments, and clearly explained billing schedules and deadlines.
  • Supported client financial planning related to healthcare and insurance coverage.

Education

Highschool Diploma -

CHS
Clearwater, FL
02.2011

215 License -

Health/Life Insurance Certification
Lutz, FL

Skills

  • Computer literacy
  • Policy evaluation
  • Effective communication
  • Financial planning
  • Benefit coordination
  • Policy adjustment
  • Quotes and sales
  • Health insurance
  • Life insurance
  • Communication skills
  • Microsoft Excel and Word
  • Sales and marketing strategies
  • Tax and healthcare law knowledge
  • CRM software proficiency
  • Member services expertise

References

  • Gabrielle, Pelley (Mentor) 727-253-7725
  • Jose, Heinert (Financial Advisor) 727-424-5051
  • Wilbur, Adams (Family Realtor) 727-226-2031

Social Media

  • Linked In- Generations Health Solutions Inc
  • Alignable- Generations Health Solutions
  • Facebook- Emelda Otis

Timeline

Insurance Agent

Independant
12.2022 - Current

Marketplace Specialist

Elite Financial
01.2020 - 12.2022

Highschool Diploma -

CHS

215 License -

Health/Life Insurance Certification

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