Erica Howerton
Appleton,WI
Summary
Dynamic Licensed Insurance Agent with over 15 years of experience in customer service and management, complemented by a background in medical assisting. Expertise in staff training, payroll oversight, and inventory management, demonstrating strong leadership capabilities. Proven ability to learn quickly and excel in fast-paced environments, with exceptional organizational and multitasking skills. Committed to leveraging existing skills while embracing new challenges in a transitioning role.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Independent Licensed Insurance Agent
Self Employed Insurance
02.2025 - Current
- Enhanced client satisfaction by delivering customized insurance plans and superior customer service.
- Tailored insurance solutions to meet diverse client needs, resulting in increased retention rates.
- Cultivated trust with clients through honest dialogue about policy costs and coverage options.
- Provided comprehensive explanations of policy exclusions, limitations, and available endorsements or riders.
- Conducted regular follow-ups to ensure clients understood their insurance options and updates.
- Maintained up-to-date knowledge of industry trends to inform clients about best practices.
- Assisted clients in filing claims, facilitating a smoother process and fostering client loyalty.
Licensed Insurance Agent
UnitedHealth Group
07.2023 - Current
- Achieved high enrollments and retentions through expert product knowledge and compliance.
- Provided tailored solutions for members' medical healthcare needs via inbound calls.
- Conducted interviews to assess client needs and present insurance plan options.
- Managed policy renewals and updates, ensuring adherence to regulatory standards.
- Created training materials that improved onboarding efficiency for new agents.
Cosmetic Spa Manager and Licensed Esthetician
Excelin Medical Spa/Forefront Dermatology
01.2018 - 02.2023
- Enhanced team productivity through effective coaching and mentorship of staff.
- Streamlined recruitment and training processes for estheticians and administrative personnel.
- Managed purchasing and inventory for treatment products and equipment supplies.
- Oversaw payroll and monitored staff schedules, ensuring optimal resource allocation.
- Addressed patient concerns promptly, maintaining high satisfaction levels across services.
- Collaborated with the medical director on strategic decisions for company growth.
Medical assistant
Dermatology Associates of WI/Forefront Dermatology
09.2009 - 01.2018
- Prepare and assist in surgical procedures
- Perform patient intake and brief providers with relative information
- Complete prior authorizations for procedures and medications with Insurance companies
- Remit payments
- Assist providers in sending patient medications to pharmacies
- Ensure patient understanding with teaching and reinforcing pertinent information
- Perform venipunctures and suture/staple removals independently
- Reception duties
- Phlebotomy
Education
Certification and state license - Life and Health Insurance
ExamFX
Certification and licensure - Aesthetics
Mequon Theinsville School of Esthetics
03.2019
State licensing - Certified Nursing Assistant
Fox Valley Technical college
Appleton, WI01.1998
High school - undefined
East High school
Appleton, WI06.1995
Skills
- Sales
- Customer service
- Able to adapt to new environments quickly
- Exceptionally good with interpersonal and communication skills
- Insurance Verification
- Handle queries and problems very efficiently and effectively
- Able to handle people very calmly and effectively
- Very effective demonstration and leadership qualities
- Insurance product expertise
- Client relationship management
- Client retention
- Goal oriented approach
- Team training and development
- Customer follow-up
- Upselling
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Experience with Google Sheets and Docs
- Managing calenders for multiple staff
- Supervised team of 15 staff members.
Certification
- Life and Health Insurance
- July 2023 to July 2025
- Esthetician License
Timeline
Independent Licensed Insurance Agent
Self Employed Insurance
02.2025 - Current
Licensed Insurance Agent
UnitedHealth Group
07.2023 - Current
Cosmetic Spa Manager and Licensed Esthetician
Excelin Medical Spa/Forefront Dermatology
01.2018 - 02.2023
Medical assistant
Dermatology Associates of WI/Forefront Dermatology
09.2009 - 01.2018
Certification and licensure - Aesthetics
Mequon Theinsville School of Esthetics
State licensing - Certified Nursing Assistant
Fox Valley Technical college
High school - undefined
East High school
Certification and state license - Life and Health Insurance
ExamFX