Eva Harper
Oak Creek
Summary
Compassionate Insurance Advisor with a strong focus on client education and satisfaction. Known for developing personalized insurance solutions and fostering long-term relationships, committed to delivering exceptional client experiences.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Insurance Advisor
Scootergirl Insurance Agency
Oak Creek, WI
03.2023 - Current
- Guided clients through insurance options, assessing needs to provide tailored coverage solutions.
- Developed and maintained client relationships, ensuring high levels of satisfaction and retention.
- Analyzed policy documents for accuracy, identifying discrepancies and resolving issues promptly.
- Educated clients on policy features, helping them understand terms and conditions effectively.
Account Manager/licensed Insurance Advisor
Compass Insurance Group
Racine, WI
04.2022 - 03.2023
- Cultivated strong client relationships, enhancing customer satisfaction and retention.
- Developed tailored insurance solutions addressing unique client needs and objectives.
- Coordinated policy renewals and amendments to ensure compliance with regulatory standards.
In Home Care Giver
Self Employed
Milwaukee, WI
01.2014 - 11.2022
- Provided personalized care and support to clients in daily living activities.
- Developed and implemented individualized care plans based on client needs and preferences.
- Ensured medication management and adherence through regular monitoring and communication with healthcare providers.
- Assisted clients with mobility challenges, promoting independence and safety within the home environment.
Education
No Degree - Insurance
Kaplan College
Milwaukee, WI04-2021
High School Diploma -
Oak Creek High School
Oak Creek, WI06-2005
No Degree - CNA
MATC
Oak Creek, WI03-2014
Skills
- Goal-oriented mindset
- Data interpretation
- Medical documentation and HIPAA compliance
- Compassionate patient communication
- Bilingual in American Sign Language enhancing patient communication and care
Certification
CNA Certification from MATC
Languages
ASL
Native or Bilingual
Timeline
Insurance Advisor
Scootergirl Insurance Agency
03.2023 - Current
Account Manager/licensed Insurance Advisor
Compass Insurance Group
04.2022 - 03.2023
In Home Care Giver
Self Employed
01.2014 - 11.2022
No Degree - Insurance
Kaplan College
High School Diploma -
Oak Creek High School
No Degree - CNA
MATC