FINA JONES
Olathe,KS
Summary
Highly organized and established Account Executive with demonstrated track record of building relationships with clients, developing successful sales campaigns. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service. Results-oriented exceeding sales goals.
Overview
25
25
years of professional experience
Work History
Account Executive
C.H. Robinson
10.2016 - Current
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Qualified leads, built relationships and executed sales strategies to drive new business.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
Patient Care Customer Representative
Teva Pharmaceuticals USA
12.2015 - 07.2016
- Inbound/Outbound Patient relations
- Communication with Specialty Pharmacies and Healthcare Providers
- Providing Service/Support to patients inquiring and using specific Medication
- Review program benefits with patient
- Proficient knowledge using Salesforce system / Service Cloud Avaya Phone System/Agent Status Case Management Insurance Benefit Investigation / Pharmacy Coverage Prescription / Doc Triage Accomplishments: Obtained highest Utilization stats for the month of April 2016
- Exceeded group expectations consistently maintaining utilization above the group average.
Team Lead
Apria Healthcare
03.2011 - 12.2015
- Team Lead/Customer Qualifications Division
- Resolved patient/customer complaints identifying problems and coordinating appropriate corrective action
- Ensured service intake procedures, facilitate seamless operation between departments and/or other branch offices
- Performed quality control checks on subordinate staff
- Troubleshoot problems concerning orders
- Schedules, coaches and organizes work assignments
- Ensured work is performed accurately, efficiently and timely
- Monitor staffing requirements based upon order volumes and make appropriate adjustment to staff and/or process as appropriate
- Performance appraisals and make recommendations on selection, promotion, merit increase and employee discipline
- Provide training for new employees
- Customer Qualification Representative: Qualifying clinical documentation for medical equipment order processing
- Responsible for obtaining verification of benefits and eligibility for all Commercial, Private and Government plans
- Prior Authorization submissions to various Insurance providers
- Medicaid plans./Insurance eligibility/Authorizations Medicare IVR./Insurance eligibility Medicare Part A, B & D/Qualification guidelines Medical record review/Patient clinicals to determine insurance eligibility for durable medical equipment
- Certificates of Medical Necessity acquired from healthcare providers.
Independent Producer / Agent
Truck Insurance Mart, Inc
03.2003 - 12.2010
- Attended continuing education and training programs to continue professional development
- Licensed P & C selling Commercial Transportation Policies
- Targeting trucking companies small fleet
- Coverage's written include General Liability, Primary Auto Liability, Excess Liability, Workers' Compensation, Occupational Accident, Physical Damage, Non-Trucking Liability , Cargo Inland Marine 48 state territory writing commercial transportation Knowledge: AMS (Agena system) and Applied Systems, Certificate Issuance, Policy Review, Endorsements, Claim Documentation
- Quote Proposals, Premium Finance Contracts, Application Forms, State Specific UM/UIM forms, Accord Forms
- Premium collections Claim reporting to Insurers and obtaining information from insureds, assisting adjusters with claim processing.
Insurance Sales Manager
Associates Insurance Company ISM
08.2001 - 11.2002
- Prepared necessary paperwork to process insurance sales and renewals
- Pursued continuing education and training programs to continue professional development
- Followed up with potential clients regarding online information requests
- Presented and clearly explained insurance policy options to clients based on their needs and goals
- Researched coverage and premium options and supplied clients with the best coverage available
- Presented account proposals in a professional and timely manner
- Primarily responsible for selling Commercial Transportation Truckers' policies meeting monthly goals of $100,000 gross written premium or better
- Quoting policy renewals, quote proposals maintaining policy retention 75% average
- Prospecting new policyholders through field appointments with Truck dealers providing an introduction of Insurance Package Coverage's and Policy claim service
- Process Certificates of Insurance, service inquiries with service department, endorsement and submission preparation for underwriting
- Claim reporting evaluations.
Office Manager
Bison Risk Management, LLC
11.1999 - 08.2001
- Processed applications, payments, corrections, endorsements and cancellations
- Developed, implemented and monitored new underwriting guidelines for the agency
- Promoted agency products to customers in person, on the telephone and in writing
- Prepared necessary paperwork to process insurance sales and renewals.
Education
Business Administration -
Penn Valley Community College
Kansas City, MOSkills
- Excellent communication skills
- Skilled multi-tasker
- Deadline-oriented
- Strong problem solving ability
- Sales force training
- Client Relationship Building
- Pipeline Management
- Written and verbal communication
- Strategic selling
- CRM software expertise
- Sales Quota Achievement
- Business development and planning
- Interpersonal Skills
- Goals and performance
- Systems and software expertise
- Organizational Skills
- Problem-Solving
- Teamwork and Collaboration
- Multitasking
- Decision-Making
- Written Communication
Phonenumbers
913-400-2650, 704-733-7188
References
- Adam Berry, Sr. Supervisor, Patient Svc & Support, Teva Pharmaceuticals USA, 913-777-2388, 913-708-5330, Adam.Berry@tevapharm.com
- Rosemarie Rescica, Personal reference, Friend/Co-worker, 913-553-1473
Timeline
Account Executive
C.H. Robinson
10.2016 - Current
Patient Care Customer Representative
Teva Pharmaceuticals USA
12.2015 - 07.2016
Team Lead
Apria Healthcare
03.2011 - 12.2015
Independent Producer / Agent
Truck Insurance Mart, Inc
03.2003 - 12.2010
Insurance Sales Manager
Associates Insurance Company ISM
08.2001 - 11.2002
Office Manager
Bison Risk Management, LLC
11.1999 - 08.2001
Business Administration -
Penn Valley Community College
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