Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

GENESIS MORALES

Miami,FL

Summary

Goal oriented, excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with agents and clients while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions right away.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Insurance Agent

Farmers Insurance Group
06.2022 - 05.2023
  • Built relationships with agents using active listening and issue resolution to provide excellent service.
  • Responded to agents calls and chats swiftly to resolve issues and answer questions.
  • Utilized CRM software
  • Obtained underwriting approval by completing application for coverage.
  • Cultivated relationships with agents to identify and meet insurance needs and establish trust and rapport.
  • Made changes to insured's account per agent's request such as adding or removing personal information, vehicle information and also binding the policy
  • Educated agents on insurance policies and procedures.

Member Service Representative

AvMed Inc
02.2021 - 04.2021
  • Verify member's Medicare insurance
  • FL state only
  • Change/update member's geographic information such as physical address, email, phone number etc
  • Claims Status
  • Pharmacy rejections/status information
  • Provide policy information
  • Provided excellent customer service and achieved a high rate of client satisfaction and retention.

Bilingual Customer Service Advocate

UnitedHealthcare Services Inc
09.2019 - 03.2020
  • Verify member's Medicare insurance
  • Different states
  • Change/update member's geographic information such as physical address, email, phone number etc
  • Claims Status
  • Pharmacy rejections/status information
  • Provide policy information
  • Provided excellent customer service and achieved a high rate of client satisfaction and retention.

Case Aide

CHSi
03.2018 - 08.2019
  • Data entry
  • Filing paperwork/documents
  • Chaperon under certain circumstances
  • Communications
  • Phone and emailing

Bilingual Member Service Representative

Molina Healthcare Inc
05.2016 - 03.2018
  • Verify member's Medicaid insurance
  • FL, WA and WI only
  • Change/update member's geographic information such as temporarily change physical address, email, phone number and etc
  • Claims status
  • Pharmacy rejections/ Status update
  • Provide policy information
  • Provided excellent customer service and achieved a high rate of client satisfaction and retention.

Education

High School Diploma -

Penn Foster Career School
Scranton, PA
09.2018

Skills

  • Computer Skills
  • Ability to Multitask
  • Fast Learner
  • Data Collection and Analysis Skills
  • Detail Oriented
  • CRM Systems
  • Bilingual (Spanish)
  • Microsoft Outlook
  • Microsoft Excel
  • Quote Information
  • Manage Renewals
  • Quality Assurance Requirements
  • Claims Information Gathering
  • Customer Service and Assistance

Certification

  • Licensed 6-20 ALL LINES Claims Adjuster - Dec 2021

Timeline

Insurance Agent

Farmers Insurance Group
06.2022 - 05.2023

Member Service Representative

AvMed Inc
02.2021 - 04.2021

Bilingual Customer Service Advocate

UnitedHealthcare Services Inc
09.2019 - 03.2020

Case Aide

CHSi
03.2018 - 08.2019

Bilingual Member Service Representative

Molina Healthcare Inc
05.2016 - 03.2018

High School Diploma -

Penn Foster Career School

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GENESIS MORALES