Gerald Hales
Customer Service/Management
Porter,TX
Summary
Accomplished Financial Credit Service Representative and Insurance Agent with a proven track record at Nordstrom for enhancing customer satisfaction and streamlining processes. Skilled in decision-making, fraud knowledge, and excellent communication, consistently exceeding sales targets. Holds a General Lines Life & Health, Annuities License in Texas, demonstrating strong analytical abilities and teamwork.
Overview
5
5
years of professional experience
Work History
Financial Credit Service Representative
Nordstrom
05.2022 - Current
- Support customers with statements and other basic questions about their credit card.
- Assist with reconciliations and customer communications.
- Work with customers to answer questions, resolve disputes and research discrepancies.
- Streamline credit application processes for faster approvals and improved customer experience.
- Receive inbound customer calls related to credit card issues
- Process recurring automated & manual payments and debit card payments for credit card bills.
- Monitor customer accounts closely to identify potential risks or concerns that could impact financial stability or repayment capabilities when applying for new credit card or for credit line increases.
- Enhance customer satisfaction by promptly addressing inquiries and resolving credit-related issues.
Life Insurance Agent
Farmer's Insurance
03.2019 - 07.2022
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
Medicare Insurance Enrollment Agent
Connexion Point C/o BCBS
01.2021 - 05.2022
- Conducted thorough needs assessments for each client, identifying suitable plan options based on individual requirements and financial capabilities.
- Enhanced client satisfaction by providing knowledgeable guidance on Medicare plan options and enrollment procedures.
- Contributed to a positive work environment through proactive collaboration and open communication with colleagues and management staff alike.
- Stayed current on industry trends and changes in regulations, enabling informed recommendations to clients seeking optimal coverage solutions.
- Consistently met or exceeded sales targets by effectively communicating the benefits of various Medicare insurance plans.
- Provided exceptional customer service by promptly addressing questions or concerns during the entire enrollment process.
- Completed ongoing training programs to stay up-to-date on industry developments, enabling expert counsel for both existing and prospective clients.
Medicare Insurance Enrollment Agent
Select Quote
01.2020 - 01.2021
- Conducted thorough needs assessments for each client, identifying suitable plan options based on individual requirements and financial capabilities.
- Enhanced client satisfaction by providing knowledgeable guidance on Medicare plan options and enrollment procedures.
- Contributed to a positive work environment through proactive collaboration and open communication with colleagues and management staff alike.
- Stayed current on industry trends and changes in regulations, enabling informed recommendations to clients seeking optimal coverage solutions.
Education
No Degree - Medical Billing, Coding, & Transcription
Shelton State Community College
Tuscaloosa, ALNo Degree - Medical Billing/Coding Office Management
Jones County Junior College
Ellisville, MSSkills
- Decision-making & problem solving capabilities
- Strong analytical skills & excellent communication
- Teamwork & Collaboration & Project Mgmt
- Fraud knowledge & Credit Disputes
- ICD 10 & Medical Terminology knowledge
- Anatomy/Physiology
- Billing/Coding/Transcription
- General Lines Life & Health, Annuities License Texas
Accomplishments
Appointed the role for my Team with the Employee Engagement Committee (EEC) with Nordstrom. Collaborated with other role players and upper management to bring forth issues & concerns from my colleagues for changes and ideas for clarity or implementations. Also, to get up to date information from upper management to bring to my team of colleagues for new implementations and ideas for the business with Nordstrom.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Certification
- Billing, Coding, & Transcription Certification
- Medical Terminology & ICD-10 knowledge
- General Lines License/Health, Life, Annuities
- Medical Office Mgmt
- AHIP Certified
Timeline
Financial Credit Service Representative
Nordstrom
05.2022 - Current
Medicare Insurance Enrollment Agent
Connexion Point C/o BCBS
01.2021 - 05.2022
Medicare Insurance Enrollment Agent
Select Quote
01.2020 - 01.2021
Life Insurance Agent
Farmer's Insurance
03.2019 - 07.2022
No Degree - Medical Billing, Coding, & Transcription
Shelton State Community College
No Degree - Medical Billing/Coding Office Management
Jones County Junior College
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