Grace Lee
Riverdale,Utah
Summary
Outgoing professional with an flexible approach to reaching client and business needs. Always strive for excellent and resolutions to satisfy business & personal goal along with client success.
Organized with solid skills in customer relations and resilience to handle challenges of fast-paced environments. Bringing detail-oriented skills along with being good natured. I have sound judgment skills, along the ability to multitask abilities and self-motivated. Capable of working independent and thrive within team environment. I enjoy team projects. I also thrive when I accomplish on-time and accurate tasks. I found great success while working with in medical practice setting and multiple Insurance setting. I am capable of contributing and adding to a positive business environment. Have a passion for fostering helping see a vision through commitment to client satisfaction and practice success.
Overview
21
21
years of professional experience
1
1
Certification
Work History
INSURANCECE AGENT
HEALTH PLAN ONE
Trumbull, CONNECTICUT
06.2023 - Current
- Provided customer service to clients through phone and email communication.
- Maintained accurate records of all insurance transactions using computer software systems.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
- Scheduled meetings with prospective clients to discuss available products and services.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Researched insurance plans to find good options for clients' needs.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Developed customer relationships and ensured satisfaction with services.
- Responded promptly to customer inquiries and complaints in a professional manner.
- Maintained accurate records of all customer interactions, process customer accounts and file documents.
- Adhered strictly to company policies regarding confidentiality of client information.
- Responded promptly to customer service calls and inquiries from diverse groups of individuals.
- Delivered excellent service via inbound and outbound calling efforts, meeting established minimum targets.
- Evaluated and identified opportunities to drive process improvements, positively impacting customer experience.
- Learned and applied sales techniques to achieve marketing goals for outreach.
- Determined client needs by monitoring trends and industry developments.
- Solicited and scheduled meetings with potential clients to build roster.
- Prepared and delivered sales presentations.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
- Prepared proposals and conducted closing interviews to sell insurance products.
- Prepared proposals and conducted closing interviews to increase insurance sales.
- Established and maintained positive relationships with client and their health insurance policies.
- Tracked weekly sales reports aim to increase sell.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
Insurance Sales Agent-
State Farm
North Salt Lake, UT
09.2022 - 06.2024
- Fostered strong relationships with current and prospective clients to maintain client retention.
- Built trusted partnerships through open and interactive communication to earn positive customer feedback.
- Responded to queries, solved or referred problems and followed up with clients to increase satisfaction
- Bind Auto,Home and Umbrella Policies
- Learning the Life Insurance Polices
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Asked probing questions and offered solutions to resolve customer issues.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Assisted with customer requests and answered questions to improve satisfaction.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Coordinated and finalized sales proposals to complete purchases.
- Answered insurance-related questions and discussed product offerings with prospective customers to meet unique needs.
Medicare Health Insurance Sales Agent
Summit Point Insurance
Riverdale, Utah
02.2019 - 09.2022
- Cultivated professional relations to establish long-term profitable partnerships.
- Present and explained Senior Benefits Insurance policy options based on clients' needs and goals.
- Finalized Senior insurance policies within in the contracted Health Insurance Providers .
- Pursued continued professional development through insurance workshops, course and webinars.
- Knowledge of company products to bring targeted services to individuals with varying needs.
- Fostered relationships with current and prospective clients to maintain client retention.
- Gained customer base by identifying needs to deliver relevant product solutions that achieve client needs.
- Face to Face along with virtual, and telephonic interactions.
Loan Signing Agent
L&L Signing Services
Riverdale, UT
06.2003 - 08.2022
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
- Listened carefully to customer swiftly resolved issues by taking appropriate action.
- Cultivated partnerships with Title Insurance Office to better promote meeting customers' needs.
- Demonstrated self-reliance by meeting and exceeding workflow needs. Along with the demand of closing and processing home loans.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Conducted Zoom Closing appointment with clients for Home Loan documents.
- Stayed abreast of industry changes to Home closing for existing and prospective clients.
- Read and interpreted loan and legal documentation.
- Managed and resolved concerns, problems or issues to avoid closing delays.
- Tracked and reconciled trailing documentation to prepare files for shipping.
Patient Care Coordinator
Pediatric Care Of Ogden
South Ogden, Utah
02.2007 - 01.2021
- Maintained well-organized environment to promote a professional work environment.
- Demonstrate excellent communication,interpersonal,organizational, and follow-through skills.
- Able to prioritize and multi-task in a fast paced environment.
- Patient communications,including phone calls,emails and other interactions.
- Coordinated care between patients and healthcare professionals to meet patient needs.
- Accessed patient information through variety of EHR software applications, maintaining strict confidentiality to remain compliant with HIPAA regulations.
- Oversaw from being to end of medical Authorizations & referrals
- Counseled patients on potential financial liabilities and payment requirements.
- Built professional relationships with physicians and fellow employees.
Education
Some College (No Degree) - Health Sciences
University of Utah
Salt Lake City, UTSkills
- Focus on excellence
- Act with Integrity and positive approach
- Ability to work in a Supportive team environment
- Dependable
- Ability to prioritize and multi-task in a fast paced environment along with keeping a professional positive demeanor
- Excellent communication, interpersonal, follow up skills
- Compassionate client care
- Customer Service
- Cross-selling and upselling
- Time management
- Positive Disposition
- Attentive Client Relations
- EHR Medical Platforms Knowledge
- ECRM Insurance Platform Knowledge
- Sales Force CRM Knowledge
- Electronic authorization processing
- Insurance Plan Knowledge
- Insurance Verification
- Diverse clerical abilities
- Insurance terminology
- Microsoft Office
- Prior experience in Teams Software
- Prior experience in Slack Software
- Numbers and Excel Spreadsheet Software
Certification
- Life &Health, Property & Casualty Licenses- Active License
- Licensed Notary Public-Active License
Timeline
INSURANCECE AGENT
HEALTH PLAN ONE
06.2023 - Current
Insurance Sales Agent-
State Farm
09.2022 - 06.2024
Medicare Health Insurance Sales Agent
Summit Point Insurance
02.2019 - 09.2022
Patient Care Coordinator
Pediatric Care Of Ogden
02.2007 - 01.2021
Loan Signing Agent
L&L Signing Services
06.2003 - 08.2022
Some College (No Degree) - Health Sciences
University of Utah