Hailey Derr
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Health Insurance Agent
Derr Insurance Group LLC
06.2022 - Current
- Educated clients about health insurance coverage options, benefits and costs.
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
- Responded to customer inquiries regarding health insurance coverage and policies to assist with informed decision-making.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Developed and maintained client databases to track customer service interactions and evaluate service quality.
- Used software to process benefit transactions.
- Educated clients on insurance policies and procedures.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Analyzed customer needs to provide customized insurance solutions.
Office Secretary
Zeiser Vault Company
10.2018 - 05.2022
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Created and updated records and files to maintain document compliance.
- Responded to inquiries from callers seeking information.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Routed business correspondence, documents, and messages to correct departments and staff members.
- Scheduled appointments and conducted follow-up calls to clients.
- Answered multi-line phone system and enthusiastically greeted callers.
- Maintained daily report documents, memos and invoices.
- Entered data into system and updated customer contacts with information to keep records current.
Education
No Degree - Early Childhood Education
Luzerne County Community College
Nanticoke, PAHigh School Diploma -
Berwick Area High School
Berwick, PA06.2018
Skills
- Client Needs Analysis
- Customer Billing
- Bookkeeping Support
- Financial Due Diligence
- Policyholder Communication
- HIPAA Compliance
- Service Marketing
- Lead Development
- Clientele Development
- Document Control
- Sales Reporting
- Customer Engagement
- Email Marketing
Certification
- Licensed Life and Health Insurance Agent
Timeline
Health Insurance Agent
Derr Insurance Group LLC
06.2022 - Current
Office Secretary
Zeiser Vault Company
10.2018 - 05.2022
No Degree - Early Childhood Education
Luzerne County Community College
High School Diploma -
Berwick Area High School
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