Harshkumar Patel
Mount Holly,
Summary
Dynamic Health Insurance Agent with a proven track record at self-employment, excelling in client education and personalized insurance strategies. Skilled in navigating industry regulations and facilitating seamless enrollments, I enhance client satisfaction through comprehensive support and effective needs analysis, ensuring informed decision-making and compliance in all transactions.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Health Insurance Agent
Self-employeed
06.2024 - Current
- Educated clients on health insurance options and benefits.
- Assisted clients with policy selection based on individual needs.
- Facilitated enrollment processes for various health plans.
- Maintained up-to-date knowledge of industry regulations and compliance.
- Provided ongoing support to clients regarding claims and coverage issues.
- Developed personalized insurance strategies to enhance client satisfaction.
- Conducted market research to identify competitive insurance products.
- Streamlined administrative processes to improve operational efficiency.
- Maintained compliance with all industry regulations while completing paperwork accurately and efficiently.
- Educated clients on the intricacies of their health insurance policies, empowering them to make informed decisions.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Provided comprehensive customer service to drive client satisfaction.
- Responded to customer inquiries regarding health insurance coverage and policies to assist with informed decision-making.
- Used Healthsherpa to process benefit transactions.
Education
Master of Science - Engineering
Trine University
Angola, Indiana, IN12-2015
Skills
- Client education
- Policy selection
- Enrollment facilitation
- Industry regulations
- Personalized insurance strategies
- Market research
- Needs analysis
- Compliance documentation
- Inquiry resolution
- Healthsherpa transactions
- Coverage explanation
- Data entry accuracy
- Relationship building
Certification
- Licensed NC, FL,IN,CT,MO,SC,PA,NJ Health insurance License
Languages
English
Full Professional
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Timeline
Health Insurance Agent
Self-employeed
06.2024 - Current
Master of Science - Engineering
Trine University