Handling dual programs: CalFresh and Medi-Cal. Analyzing and evaluating the information provided by clients. Gathering and interpreting complex documents, including policies and procedures.
Maintaining and updating client records and policies and procedures in compliance with State and Federal regulations.
Customer Service Representative
KCAL Insurance Agency
07.2022 - 01.2023
Answer incoming call questions about insurance policies and insurance coverage issues, as well as consumer complaints and general inquiries
Demonstrate accuracy in processing client policy modifications based on the data given
Verify new customers coverage and present policyholders with proof of insurance paperwork
Keep track of all customer inquiries and follow up to verify that all questions are answered regarding customer policies
Stay up-to-date on new marketing efforts to answer insurance product inquiries utilizing all the resources available
Handle complaints, present appropriate solutions, and alternatives within the timeframes set, and follow up to ensure that the issue has been resolved
Insurance Assistant
Tak Tsui Insurance Agency I San Francisco
12.2018 - 12.2020
Handled customer phone calls and producing reports for the agent
Reviewed insurance applications for accuracy and helped customers file new claims
Front Office Supervisor B at Orange County Social Services Agency (Santa Ana)Front Office Supervisor B at Orange County Social Services Agency (Santa Ana)