Hope Whitmore
Houston,TX
Summary
Driven Insurance Agent with expertise in promoting insurance options, determining clients' needs and detecting potential clients. In-depth knowledge of claims processing, database management and correspondence. Outstanding analytical, interpersonal and organizational skills. Dedicated to expediently resolving insurance issues and exceeding client expectations. Results-driven professional in insurance sales, known for exceptional productivity and efficiency in task completion. Skilled in client relationship management, policy customization, and market analysis. Excel at communication, problem-solving, and adaptability, leveraging these soft skills to meet and exceed sales targets consistently.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent/Claims Adjuster
Contractor
02.2015 - Current
- Calculated quotes and educated potential clients on insurance options.
- Fiduciary financial advisor
- Recommended type and amount of coverage based on analysis of customers circumstances.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Provided coverage option information to assist clients in protecting assets.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Upsold additional products and services after identifying customer needs and requirements.
- Individual and group sales for health, life, or voluntary products. Individual and group educational meetings to keep current and future prospects aware of recent changes and options in Medicare, employer group, or individual policies.
- Field Underwriting
- Educator and Advisor of insurance benefits and claims.
- Managed over 50 calls per day and increased sales by 13%
Senior Recovery Advisor
Connolly Healthcare
07.2009 - 07.2014
- Adjusted claims
- Resolved conflicts and negotiated mutually beneficial agreements between parties.
- Evaluate and adjust fraudulent claims.
- Worked within applicable standards, policies, and regulatory guidelines fulfilling state laws.
- Met monthly goals that exceeded 2 million in expectations.
- Created campaigns to resolve over and understated receivables.
- Scheduled recoupment, assessed payment plans, and created write-offs.
- Identified issues, analyzed information, and provided solutions to problems.
- Saved millions by implementing cost-saving initiatives that addressed long-standing problems.
- Trained new and existing employees on customer service best practices to improve overall customer handling skills.
- Built and maintained relationships with clients to provide ongoing support.
Senior Claims Adjuster
BYL
West Chester, PA
10.2003 - 07.2007
- Advised colleagues regarding best practices when handling difficult cases or challenging circumstances.
- Gathered and documented evidence to support court proceedings.
- Reviewed, evaluated and adjusted claims to promote fair and prompt settlement.
- Executed billing tasks and recorded information in company databases.
- Followed up with appropriate parties to obtain prompt payments.
- Determined proper codes for medical records and patient services.
- Achieved performance goals on consistent basis. Monthly performances ranged from 100-105% of stated targets.
- Submitted appeals using provider portals and phone communication.
- Conducted periodic audits of existing processes used for adjusting medical claims.
Education
Associate of Science - Multi-Interdisciplinary Studies
Houston Community College
Houston, TX01.2020
Skills
- Employer Group Sales
- Policy Feature Explanations
- Insurance Industry Knowledge
- Marketing Strategy Development
- Financial Needs Assessment
- Claims Adjusting
- Customer Service
- Medicare Sales
- Client relationship management
- Client service
- Client retention
- Client account management
Certification
- Insurance Claims Adjusting License - 2957569
- Life/Accident/Health and HMO Insurance License - 1982811
- Property and Casualty License - 2998931
Timeline
Licensed Insurance Agent/Claims Adjuster
Contractor
02.2015 - Current
Senior Recovery Advisor
Connolly Healthcare
07.2009 - 07.2014
Senior Claims Adjuster
BYL
10.2003 - 07.2007
- Insurance Claims Adjusting License - 2957569
- Life/Accident/Health and HMO Insurance License - 1982811
- Property and Casualty License - 2998931
Associate of Science - Multi-Interdisciplinary Studies
Houston Community College
Similar Profiles
Caseem GarlandCaseem Garland
Cleaner at ContractorCleaner at Contractor
Tim MulherinTim Mulherin
Welding Supervisor/QA/QC Inspector Coordinator at ContractorWelding Supervisor/QA/QC Inspector Coordinator at Contractor
Todd AlveyTodd Alvey
Certified Surgical Technologist at ContractorCertified Surgical Technologist at Contractor