Hoshelle Hall
Port Saint Lucie
Summary
Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.
Overview
17
17
years of professional experience
2008
2008
years of post-secondary education
Work History
Licensed Insurance Agent
TTEC
Port Saint Lucie
10.2024 - 07.2025
- Assisted clients in selecting appropriate insurance policies based on needs.
- Explained policy details and coverage options to clients clearly.
- Processed customer applications and managed policy renewals efficiently.
- Utilized CRM software to track client interactions and follow-ups.
- Provided exceptional customer service to enhance client satisfaction levels.
- Conducted customer needs assessments to identify appropriate coverage levels and options.
- Identified opportunities for cross-selling additional policies or services to existing customers.
- Advised clients on their insurance needs and coverage options based on individual requirements.
- Upsold products to policyholders and potential new clients.
- Performed routine follow-up calls to assess customer satisfaction with products and services.
Licensed Insurance Agent/Retention Specialist
QuoteManage
Port Saint Lucie
04.2023 - 06.2024
- Managed customer inquiries through various communication channels efficiently.
- Educated clients on policy details, coverage options, and claims processes.
- Resolved client issues by identifying concerns and providing suitable solutions.
- Conducted follow-ups with clients to ensure satisfaction with services received.
- Responded promptly to customer inquiries via phone calls or emails in a professional manner.
- Maintained accurate records of client information including contact details and policy changes.
- Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
- Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
- Advised clients on their insurance needs and coverage options based on individual requirements.
- Researched complex underwriting issues and provided solutions for customers' satisfaction.
- Resolved disputes between customers and insurers by researching and interpreting policy language.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Monitored clients' insurance coverages to ensure changing needs were met.
Foreclosure Legal Assistant
Aldridge Pite
Delray Beach
09.2011 - 03.2020
- Prepared legal documents for foreclosure proceedings and court filings.
- Conducted research on property ownership and title issues for cases.
- Managed case files, ensuring documentation was complete and organized.
- Assisted attorneys in preparing for hearings and client meetings.
- Communicated with clients to provide updates and gather necessary information.
- Answered questions posed by opposing counsel during discovery or deposition proceedings.
- Prepared affidavits, motions, and other required legal forms for filing with courts.
- Scheduled hearings, depositions, mediations and other meetings related to foreclosure cases.
Legal Assistant
Ben Ezra & Katz P.A.
Hollywood
12.2009 - 03.2011
- Coordinated scheduling for client meetings and court appearances.
- Provided administrative support to attorneys by managing calendars; scheduling appointments; organizing files; preparing correspondence; filing court documents; and obtaining necessary signatures.
- Answered phones promptly while providing courteous customer service.
- Scanned physical documents into electronic format for storage in a secure database system.
- Processed incoming mail on a daily basis.
- Filed clients' legal documents in relevant courts for processing.
Medical Front Office Coordinator
Florida MRI
Fort Lauderdale
07.2008 - 03.2009
- Managed patient scheduling and appointment confirmations efficiently.
- Coordinated insurance verification and authorization processes for patients.
- Maintained organized medical records and updated patient information promptly.
- Communicated effectively with medical staff to streamline patient flow.
- Processed patient payments and managed billing inquiries accurately.
- Greeted patients, answered phones and scheduled appointments.
- Managed administrative tasks related to patient visits including obtaining authorizations from insurance companies prior to treatment.
- Provided assistance with billing inquiries or problems from patients or other healthcare providers.
- Assisted in preparing paperwork for medical procedures or treatments performed by the office staff.
- Maintained accurate logs of all incoming calls, messages, faxes and emails regarding patient inquiries or concerns.
Education
Diploma - Medical Assistant Training
Florida Career College
Lauderdale Lakes, FL 08.2006 - 07.2008
Plantation High School
Sunrise, FLSkills
- Insurance policy selection
- Client needs assessment
- Policy renewal processing
- Customer relationship management
- CRM software usage
- Customer service
- Problem solving
- Time management
- Insurance sales strategy
- Client assessment
Timeline
Licensed Insurance Agent
TTEC
10.2024 - 07.2025
Licensed Insurance Agent/Retention Specialist
QuoteManage
04.2023 - 06.2024
Foreclosure Legal Assistant
Aldridge Pite
09.2011 - 03.2020
Legal Assistant
Ben Ezra & Katz P.A.
12.2009 - 03.2011
Medical Front Office Coordinator
Florida MRI
07.2008 - 03.2009
Diploma - Medical Assistant Training
Florida Career College
08.2006 - 07.2008
Plantation High School