Iman Wilson
Houston
Summary
Experienced team leader in the financial and insurance sectors, specializing in risk management and customer service. Brings a visionary approach to enhancing operational efficiency and compliance, utilizing strong leadership skills and expertise in escalation and team management. Passion lies in fostering team growth and improving customer engagement through innovative strategies and streamlined processes.
Overview
13
13
years of professional experience
Work History
Team Leader/Supervisor
Covr Financial Technologies
05.2022 - 08.2024
- Led teams in financial and insurance sectors, focusing on risk management.
- Demonstrates a visionary approach to enhancing operational efficiency and compliance, leveraging strong leadership and negotiation skills
- Guide team in processing insurance applications, ensuring compliance and precision
- Enhance operational efficiency by refining underwriting and e-signature processes
- Collaborate with clients and advisors for timely application and policy delivery
- Manage workflow and VIP applications during team lead absences
- Mentor team members on complex applications, fostering professional growth
- Lead Application Specialist team, driving operational efficiency through streamlined underwriting processes and e-signature preparation
- Ensure carrier compliance and HIPAA adherence
- Handled client communications, enhancing satisfaction and streamlining request processing
- Processed insurance claims, ensuring accuracy and timely resolution of billing tasks
- Supported Leave of Absence requests, maintaining HIPAA compliance and safeguarding privacy
- Streamlined client communication processes, enhancing response efficiency and customer satisfaction while managing diverse insurance-related inquiries
- Coordinated HVAC cleaning schedules, ensuring timely service and client satisfaction
- Managed administrative tasks, improving operational efficiency and communication
- Facilitated document management and meetings, supporting team productivity
- Team Leader with experience in the financial and insurance sectors, specializing in risk management and underwriting
- Demonstrates a visionary approach to enhancing operational efficiency and compliance, leveraging strong leadership and negotiation skills
Intake Specialist
Guardian Life Insurance
06.2022 - 08.2022
- Answered phone calls and provided new clients with required paperwork to initiate service.
- Increased customer satisfaction with timely follow-ups, ensuring all necessary documentation was collected and processed promptly.
- Completed intake assessment forms and filed clients' charts.
- Maintained high levels of accuracy and compliance in data entry, ensuring all information was correctly entered into the required systems.
Administrative Assistant
Accuvent
10.2017 - 02.2018
- Managed food service operations, ensuring efficient distribution and customer satisfaction
- Managed communication channels, enhancing student support during meal times
- Handled transactions accurately, ensuring efficient service delivery
- Improved customer satisfaction through effective inquiry responses
Nutrition Specialist
Alief ISD
09.2015 - 07.2016
Bakery Assistant Manager
Phoenicia Restaurant
10.2013 - 12.2015
- Led pastry team, ensuring quality and consistency in specialty items, boosting customer satisfaction
- Upholding company standards in bakery production, resulting in positive customer feedback
- Worked with staff to drive sales and service, supporting profitability and growth
- Led pastry team operations, ensuring quality standards and consistency in bakery production while fostering a culture of excellence and innovation
Office Assistant
Health Aid Staffing
11.2013 - 05.2014
- Scheduled patient appointments, improving office efficiency and data accuracy
- Managed insurance verification, ensuring seamless patient referral processes
- Facilitated communication between coordinators and agencies, enhancing collaboration
- Conducted billing and data entry, supporting financial accuracy and office operations
Customer Service
Randalls Grocery
05.2011 - 10.2012
- Performed clerical and manual tasks to support store operations and maintain an organized work environment
- Streamlined food service operations, enhancing distribution efficiency and elevating customer satisfaction levels in a fast-paced retail environment
Education
High School Diploma - General Studies
Westside High School
Houston, TX01.2011
Skills
- Typing
- HIPAA
- DocuSign
- Leadership
- Underwriting
- Communication
- Problem-Solving
- Risk Management
- Budgeting
- Strategic Planning
- SDLC
- Data Analysis
- Project Management
- Customer Engagement
- Sales Strategy
- Training Development
- Negotiation Skills
- Quality Assurance
Timeline
Intake Specialist
Guardian Life Insurance
06.2022 - 08.2022
Team Leader/Supervisor
Covr Financial Technologies
05.2022 - 08.2024
Administrative Assistant
Accuvent
10.2017 - 02.2018
Nutrition Specialist
Alief ISD
09.2015 - 07.2016
Office Assistant
Health Aid Staffing
11.2013 - 05.2014
Bakery Assistant Manager
Phoenicia Restaurant
10.2013 - 12.2015
Customer Service
Randalls Grocery
05.2011 - 10.2012
High School Diploma - General Studies
Westside High School
Similar Profiles
Marissa WallrichMarissa Wallrich
Manager, Underwriting and Customer Success Operations at COVR Financial TechnologiesManager, Underwriting and Customer Success Operations at COVR Financial Technologies
Megan ChuMegan Chu
Senior Insurance Application Fulfillment Specialist at COVR Financial TechnologiesSenior Insurance Application Fulfillment Specialist at COVR Financial Technologies
Hetal ZambareHetal Zambare
Software Engineer at Ebix Cash Financial Technologies Pvt. Ltd.Software Engineer at Ebix Cash Financial Technologies Pvt. Ltd.