Jacqueline Johnson
Charleston,SC
Summary
Driven insurance agent with 7 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Claims Specialist
Integrity Admin Group
Costa Mesa, CA (Remote)
04.2022 - Current
- Reviewed coverage and claims documents to verify required information and secure any missing data for approval/ denial of claims.
- Followed up with customers on unresolved issues.
- Monitored compliance with regulations and industry best practices to promote fair and proper treatment for covered customers.
- Performed administrative duties by verifying documentation, researching facts and contacting other parties involved to determine approval and minimize potential losses.
- Responded to inquiries by answering questions, providing information and directing customers to appropriate resources.
- Managed over 50 customer calls per day. Increased claim completion rate by 10%".
- Generated, posted and attached information to claim files
- Posted payments to accounts and maintained records
Health & Life Insurance Broker- Part Time
Life Health Insure
Charleston, SC
02.2015 - 04.2022
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Maintained high standards of customer service by building relationships with clients.
- Promoted products and services using upselling and other sales strategies.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales.
- Provided coverage option information to assist clients in protecting assets.
- Communicated with people from various cultures and backgrounds on application process.
- Consistently increased sales by 20% quarterly.
- Researched and identified potential new markets
Seasonal ACA OEP- Health Insurance Sales Agent
American Health Marketplace
Fort Lauderdale, FL (Remote)
10.2021 - 01.2022
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Strong tax knowledge which prevented potential tax penalties by 40%.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Generated quotes and proposals for clients to match individual needs.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Followed up promptly with interested clients to close sales.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Collected premiums on or before effective date of coverage
Skills
- Email Marketing
- Underwriting Processes
- Cross-Promote Products
- CMS Guidelines
- Eligibility Determinations
- Account Retention
- Complex Problem-Solving
Certification
- AHIP Certification
- FFM Certification
- 23 Non-Resident Licenses
- Life Accident & Health License
- Personal Lines License
- IRS Registered Tax Professional
Timeline
Claims Specialist
Integrity Admin Group
04.2022 - Current
Seasonal ACA OEP- Health Insurance Sales Agent
American Health Marketplace
10.2021 - 01.2022
Health & Life Insurance Broker- Part Time
Life Health Insure
02.2015 - 04.2022