Experienced in building long-lasting relationships with sales team members, customers and underwriters. Good communication, organizational and critical thinking skills.
Overview
13
13
years of professional experience
Work History
Personal Lines Account Manager
Realy Insurance & Associates
10.2016 - Current
Oversaw all activities and transactions within personal lines department.
Provided advice and counsel on personal lines matters.
Serviced accounts on regular basis to maintain and increase revenue.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Stayed in contact with carriers, underwriters and marketing personnel.
Office Representative
State Farm
Schaumburg, IL
09.2014 - 10.2016
Take phone calls from client and properly direct them
Give quotes for fire and auto to clients
Walk through insurance benefits with clients
Responsible for calling and contacting clients who have past due accounts
Help clients find the best possible product that fits them and their needs
Customer Service Representative
WEA Trust
Madison, WI
01.2011 - 01.2014
Take phone calls from members and providers
Find claims that were processed incorrectly and have them reprocessed correctly
Accurately document every one of my phone calls
Accurately give medical benefits to members and providers
Write letters to members/providers about denials of services using policy language
Call providers and work out solutions to make the member happy about the bill they have to pay
Billing Specialist Assistant
Belville-Fletcher Chiropractic
Oshkosh, WI
09.2009 - 09.2011
Prepare and submit clean claims to various insurance companies
Process payments from insurance companies; emphasis Medicare and Medicaid
Maintain strictest confidentiality; adhere to all HIPAA guidelines/regulations
Nurse Navigator and Clinical Site Supervisor at Northwest Oncology & HematologyNurse Navigator and Clinical Site Supervisor at Northwest Oncology & Hematology