Jamie Petrock

• Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
• Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
• Answered Number inbound calls per Timeframe from existing and future policyholders to answer inquiries and discuss insurance options.
• Scanned, received and sent faxes to insurance claims, co-pay assistance information and patient documentation.

Handled clients at home.

• Met and exceeded revenue goals by Number% through generating new leads and identifying new clients.

• Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
• Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
• Answered Number inbound calls per Timeframe from existing and future policyholders to answer inquiries and discuss insurance options.
• Customized health insurance programs to suit Number individual clients, boosting sales Number%.
• Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
• Met with customers to provide information about available products and policies.
• Finalized sales and collected necessary deposits.
• Conducted annual reviews of existing policies to update information.
• Calculated premiums and established payment methods for sales.
• Collected premiums on or before effective date of coverage.

• Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
• Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
• Answered Number inbound calls per Timeframe from existing and future policyholders to answer inquiries and discuss insurance options.
• Scanned, received and sent faxes to insurance claims, co-pay assistance information and patient documentation.
• Customized health insurance programs to suit Number individual clients, boosting sales Number%.
• Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
• Met with customers to provide information about available products and policies.
• Finalized sales and collected necessary deposits.

• Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
• Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
• Answered Number inbound calls per Timeframe from existing and future policyholders to answer inquiries and discuss insurance options.
• Scanned, received and sent faxes to insurance claims, co-pay assistance information and patient documentation.
• Collected, analyzed and validated agency commissions.
• Conducted annual reviews of existing policies to update information.
• Finalized sales and collected necessary deposits.
• Met with customers to provide information about available products and policies.

• Responded to emails and other correspondence to facilitate communication and enhance business processes.
• Organized and updated schedules for executives.
• Used software to coordinate meetings, appointments and tasks senior executives.
• Handled scheduling for executive's calendar and prepared meeting agenda and materials.

Prepared bids for government contracts

• Coordinated complex annual meeting involving multiple presenters, high number of global attendees, and robust budget encompassing livestream production, remote location arrangements and senior executive accommodations.
• Created expense reports, budgets and filing systems for management team.
• Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
• Screened calls and emails and initiated actions to respond or direct messages for managers.
• Prepared documents, reports and presentations for executives and board members using advanced software proficiencies.

• Maintained knowledge of benefits claim processing, claims principles, medical terminology and procedures and HIPAA regulations.
• Managed large volume of medical claims on daily basis.
• Paid or denied medical claims based upon established claims processing criteria.
• Responded to correspondence from insurance companies.