Results-driven Health Insurance Sales Agent known for being highly productive and efficiently completing tasks. Specialize in developing client relationships, understanding diverse insurance products, and navigating complex regulatory environments. Excel in communication, problem-solving, and adaptability, ensuring smooth transactions and high customer satisfaction.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Health Insurance Sales Agent
Together Health
Lake Mary, FL
04.2022 - 03.2024
Monitored clients' insurance coverages to ensure changing needs were met
Explained coverage options to potential policyholders, answering questions or concerns
Researched and analyzed beneficial insurance and investment options and made recommendations to clients
Calculated premiums and established payment methods, receiving customer payments and issuing receipts
Participated in quarterly training sessions to improve product knowledge and enhance company growth
Collections Specialist
Chase Card Services
Heathrow, FL
07.2019 - 06.2021
My role currently at Chase is to support multiple credit card partner clients
Followed by supporting those clients I also give accurate and appropriate information to answer questions, troubleshoot issues, and resolve complaints
Conserve several client-based complex status reports which contains all current statuses/ actions on a case-by case basis
Also, I communicate regularly with clientele on all levels, relaying and acquiring case related information: reporting and communicating with clients
Liaised with management to identify issues attributing to account delinquency and discuss solutions to bring in revenue
Remained calm, stayed professional and provided exceptional service on calls, even when interacting with difficult individuals
Reviewed support cases for technical and troubleshooting accuracy and identified needed process improvements
Troubleshoot hardware issues and worked with service providers to facilitate repairs for end users
Handled customer service issues by providing guidance or escalating for advanced support
H&R Block consisted of me walking customers through their filing process with their taxes if they needed help
Secretary
Royal Wealth Property Management
Altamonte Springs, FL
02.2013 - 03.2017
As a secretary for Royal Wealth, I oversaw staff correspondence, record tracking and data communications, resulting in improved automation of office operations
I was involved with the coordination and implementation of office procedures and frequently had responsibility for specific projects and tasks
Conducted research, compiled and typed statistical reports, synthesized information and provided excellent communication to disseminate information throughout organization
Managed staff calendars and coordinated travel, meeting and hotel accommodations
This role also came with managing and maintaining budgets and carrying out invoices
With this job Deadlines may be imposed suddenly, demanding flexibility and reprioritization of workload
Created and updated spreadsheets to track and report data
Anticipated leadership needs by preparing or gathering records, reports and correspondence