
A Professional and licensed Life Insurance Producer with strong knowledge in delivering tailored life insurance solutions. Known for strategic approach, deep knowledge of policy options, and excellent client relationship management. Highly adaptable team player focused on meeting client needs. Skilled in risk assessment, policy underwriting, and regulatory compliance.
As a Primerica licensed representative i help families navigate their financial future by providing education and a financial "GPS" to prepare for a more secure future. The complimentary Financial Needs Analysis (when completed) provides personalized feedback or information based on the client's needs and goals, which could include establishing an emergency fund, paying down debt, becoming properly protected with term life insurance and investingiv for retirement or saving for collegev.
The Onboarding Specialist is the primary contact for members as they transition to a CCA health plan. The Specialist contacts new members via telephonic outreach and identifies both the member's existing healthcare services that will continue and new service requests. The Specialist works to ensure that member needs are addressed through liaising with internal CCA providers and external healthcare providers. The Specialist also educates the member on health plan offerings and addresses members' questions or concerns.
Essential Duties and Responsibilities :
Serves as the primary member contact and advocate until their care team is established, both through direct member outreach and inbound call support
Leverages internal and external resources (such as claims, referrals, and pharmacy data) to identify accurate, successful contact information for unreachable or hard-to-reach members
Orients new members to the value of CCA as their health plan, providing education, answering members' questions, anticipating, and meeting member needs and concerns
Documents members' current healthcare services and new service requests
Ensures members continue to receive current healthcare services as they transition to CCA through healthcare provider outreach and education
Schedules new members' initial nurse intake visits
Utilizes communication skills such as motivational interviewing to gain agreement from members to
participate in the onboarding process, persistently forging trusting relationships and engaging individuals not readily interested in connecting with CCA
Utilizes established workflows and collaborates with internal and external stakeholders and healthcare providers
Provide clinical care to members via telehealth technologies (video, chat, etc.) for a clinically appropriate clinical care and care management services.
Duties and Responsibilities outside of my position :
A a personal tutor i was able to work 1:1 with my student and educate them the fundamentals of math and Science , needed to advance and meet grade level expectations od knowledge.
serve as the first line of support for our stakeholders by providing accurate and thorough information to current and prospective members, providers and internal customers about our various health plans.
Key Functions :
- Own each customer interaction by utilizing the appropriate resources to accurately interpret and respond to inquiries. Deliver outstanding, empathetic service that fosters trust, builds loyalty, and contributes to member retention.
· Respond to a high volume of inbound calls from members and providers, addressing a wide range of topics. Calls may vary significantly in length and complexity, requiring adaptability and attention to detail.
· Apply strong interpersonal and conflict-resolution skills to manage challenging calls with professionalism, courtesy, and empathy.
·Record call details and customer interactions accurately in accordance with departmental standards and compliance requirements.
· Work collaboratively with peers and cross-functional teams to resolve issues, contribute to shared goals, and foster a positive team environment.
·Consistently meet or exceed departmental goals related to quality, productivity, customer satisfaction, and compliance.
· Support the department by performing additional duties as needed, demonstrating reliability and adaptability.
Additional Duties and responsibilities