Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jenna Boyd

Sanborn

Summary

Detail-oriented and client-focused insurance professional with experience as an Account Executive in commerical lines. Skilled in servicing a wide range of policies including trucking companies, small businesses, specialized risks. Known for building strong client relationships, coordinating marketing and social media efforts, and supporting agency operations. Organized, dependable with a proven ability to adapt, prioritize, and deliver results.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Account Executive

Prins Insurance Inc.
04.2021 - Current
  • Handle the end to end insurance process, including quoting, binding, and servicing the commercial policies.
  • Maintain and update client data in Epic.
  • Assist producers in quoting and placing new business by gathering detailed underwriting information and preparing proposals.
  • Resolve client issues, including billing discrepancies, policy changes, and claim support.
  • Manage multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
  • Create, schedule, and manage content to promote brand via social media.
  • Provide assistance with accounting tasks such as invoicing, payment tracking, and account reconciliation as needed.
  • Marketing and Advertising support: Plan and schedule agency events, create job advertisements, distribute campaign emails.

Medical Receptionist

Northwest Iowa Surgeons
07.2020 - 10.2020
  • Maintained strict confidentiality of patient information, adhering to HIPAA regulations and medical office policies.
  • Managed patient scheduling and appointment confirmations to enhance office efficiency.
  • Operated multi-line phone system, addressing inquiries and directing calls to appropriate staff members.
  • Coordinated patient scheduling, check-in, check-out and payments for billing.
  • Checked patient insurance, demographic, and health history to keep information current.
  • Greeted and interacted with patients to provide information, answer questions and assist with appointment scheduling.
  • Performed various administrative tasks by filing, copying and faxing documents.

Medical Receptionist

Northwest Iowa Bne Jnt/Sprt Sgn
07.2011 - 07.2020
  • Managed patient scheduling and appointment confirmations to optimize office workflow.
  • Utilized electronic health record systems for accurate data entry and patient documentation management.
  • Assisted in insurance verification processes, ensuring compliance with billing requirements.
  • Trained new reception staff on operational procedures and best practices for patient interaction.
  • Managed a high volume of incoming calls, addressing inquiries, and providing exceptional customer service to patients.
  • Kept waiting room neat and organized by stacking magazines, removing trash, and cleaning glass.
  • Provided administrative support to medical staff, assisting with various clerical tasks as needed.
  • Assisted with insurance verification tasks, expediting the billing process for both patients and providers.
  • Verified and updated demographic and other personal information for clients with respect to personal boundaries when asking for important details.
  • Expedited patient registration processes by gathering necessary paperwork from new arrivals promptly upon their arrival at the front desk.
  • Assisted patients experiencing difficulties navigating online patient portal, troubleshooting issues and providing guidance as needed.

Education

High School Diploma -

Crosby-Ironton High School
Crosby, MN

No Degree - Cosmetology

Faust Institute of Cosmetology
Storm Lake, IA

Skills

  • Client account management
  • Customer service
  • Social media marketing
  • Time management and multitasking
  • Organizational skills
  • Team Collaboration
  • Data entry
  • Commercial Lines Insurance
  • Accounting Support
  • System transitioning from TAM to Epic

Certification

  • Licensed in Personal and Property & Casualty
  • CISR - Actively completing the coursework toward designation through The National Alliance.

Timeline

Account Executive

Prins Insurance Inc.
04.2021 - Current

Medical Receptionist

Northwest Iowa Surgeons
07.2020 - 10.2020

Medical Receptionist

Northwest Iowa Bne Jnt/Sprt Sgn
07.2011 - 07.2020

High School Diploma -

Crosby-Ironton High School

No Degree - Cosmetology

Faust Institute of Cosmetology

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