Driven Insurance Sales Agent with 3 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals. Talented Insurance Sales Agent with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great task prioritization skills. Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker ready to help the team achieve company goals.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
Concentrix
06.2022 - Current
Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Negotiated contracts with clients to establish the best coverage with the lowest cost.
She followed up promptly with interested clients to close sales.
Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
We generated quotes and proposals for clients to match individual needs.
We have provided comprehensive product knowledge and guidance to help clients with product selection.
Registered customer information on the database to enable tracking history and maintain accurate records.
Developed sales strategies to increase sales of insurance policies.
Monitored customer feedback and identified areas of improvement.
Evaluated competitors' products and services to gain competitive advantage.
Generated leads through cold-calling, networking, and other outreach methods.
Identified and solicited sales prospects in agency databases.
Analyzed customer needs to provide customized insurance solutions.
Analyzed risk factors to recommend appropriate coverage levels.
Calculated premiums and established payment methods for sales.
Conducted annual reviews of existing policies to update information.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Negotiated contracts and terms of sale with potential customers.
Educated clients on insurance policies and procedures with 5-10 different carriers and licensed in all 50 states for Health insurance.
Sterile Processing Supervisor and Lead Surgical Technologist
Coffeyville Regional Medical Center
01.2012 - 03.2022
I became the Supervisor over the Sterile Processing department and the Lead Surgical Technologist in 2012
I managed the schedules and duties over 5-10 employees.
Designed and introduced leadership development, coaching and team management model, resulting in promotion of employees into increased levels of responsibility.
Liaised with other healthcare professionals to develop comprehensive patient care plans and provide highest quality of care.
Developed and updated policies and procedures, maintaining compliance with guidelines relating to HIPAA, benefits administration and general liability.
Conducted routine facility inspections, identifying areas needing improvement and eliminating hazards posed to staff and residents for continued compliance with associated regulations.
Established and maintained effective communication with staff, physicians and community organizations to promote high quality patient care.
Recruited, hired and trained all staff, providing direct supervision, ongoing staff development and continuing education to employees.
Defined testing protocols, quality assurance initiatives and clinic policies and procedures.
Monitored and inspected staff processes to eliminate hazards posed for both residents and staff while ensuring continuous compliance with regulations.
Spearheaded and implemented new projects to expand scope of engagement.
Implemented successful healthcare program through professionalism, quality of care, medical teaching and patient satisfaction.
Managed operating room setup by cleaning and sterilizing instruments and surfaces, maintaining supply inventories, and organizing surgical tools.
Delivered exemplary assistance and support to surgeons during general, gynecological, orthopedic, neurological, and plastic surgery procedures.
Maintained high infection control standards.
Decontaminated, cleaned, assembled, packaged, sterilized, stored, and distributed reusable surgical instrumentation and equipment.
Maintained specialty equipment, implant, and instrumentation inventories.
Sterilized instruments and disposed of medical supplies and waste following OSHA guidelines.
Evaluated procedure needs and set up equipment, tools, supplies, and instruments.
Setup operating and surgery rooms by preparing equipment and supplies for upcoming procedures.
Created and maintained unobstructed operative fields using diverse range of tools.
Introduced new staff members to training protocols regarding operating room procedures, infection control, safety standards, and overall facility policies.
Operated, adjusted, and monitored diagnostic equipment and other machines used during procedures.
Provided comprehensive support to surgeons specializing in sports medicine, total joint replacement, spine, and orthopedic trauma treatment.
Worked with vendors for speedy procurement of services and equipment.
Maintained daily workflow, coordinating with operating room staff to prepare for scheduled and emergency cases.
Sterilized instruments and equipment for specific procedures and arranged for surgeons.
Selected and purchased equipment for surgical procedures.
Projected best-in-class care standards by achieving training initiatives for new surgical team members.
Prepared sterile solutions to support surgical processes and helped physicians scrub in for procedures.
Reduced infection risks and protected patients by maintaining sterile fields during procedures.
Gathered and set up equipment, tools, and supplies and arrange instruments according to surgeons' preferences or instruction.
Passed instruments and supplies to surgical team members to provide surgeons with necessary tools to complete procedures.
Completed continuing education units, staying up to date on surgical technology and meeting organizational requirements.
Transported patients to and from surgeries to promote timely operating room turnover.
Provided wound care post-operatively to promote healing and reduce risk of infections.
Handled and prepared specimens for laboratory analysis to provide surgeons with relevant information.
Cleaned and maintained operating equipment to keep resources in good working condition and ready for use.
Positioned patients and set up drapes to create comfortable surgical environment for patients.
Contributed to team-based problem-solving to resolve issues that arose during surgery and improve patient outcomes.
Certified Billing and Coding Specialist
Coffeyville Regional Medical Center
01.2010 - 03.2022
Obtained certification to help bill and code for the Anesthesia department.
Saved the hospital $240,000 finding areas of Anesthesia billing that was being overlooked by providing inside billing services.
Followed all company policies and procedures to deliver quality work.
Maintained database systems to track and analyze operational data.
Gathered, organized, and input information into a digital database.
Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
Certified Surgical Technologist
Coffeyville Regional Medical Center
07.2003 - 03.2022
Surgical technologists assist surgeons during surgical procedures by anticipating surgeon's needs to make sure the procedure is executed as smoothly and efficiently as possible
Prepared and organize the operating room, clean and sterilize equipment, and maintain a sterile environment
Helped build new doctor's practice and order all of the supplies and instruments to get them started in the operating rooms
Build preference cards and med preferences for surgeons
Making sure all implants are within FDA guidelines, stored at the correct temp, and logged correctly to be compliant
Worked hand-in-hand with Materials Management to make sure the operating rooms has all of the supplies for the upcoming surgeries
Helped build the charting system for the surgery module for the hospital.
Gathered and set up equipment, tools, and supplies and arrange instruments according to surgeons' preferences or instruction.
Delivered exemplary assistance and support to surgeons during general, gynecological, orthopedic, neurological, and plastic surgery procedures.
Collected, prepared and disposed of medical specimens.
Evaluated procedure needs and set up equipment, tools, supplies, and instruments.
Created unobstructive operative fields by using retractors, sponges, and suction and irrigating equipment.
Setup operating and surgery rooms by preparing equipment and supplies for upcoming procedures.
Operated, adjusted, and monitored diagnostic equipment and other machines used during procedures.
Maintained high infection control standards.
Created safe operating environments for invasive and non-invasive procedures.
Used sutures, staples, clips and other tools to close wounds.
Prepared instruments for terminal sterilization and reset surgical suites for next procedure.
Controlled bleeding during procedures by applying hemostatic clamps, suture ligatures and electrocautery equipment.
Introduced new staff members to training protocols regarding operating room procedures, infection control, safety standards, and overall facility policies.
Anticipated surgeons needs and handed instruments and supplies to surgeons during procedures.
Provided comprehensive support to surgeons specializing in sports medicine, total joint replacement, spine, and orthopedic trauma treatment.
Sterilized instruments and disposed of medical supplies and waste following OSHA guidelines.
Managed operating room setup by cleaning and sterilizing instruments and surfaces, maintaining supply inventories, and organizing surgical tools.
Created and maintained unobstructed operative fields using diverse range of tools.
Worked with vendors for speedy procurement of services and equipment.
Decontaminated, cleaned, assembled, packaged, sterilized, stored, and distributed reusable surgical instrumentation and equipment.
Maintained specialty equipment, implant, and instrumentation inventories.
Maintained daily workflow, coordinating with operating room staff to prepare for scheduled and emergency cases.
Supported surgeons during cosmetic surgeries, gynecological and orthopedic procedures and general appointments.
Completed 8-10 total joint replacement procedures per month.
Education
MBA - Business
Emporia State University
Emporia, KS
05.2025
Bachelor of Science - Management
University of Phoenix
Phoenix, AZ
05.2021
Associate of Applied Science - Surgical Technology
TULSA TECHNOLOGY CENTER
Tulsa, OK
06.2003
Skills
Critical Thinking
CRM experience
Sterile Processing Support
Cost savings strategies
Medical Billing/ Coding
Medical Terminology
EMR Systems
Insurance Verification
CPT Coding
Customer service
Management
Medical Records
Materials Management
Patient Care
Anatomy Knowledge
ICD-10
ICD-9
Contract review and analysis
Customer Retention
Customer Needs Assessment
CRM Tracking
Rapport Building
Consultative Sales Techniques
Sales Quota Achievement
Proposal Preparation
Marketing
Client Account Management
Licensed Insurance Agent
Policy analysis
Case study presentations
Team training and development
Deductible Expense Identification
Appointment management
Carrier Relations
Certification
Medical Billing Certification
Certified Surgical Technologist
Life and Health Insurance License
CPR Certification
Timeline
Insurance Sales Agent
Concentrix
06.2022 - Current
Sterile Processing Supervisor and Lead Surgical Technologist
Coffeyville Regional Medical Center
01.2012 - 03.2022
Certified Billing and Coding Specialist
Coffeyville Regional Medical Center
01.2010 - 03.2022
Certified Surgical Technologist
Coffeyville Regional Medical Center
07.2003 - 03.2022
MBA - Business
Emporia State University
Bachelor of Science - Management
University of Phoenix
Associate of Applied Science - Surgical Technology