Jennifer Wandschneider-Lunzmann
Insurance
Menomonee Falls,WI
Summary
I am currently seeking a challenging position in the insurance industry working in an independent/team atmosphere, which utilizes my administrative, customer service and sales experience in a professional atmosphere. Excellent telephone, problem solving, Management,Interpersonal and client relations abilities.
Diligent with solid background in insurance follow-up. Proven ability to efficiently manage claim statuses and resolve outstanding issues with healthcare providers. Demonstrated expertise in communication and problem-solving.
Insurance professional with comprehensive experience in managing insurance verifications and claims processing.
Known for meticulous attention to detail and ability to streamline verification workflows. Collaborative team player with focus on achieving results and adapting to dynamic needs, leveraging strong communication and organizational skills.
Possess strong analytical and interpersonal skills, with positive, upbeat approach to challenges. Understanding of insurance policies and regulations, coupled with proficiency in data analysis and customer service. Committed to driving positive outcomes and delivering exceptional service.
Overview
2026
2026
years of professional experience
Work History
Insurance Follow-Up
Froedtert Health
- I maintain professionalism and pristine customer services skills while- reaching out and speaking with both Insurance companies and Patients while trying to resolve, insurance issues- or complex denials regarding insurance denials or billing errors while trying to recoup monies for both Froedtert and it’s patients.
- Stayed current on industry regulations and trends to ensure compliance and optimize insurance follow-up strategies.
- Managed the release of medical information requests from patients, insurance companies, legal entities, and other authorized parties while adhering to strict confidentiality guidelines.
- Assisted with billing procedures to ensure accurate invoicing and prompt payment from patients and insurance companies.
- Participated in ongoing professional development opportunities related to insurance regulations and industry best practices.
Adjudication Specialist
State of Wisconsin-DWD
05.2018 - 05.2021
- Maintaining professionalism while correctly answering or assisting claimants with claims and employers questions on any of the UI benefit lines.
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
- Collaborated with cross-functional teams to achieve project goals on time and within budget.
- Developed training materials to enhance staff proficiency and productivity.
Executive Insurance Agent/Assistant
Express-Professionals
- Maintain professionalism while assisting and retaining clients for the President and CEO.
- Mindful of time to work reporting and verifying all account and client changes, preparing quotes, delivering insurance summary to clientele, preparing and processing annual renewal statements.
- Worked with insurance company underwriters and clientele to maintain good rapport while updating accounts to ensure clients and assets are protected completely and accurately.
- Assisted other agents helping to teach while concentrating on concerns with other clients.
- Developed innovative solutions to complex problems, resulting in improved organizational performance.
Sales Specialist: Office Manager
State Farm
05.2021 - Current
- Develops knowledge of the local market dynamics for business development opportunities for all product lines.
- Helps the Agency grow by using consultative selling techniques to sell insurance products to new customers.
- Proactively cross sells and/or coordinates with agency team members to provide additional coverage to existing customers.
- Prepares quotations and applications and delivers effective presentations in order to close sales.
- Conducts sales and review appointments with prospective and current customers.
- Meets and exceeds sales goals.
- Participates in events designed to promote brand awareness and educate consumers.
- Retains existing customers by providing industry leading customer experiences.
- Participates in continuing education and professional designation programs.
- Ability to work independently to plan, set priorities, and organize work.
- Active involvement in the local community.
- Demonstrated analytical skills.
- Built rapport with customers and assessed needs to make product recommendations and upsell.
Independent Business Owner
Tastefully Simple
05.2013 - 05.2015
- Attended community and vender events, such as Menomonee Falls Shop Small Saturday in the Village Center, St. Agnes Holly Fair, etc.
- Hosted parties and used social media to market products.
- Responsible for my data entry of Order forms, ensuring correct ordering of products for my clients.
- Apply correct mathematical skills and selling techniques while maintaining and acquiring additional client base.
Access Specialist
Froedtert Lutheran Memorial Hospital
11.2009 - 06.2010
- Documented pre-registration of patients and maintaining accurate health record data in Froedtert Hospital's computer system for future clinic, lab, in-patient and day surgery appointments.
- Validated patient's healthcare benefits and ensured all insurance coverage levels were adequate.
Customer Service Representative
Aerotek
09.2008 - 11.2009
- Provided accurate and appropriate information in response to customer inquiries.
- Addressed customer service inquiries in a timely and accurate fashion.
- Maintained up-to-date records at all times.
Certified Pharmacy Technician
Walgreens
03.2007 - 09.2008
- Entered new patient profiles and prescriptions into medication input software system.
- Verified patient data and billing information.
- Verified accuracy and completeness of information on prescription and refill requests.
- Communicated directly with doctors' offices via telephone, fax and email.
- Provided friendly customer service at prescription drop-off and pick-up counters.
- Worked closely with pharmacists and used medication input software to safely and accurately dispense medication.
- Efficiently answered multi-line phone and processed high volume of order requests from nurses, doctors and pharmacists.
- Accurately recorded compounded products and prepared appropriate labels.
- Maintained drug inventory levels by ordering necessary medications and supplies and verifying deliveries against purchase orders.
Account Executive
Elite Business Concepts
05.2006 - 09.2007
- Negotiated details of contracts and payments and prepared sales contracts and order forms for Fortune 100 and 500 companies.
- Collaborated with other account managers to prepare and deliver performance updates and quarterly business reviews.
- Addressed customer questions and concerns regarding products, prices and availability.
- Delivered exceptional account service to strengthen customer loyalty.
- Trained sales teams on office products, sales procedures, and effective sales strategies.
- Worked closely with company executives to identify new business opportunities, securing several promotions as a result.
Education
State Licensed Insurance Agent - Property, Casualty, Life and Health
Hondros : Online Business College
01.2015
Associate of Science - Science
University of Wisconsin-Waukesha
01.1995
Skills
- Results-oriented
- Client-focused
- Impeccable work ethic
- Works well alone or in a group
- Licensed insurance agent
- Insurance Follow-up
- Insurance processes
- Calculating insurance coverage
- Insurance and claims handling
- Insurance eligibility and verification
- Insurance coverage limits
- Insurance advisory
- Insurance policy knowledge
Timeline
Sales Specialist: Office Manager
State Farm
05.2021 - Current
Adjudication Specialist
State of Wisconsin-DWD
05.2018 - 05.2021
Independent Business Owner
Tastefully Simple
05.2013 - 05.2015
Access Specialist
Froedtert Lutheran Memorial Hospital
11.2009 - 06.2010
Customer Service Representative
Aerotek
09.2008 - 11.2009
Certified Pharmacy Technician
Walgreens
03.2007 - 09.2008
Account Executive
Elite Business Concepts
05.2006 - 09.2007
Associate of Science - Science
University of Wisconsin-Waukesha
Insurance Follow-Up
Froedtert Health
Executive Insurance Agent/Assistant
Express-Professionals
State Licensed Insurance Agent - Property, Casualty, Life and Health
Hondros : Online Business College
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