Customer Service Commitment to customer relations and customer retention MS Office and Company specific computer skills
Overview
43
43
years of professional experience
1
1
Certification
Work History
United Healthcare Medicare Servicing Agent
United Healthcare
Tucson, Arizona
01.2018 - Current
Agent/Broker
Sarver Insurance Services
01.1989 - 04.2017
Skilled at building and serving long-term client relationships
Assessment of client needs, problem-solving ability, accurate and timely preparation of documents and sales reports
Self-managed, punctual, accustomed to doing business at client location appearance 0
United Healthcare ICA
United Healthcare
Lake Forest, CA
10.2010 - 01.2012
Met clients at their home to discuss United Healthcare Medicare options, prepare applications and service accounts.
Agency Associate
Pacific Financial Advisors
06.1982 - 01.1989
Refined customer service, skillful client interaction and satisfaction
Skillful client interaction and satisfaction
Understanding of purchasing motivations and visual presentation Training
Agent Associate
Pacific Life Los Angeles Agency
01.1980 - 06.1982
Problem-solving skills
Knowledgeable
experienced consumer
Successful completion of sales training - exceeded goals and expectations
Awarded sales leader
Education
Business
Scottsdale Community College
Scottsdale, AZ
Business
Rio Hondo College
Whittier, CA
Business
Saddleback Community College
Mission Viejo, CA
Skills
Form Completion and Submission
Customer Service / Problem Resolution
Marketing
Policyholder Communication
Individual, Small and Large Group Health, Dental, Vision, Medicare, HSA plans, 401K
Quote Information
Client Needs Analysis
Certification
American College, Bryn Mawr, PA - Fundamentals of Financial Planning
LUTC -Parts I & H
LOMA -Life Office Management Training Association Certificate
Series 6 and 63 Registration 5 years
Affiliations
Member N.A.H.U. since 1989
Rotary International Member since 1999
Charter Member Lake Forest Chamber of Commerce