Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Joan Sarver Buth

Tucson,AZ

Summary

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

Timeline

United Healthcare Medicare Servicing Agent

United Healthcare
01.2018 - Current

United Healthcare ICA

United Healthcare
10.2010 - 01.2012

Agent/Broker

Sarver Insurance Services
01.1989 - 04.2017

Agency Associate

Pacific Financial Advisors
06.1982 - 01.1989

Agent Associate

Pacific Life Los Angeles Agency
01.1980 - 06.1982

Business

Scottsdale Community College

Business

Rio Hondo College

Business

Saddleback Community College
Joan Sarver Buth