Joelle Winston
Chattanooga,TN
Summary
Skilled insurance agent with focus on customer service and policy management. Experience includes building client relationships, advising on coverage options, and maintaining up-to-date knowledge of industry changes. Strong problem-solving skills combined with ability to negotiate successfully have consistently contributed to team success. Noted for bringing creative solutions to complex situations in past roles.
Overview
9
9
years of professional experience
Work History
Insurance Agent
Combined Insurance
Chicago, IL
02.2019 - 07.2020
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Maintained accurate records of all insurance transactions using computer software systems.
- Monitored market conditions to ensure that existing policies remain competitively priced.
- Processed payments received from clients promptly according to established procedures.
Customer Service Representative
Benchmark
Chattanooga, TN
01.2017 - 02.2019
- Maintained detailed records of customer interactions, transactions and comments for future reference.
- Negotiated settlements between parties involved in disputes or litigations.
- Created detailed reports of patient progress, goals, and objectives.
- Documented and filed patient health reports and charts.
- Reviewed Medicare claims to ensure accuracy and compliance with regulations.
- Analyzed data from various sources to identify trends related to Medicare coverage.
- Researched complex cases and identified solutions to resolve them quickly and accurately.
- Processed appeals submitted by customers regarding denied or reduced benefits under their Medicare plan.
Customer Service Representative
Erlanger Medical Center
Chattanooga, TN
11.2016 - 01.2017
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Adjusted bills and refunded money to resolve customers' service or billing complaints.
Customer Service Representative
HAP
Detroit, MI
11.2015 - 03.2016
- Answered incoming calls and emails, providing front line customer support or assistance with product and service transactions.
- Researched customer accounts to identify and resolve discrepancies.
- Provided detailed explanations of benefit plans and coverage options to customers.
- Performed data entry tasks in a timely fashion, ensuring accuracy of all records entered into the system.
- Attended training and educational seminars to enhance knowledge and credentials.
Customer Service Representative
Tennessee Women Care
Chattanooga, TN
06.2014 - 08.2015
- Verified insurance coverage and obtained authorizations as needed.
- Processed payments, deposits, transfers, loans, insurance applications.
- Resolved discrepancies concerning billing statements, insurance reimbursement requests.
- Investigated insurance claims to determine coverage and liability.
- Gathered information from patients for insurance billing purposes.
Billing Specialist
Mental Health Coop
Chattanooga, TN
04.2011 - 07.2013
- Reviewed medical records to ensure accuracy of billing information and patient data.
- Verified insurance coverage and identified third-party payers for billing purposes.
- Resolved discrepancies between customers' remittances and invoices received.
- Assisted in developing strategies for improving collections processes.
- Developed financial reports detailing accounts receivable aging status.
- Implemented new policies related to billing processes when required.
Education
Insurance Agent - Insurance
National Insurance
Online08-2019
Bachelor of Science - Business Administration
Mckenzie Junior College
Chattanooga, TN06-1985
High School Diploma -
Brainerd High School
Chattanooga, TN06-1983
Skills
- Client assessment
- Customer follow-up
- Insurance sales strategy
- Vision and dental insurance
- Health insurance
- Territory expansion
Timeline
Insurance Agent
Combined Insurance
02.2019 - 07.2020
Customer Service Representative
Benchmark
01.2017 - 02.2019
Customer Service Representative
Erlanger Medical Center
11.2016 - 01.2017
Customer Service Representative
HAP
11.2015 - 03.2016
Customer Service Representative
Tennessee Women Care
06.2014 - 08.2015
Billing Specialist
Mental Health Coop
04.2011 - 07.2013
Insurance Agent - Insurance
National Insurance
Bachelor of Science - Business Administration
Mckenzie Junior College
High School Diploma -
Brainerd High School
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