Jontaylia Smith
Experienced Customer Service and Sales Professional
Charlotte,NC
Summary
Experienced professional with over 7 years in customer service, support, and the life and health insurance sector. Seeking a dynamic role, part-time or full-time, to apply extensive expertise in customer success and healthcare knowledge. Dedicated to enhancing customer experiences and driving business growth in a remote setting.
Overview
6
6
years of professional experience
Work History
Licensed Sales Professional
Medigap Life
Remote
10.2023 - Current
- Directed clients in choosing the best healthcare plan according to their needs.
- Increased revenue by seeking out and capitalizing on new sales opportunities.
- Guided financial resources and needs data from potential clients through interviews.
- Set up clients with new policies, calculated premiums, and established payment methods.
- Contacted policyholders and modified plans to reflect changing requirements and preferences.
Direct Sales and Service Producer
Blue Cross NC
Remote
06.2022 - 09.2023
- Achieving consistent success in exceeding insurance sales goals by utilizing extensive knowledge of products and services.
- Tailored insurance coverage to align with individual client requirements and preferences.
- Maintained a high satisfaction rate through regular outreach and follow-ups, resulting in strong customer relationships.
Customer Service and Sales Representative
Spectraforce
Remote
12.2021 - 06.2022
- Maintained precision in organizing client information for efficient application processing.
- Demonstrated effective time management by efficiently multitasking, meeting deadlines, and managing priorities.
- Utilized advanced communication skills and collaborated with colleagues to enhance information dissemination among diverse client populations.
Licensed Insurance Agent
Humana
Remote
01.2020 - 11.2021
- Streamlined client understanding of intricate healthcare terms and concepts by offering simplified explanations.
- Conducted extensive research on diverse healthcare plans and options.
- Crafted individualized plans in order to meet specific client objectives, all while adhering to designated financial constraints.
- Used strong communication skills to convey information accurately and effectively to clients from various backgrounds.
- Participated actively in teamwork initiatives alongside colleagues to facilitate the sharing of knowledge, resources, and best practices.
Senior Customer Service Advisor
Sedgwick Claims Management
Remote
02.2019 - 12.2019
- Collaborated with different departments to effectively address and resolve customer complaints and escalated issues.
- Collaborated with various departments to effectively address and resolve customer complaints and escalated issues.
- Maintained a proactive approach in reviewing incoming inquiries and consistently meeting response deadlines.
- Delivered exceptional customer service by promptly resolving client inquiries and grievances.
Senior Customer Care Specialist
Duke Energy
Charlotte, NC
01.2018 - 01.2019
- Achieved efficient resolution of escalated customer service calls by delivering appropriate solutions promptly.
- Successfully resolved customer inquiries by using a wide range of software applications for comprehensive research purposes.
- Provided excellent daily customer support in a high-volume call center.
- Conducted research to find solutions, coordinated communication with the appropriate departments, and promptly followed up with customers via phone, mail, or fax.
Education
Associate of Science - Health Administration
Ultimate Medical Academy - Clearwater
Clearwater, FL02-2016
Skills
- Customer Service Excellence
- Sales Proficiency
- Time Management
- Problem-Solving
- Computer Proficiency (Google Suite, Salesforce, Zendesk, Slack)
- Relationship Building
- Goal Achievement
- Attention to Detail
Remote Work Requirements:
- Internet speed: 600 Mbps download and 45 Mbps upload
- Access to HIPPA-compliant private workspace
Timeline
Direct Sales and Service Producer
Blue Cross NC
06.2022 - 09.2023
Customer Service and Sales Representative
Spectraforce
12.2021 - 06.2022
Licensed Insurance Agent
Humana
01.2020 - 11.2021
Senior Customer Service Advisor
Sedgwick Claims Management
02.2019 - 12.2019
Senior Customer Care Specialist
Duke Energy
01.2018 - 01.2019
Licensed Sales Professional
Medigap Life
10.2023 - Current
Associate of Science - Health Administration
Ultimate Medical Academy - Clearwater
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