A seasoned insurance specialist with excellent planning and problem-solving abilities. Offering several years of experience and a willingness to take on any challenge. Organized, driven, and adaptable professional with a successful history managing high caseloads in fast-paced environments.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Licensed Agent
Health Plan One
Phoenix, AZ
06.2021 - 07.2023
Answer phones promptly.
Perform a needs analysis
Facilitate enrollment processes via telephone.
Utilize various platforms.
Assisted clients throughout entire application procedure.
Complete data entry tasks with precision and efficiency.
Provided guidance to clients on policy changes or upgrades.
Developed client relationships by providing timely and accurate customer service.
Resolved customer complaints in a professional manner.
Processed applications for new policies and renewals.
Maintained detailed records of all customer interactions.
Advised clients on the most suitable insurance products available.
Educated customers on the features and benefits of various insurance policies.
Licensed Health Agent
United Health Care
Phoenix, AZ
06.2020 - 06.2021
Ensured quick response time for all incoming calls.
Operated dual monitors and various systems such as BCONNECTED, Member Snapshot, MARX, and RPA.
Established effective relationships and discussed requirements with customers.
Determined the best option and discussed advantages with the member.
Verify all the consumer's info in Marx
Perform enrollments, and set appointments and meetings
Work from home
Provided professional advice to clients on health insurance options based on their individual needs.
Assisted customers with filing and submitting claims, documenting all interactions in the customer database.
PFS Rep Pre Registration
Banner Del E Webb Medical Center
03.2013 - 06.2018
Check insurance details.
Handled incoming calls promptly.
Utilized dual monitors for increased productivity.
Managed payment collections.
Systems used Clear IQ, Emdeon
Provided detailed benefit explanations for scheduled procedures.
Ensure tidy and well-organized workspace at all times.
Managed customer service inquiries in a professional manner, both over the phone and via email.
Processed payments for customers' accounts and ensured accuracy of billing information.
Maintained detailed records of customer interactions, transactions, comments, and complaints.
Performed data entry tasks accurately to ensure proper record keeping.
Built relationships with customers through active listening and understanding their needs.
Explained complex financial concepts in an easily understandable way to customers.