Judith Lanier
Fayetteville,GA
Summary
Results-driven leader with positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, communication and interpersonal skills.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Licensed Advisor
Sutherland Global Services
04.2022 - 05.2023
- Analyze security events, incidents and potential threats and vulnerabilities
- Work closely with the client to assess the financial implications of security incidents and assist in reporting
- Collaborate with insurance providers to ensure comprehensive coverage and cost effectiveness
- Communicate insurance-related requirements and strategies to stakeholders across the organization.
Agent- The Auto Club Group, Morrow/Southlake, GA
The Auto Club Group - AAA
09.2021 - 04.2022
- Offer protection for physical assets against cyber attacks on smart home devices and personal data breaches
- Emphasize and offer coverage for potential ransomware attacks, identity theft and fraud protection to mitigate potential financial exposure
- Ensure confidentiality and integrity of client information, maintain compliance with industry regulations
- Highlight role of insurance in data recovery and system restoration in the event of physical or digital security
- Educate and guide clients through policy options and claims processes ensuring a seamless and efficient experience.
- Resolved caller issues quickly and thoroughly.
- Handled and promptly resolved customer complaints to maintain professional relationships.
- Informed clients of policies and procedures.
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
- De-escalated and resolved customer complaints with punctual, polite and professional service.
- Obtained client information by answering telephone calls.
- Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
- Followed up on customers' inquiries to assess satisfaction with provided solutions.
- Established strong customer relationships, building recommendations and loyalty.
- Enhanced client satisfaction by promptly addressing inquiries and providing accurate information on products and services.
- Called prospective clients in market area to explain products offered and qualify leads.
- Managed scheduled meetings to maintain satisfaction of both buyers and sellers and facilitate smooth purchases.
Independent Licensed Life/Health Agent
Ensure Coverage
01.2018 - 08.2021
- Utilize tools to identify and analyze demographic trends to target and reach clients
- Evaluate and secure health profiles and recommend life and health insurance policies
- Utilize and empathize communication to convey complex insurance information clearly and help clients understand policy options.
- Handled more than 50 daily inbound calls from health plan customers.
Medicare Sales Agent
BroadPath Solutions
08.2020 - 04.2021
- Apply risk assessment skills to evaluate Medicare plan options to help them make informed decisions
- Adhere to compliance measures, regulatory guidelines and security protocols
- Effectively communicate the qualitative consumer rating of various Medicare plans
- Policy customization and assurance
- Mitigate financial risk
- Recommend additional tools as a licensed agent to the client.
- Educated clients on preventative health measures, contributing to improved overall well-being and reduced medical costs.
- Conducted comprehensive assessments of client needs, developing tailored health plans to address individual concerns.
- Analyzed claims data to identify patterns in utilization or potential areas for cost savings opportunities for clients.
- Improved patient satisfaction by providing timely and accurate health information and resources.
- Calculated premiums and established payment methods for sales.
- Collected premiums on or before effective date of coverage.
- Finalized sales and collected necessary deposits.
Licensed Health Insurance Agent
BroadPath
10.2018 - 12.2019
- Apply risk assessment skills to evaluate Medicare plan options to help them make informed decisions
- Adhere to compliance measures, regulatory guidelines and security protocols
- Effectively communicate the qualitative consumer rating of various Medicare plans
- Policy customization and assurance
- Mitigate financial risk yearly based on healthcare
- Recommend additional tools as a licensed agent to the client.
Epic Willow Credentialed Trainer -
Ettain
11.2017 - 01.2018
- Train Pharmacists on safeguarding confidential patient data that align with ISO27001 compliance standards
- Bridge knowledge in information security protocols and best practices while safeguarding sensitive patient data
- Collect feedback from trainees to enhance training materials and methods continually
- Empower staff to adhere to healthcare operations to maintain patient data.
- Ensured compliance with industry regulations and standards by staying current on relevant laws, policies, procedures, and best practices in the field of credentialing training.
- Optimized knowledge transfer by employing a variety of instructional techniques such as lectures, group discussions, case studies, and role-playing exercises.
- Maintained accurate records of employee training histories while ensuring the confidentiality and security of sensitive information in accordance with company policies and applicable legal requirements.
Student Enrollment Specialist
Georgia Panther Temp
07.2016 - 03.2017
- Maintain stringent data protection measures to ensure confidentiality and integrity of student financial records
- Comply with federal and state student loan eligibility determinations and work study cancellations
- Assist in implementing and automating student enrollment transcript hours.
Independent Benefits Agent
Aflac
11.2013 - 07.2016
- Reduce processing time from 3 days to 8 hours
- Generate B2B leads, serving as a subject matter expert resolving technical issues including software configurations
- Draft and present proposals for group benefits, increasing and retaining valued employees
- Manage account updates and payment scheduling reports
- Assist customers with filing and processing claims, reducing errors by 30%
- Increase revenue 10% by creating new market fliers, forms, and consultative surveys.
IT Systems Administrator
Atlanta Public School System
10.2003 - 11.2011
- Monitor network activity for mail delivery issues as well as performance and system failures
- Install server updates and maintenance applications on enterprise servers and other hardware
- Reduce asset management by 30%, via consolidating server functionality
- Create project planning and change management report that reduced storage utilization and maintenance
- Streamline the business process resulting in increased revenue by 20% the first year
- Implement robust password management solutions for user access across the wide Area Network
- Manage and updating and maintenance of equipment, reducing malfunctions 20%.
- Resolved escalated help desk tickets promptly, providing high-quality support to end users experiencing technical issues.
- Assisted in the onboarding process of new employees by setting up workstations, provisioning accounts, and providing initial IT training as necessary.
- Delivered Tier 2 and Tier 3 support for problem identification, diagnosis and issue resolution.
- Coordinated data backup strategies, safeguarding critical business information from loss or damage due to unforeseen events.
- Developed comprehensive documentation for IT processes and procedures, facilitating knowledge transfer amongst team members.
- Implemented effective monitoring solutions to track system performance metrics, enabling proactive issue resolution.
Education
Bachelor of Science - Computer Information Systems
Florida A&M University
Tallahassee, FL12.1986
Per Scholas
Atlanta, GASkills
- Cyber/Information Security
- Training
- Empathy Intelligence
- Asset Protection
- Relationship Building
- Risk Management
- Research
- Data Interpretation
- Compliance requirements
- Critical Thinking
- Decision-Making
- Problem-Solving
- Policy and procedure improvements
Websites
Certification
- Licensed Life/Health Agent: State of Georgia: September 2016
- Licensed Property/Casualty Agent: State of Georgia: February 2020
Timeline
Licensed Advisor
Sutherland Global Services
04.2022 - 05.2023
Agent- The Auto Club Group, Morrow/Southlake, GA
The Auto Club Group - AAA
09.2021 - 04.2022
Medicare Sales Agent
BroadPath Solutions
08.2020 - 04.2021
Licensed Health Insurance Agent
BroadPath
10.2018 - 12.2019
Independent Licensed Life/Health Agent
Ensure Coverage
01.2018 - 08.2021
Epic Willow Credentialed Trainer -
Ettain
11.2017 - 01.2018
Student Enrollment Specialist
Georgia Panther Temp
07.2016 - 03.2017
Independent Benefits Agent
Aflac
11.2013 - 07.2016
IT Systems Administrator
Atlanta Public School System
10.2003 - 11.2011
Bachelor of Science - Computer Information Systems
Florida A&M University
Per Scholas