Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Juliann Torres

Lake Worth,FL

Summary

I am results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills. I am also a dedicated customer service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results. In addition organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

4
4
years of professional experience
1
1
Certification

Work History

ABA

EHealth
04.2023 - 11.2023
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Developed sales strategies to increase sales of insurance policies.
  • Generated quotes and proposals for clients to match individual needs.

Claims & Billing

Wipro
09.2021 - 01.2023
  • Verified billing accounts with accounts receivable ledger and checked for payment posting.
  • Answered billing questions from clients and insurance company personnel and performed follow-up research.
  • Managed status of accounts and balances and identified inconsistencies.
  • Produced and sent out statements as requested by clients and assisted with collections.
  • Examined claims forms and other records to determine insurance coverage.

Insurance Agent

Connexion Point
09.2020 - 07.2021
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Obtained underwriting approval by completing application for coverage.
  • Educated clients on insurance policies and procedures.

Health Insurance Advisor

Florida Blue
08.2019 - 07.2020
  • Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
  • Educated clients about health insurance coverage options, benefits and costs.
  • Responded to customer inquiries regarding health insurance coverage and policies to assist with informed decision-making.
  • Provided comprehensive customer service to drive client satisfaction.
  • Handled customer inquiries and suggestions courteously and professionally.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Answered customer telephone calls promptly to avoid on-hold wait times.

Education

High School Diploma -

LC Ins - High School
05.2017

Skills

  • Claims Auditing
  • Customer Communication
  • Invoice Processing
  • Financial Analysis
  • Complaint Resolution
  • Data Entry
  • Consultative Sales
  • Product Knowledge
  • Paperwork Processing

Certification

  • Health Insurance License - Health 2-40

Languages

Spanish
Native or Bilingual

Timeline

ABA

EHealth
04.2023 - 11.2023

Claims & Billing

Wipro
09.2021 - 01.2023

Insurance Agent

Connexion Point
09.2020 - 07.2021

Health Insurance Advisor

Florida Blue
08.2019 - 07.2020

High School Diploma -

LC Ins - High School
Juliann Torres