KARYNA JEAN PIERRE
Coconut Creek,FL
Summary
Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Services Professional
New York Life Insurance Co
09.2023 - Current
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within life insurance industry.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
Sr Life Insurance Agent
American Income Life Insurance Company
11.2022 - 06.2023
- Develops and maintains client base, seeks new prospects via referrals, direct mail, social media, group presentations, promotions, and other methods
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within life insurance industry.
- Consults with clients and prospective clients to assess insurance needs, budget, financial planning goals, and other relevant details
- Provides rate quotes and coverage recommendations; assists with long-term planning
- Assists with completion of application and other necessary paperwork; obtains underwriting approval
- Delivers policy and plan documents
- Follows up with clients on periodic basis to assess financial, family, and other changes that may warrant modification of coverage
- Facilitates distributions to beneficiaries as directed on death of policyholder
RECRUITER
FAVORITE Healthcare Staffing
09.2021 - 05.2022
- Managed approximately 50 incoming calls, emails and faxes per day from customers.
- Scrutinizes provides applications and resumes for consistency and accuracy
- Review and approves provider files, consulting with QM Managers as necessary, to ensure compliance with most current credentialing policy and procedures
- Maintains current knowledge of applicable practitioner credential standards
- Interfaces with Medical Staff Service teams, operational teams and others as needed to deliver/share information about file reviews status
- Backing for QA supervisor in all capacities
- Assisting nurses with credentialing process functions
- Review medical records
- Screening applicant
- Interviewing candidates
- Providing job to qualified candidates.
Medical Assistant
DR. NARENDRA MAHESHWARI MD, PA
09.2017 - 09.2021
- Receive and direct phone calls, schedule appointments, check-in patients, obtain necessary patient information to file and update patient records, and ensure all forms and consents are completed by patients
- Check out-out patient, assist with referral processing, and arrange laboratory services
- Filling patient medical records
- Set-up EKG machine, administer injections and medications and perform routine specimen and tests
- Prepare patients for examinations, take vitals and record patient's health history
- Handling billing process
- Preparing equipment and examinations rooms, and clean instruments
- Instructing patient about medications and special diets
- Assistant physicians with medical treatments, procedures and exams
- Manage inventory of medical supplies and equip exam rooms with appropriate supplies.
Patient Attendant- Transport
Broward Health north
07.2017 - 10.2019
- Transport patient at scheduled locations within facility to receive medical care
- Efficiently managed multiple patient care priorities simultaneously while maintaining calm demeanor under pressure, contributing to overall hospital performance.
- Maintained patients'' dignity and privacy through respectful communication and adherence to confidentiality protocols.
- Providing safe, timely, courteous, and comfortable travel for each patient into, around organizations
- Preforms basic health care services such as taking or checking patient vital
- Assisting tech and other medical professional with lifting patient on and off their beds and moves them to treatment areas and operating rooms.
Education
Associate of Science - Medical Assisting/Office Management
Keiser University
Fort Lauderdale, FL07.2018
Associate of Arts -
Broward College
Davie, FL03.2016
Skills
- Retirement planning
- Wealth Management
- Estate Planning
- Customer Relationship Building
- Financial Services
- Life Insurance
- Account Retention
- Sales and Marketing
- Insurance Planning
- Accurate and details Oriented
- Insurance verification
- Interviewing candidates
- Data Entry
- Financial Markets
Certification
- 2-15 Life, Health, Variable Annuities license
- Long Term care specialist
- IDI specialist
- Medial Assistant
- OSHA
- HIPAA
- CPR/BASIC LIFE SUPPORT
- MEDICAL ERROR
Languages
Haitian creole
Native or Bilingual
Timeline
Financial Services Professional
New York Life Insurance Co
09.2023 - Current
Sr Life Insurance Agent
American Income Life Insurance Company
11.2022 - 06.2023
RECRUITER
FAVORITE Healthcare Staffing
09.2021 - 05.2022
Medical Assistant
DR. NARENDRA MAHESHWARI MD, PA
09.2017 - 09.2021
Patient Attendant- Transport
Broward Health north
07.2017 - 10.2019
Associate of Science - Medical Assisting/Office Management
Keiser University
Associate of Arts -
Broward College
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