Kathleen Fiske

• Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
• Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
• Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
• Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
• Calculated quotes and educated potential clients on insurance options.

• Calculated quotes and educated potential clients on insurance options.
• Obtained underwriting approval by completing an application for coverage.
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
• Attended continuing education courses and workshops to gain additional insurance industry knowledge.

• Advised customers on making decisions regarding health care packages, carefully matching customers with most appropriate products and services.
• Educated clients on products over phone, highlighting changes in policies offered or advantages over competitor services.
• Logged client conversations, policy information and changes in client information at time of each phone call made.

• Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
• Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
• Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.

• Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
• Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
• Explained features, disadvantages and advantages of numerous policies to promote insurance sales.

• Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
• Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
• Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.

• Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
• Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
• Explained features, disadvantages and advantages of numerous policies to promote insurance sales.

• Delivered mail and packages to customers on prescribed route while processing check submissions, money orders and stamp purchases in field.
• Sorted mail according to order of address appearance for easy access in field.
• Signed and received mail with signature requirements upon delivery and loading.
• Maintained records on customers with mail forwarding and change of address requests.

• Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
• Answered customer telephone calls promptly to avoid on-hold wait times.
• Answered constant flow of customer calls with minimal wait times.
• Offered advice and assistance to customers, paying attention to special needs or wants.

• Calculated quotes and educated potential clients on insurance options.
• Obtained underwriting approval by completing application for coverage.
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
• Attended continuing education courses and workshops to gain additional insurance industry knowledge.

• Planned and cased mail in sequence of delivery for designated route.
• Engaged customers with pleasant demeanor and offered to help with mail-related issues.
• Used portable devices to maintain system records by scanning items delivered to homes and businesses.
• Operated vehicles and equipment to transport packages and mail pieces.

• Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.
• Offered each customer top-notch, personal service to boost sales and customer satisfaction.
• Assisted call-in customers with questions and orders.
• Explained features and advantages of QuickBooks products or services to promote sales.

• Calculated quotes and educated potential clients on insurance options.
• Obtained underwriting approval by completing application for coverage.
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
• Attended continuing education courses and workshops to gain additional insurance industry knowledge.

• Drove dispute resolutions using effective problem-solving and by guiding mutual understanding of opposing viewpoints.
• Formulated focused and individualized resolutions aimed to peacefully settle disputes.
• Used mediation techniques to facilitate communication between disputants, to further parties' understanding of different perspectives and to guide parties toward mutual agreement.
• Prepared written opinions or decisions regarding cases.

• Selling Medicare Advantage plans
• Selling Medicare Advantage plans during Special enrollment period.

Examples:

Moved into, currently ln or moved out of an institution like a skilled nursing facility or long-term care hospital.

I moved to a new address that is not in my plan’s service area. Just lost Extra help.

• Calculated quotes and educated potential clients on insurance options.
• Obtained underwriting approval by completing application for coverage.
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
• Attended continuing education courses and workshops to gain additional insurance industry knowledge.