Kathy Thomson
Port Richey,FL
Summary
I have over 6 years experience in AEP, OEP, SEP, IEP as a
licensed health insurance professional. I am
experienced with navigating health insurance policies and regulations. I utilize communication and advisory skills to guide clients through plan selection processes. Knowledge of policy compliance and client relationship management.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Licensed Health Insurance Agent
Everise
08.2024 - 01.2025
- Established personal connections with customers, exceeding customer service expectations
- Provided comprehensive information about Medicare plans, benefits, and overage options to potential clients
- Accessed clients healthcare needs and financial situations to recommend suitable Medicare plans
- Guided clients through the enrollment process ensuring a smooth and efficient experience
- Stayed informed about Medicare regulations and guidelines to ensure compliance in all sales activities
- Responded to customer service inquiries, including a large percentage of self-service calls Responded to a large number of calls related to product and service inquiries
Licensed Health Insurance Agent - REMOTE (Fulltime + Benefits + Commissions)
DialAmerica/Aucera
09.2018 - 03.2024
- Licensed Health Insurance Agent for Medicare recipients
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
- Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
- Maintained up-to-date knowledge of industry trends and regulatory changes, providing accurate advice to clients and staying ahead of competitors.
- Increased client satisfaction by efficiently addressing their insurance needs and providing personalized solutions.
- Conducted comprehensive policy reviews for existing clients, identifying opportunities for adjustments or additional coverage.
- Handled escalated customer concerns promptly and professionally, resolving issues to the client''s satisfaction.
- Proactively identified potential coverage gaps for clients, recommending additional products or services to enhance their overall insurance protection.
- Contributed to team success by sharing best practices on sales techniques, product knowledge, and customer service skills with fellow agents.
- Enhanced customer retention through effective relationship-building and follow-up strategies.
- Analyzed customer needs to provide customized insurance solutions.
Sales Associate
Ross Dress For Less
08.2018 - 05.2020
- Established personal connections with customers, exceeding customer service expectations
- Performed a full audit of inventory and sales reports, ensuring accuracy
- Built rapport with clients by providing quality customer service and problem solving
Sales Associate
TJ Maxx
05.2014 - 06.2018
- Established personal connections with customers, exceeding customer service expectations
- Performed a full audit of inventory and sales reports, ensuring accuracy
- Built rapport with clients by providing quality customer service and problem solving
- Merchandising
- Training new employees
- Shrink Team Captain
Education
Business Law, Computer Science
Saddleback Community College
Mission Viejo, CAMusic Theory
Nassau Community College
Garden City, NYDiploma - General
Syosset High School
Syosset, NY06.1974
Skills
- HIPAA compliance knowledge
- Effective time management
- Experienced in software utilization
- Fast and accurate typing
- Experienced in document creation using Microsoft Word
- Document analysis
- Medicare compliance understanding
- Effective communication
- Effective organizational skills
- Customer engagement through inside sales
- Experience with Salesforce
- Microsoft Outlook
- Proficient in computer applications
- Client support
- Sales management
- Experienced in insurance sales strategies
- Microsoft Word
- Sales expertise
- Telemarketing
- English
Certification
- Insurance Producer License
- Health Insurance License
- Driver's License
Timeline
Licensed Health Insurance Agent
Everise
08.2024 - 01.2025
Licensed Health Insurance Agent - REMOTE (Fulltime + Benefits + Commissions)
DialAmerica/Aucera
09.2018 - 03.2024
Sales Associate
Ross Dress For Less
08.2018 - 05.2020
Sales Associate
TJ Maxx
05.2014 - 06.2018
Business Law, Computer Science
Saddleback Community College
Music Theory
Nassau Community College
Diploma - General
Syosset High School
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