KATIE VANMETER
Long Beach,USA
Summary
Licensed Insurance Agent with multi-state credentials, including MS, CA, AL, GA, ND, NJ, PA, MI, MN, and TX.
AHIP, FWA, & Medicare Certified
Over 12 years of customer service experience, specializing in inquiry resolution and solution provision in dynamic environments. Proficient in Salesforce and Microsoft applications to optimize service delivery and enhance client satisfaction.
U.S. Army Veteran
Overview
9
9
years of professional experience
Work History
Licensed Benefit Advisor
Alight Retiree Solutions
Long Beach, MS
05.2025 - Current
- Educated clients on benefit options, ensuring informed decision-making and satisfaction.
- Analyzed client needs to recommend tailored benefit solutions that enhance overall value.
- Maintained up-to-date knowledge of industry trends to provide relevant guidance and support.
Customer Service
Triwest Healthcare Alliance
02.2025 - Current
- Assisted military members and their families with questions related to the enrollment, benefits, referrals, authorizations related to their account
- Assisted providers with claim status, authorizations, referrals and any other concerns.
- Navigated various systems including Salesforce, AWS, CareRadius
- Maintained metrics in average call time, transfer rate, after call time, first call resolution
- Ensured compliance with all regulatory requirements as they relate to healthcare services provided by the organization.
- Remote
US Services Representative
Progressive Casualty Insurance
04.2023 - 01.2024
- Utilized active listening techniques to accurately assess customer needs and provide effective resolutions.
- Ensured compliance with relevant laws and regulations during all interactions with customers.
- Developed effective relationships with customers by providing accurate information and appropriate solutions.
- Documented detailed notes on every interaction with customers for future reference.
- US
Sales Representative
AT&T
Ocean Springs, MS
05.2022 - 02.2023
- Earned commission based on performance metrics
- Assisted customers with product selection to ensure customer satisfaction.
- Demonstrated exceptional customer service skills, resolving customer complaints efficiently and courteously.
- Handled customer complaints and inquiries in a courteous and efficient manner.
Paralegal
Deters Law Group
Bellbrook, OH
10.2016 - 05.2018
- Assisted in legal document preparation, client communication, and prospect mailers
- Maintained legal calendar, scheduling appointments and interviews and providing reminders of court appearances.
- Handled sensitive and proprietary information with discretion and confidentiality.
Education
No Degree - Legal Studies
University of Maryland Global Campus
Adelphi, MDDiploma - undefined
High School Graduate
Centerville, Ohio05.2009
Skills
- Insurance sales and product expertise
- Client relationship management
Timeline
Licensed Benefit Advisor
Alight Retiree Solutions
05.2025 - Current
Customer Service
Triwest Healthcare Alliance
02.2025 - Current
US Services Representative
Progressive Casualty Insurance
04.2023 - 01.2024
Sales Representative
AT&T
05.2022 - 02.2023
Paralegal
Deters Law Group
10.2016 - 05.2018
Diploma - undefined
High School Graduate
No Degree - Legal Studies
University of Maryland Global Campus