
Licensed Insurance Professional with experience in Life and Health products, including Medicare Advantage and Medicare Supplement plans. Skilled in client education, policy explanation, needs assessment, and guiding customers through enrollment and coverage selection. Strong background in customer service, sales support, and building trust based client relationships in fast paced environments.
Also holds Insurance adjuster licensing with exposure to claims processes, policy interpretation, and documentation review. Knowledgeable in evaluating claims information communicating with policyholders, and supporting resolution of insurance matters in accordance with carriers guidelines and compliances standards.
Brings a well rounded upstanding of both the sales and the claims sides of the insurance industry, with the ability to transition between client facing advisory roles and analytical claims support functions. Strong communication skills, attention to details, and adaptability in hybrid, remote, or office based environments.
Insurance sales expertise
Insurance product expertise
Client relationship management
Client account management
Regulatory compliance
Policy adjustment
Client needs analysis
Data entry
Call center customer service
Administrative functions
Billing procedures
Dedicated professional with a proven track record in client relationship management and tailored solutions. Committed to enhancing client satisfaction while ensuring regulatory compliance and accurate data entry.