Driven sales professional dedicated to meeting and exceeding sales goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Medicare Sales Agent
Together Health
Lake Mary, FL
04.2023 - Current
Presented and clearly explained insurance policy options based on clients' needs and goals.
Sought out new clients and developed clientele by networking to find new customers.
Adhered to company initiatives and achieved established goals.
Implemented and designed effective marketing strategies to adjust and sell insurance contracts.
Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
Provided advice on financial planning and insurance policies.
Exceeded assigned sales and retention targets each quarter by upselling insurance products.
Followed up with clients regularly to ensure satisfaction with services provided.
Claims Examiner
Fortegra
Jacksonville, Fl
11.2021 - 09.2023
Reviews claims and determines appropriate actions, such as; pay, request additional information, or deny benefits based on the type of coverage, policy provisions and exclusions as defined in the insurance certificate, including endorsement(s) and master policy
Enters current claim information into the computer system and verifies that existing information related to the claim and the insured is accurate
verbally and in writing to gather or provide information about claims
Analyzes information and makes payment or adjustments as needed
Reviewed proposed contracts against established policies, guidelines and legal requirements to identify critical issues.
PIP Claims Rep
Amica
Orlando, FL
10.2022 - 03.2023
Reviewed data to verify validity of claims and determine case management actions.
Drafted statement of loss to summarize damages, payments and underlying policy coverage.
Reviewed documentation and accounts to gain full picture.
Supported efficient handling of complex claims and followed up on open, denied or suspended claims to complete required line items.
Determined liability, compensability and benefits due on each claim.
Customer Service Advocate
United Health Care/OptumRx
Jacksonville, Fl
05.2015 - 11.2021
Answer calls related to benefit eligibility and prescription status
Educate members of their prescription benefits, use of plan, formulary, premium and status of orders
Identifying and resolving issues with a first call resolution
Assist customers, pharmacies, and physicians with orders
Educate members on the details of their prescription benefits, coverage, and policies
Meets performance goals established by management
Maintain compliance with all Federal (i.e
HIPPA), State (i.e
The ability to prioritize, and multi-task effectively
Provide support to customers through web navigation/SMS/chat/email
Password management
Education
Bachelor of Arts - Advertisment
University of Central Florida
Orlando, FL
06.2025
Associate of Arts - Advertisment
Florida State College of Jacksonville
05.2022
Skills
Bookkeeping Support
Policy Sales
Insurance Eligibility
Data Entry
Customer Needs Assessment
10-key Touch
Microsoft Office
Client Relations
Sales Closing
Contract Negotiation
B2B and B2C Sales
Product and Service Knowledge
Excellent Communication
Certification
Licensed 6-20 All Lines Claims Adjuster - 2022
Licensed 2-40 Resident Health Agent License - 2023
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