Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
19
19
years of professional experience
Work History
Licensed Insurance Agent- Account Representative
SBK Insurance
04.2021 - Current
Write and quote commercial policies, service accounts while working directly with customers to meet their insurance needs commercial and personal
Provide certificates of insurance and EPI's for banks, contractors, vendors etc
Obtain underwriting approval
Responded to customer calls swiftly to resolve issues and answer questions
Help insureds dispute insurance audits
Premium processing and adjustments and download reporting
Patient Service Representative
Johnson Family Medicine
07.2020 - 04.2022
Entered patient demographic and insurance data into electronic medical record system
Filed and maintained patient records in accordance with HIPAA regulations
Built and maintained positive working relationships with patients and staff
Took co payments and compiled daily financial records
Used eClinicalWorks to schedule appointments
Handled customer service inquiries in person, via telephone and through email
Balanced deposits and credit card payments each day
Working directly with providers and patients to provide superior care for patients.
Office Manager/Tag and Title Clerk
Watson's Auto Sales
04.2012 - 07.2020
Sage accounting, payroll, account collections, notary public, title work, IRS tax deposit reporting, accounts receivable/ payable, daily deposits, HR assistant, strong customer service skills working directly with customers and business associates
Coached new hires on company processes while managing employees to achieve maximum production
Reported to senior management on organizational performance and progress toward goals
Maintained professional demeanor by staying calm when addressing unhappy or angry customers
Updated reports, managed accounts, and generated reports for company database.
Credit Life Processor
Plateau Insurance Group
08.2008 - 03.2012
Credit Life and A&H premium processing, account balancing, data entry, worked with banks and finance companies directly to ensure premiums submitted were correct and underwritten as needed
Received and reviewed incoming documents and materials
Entered data into computer tracking system and filed paperwork according to procedures
Handled customer inquiries and suggestions courteously and professionally
Staffing Coordinator
AtWork Cumberland Staffing
01.2005 - 08.2008
Human Resources, job placement for employees, worked directly with business managers and supervisors for new hires and current employees
Assisted with personnel records management to support record keeping accuracy
Collaborated with manager to determine department's short and long-term hiring needs
Conducted reference checks and screening of potential candidates to support on boarding process