Lacasa Godboldo
Lilburn,GA
Summary
Expert in case management, counseling, customer service and data entry. Efficient in package sort and delivery and logging. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Goal-oriented professional effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering several-year background generating new business by selling various insurance plans.
Overview
26
26
years of professional experience
Work History
Life Insurance Broker
Power Financial Credit Union
Norcross, GA
08.2023 - Current
- Monitored market trends in order to identify potential areas for expansion.
- Managed a portfolio of existing accounts while developing new business opportunities.
- Collaborated with underwriters to ensure proper risk assessment before issuing a policy.
- Fostered relationships with clients to ensure satisfaction with life insurance coverage.
- Analyzed customer needs and recommended life insurance policies accordingly.
- Conducted extensive research on various life insurance products and services.
- Educated clients about the features, advantages, and disadvantages of different types of life insurance policies.
- Assisted customers in filing claims for death benefits or other losses related to life insurance policies.
Supervising Licensed Life and Health Agent
Globe Life liberty National Life Insurance Company
03.2022 - 07.2023
- Successfully guided and developed a team of new agents to excel in call clinics by providing training on phone etiquette, rebuttals, standard scripts, and closing new and returning business.
- Implemented new training module and scheduled appointments for new clients and conserve old business
- Interacted with both internal and external clients to address their queries pertaining to questions, clarifications, claims,and additions.
- Managed sensitive personal information during in-person and remote meetings.
- Partnered with fellow licensed Life insurance professionals to streamline pricing and enhance the delivery of package deals.
- Kept abreast of the newest plans, products, and services catering to different customers.
- Delivered informative in-home and group presentations on policy guidelines and benefits to educate clients and families.
Eligibility Specialist
State of Michigan
Hamtramck, MI
11.1998 - 03.2020
- Delivering precise and suitable aid to individuals/families seeking public assistance according to specific qualifications mandated by State and Federal guidelines.
- Assessed needs of individuals and families, providing necessary information, referrals, and contacts to relevant persons/agencies for assistance in attaining self-sufficiency
- Engaged in calling and cold calling activities with clients and affiliates to provide optimal service.
- Implemented efficient data entry processes while following Federal budgeting protocols
- Explored initiatives that enhanced assistance provided to the public through community outreach and resources
- Conveying expectations of MDHS to all families successfully
- Encouraging and guiding families in their efforts to become self-supporting
- Ensured compliance with official State of Michigan procedures while determining qualification for welfare aid.
- Used effective interviewing and data collecting, setting appointments and counseling clients daily
- Provided on-site assistance whenever necessary
- Successfully determined financial aid for individuals in need of emergency funding including burials, utilities, mortgage and tax payments, and car purchases.
- Enhanced communication and resource location for families in need of medical and federal food assistance programs
- Daily initiating fraud investigations for programs administered
- Documenting each action and phone call, correcting cases and processing benefits for child day care and Fed TANF Cash assistance
- Advocating for children in juvenile court, foster care, and seniors
- Successfully completed redeterminations, closures, and denials for multiple programs.
- Liaised between agency and State Law Judges, actively participating in hearings and effectively resolving program disagreements.
Education
Major Biology, Theater, Communication -
Wayne State University
06.2007
Endorsed Diploma -
Henry Ford High
Detroit, MI06.1997
DAPCEP
Skills
- Computer software
- Groupwise
- CIMS
- Bridges
- BRIMM
- Microsoft Word
- Excel
- PowerPoint
- Salesforce CRM
- 10-Key data Entry
- Cash handling
- Fast pace Learner
- Expert effective customer Service
- Verbal and written skills
- Problem solving
- Conflict resolution skills
- Insurance Policy Sales
- Streamlining processes
- Referral management
- Financial Planning
Awards
- Excellent Customer service online google review.
- Excellent Customer Service Award - 26 Years
- Quality control correct case audits - 5 years
- Over and Beyond Leadership
- 6weeks to wellness
- Paint the town
- Wayne county Outreach Community Service
- Coordinating Career Day
Timeline
Life Insurance Broker
Power Financial Credit Union
08.2023 - Current
Supervising Licensed Life and Health Agent
Globe Life liberty National Life Insurance Company
03.2022 - 07.2023
Eligibility Specialist
State of Michigan
11.1998 - 03.2020
Major Biology, Theater, Communication -
Wayne State University
Endorsed Diploma -
Henry Ford High
DAPCEP
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