LaDonna Burks
Montgomery,AL
Summary
Dedicated Licensed insurance agent who concentrates on the client’s needs to close the deal. Effective communication skills and customer service orientation. Management experience, which has allowed for the growth of leadership abilities. Self-motivated and driven to grow in the sales industry. Experienced Medicare sales representative with a proven track record in selling Medicare plans and services. I am proficient in educating clients on Medicare options, eligibility requirements, and coverage benefits. Skilled in building and maintaining strong relationships with clients, insurance brokers, and healthcare professionals. Highly-motivated employee with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
17
17
years of professional experience
Work History
Medicare Enrollment Specialist
e-Health Insurance
07.2022 - 07.2024
- Reviewed applications to verify the accuracy and completeness of the information provided.
- Responded to customer inquiries related to their enrollment status or other issues.
- Participated in training sessions designed to increase understanding of new policies or procedures related to enrollment processes.
- I researched customer inquiries regarding eligibility for Medicare programs.
- Processed enrollments, changes, cancellations, and terminations according to established guidelines.
- Provided detailed explanations of Medicare benefits, services, and coverage options to customers.
- Adhered strictly to all HIPAA privacy rules when handling confidential patient information.
- Coordinated with internal departments on complex cases that require additional follow-up or action.
- Assisted customers with completing the application process for Medicare enrollment.
- Interpreted federal regulations regarding Medicare eligibility requirements and communicated them clearly to customers.
- Maintained current knowledge of all applicable laws governing the Medicare program.
- Explained eligibility details and affordability options to patients with kindness and respect.
- Conducted interviews with applicants, explaining the benefits process, and which programs were available.
- Answered questions and responded to inquiries to deliver a high level of service to patients.
- Maintained confidential patient documentation to prevent data compromise and comply with HIPAA regulations.
INDEPENDENT INSURANCE AGENT
BURKS INSURANCE GROUP
11.2011 - 07.2022
- Customize insurance programs to suit individual customers, often covering a variety of risks
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms
- Calculate premiums and establish payment method
- Interview prospective clients to obtain data about their financial resources and needs, the physical conditions of the person or property to be insured and discuss any existing coverages
- Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including auto, fire, life, property, medical and dental insurance, or specialized policies such as marine, farm/crops, and medical malpractice
- Seek out new clients and develop clientele by networking to find new customers and generate list of prospective clients
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes or to change beneficiaries
- Advised clients on how best to manage risks associated with their businesses or personal lives.
- Negotiated with underwriters on behalf of customers to secure competitive rates.
- Worked collaboratively with colleagues from different departments such as marketing, finance, in order to develop new strategies for selling products.
- Provided ongoing support for existing customers through phone calls or emails.
- Prepared detailed quotes for prospective customers based on their individual requirements.
- Built strong relationships with external vendors such as brokers or insurers in order to negotiate better deals for clients.
- Attended industry conferences and seminars to stay abreast of current trends in the industry.
- Identified cross selling opportunities by assessing existing customer portfolios.
- Researched industry trends and kept up-to-date on changes in regulations related to the sale of insurance products.
- Explained complex insurance policies in a simple and understandable manner for clients.
CUSTOMER SERVICE AGENT
WEST-AT-HOME
07.2007 - 11.2011
- Obtaining the customer’s name, addresses, and billing information, product numbers, and specification of items to be purchased and entering this information on order forms
- Informing the customers by email or telephone of order information, such as unit prices, shipping dates, and any anticipated delays
- Reviewing the orders for completeness according to reporting procedures and forward incomplete orders for further processing
- Attempting to sell additional merchandise or services to prospective or current customers
- Cooperating with account managers and sales supervisor to determine essential strategic approaches for sales
- Executed the sales process with precision to ensure the highest conversion of new customers
- Handled the cancellations or changes in sales order and communicating the changes with the related department
Education
Bachelor of Arts - American History
Southern New Hampshire University
Hooksett, NH06-2024
Life & Health License
A.D. Banker
Montgomery, AL07-2009
Property & Casualty License -
A.D. Banker
05-2009
Skills
- Microsoft Office
- Property & Casualty
- Life & Health
- Telephone Skills
- Excellent customer service skills
- AS400
- Sales Force
- Exceptional sales skills
- Negotiation
- Time Management
- Teamwork and Collaboration
- Adaptability and Flexibility
- Relationship Building
- Effective Communication
- Self Motivation
- Written Communication
- Active Listening
- Schedule Management
- Attention to Detail
- Call center
- Inbound Calls
References
References available upon request.
Timeline
Medicare Enrollment Specialist
e-Health Insurance
07.2022 - 07.2024
INDEPENDENT INSURANCE AGENT
BURKS INSURANCE GROUP
11.2011 - 07.2022
CUSTOMER SERVICE AGENT
WEST-AT-HOME
07.2007 - 11.2011
Bachelor of Arts - American History
Southern New Hampshire University
Life & Health License
A.D. Banker
Property & Casualty License -
A.D. Banker