Laleshia Owens
Pensacola,FL
Summary
Driven Life/Health Insurance agent with expertise in promoting insurance options, determining clients' needs, and detecting potential clients. In-depth knowledge of claims processing, database management, and correspondence. Outstanding analytical, interpersonal, and organizational skills. Dedicated to expediently resolving insurance issues and exceeding client expectations.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Administrative Assistant/Front Office Assistant
HCA Physician Services
05.2022 - Current
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
Life/Licensed Health Insurance Agent
Healthmarkets Insurance
05.2023 - 01.2024
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
- Increased client satisfaction by efficiently addressing their insurance needs and providing personalized solutions.
- Proactively identified potential coverage gaps for clients, recommending additional products or services to enhance their overall insurance protection.
- Maintained accurate records of all client interactions and transactions, ensuring compliance with industry regulations and company policies.
Life Insurance Agent
Family First Life
09.2022 - 05.2023
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Streamlined the application process for clients, resulting in faster policy approvals and improved customer satisfaction.
Referral/Prior Authorization Coordinator
NeuroMircoSpine
03.2021 - 05.2022
- Improved patient satisfaction by efficiently managing prior authorization requests and ensuring timely approvals.
- Tracked referral submission during facilitation of prior authorization issuance.
- Fielded telephone inquiries on authorization details from plan members and medical staff.
- Processed patients lacking coverage for planned procedures.
- Created and maintained spreadsheets detailing medical procedures and insurance denials and approvals.
- Streamlined communication between healthcare providers, pharmacists, and insurance companies to facilitate seamless patient care.
- Enhanced workflow management within the department, implementing strategies to prioritize urgent cases and manage workload effectively.
Education
Associate of Arts - Medical Assisting
The University of West Florida
Pensacola, FL07.2018
High School Diploma -
Escambia High School
Pensacola, FL05.2013
Skills
- Customer Service
- Data Entry
- Computer Skills
- Office Administration
- Professional Communication
- Deadline-oriented
- Customer and client relations
Certification
- Licensed Life/Health Insurance Agent - 09/23/2022 #W901395
Timeline
Life/Licensed Health Insurance Agent
Healthmarkets Insurance
05.2023 - 01.2024
Life Insurance Agent
Family First Life
09.2022 - 05.2023
Administrative Assistant/Front Office Assistant
HCA Physician Services
05.2022 - Current
Referral/Prior Authorization Coordinator
NeuroMircoSpine
03.2021 - 05.2022
Associate of Arts - Medical Assisting
The University of West Florida
High School Diploma -
Escambia High School