Summary
Overview
Work History
Education
Skills
Certification
Awards
PROFESSIONAL HIGHLIGHTS
Timeline
Generic

Latoya Taylor

Raleigh,NC

Summary

Driven professional with a passion for understanding complex health insurance needs and providing tailored solutions. Skilled in decision-making, problem-solving, and sales expertise, fostering strong client relationships and ensuring top-tier satisfaction. Seeking to leverage financial advising skills and sales proficiency to contribute effectively in the health insurance field.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Health Insurance Financial Advisor

Sutherland / Horizon BCBS
09.2022 - Current
  • Serve as a frontline advisor for Horizon Blue Cross Blue Shield clients, guiding individuals through complex health and life insurance options with empathy and precision
  • Conduct comprehensive needs assessments to match clients with optimal coverage plans, balancing financial goals and healthcare priorities
  • Utilize Salesforce and ACA platforms to manage client records, generate quotes, and execute policy enrollments with 100% compliance
  • Respond to high-volume inbound calls and emails, maintaining service-level excellence and resolving inquiries with professionalism
  • Process secure payments and ensure accurate documentation across multiple systems
  • Collaborate with internal teams to troubleshoot policy issues, escalate urgent matters, and ensure seamless client experiences
  • Recognized for consistently exceeding monthly enrollment targets and maintaining top-tier customer satisfaction scores
  • Provide ongoing policy education to clients, helping them understand coverage nuances, renewal timelines, and supplemental options

Life Insurance Producer

Independent Contractor
02.2022 - Current
  • Customize insurance programs across multiple carriers to meet diverse client needs
  • Perform risk assessments and recommend tailored life insurance solutions
  • Develop and execute marketing strategies to drive lead generation and close sales
  • Mentor new producers, offering training and onboarding support to expand team capacity
  • Maintain long-term relationships with policyholders for upselling and retention

Clinical Care Coordinator / Community Health Advocate

Landmark Health
01.2020 - 01.2022
  • Scheduled follow-up visits based on acuity and clinical urgency, ensuring continuity of care
  • Retrieved and reviewed medical records via Epic to support care planning and discharge coordination
  • Verified insurance eligibility and updated patient demographics in real time
  • Partnered with nurse case managers and rehab facilities to streamline transitions and reduce readmissions
  • Promoted healthier living through proactive outreach and patient education
  • Maintained strict adherence to HIPAA guidelines and documentation protocols

State Scheduling Coordinator

Liberty Healthcare / CCME
08.2014 - 11.2019
  • Scheduled Medicaid assessments across North Carolina, prioritizing cases based on urgency and compliance deadlines
  • Managed approximately 30 incoming calls, emails and faxes per day from customers
  • Built strong rapport with patients and providers to ensure smooth scheduling and follow-through
  • Documented all communications to maintain audit-ready records
  • Provided program expertise to internal teams, enhancing service quality and efficiency
  • Surpassed quarterly performance metrics and contributed to company growth through consistent execution

Education

Associate in Science (A.S.) - Coding Specialist

DeVry University
Illinois City, IL
07.2026

Skills

  • Decision-making
  • Problem-solving
  • Sales expertise
  • Time management
  • Lead generation
  • Self Starter
  • Analytical thinking
  • Microsoft Office and Excel

Certification

  • Certified Medical Assistant (2005)
  • National Crisis Intervention Certification (2023)
  • WRAP (Wellness Recovery Action Plan) Training (2023)
  • NC Life & Health Producer License (2022)
  • NC Peer Support Specialist (2023)

Awards

2025 Employee of the month for 5 months, Compliance, Metrics and KPI's

PROFESSIONAL HIGHLIGHTS

Trusted by clients and patients for compassionate, solutions-driven service. Proven leader in both independent and team-based environments. Adept at navigating complex systems and streamlining workflows. Passionate about empowering others through education and advocacy.

Timeline

Health Insurance Financial Advisor

Sutherland / Horizon BCBS
09.2022 - Current

Life Insurance Producer

Independent Contractor
02.2022 - Current

Clinical Care Coordinator / Community Health Advocate

Landmark Health
01.2020 - 01.2022

State Scheduling Coordinator

Liberty Healthcare / CCME
08.2014 - 11.2019

Associate in Science (A.S.) - Coding Specialist

DeVry University

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