Talented professional considered knowledgeable and dedicated problem solver. Brings over 20 years of valuable expertise to forward company objectives. Attentive to detail with experience in coordinating projects, programs and improvements.
Overview
24
24
years of professional experience
Work History
Carrier Account Manager
Take Command Health
10.2022 - 05.2024
Maintain a Texas General Lines Insurance License
Industry subject matter expert in Individual Coverage Health Reimbursement Arrangements
Ensured regulatory compliance across all accounts by closely monitoring changes in industry regulations or requirements.
Utilized Microsoft Office, HubSpot, Django and Adobe to streamline operations
Increased profitability by strategically aligning carrier capacities with customer demand patterns during peak seasons.
Boosted carrier engagement, resulting in an expanded network and improved service quality.
Maintained rigorous QA checks, ensuring carrier data, accuracy and reliability
Demonstrated professional presentation skills to educate internal teams and clients.
Applied strong communications skills and attention to detail in problem solving.
Maintained up-to-date knowledge of industry best practices, sharing insights with colleagues and incorporating learnings into the company''s overall carrier account management approach.
Updated logs and submitted timely reports detailing activities in line with regulatory standards.
Pioneered innovative carrier relations strategies, setting industry benchmark.
Enrollment Support Specialist
Take Command Health
03.2022 - 10.2022
Provided personalized service to clients, assisted shopping for insurance with empathy, communicated clearly at breaking down complex topics into digestible information.
Maintained detailed documentation of support interactions, ensuring valuable insights were preserved for future reference and analysis.
Implemented strategic methods to simplify insurance plan options for better client decisions.
Evaluated and responded to client needs, improving satisfaction with tailored insurance solutions.
Enhanced client enrollment by streamlining health plan comparisons.
Managed high-priority tickets with professionalism, ensuring timely resolutions while maintaining excellent rapport with clients.
Boosted customer confidence in company products through consistent provision of accurate information during interactions.
Executive Assistant
University Of Houston Clear Lake
01.2021 - 03.2022
Provided executive support to Directors of Psychology and Nursing
Prepared detailed reports and contracts
Managed facility and student databases
Streamlined event coordination, enhancing operational efficiency and student placement in clinical rotations.
Managed sensitive medical records and student databases with strict adherence to HIPPA and accreditation standards.
Provided key support in research and verification of student licenses, ensuring regulatory compliance.
Implemented advanced information management practices to support executive staff and enhance workflow.
Led liaison efforts for RN Refresher students, optimizing engagement and communication between stakeholders.
Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
Escrow Processor
Advantage Title & Escrow
01.2021 - 03.2022
Safeguarded sensitive client information by maintaining strict confidentiality protocols in all aspects of work.
Managed a high volume of incoming inquiries from clients, effectively addressing their needs while maintaining a professional demeanor.
Minimized financial discrepancies by accurately calculating fees, taxes, and other related costs associated with each transaction.
Ensured smooth transaction by maintaining clear communication with all parties
Reviewed legal documents, identified discrepancies to prevent future disputes.
Billing/Invoicing & Benefits Coordinator
McRay Crane & Rigging
11.2018 - 03.2020
Managed billing and invoicing, ensuring timely payments