Summary
Work History
Education
Skills
Timeline
Generic

Lavonda McCullough

Charlotte,NC

Summary

Dedicated License Community Advisor with 16 year history of success in community support and engagement. Builds strong relationships between members, insurance carriers, and team members. Proactive and industrious with proficiency in CRM, Salesforce, and Sunfire.

Caring professional prepared to deliver case management and client advocacy. Dedicated to helping others achieve progress toward goals and meet specific needs. Wide-ranging knowledge of applicable services and professionals appropriate for clients. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Work History

Licensed Community Advisor

Keen Insurance Services
07.2022 - Current
  • Built partnerships with related organizations to develop support and gain greater attention for important issues.
  • Coordinated and managed volunteer activities for community service projects.
  • Maintained internal database of service workers, participants, activities and other relevant details.
  • Took active role in patient and family planning process, detailing instructions, and responding appropriately and effectively to questions and concerns.
  • Managed over 30 customer calls per day
  • Gained strong leadership skills by managing projects from start to finish
  • Proven ability to learn quickly and adapt to new situations

Benefit Advisor

Allstate
09.2021 - 07.2022
  • Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email, and in-person interactions.
  • Researched and evaluated new benefits programs to select cost-effective providers and coverage levels.
  • Analyzed and reported on employee benefits data to identify trends and develop strategies for improvement.
  • Assisted with design and implementation of various employee benefits programs.
  • Managed over 50 plus calls per day

Loan Documentation Specialist

DISYS/ Wells Fargo
01.2021 - 01.2022
  • Assisted in processing over 260,000 applications
  • Partnered with Line of Business to identify, manage and mitigate risk exposure associated with Line of Business processes, guidelines, policies and procedures
  • Performed daily analysis of quality assurance fails to monitor operational risk, credit risk, and compliance risk
  • Met error rate goal
  • Maintained document archive and file server of approved documents and drawings to provide easy traceability and retrievability.
  • Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
  • Coordinated document exchange between departments, contractors, suppliers and customers
  • Scanned, filed and transmitted various documents and adhered to digital filing procedures

Benefit Advisor

Aon
07.2020 - 12.2020
  • Complete appointments by presenting Educational Presentations to Retirees losing their group health plan
  • Utilize different systems to close sales and complete enrollments.
  • Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email, and in-person interactions.
  • Sold over 300 policies between October through December during Annual Enrollment period.
  • Researched and evaluated new benefits programs to select cost-effective providers and coverage levels

Education

Business Administration Course, Certifying in Excel And Power Point - Business Administration And Management

Central Piedmont Community College
Charlotte NC

Studied Business Management

University of Phoenix Online
Phoenix, AZ

Travel And Hospitality

Southern Academy of Travel And Tourism
Kissimmee, FL

Skills

  • Life, Accident and Health License, Enrollment Specialist, Medicare Supplement License
  • Professional Sales Presentations, Over 15 years of Sales Experience
  • Door to Door Sales Experience , Management Skills/ Human Resource Support
  • Administration Support, Medicare Expert, Claims Processor, Data Entry Processor
  • Loan Document Processor
  • 10 plus years of Medicare Compliance Knowledge
  • Recognized for exceptional and honest work ethics by clients and employers
  • Document Management
  • Community Engagement
  • Administrative Duties
  • Support Services
  • Documentation Skills

Timeline

Licensed Community Advisor

Keen Insurance Services
07.2022 - Current

Benefit Advisor

Allstate
09.2021 - 07.2022

Loan Documentation Specialist

DISYS/ Wells Fargo
01.2021 - 01.2022

Benefit Advisor

Aon
07.2020 - 12.2020

Business Administration Course, Certifying in Excel And Power Point - Business Administration And Management

Central Piedmont Community College

Studied Business Management

University of Phoenix Online

Travel And Hospitality

Southern Academy of Travel And Tourism

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Lavonda McCullough