Goal-oriented and detail-oriented Healthcare and Life professional with experience in team leadership seeking a position to continue to leverage my skills in management. 6+ years of providing successful, progressively responsible financial management and training support services.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Benefits Consultant
GoHealth
03.2023 - Current
Conducting comprehensive analyses of existing benefits programs to identify areas for improvement or cost savings
Designing, recommending, and implementing new benefits plans or modifications to existing plans that meet client objectives and employee needs
Staying current with benefits trends, legislation, and compliance requirements to ensure client programs are up-to-date and legally compliant
Collaborating with insurance brokers and benefits carriers to negotiate coverage terms and rates on behalf of clients
Head Teller
Arthur State Bank
03.2021 - 12.2022
Mentored junior tellers, fostering professional development and growth within the team.
Oversaw currency shipments and deposits while adhering to strict safety guidelines.
Strengthened client relationships through exceptional service and proactive identification of financial needs.
Implemented cross-selling techniques to promote bank products, contributing to increased revenue generation.
Balanced cash drawers consistently at end-of-day without discrepancies, ensuring accuracy in all transactions processed throughout the day.
Provided support during audits, gathering necessary documentation and demonstrating compliance with internal controls.
Regional Sales Manager
Senior Life Insurance Company
01.2018 - 02.2021
Established clear performance metrics for monitoring individual team member progress, fostering accountability towards achieving shared goals as a cohesive unit.
Developed a successful sales team through rigorous coaching, performance management, and ongoing training.
Collaborated with senior executives to evaluate performance in regional area and develop strategies to expand revenue generation.
Generated detailed sales reports and forecasts to analyze performance and track progress.
Executive Assistant
BCT Income Tax Center
01.2017 - 01.2018
Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace.
Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
Enhanced productivity by organizing travel arrangements and coordinating accommodations for executives.
Customer Service Representative
Blue Cross And Blue Shield
04.2016 - 12.2017
Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Exceeded performance metrics consistently, earning recognition as a top performer within the team.
Skills
Process improvement
Relationship development
Inventory management
Planning and coordination
Organization
Business operations
Supervision
Problem resolution
Team management
Team building
Communications
Customer service
Operational improvement
Insurance billing
Certification
Life, Health, and Accident Insurance License (December 2018- Current)
W.J. Keenan High School (May 2014) - High School Diploma
Affiliations
Recognized on May 22, 2019 as the #2 ranked agent in highest dollar Annual Sales Production within Senior Life Company worldwide