Leslie Kimberly
Spokane,WA
Summary
Insightful Insurance Sales Agent bringing 4 years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
Symmetry Financial
06.2023
- Assist members with financial reviews
- Offer detailed information about life, disability, mortgage protection and IUL's
- Provide clients with options on life insurance protection that match their unique needs and requests
- Assist clients with applications and reviews for underwriting
- Contact potential clients that have requested information
- Keep detailed notes and review any potential changes yearly.
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Health Advocate
Pompa Program
04.2024 - Current
- Streamlined the insurance claims process for clients by navigating complex healthcare policies and advocating for coverage of necessary treatments.
- Implemented personalized health action plans for clients that resulted in better management of chronic conditions and improved overall wellbeing.
- Enhanced patient care quality by providing educational resources on disease prevention, treatment options, and wellness strategies.
- Delivered services according to established advocacy and case management protocols and maintained accurate, legible and current documentation.
- Assisted clients in understanding complex medical terminology and test results, enabling them to make informed decisions about their care.
Health Insurance Advisor
My Health Insurance
02.2024 - Current
- Assist clients with submitting applications to the Federally Facilitated Marketplace
- Review and verify client information to ensure client and family qualify for ACA marketplace insurance
- Help select the best option for the client and offer account maintenance
- Stay up to date with marketplace rules and regulations
- Answer call from clients about their insurance plans
- Assist clients with changing plans when necessary.
- Enhanced customer satisfaction by providing accurate and timely information on health insurance policies and benefits.
- Provided ongoing support to clients throughout their policy tenure, addressing any concerns or changes in coverage requirements promptly and professionally.
Functional Medicine Health Coach
Self-employeed
01.2020 - Current
- Complete comprehensive health history and symptom questionnaire
- Develop a map to help understand the root causes for each client
- Work with practitioner on ordering any necessary lab work or lab work analysis
- Help clients to understand any supplement suggestions and how to use them
- Work with clients on lifestyle support in sleep, eating hygiene, exercise and stress management
- Successfully worked with clients to reverse chronic conditions
- Market to potential Businesses and Practitioners
- Offer educational materials and answer Practitioner questions on protocol.
- Implemented stress-reduction techniques into coaching sessions for improved mental well-being among clients.
- Guided clients in setting realistic goals, implementing effective action plans, and monitoring progress for long-term success.
Care Coordinator
Parsley Health
12.2021 - 06.2022
- Manage inbound member inquiries for our online messaging platforms
- Assist members with scheduling needs
- Assist with Parsley Health clinical operational policies and workflows
- Assist with Clinician and Health Coach Chart prepping and administration tasks
- Assist with practice initiatives and pilots
- Build and maintain Parsley referral network and outreach programs.
- Used company software and databases to maintain records of services performed and patient conditions.
- Managed patient caseloads effectively, ensuring timely follow-up and appropriate interventions.
- Developed strong relationships with community partners, facilitating referrals and collaboration on behalf of patients.
- Maintained accurate and up-to-date documentation of patient records in accordance with HIPAA regulations.
- Assessed patient needs and connected them with appropriate resources to ensure optimal health outcomes.
Doctor's Assistant
The Eye Doctors
08.2021 - 12.2021
- Assist Doctor's with pre-testing patients, take visuals, eye pressure, eye measurements and any photos necessary
- Take initial health documentation, update medications, and ask questions pertaining to patients' eyesight
- Prepare an exam room with the necessary charts and equipment
- Clean and sanitize exam rooms and testing rooms as necessary
- Assist with phone calls and scheduling
- Assist with glasses and contacts documentation.
- Recorded patient history to accurately track conditions, progress and diagnosis for comprehensive medical records.
- Ordered and executed various tests, analyses, and diagnostic images to provide information on patient condition.
- Referred to and consulted with physicians and other healthcare providers on patient care.
Health Advocate
Vida Health
08.2020 - 12.2020
- Reach out to members to let them know of the benefits of health coaching and help them enroll with Vida
- Help other guides with callbacks and enrollments
- Offer support to new health guides by acting as a mentor
- Maintained role of top Health Guide and helped with Company protocol improvements.
- Coordinated with medical professionals to ensure timely access to appropriate care for patients in need of specialized services.
- Enhanced patient care quality by providing educational resources on disease prevention, treatment options, and wellness strategies.
- Liaised with supervisor for consultation and evaluation of family service plans.
- Delivered services according to established advocacy and case management protocols and maintained accurate, legible and current documentation.
- Improved patient satisfaction by identifying and resolving healthcare concerns through comprehensive research and communication.
Business Development Representative
Better Business Bureau
04.2017 - 03.2019
- Worked with businesses that had not previously qualified for Accreditation on better business practices
- Maintained the required number of contacts per day
- Increased client base by identifying potential customers and initiating strategic outreach.
- Consistently met or exceeded sales targets, contributing significantly to the overall success of the team.
- Maintained extensive knowledge of company products and services to provide top-notch expertise to customers.
- Expanded business through effective network development, identifying new, and prospective clients.
- Conducted market research to identify new business opportunities and target areas for expansion.
- Developed business pipeline using cold and warm techniques.
- Implemented CRM systems to streamline sales processes, enhancing team efficiency and productivity.
- Brought in new accounts through successful networking strategies and promotional approaches.
- Refined sales pitch techniques based on ongoing evaluation of results, continuously adapting and improving for optimal outcomes.
- Developed strong relationships with key industry partners for mutually beneficial collaborations.
Insurance Agent
COUNTRY Financial
08.2016 - 04.2017
- Networked to develop clientele and generate lists of prospective clients
- Incorporated insurance programs into the company system
- Provided customer support and guidance
- Met with clients to analyze currant insurance policies and make changes as needed
- Maintained continuing education requirements
- Consistently met required sales goals.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Patient Care Manager
Stem Cell Center
06.2014 - 01.2016
- Provided consultations for patients for stem cell therapy, physical therapy, chiropractic, and weight loss
- Worked directly with providers to create treatment plans based on individual patient needs
- Documented and maintained patient records
- Scheduled appointments with providers and acted as a liaison for patients to ensure excellent communication
- Offered weight loss consultation and individual plans based on client needs
- Provided neuropathy consultations and treatments
- Received training for chiropractic and physical therapy assistants.
- Maintained accurate documentation of patient interactions, treatments administered, and progress notes in electronic medical records systems.
- Developed strong interdisciplinary team collaboration, resulting in better patient outcomes.
- Worked with providers to define quality metrics and outcome reporting process.
- Collaborated with physicians and other healthcare professionals to develop comprehensive treatment plans for patients.
- Ensured compliance with healthcare regulations by implementing policies and procedures for the highest quality of care.
- Promoted a positive work environment by fostering effective communication, teamwork, and employee engagement.
- Addressed family concerns promptly by collaborating closely with support services such as social workers or financial counselors.
- Collected and aggregated data to identify problems or trends, such as turnaround time and issues with physician offices.
- Improved patient satisfaction by implementing personalized care plans and conducting regular followups.
Education
Medicine AFMC Certified in Functional Medicine Health Coach -
School of Applied Functional Medicine
Nutrition Health Coach Certification in Nutritional Health Coach -
Institute For Integrative Nutrition
Some College (No Degree) in Sociology -
Black Hills State University
Skills
- Process Implementation
- Interdepartmental Functions Coordination
- Policy and Program Development
- Patient Health Education
- Patient Relations
- Clinical Documentation
- In-depth product knowledge
- Building Relationships
- Client Service
- Client Retention
- Client Education
- Client Consultations
Certification
- Insurance Producer
- Life and Disability Producer
- Functional Medicine Health Coach
Timeline
Health Advocate
Pompa Program
04.2024 - Current
Health Insurance Advisor
My Health Insurance
02.2024 - Current
Life Insurance Agent
Symmetry Financial
06.2023
Care Coordinator
Parsley Health
12.2021 - 06.2022
Doctor's Assistant
The Eye Doctors
08.2021 - 12.2021
Health Advocate
Vida Health
08.2020 - 12.2020
Functional Medicine Health Coach
Self-employeed
01.2020 - Current
Business Development Representative
Better Business Bureau
04.2017 - 03.2019
Insurance Agent
COUNTRY Financial
08.2016 - 04.2017
Patient Care Manager
Stem Cell Center
06.2014 - 01.2016
Medicine AFMC Certified in Functional Medicine Health Coach -
School of Applied Functional Medicine
Nutrition Health Coach Certification in Nutritional Health Coach -
Institute For Integrative Nutrition
Some College (No Degree) in Sociology -
Black Hills State University
- Insurance Producer
- Life and Disability Producer
- Functional Medicine Health Coach
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