Lillian Moe
Lakewood,WA
Summary
Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality. Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
16
16
years of professional experience
Work History
Life Insurance Agent
Family First Life
12.2022 - Current
- Increased client satisfaction by providing personalized and knowledgeable life insurance consultations.
- Boosted policy sales through proactive client outreach and effective marketing strategies.
- Streamlined the application process for clients, resulting in faster policy approvals and improved customer satisfaction.
- Built long-term relationships with clients by offering attentive service and ongoing support for their life insurance needs.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Collaborated with underwriters to expedite approval processes, minimizing wait times for clients seeking coverage.
- Provided exceptional customer service by addressing concerns promptly and maintaining open lines of communication.
- Consistently exceeded individual sales targets while contributing to overall team success in meeting company goals.
- Maintained high standards of customer service by building relationships with clients.
Life Insurance Agent
People Helping People In Lakewood, Wa
05.2020 - 12.2022
- Increased client satisfaction by providing personalized and knowledgeable life insurance consultations.
- Boosted policy sales through proactive client outreach and effective marketing strategies.
- Streamlined the application process for clients, resulting in faster policy approvals and improved customer satisfaction.
- Built long-term relationships with clients by offering attentive service and ongoing support for their life insurance needs.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Collaborated with underwriters to expedite approval processes, minimizing wait times for clients seeking coverage.
- Expanded referral network through strong relationship-building with industry professionals, leading to increased business opportunities.
- Consistently exceeded individual sales targets while contributing to overall team success in meeting company goals.
- Utilized effective time management skills to manage a large client portfolio efficiently without sacrificing quality of service or attention to detail.
- Assisted clients in navigating complex claims processes, ensuring timely payouts and minimal stress during difficult times.
- Provided coverage option information to assist clients in protecting assets.
- Analyzed customer needs to provide customized insurance solutions.
- Calculated premiums and established payment methods for sales.
Warehouse Forklift Driver
McLane Company
10.2021 - 05.2022
- Increased warehouse efficiency by operating forklifts and pallet jacks safely and accurately.
- Maintained a well-organized warehouse by systematically stacking products and rotating inventory.
- Reduced product damage with careful handling during loading and unloading processes.
- Assisted in maintaining accurate inventory counts through regular cycle counts and documentation.
- Contributed to team efforts for meeting shipping deadlines, ensuring timely deliveries to customers.
- Supported quality control initiatives by inspecting incoming shipments for potential damages or discrepancies.
- Provided excellent customer service when interacting with drivers during pick-ups and drop-offs at the warehouse dock area.
- Assisted in training new hires on proper forklift operation, promoting a culture of skill development within the warehouse team.
- Expedited order processing by efficiently staging completed orders for shipment using forklifts or pallet jacks as needed.
Cashier
7-eleven Convenience Store
03.2021 - 12.2021
- Enhanced customer satisfaction by providing efficient and accurate cash transactions.
- Streamlined checkout process for increased efficiency and reduced waiting times.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Assisted customers with inquiries and provided exceptional service, resulting in positive feedback from shoppers.
General Warehouse Associate
Comcast
07.2010 - 07.2020
- Increased warehouse efficiency by implementing effective inventory management and organization strategies.
- Streamlined order processing for faster customer fulfillment and improved satisfaction rates.
- Safely operated various warehouse equipment, including forklifts, pallet jacks, and hand trucks, to move products efficiently.
- Collaborated with team members to complete daily tasks and ensure smooth workflow in a fast-paced environment.
- Conducted regular cycle counts to maintain accurate inventory records and minimize stock discrepancies.
- Assisted in loading and unloading shipments, ensuring proper handling of fragile items to prevent damage during transit.
- Improved workplace safety by adhering to company policies and procedures while also identifying potential hazards within the warehouse space.
- Maintained clean work areas by disposing of waste materials properly and organizing storage spaces as needed.
- Prepared orders for shipment through careful packaging, labeling, and documentation, resulting in minimal returns due to errors or damages.
- Exceeded daily productivity goals through efficient task completion and strong time management skills.
- Provided excellent customer service when assisting with inquiries about product availability or order statuses.
- Managed incoming shipments by verifying product quantities against invoices and updating inventory records accordingly.
- Reduced pick times by optimizing bin locations based on product demand patterns and warehouse layout considerations.
- Assisted in training new hires on best practices for safe equipment operation, inventory management strategies, and overall job responsibilities.
- Contributed to a positive work environment through open communication, teamwork, and proactive problem-solving efforts.
- Supported quality control initiatives by inspecting products for defects or damage before adding them to the warehouse inventory system.
- Efficiently managed high-volume order processing during peak seasons to ensure timely deliveries and satisfied customers.
- Checked packages and merchandise for damage and notified vendors.
- Trained and supervised new employees to apply best practices and comply with health and safety procedures and regulations.
- Used hand-held devices and computers to record and monitor inventory levels and completed audits to uncover and address inaccuracies.
- Operated forklift to safely move and safeguard stock and supplies in warehouse.
- Conducted regular inspections and audits to check quality and verify inventory levels.
- Completed cycle counts and monthly inventory.
- Packed, secured, labeled and applied postage to materials to prepare items for shipment.
- Verified orders by comparing names and quantity of items packaged with shipping documents.
- Sorted and delivered materials to different work areas and staff.
- Moved shipment materials to and from designated areas using lift and hand trucks.
- Utilized forklift or pallet truck to load, unload, transport and store goods.
- Processed required paperwork to expedite handling of shipped and received goods.
- Monitored inventory to maintain sufficient supply levels to meet business and customer needs.
Patient Access Representative
St. Mary's General Hospital
02.2008 - 04.2010
- Streamlined patient registration processes by implementing efficient data collection methods and reducing wait times.
- Improved patient satisfaction scores by actively addressing concerns and providing prompt assistance during the check-in process.
- Enhanced overall patient experience with empathetic communication and thorough explanations of insurance benefits and coverage.
- Maintained accurate patient records, contributing to a well-organized database for seamless information access across departments.
- Collaborated with healthcare providers to ensure timely appointment scheduling and coordinated follow-up care for patients'' needs.
- Increased efficiency in managing high call volumes by developing effective phone triage techniques for prioritizing urgent matters.
- Facilitated smooth billing processes by verifying insurance eligibility, obtaining authorizations, and accurately entering claim details into the system.
- Reduced financial loss through diligent monitoring of outstanding balances and proactive collection efforts with patients and insurers.
- Trained new hires on department procedures, policies, and software systems, ensuring consistent quality service delivery from all team members.
- Assisted with administrative tasks such as filing, data entry, and report generation to support streamlined office operations.
- Contributed to a positive work environment by fostering strong relationships among colleagues, promoting teamwork, and sharing best practices.
- Provided excellent customer service through active listening skills, understanding patient needs, and offering tailored solutions where applicable.
- Supported medical staff by coordinating diagnostic testing appointments, lab results retrieval, and necessary referrals in a timely manner.
- Ensured compliance with HIPAA regulations to maintain confidentiality of sensitive patient information during all interactions.
- Managed challenging situations effectively by remaining calm under pressure while resolving conflicts or addressing dissatisfied patients professionally.
- Adapted quickly to changing demands within the healthcare environment, demonstrating flexibility and a strong commitment to quality patient care.
- Demonstrated excellent problem-solving skills by identifying potential bottlenecks within the registration process and implementing effective solutions to address them.
- Stayed calm under pressure to and successfully dealt with difficult situations.
- Collected and entered patient demographic and insurance data into computer database to establish patient's medical record.
- Obtained patient's insurance information and determined eligibility for benefits for specific services rendered.
- Received patient deductibles and co-pay amounts and discussed options to satisfy remainder of patient financial obligations.
Education
High School Diploma -
Paramount High School
Paramount, CA06.1990
Skills
- New Agent Training
- Referral management
- Email Marketing
- Insurance Policy Sales
- Building Relationships
- Social media proficiency
- Performance Tracking
- Asset Protection
- Market Trend Analysis
- Client Retention
- Asset protection expertise
- Insurance sales expertise
- Appointment Scheduling
- Referral Generation
- Client Service
- Lead prospecting
- Policy customization
- Industry Regulations Knowledge
- Policyholder Communication
- Business Planning
- Customer Billing
- Client Prospecting
- Client Interviews
- Problem-Solving
- Time Management
- Customer follow-up
- Customer Account Review
- Self Motivation
- Team building
- Reliability
Timeline
Life Insurance Agent
Family First Life
12.2022 - Current
Warehouse Forklift Driver
McLane Company
10.2021 - 05.2022
Cashier
7-eleven Convenience Store
03.2021 - 12.2021
Life Insurance Agent
People Helping People In Lakewood, Wa
05.2020 - 12.2022
General Warehouse Associate
Comcast
07.2010 - 07.2020
Patient Access Representative
St. Mary's General Hospital
02.2008 - 04.2010
High School Diploma -
Paramount High School
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