Linda Mcneil-phelps
Blackwood,NJ
Summary
Accomplished Licensed Insurance Agent with a proven track record at Bankers Life Insurance, specializing in insurance sales expertise and exceptional client relationship management. Excelled in risk assessment and tailored insurance solutions, significantly enhancing customer satisfaction. Skilled in HIPAA-compliant billing procedures, demonstrating a strong blend of technical knowledge and interpersonal abilities.
Overview
2
2
years of professional experience
Work History
Licensed Insurance Agent
Bankers Life Insurance
2024.01 - 2024.04
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
Certified Biller and Coder
QTC Management Inc. - A Leidos
2022.04 - 2023.01
- Checked insurance eligibility by making appropriate phone calls and conducting research on services rendered.
- Kept all patient information secure and confidential.
- Executed billing tasks and recorded information in company databases.
- Identified, researched, and resolved billing variances to maintain system accuracy and currency.
Education
Medical Terminology Certification - Health Education
Community College of Philadelphia
Philadelphia, PA06.1997
Skills
- Insurance sales expertise
- Risk Assessment Knowledge
- Insurance product expertise
- Client Relationship Management
- Client Service
- Goal Oriented Approach
- Professional Networking
- New Agent Training
- Customer Service
- Customer follow-up
- Licensed Insurance Agent
- Life Insurance
- Data Entry
- Critical Thinking
- Relationship Building
- Customer Complaint Resolution
- Licensing Requirements
- Customer Engagement
- Records Maintenance
- Client Interviews
- Call Center Customer Service
- Insurance Coverage Verification
- Quality Assurance Requirements
- Billing Procedures
- HIPAA Compliance
- Customer Billing
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Licensed Insurance Agent
Bankers Life Insurance
2024.01 - 2024.04
Certified Biller and Coder
QTC Management Inc. - A Leidos
2022.04 - 2023.01
Medical Terminology Certification - Health Education
Community College of Philadelphia
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