Summary
Overview
Work History
Education
Skills
Certification
Extra Circular Activities
Work Availability
Timeline
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Lisa Horn

Health/Life Insurance Agent
Bristol

Summary

Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Insurance Underwriter position. Ready to help team achieve company goals.

Overview

13
13
years of professional experience
1
1
Certification
1
1

Licensed Health Insurance Sales Agent

1
1

Licensed Life Insurance Sales Agent

Work History

HR Block DIY Blended Agent

EVERISE Holdings, LLC
01.2025 - 01.2025
  • Company Overview: (REMOTE)
  • HR BLOCK DIY
  • Guiding/Navigating Clients/Customers through online software and online tax programs
  • Providing Information/Step by step instructions
  • Refund for downgrading software
  • Maintained up-to-date knowledge of product and service changes.
  • Managed high volume of customer calls, maintaining calm and professional demeanor.
  • Resolved customer complaints, ensuring customer satisfaction and loyalty.
  • Boosted sales figures with introduction of innovative upselling techniques.

Home

Homemaker
02.2025 - Current

Benefits Advisor

Everise Holdings, LLC
08.2024 - 01.2025
  • Company Overview: (REMOTE)
  • Project: United Health Care & Alight Medicare Sales
  • Selling Medicare supplement/Stand Alone PDP Plans for the Annual Enrollment season; 2025 AHIP Certification.
  • Consult and present plans/supplements to new/existing Clients.
  • Offering MA/MAPD/Medigap to 6 states

Representative

Teleperformance
01.2024 - 08.2024
  • Project: EFTPS (Electronic Federal Tax Payment System) IRS Tax Payment Line
  • Processing Tax payments: answering questions, providing guidance, assisting with password/internet issues, education of what to do, who to contact, how to ensure information is correct and providing solutions.

Licensed Medicare Tele-sales Agent

TTEC
08.2023 - 12.2023
  • Company Overview: Work at Home
  • Project: Point32 Health – Certified in 2024 AHIP
  • Selling Medicare supplement/Plans for the Annual Enrollment season; 2024 AHIP Certification.
  • Consult and present plans/supplements to new/existing Clients.

Sales Support Coordinator/Outbound Sales Representative/SME

TTEC
04.2022 - 07.2023
  • Company Overview: Work at Home
  • Projects: Kaiser Permanente
  • Kaiser Permanente: Variety of Campaigns in Multiple Regions from East Coast to West Cost in the North America; Campaigns include Cold calling, Cold/Warm/Hot Leads; Qualifying variety of prospects; Responding by phone calls, and emails. Representing a Healthcare Insurance agency by understanding their products/services, locations, and information about non-qualified with information for individual/family with current information provided by website. Research, Pilot programs, Scheduling Meetings, Campaigns, and other various assignments directed by management. Support Licensed Sales Representatives by ensuring all the current requirements per region are reflected in enrollment/re-enrollment and quotes, flattening documents, proofreading, running quotes for various regions and putting insurance packages together.

Customer Service and Sales Representative

Advanced Call Center Technologies, LLC
01.2022 - 03.2022
  • AT&T – Customer Service and Sales Representative: answer incoming customer concerns, billing, international roaming, and long distance; Sales on new products and services.

Customer Service Representative/SME

TTEC
10.2020 - 12.2021
  • Company Overview: Work at Home
  • Projects: BOA/CVS/SCDHEC/Progressive Auto
  • Bank Of America Prepaid Debit Cards: Issue a replacement or new card; Prepare documents for Western Union for emergency funds transfer; Suspend or freeze card; Update profile information.
  • CVS Pharmacy mail orders: Welcome season to help new and returning customers set up online accounts; Contact providers to verify correct medication/dosage/quantities are ordered; Verify packaging requirements for temperature sensitive medications.
  • South Carolina Department of Health and Environmental: covid vaccine appointment setter: setting/cancel/reschedule appointments for people for vaccines available in the area.
  • Progressive Auto Insurance Service agent: adding/removing drivers/vehicles, policy review, billing issues, set up autopayments with checking/card accounts; issues with rate increases; issues with claim information.

Customer Service Representative

Advanced Call Center Technologies, LLC
02.2020 - 09.2020
  • Check Fraud Claims – Filing claims, setting up new account numbers, updating profiles, filing complaints and escalations. Non-Fraud Move Money – Bank of America ZELLE (Cash transfer Service Application Domestic & International)

Advocate

TTEC
11.2019 - 01.2020
  • Company Overview: Weber City, VA
  • Worked on the United Health Care Insurance project in the Medicare division – assisting senior citizens with their healthcare needs from scheduling transportation to and from their doctor appointments, mailing out insurance cards, explanation of benefits, help with accessing their information through their accounts and other questions.

Home

Homemaker
01.2012 - 10.2019

Education

Associate Degree - Business Administrative Assistant

Madonna University
Livonia, MI
12.2007

Diploma - Legal Administrative Specialist

Detroit Business Institute – Downriver
Riverview, MI
12.2000

Diploma - Secretarial

Taylor Center High School
Taylor, MI
06.1994

Skills

  • Switchboard (25 years)
  • Customer Service (25 years)
  • Adobe Acrobat Reader -Modify documents and assemble enrollment Prepare insurance packets to underwriting (1 year)
  • Word, Excel, Power Point, Access (25 years)
  • One Note (3 years)
  • Medicare -Annual Enrollment Period – AHIP Certified 2025
  • AEP – 2 Seasons Healthcare license in 19 states
  • Problem-solving
  • Positive attitude
  • Customer service and care
  • Relationship building
  • Organizational skills
  • Clear communication

Certification

  • Tennessee (Resident License)
  • 18 Non-Resident States

Extra Circular Activities

Participation in walk-a-thons for cures/causes; Learning Spanish and Sign Language to gain a certification in both; Volunteer and blood donor.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Home

Homemaker
02.2025 - Current

HR Block DIY Blended Agent

EVERISE Holdings, LLC
01.2025 - 01.2025

Benefits Advisor

Everise Holdings, LLC
08.2024 - 01.2025

Representative

Teleperformance
01.2024 - 08.2024

Licensed Medicare Tele-sales Agent

TTEC
08.2023 - 12.2023

Sales Support Coordinator/Outbound Sales Representative/SME

TTEC
04.2022 - 07.2023

Customer Service and Sales Representative

Advanced Call Center Technologies, LLC
01.2022 - 03.2022

Customer Service Representative/SME

TTEC
10.2020 - 12.2021

Customer Service Representative

Advanced Call Center Technologies, LLC
02.2020 - 09.2020

Advocate

TTEC
11.2019 - 01.2020

Home

Homemaker
01.2012 - 10.2019

Diploma - Legal Administrative Specialist

Detroit Business Institute – Downriver

Diploma - Secretarial

Taylor Center High School

Associate Degree - Business Administrative Assistant

Madonna University

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