Lisa Peace
New York,NY
Summary
Seasoned Insurance Specialist with excellent planning and problem solving abilities. Offering 30 years of experience and a willingness to take on any challenge. Organized, driven and adaptable professional with successful history managing high caseloads in fast-paced environments.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Insurance Customer Service Representative
The Carey Agency
Greenvale, NY
12.2021 - Current
- Assisted with customer inquiries, complaints, and requests for information regarding insurance policies.
- Processed new policy applications and updated existing policy documents.
- Verified accuracy of customer data entered into the system.
- Maintained accurate records of customer interactions and transactions.
- Researched relevant policy information to answer customer questions.
- Facilitated payment processing for premium payments and renewals.
- Performed administrative duties such as filing, scanning, faxing, copying documents.
- Conducted follow-up calls to ensure satisfactory resolution of customer issues.
- Assisted with resolving complex claims or billing disputes in a timely manner.
- Investigated discrepancies between actual charges and expected premiums.
- Navigated computer system to look up customer information and update policies.
- Applied basic insurance underwriting knowledge to evaluate and analyze information.
- Called insurance companies to ascertain pertinent information regarding policies and payment benefits for patients.
- Assisted new policyholders with processing claims.
Insurance Customer Service Representative
the principe agency
East Meadow, NY
03.2006 - 12.2021
- Greeted customers and provided friendly customer service.
- Processed credit card transactions accurately and efficiently.
- Resolved customer complaints in a professional manner.
- Verified accuracy of customer data entered into the system.
- Researched relevant policy information to answer customer questions.
- Collected payments, processed receipts and informed policyholders of outstanding balances.
Education
Bachelor of Science - Elementary Education
Long Island University
Greenvale, NY05-1992
Medical Billing And Coding Specialist -
Hunter Business School
LevittownSkills
- Insurance terminology
- Client Education
- Complaint Handling
- Data Entry
- New Policies Processing
- Records Management
- Background in insurance
- Policy Review
- Critical Thinking
- Organizing and Prioritizing Work
- Bill payment
- Medicaid and Medicare Knowledge
Certification
- Personal and commercial insurance license
Timeline
Insurance Customer Service Representative
The Carey Agency
12.2021 - Current
Insurance Customer Service Representative
the principe agency
03.2006 - 12.2021
Bachelor of Science - Elementary Education
Long Island University
Medical Billing And Coding Specialist -
Hunter Business School