Summary
Overview
Work History
Education
Skills
Licenses Designations Held
Employer
Unemployed Periods
Additional References
Roles And Responsibilities
References
Timeline
Teacher

Lisa Sharpe Barnett

Mineral,VA

Summary

Highly-qualified licensed insurance professional, with over 20 years of experience, seeking a position to further my insurance career. Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires and providing customized solutions to build loyalty. Knowledgeable and dedicated customer service professional with extensive experience in the healthcare industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses. Knowledgeable and dedicated customer service professional with extensive experience in healthcare industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Overview

20
20
years of professional experience

Work History

Account Service Representative

Virginia Farm Bureau
04.2019 - Current

Individual Customer Service Representative

Virginia Farm Bureau
10.2016 - 04.2019
  • Act as a liaison providing product and service information to individual and group clients; resolving any emerging problems that our clients may face
  • Create marketing, sales and renewal materials for Account Executives as requested
  • Pre-screen and qualify group leads for Account Executives
  • Send Request for Proposals out to carriers, then enter proposals in spreadsheets
  • Build Excel spreadsheets for purposes of showing formulas
  • Process and verify enrollments, terminations and changes with carriers
  • Research claims and billings issues with carriers
  • Effectively manage large amounts of incoming calls
  • Back-up for Individual Account Executive when out of the office; screening individual leads – gather all information necessary to provide quotes.

Marketing Specialist|Retention Coordinator

Digital Benefit Advisors (Digital Insurance)
04.2011 - 07.2016
  • Collect data and update internal systems
  • Create open enrollment materials, including but not limited to, custom booklets, election forms and renewal binders
  • Coordinate open enrollment meetings
  • Implement any client changes with carriers including calls to group administrators to go over how plans work and give examples
  • Send Request for Proposals out to carriers, then enter proposals in spreadsheets
  • Special projects as needed.

Account Manager

Dominion Benefits, LLC
02.2009 - 04.2011
  • Support Agents and their book of business
  • Run carrier proposals and provide Excel spreadsheets to clients
  • Communicate with clients to gather information to market their coverage
  • Update internal systems
  • Special projects as needed.

Account Manager

Keiter, Slabaugh, Penny & Holme, LLC
06.2004 - 01.2009
  • Assisted clients with claims and carrier enrollments
  • Collected and updated client information to ensure it was correct for processing
  • Answered client calls with questions regarding renewals, claims, enrollments
  • Created employer benefit guides at open enrollment.

Education

High School Diploma -

Goochland High School
Goochland
05.2001 -

Skills

Thorough, comprehensive understanding of insurance types, policies, procedures and coverageundefined

Licenses Designations Held

State of Virginia Life and Health Insurance Agents License, 2009-01-01

Employer

Virginia Farm Bureau

Unemployed Periods

  • 2016-07-12, 2016-10-10, seeking employment, Digital Benefit Advisors position was eliminated
  • 2009-01-15, 2009-02-16, seeking employment, KSPH position was eliminated

Additional References

Additional references and letters are available upon request.

Roles And Responsibilities

  • Act as a liaison providing product and service information to individual and group clients; resolving any emerging problems that our clients may face
  • Create marketing, sales and renewal materials for Account Executives as requested
  • Pre-screen and qualify group leads for Account Executives
  • Send Request for Proposals out to carriers, then enter proposals in spreadsheets
  • Build Excel spreadsheets for purposes of showing formulas
  • Process and verify enrollments, terminations and changes with carriers
  • Research claims and billings issues with carriers
  • Effectively manage large amounts of incoming calls
  • Back-up for Individual Account Executive when out of the office; screening individual leads – gather all information necessary to provide quotes

References

  • Meagan Vickery, Retention Representative, Va Farm Bureau, (804) 382-1274
  • F. Todd Taylor, Program Manager, Commonwealth of Virginia, (804) 937-3541
  • Catherine Burns, retired Account Manager, (804) 514-6265

Timeline

Account Service Representative

Virginia Farm Bureau
04.2019 - Current

Individual Customer Service Representative

Virginia Farm Bureau
10.2016 - 04.2019

Marketing Specialist|Retention Coordinator

Digital Benefit Advisors (Digital Insurance)
04.2011 - 07.2016

Account Manager

Dominion Benefits, LLC
02.2009 - 04.2011

Account Manager

Keiter, Slabaugh, Penny & Holme, LLC
06.2004 - 01.2009

High School Diploma -

Goochland High School
05.2001 -
Lisa Sharpe Barnett