Lois M Smith
Tampa,Florida
Summary
Seeking employment as a Licensed Insurance Agent
Overview
4
4
years of professional experience
Work History
Licensed Sales Agent
Rate Quote Direct
05.2023 - 04.2024
- Responsible for AEP Enrollments for the Marketplace –Inbound calls – Explained Benefits and Ancillary Products to each potential Client. Conducted needs analysis for the carriers represented.
U65 Licensed Insurance Sales Agent
Quote Manage - Remote
03.2023 - 04.2023
- Responsibilities include inbound and outbound contact care for our providers (doctor's offices) on behalf of the customer to assist with appointment scheduling or connections with internal specialists for assistance when needed for our Military Veterans.
- Managed enrollments for population that are under 65 years of age to qualify for Affordable Health care Tax credit subsidy.
Licensed Insurance Sales Agent
Quote Manage
03.2022 - 03.2023
- Responsibilites included update of payment information, discussing Health Insurance plan options for Clients who needed to make informed decisions during open enrollment
- Discussed medical and dental benefits which included maintaining rapport with the claims department.
- Managed Insurance enrollments who are currently enrolled with Medicare and specialized in Dual Special Need plans
Senior Benefits Consultant
Go Health
06.2020 - 03.2022
- Responsibilities included updating payment information, discussing current supplement plan and medical benefits, providing assistance with portal membership
- Provided information for plan information on a timely basis.
- Enrolled qualified Medicare Beneficiaries and offered plan options that included Medicare Advantage, Medicare Supplement and Stand alone Prescription drug plans.
Education
215 Life and Health Agent -
2044 Personal Lines Property and Casualty License - undefined
620 Professional Claims Adjuster -
Clearwater School of Insurance
AHIP Recertification For 2024 -
AHIP
Skills
215 Life and Health Insurance License
FFM Certification 2024
AHIP Certification 2024
- 620 All Lines Adjuster License
- 2044 Property and Casualty License
Timeline
Licensed Sales Agent
Rate Quote Direct
05.2023 - 04.2024
U65 Licensed Insurance Sales Agent
Quote Manage - Remote
03.2023 - 04.2023
Licensed Insurance Sales Agent
Quote Manage
03.2022 - 03.2023
Senior Benefits Consultant
Go Health
06.2020 - 03.2022
215 Life and Health Agent -
2044 Personal Lines Property and Casualty License - undefined
620 Professional Claims Adjuster -
Clearwater School of Insurance
AHIP Recertification For 2024 -
AHIP
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