Lori Queen
Medina,OH
Summary
Dynamic and results-driven professional with extensive experience as a Licensed Health Insurance Agent and Medicare Specialist. Expert in health insurance regulations and client needs assessment, fostering strong customer relationships. Successfully managed compliance and risk assessments, enhancing client satisfaction by 30%. Proven ability to navigate complex insurance landscapes with effective communication and problem-solving skills.
Overview
32
32
years of professional experience
Work History
Licensed Health Insurance Agent
Self-employeed
Medina, OH
03.2021 - Current
- Educated clients about various health insurance options available.
- Assisted clients with completing insurance applications effectively.
- Analyzed client needs to recommend suitable health plans.
- Maintained up-to-date knowledge of industry regulations and changes.
- Conducted follow-ups with clients to ensure satisfaction with selected plans.
- Identified areas where additional coverage may be needed or beneficial for clients.
- Identified new business opportunities through networking activities and referrals from existing clients.
- Advised clients on changes in their insurance policies due to life events such as marriage or childbirth.
- Provided support during open enrollment periods by answering inquiries from potential customers.
- Participated in training sessions as required by company guidelines.
- Attended conferences and seminars related to health insurance policies.
- Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
Medicare Specialist
Self-employeed
Medina, OH
01.2020 - Current
- Educated clients on Medicare options and benefits.
- Assisted clients with Medicare enrollment processes.
- Conducted workshops to raise awareness about Medicare services.
- Provided one-on-one consultations to guide beneficiaries effectively.
- Maintained compliance with Medicare regulations and policies.
- Responded to member questions regarding plan benefits and provisions.
- Handled new enrollments by entering customers' data and reviewing information.
- Monitored updates from CMS regarding changes that affect patients' access to care covered by their plan.
- Researched complex cases and identified solutions to resolve them quickly and accurately.
- Assisted with the development of new policies and procedures regarding Medicare services.
Life Insurance Agent
Self-employeed
Medina, OH
04.2018 - Current
- Conducted thorough market research to identify emerging insurance trends.
- Educated clients on policy options and benefits through consultations.
- Managed client relationships to ensure ongoing satisfaction and support.
- Collaborated with underwriting teams to facilitate policy approvals efficiently.
- Presented risk assessments and recommendations to potential clients effectively.
- Networked with industry professionals to expand client base and partnerships.
- Provided personalized service to clients by phone, email, or in-person meetings.
- Prepared quotes for prospective customers based on their individual needs.
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Educated clients on various types of life insurance policies available in the market.
- Performed administrative tasks such as filing paperwork or updating databases.
- Evaluated current financial situation of clients before recommending any policy changes.
- Ensured compliance with all applicable laws when issuing policies or making recommendations.
- Attended educational seminars and conferences to stay up-to-date on industry trends.
- Pursued continued professional development through insurance workshops, course and webinars.
- Maintained records of client information, including policies and payment history.
Restaurant Owner
Self-employeed
Goose Creek, South Carolina
03.1997 - 01.1999
- Managed daily restaurant operations and staff scheduling.
- Developed menus based on customer preferences and seasonal ingredients.
- Oversaw inventory management and supplier negotiations for quality ingredients.
- Implemented marketing strategies to enhance community engagement and visibility.
- Trained staff in customer service techniques and food handling procedures.
- Ensured compliance with health regulations and safety standards in the kitchen.
- Cultivated a positive work environment to boost team morale and cooperation.
- Monitored financial performance, including budgeting and cost control measures.
- Managed cash flow by setting budgets for expenses such as labor cost, food cost, ensuring timely payment of bills and taxes as well as monitoring accounts receivable and payable records .
- Optimized profits by controlling food, beverage and labor costs.
- Oversaw daily operations of the restaurant including staff scheduling, budgeting and inventory management.
Human Resources Specialist
Waffle House
Charleston, South Carolina
02.1994 - 12.1996
- Facilitated recruitment processes for various positions within the restaurant chain.
- Managed employee onboarding and orientation programs for new staff members.
- Ensured compliance with labor laws and company policies across all locations.
- Supported conflict resolution efforts to maintain team harmony and productivity.
- Safeguarded human resource information, maintaining employee confidence and protecting operations.
- Maintained confidential personnel files in accordance with applicable laws and regulations.
- Maintained human resources records by processing applications and resumes.
- Assisted candidates with application processes by answering questions about application, performing background checks, providing I-9 forms and handling drug screening paperwork.
- Conducted background checks and orientation, coordinating new employee onboarding process.
Education
High School Diploma -
St Andrews High
Charleston, SC05-1984
Skills
- Health insurance regulations
- Medicare enrollment processes
- Client needs assessment
- Policy compliance management
- Risk assessment and recommendations
- Customer relationship management
- Training and development
- Time management
- Effective communication
- HIPAA
- Cold calling
- Goal oriented
- Needs assessment
- Conflict resolution
- Problem solving
- Networking and referrals
Affiliations
- My most loved title is American Liaison for Cornerstone School and Orphanage. Since 2018 my team and I have raised more than $50,000 in funds for Cornerstone. As Liaison I have traveled and spoken in many churches to bring awareness to Cornerstones needs. For each trip to Uganda I build and educate a team to travel and assist with needs at the school. We minister to the teachers and to the children. We also spend time accessing their needs. While there I preach and teach in that areas churches. We bring awareness to them about things such as biblical law and principals, fair treatment of women and healthcare strategies.
Timeline
Licensed Health Insurance Agent
Self-employeed
03.2021 - Current
Medicare Specialist
Self-employeed
01.2020 - Current
Life Insurance Agent
Self-employeed
04.2018 - Current
Restaurant Owner
Self-employeed
03.1997 - 01.1999
Human Resources Specialist
Waffle House
02.1994 - 12.1996
High School Diploma -
St Andrews High