Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

LYNN LEIST

Cincinnati,OH

Summary

  • Highly motivated business professional with 29 years experience in the insurance industry. Accurate, detail-oriented, highly focused with particular emphasis on service and maintaining good relationships with clients. Licensed HMO, Life & Health in Ohio, Kentucky and Indiana. Licensed Property & Casualty Self-motivated Problem resolution Reliable and trustworthy
  • Friendly, positive attitude
  • Decision-making Time management

Customer-oriented, strategic-thinking Account Assistant with 29 years of experience in building relationships, cultivating partnerships, retaining top accounts and growing profit channels by establishing trust. Highly persuasive professional known for exceeding targets. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

30
30
years of professional experience
1
1
Certification

Work History

Account Representative

Gallagher Benefit Services
08.2006 - 04.2024
  • Consult with clients to identify their insurance needs and recommend appropriate products
  • Respond promptly to inquiries and concerns from clients providing exceptional customer service
  • Market health insurance and ancillary products with several different companies
  • Coordinated with other departments to ensure timely and accurate processing of customer requests.

Customer Service Associate

United Healthcare
Cincinnati, OH
05.2000 - 08.2006
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints
  • Documented conversations with customers to track requests, problems and solutions
  • Supported company and clients, including addressing inquiries, resolving issues and managing customer relations
  • Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions
  • Juggled multiple projects and tasks to ensure high quality and timely delivery
  • Organized and prioritized tasks and activities and worked within strict timeframes and deadlines
  • Secured client retention by driving service and product benefits, features and recommendations around clients' needs
  • Shared detailed information regarding options to help customers make decisions.

Licensed Insurance Agent

State Farm
Cincinnati, OH
06.1999 - 05.2000
  • Responded to customer inquiries by phone, email and in person
  • Customized styles, services and products to suit client needs and maintain customer satisfaction
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services
  • Prioritized and organized tasks to efficiently accomplish service goals
  • Provided excellent service and attention to customers when face-to-face or through phone conversations
  • Improved operations by working with team members and customers to find workable solutions.

Medicare Customer Service Representative

Humana
Cincinnati, OH
03.1997 - 06.1999
  • Delivered patient information, appointment results and insurance information to other office staff as needed for reporting and billing purposes
  • Handled client inquiries with exceptional professionalism and enthusiasm
  • Informed customers about product lines and services offered by company
  • Exceeded team goals and collaborated with staff to implement customer service initiatives
  • Capitalized on opportunities to enhance customer experiences and bring in repeat business
  • Worked under strict deadlines and responded to service requests and emergency call-outs
  • Evaluated benefits for each caller to determine service needs and address concerns
  • Provided excellent services for customers by following up on issues, reviewing and processing enrollment applications
  • Supported sales team members to drive growth and development
  • Increased repeat customer base by maintaining relationships with high-profile clients and effectively managing service issues.

Small Group Sales Coordinator

Humana
Cincinnati, OH
03.1994 - 03.1997
  • Delivered patient information, appointment results and insurance information to other office staff as needed for reporting and billing purposes
  • Handled client inquiries with exceptional professionalism and enthusiasm
  • Informed customers about product lines and services offered by company
  • Exceeded team goals and collaborated with staff to implement customer service initiatives
  • Capitalized on opportunities to enhance customer experiences and bring in repeat business
  • Worked under strict deadlines and responded to service requests and emergency call-outs
  • Evaluated benefits for each caller to determine service needs and address concerns
  • Provided excellent services for customers by following up on issues, reviewing and processing enrollment applications
  • Supported sales team members to drive growth and development
  • Increased repeat customer base by maintaining relationships with high-profile clients and effectively managing service issues.

Education

High School Diploma -

Mother of Mercy
Cincinnati, OH
05-1983

Skills

  • Sales proposal creation
  • Goal-Oriented
  • Customer Relationship Management
  • Customer Engagement
  • Time Management
  • Friendly, Positive Attitude
  • Attention to Detail

Certification

Life and Health license in Ohio, Kentucky and Indiana

Property and Casualty license

Timeline

Account Representative

Gallagher Benefit Services
08.2006 - 04.2024

Customer Service Associate

United Healthcare
05.2000 - 08.2006

Licensed Insurance Agent

State Farm
06.1999 - 05.2000

Medicare Customer Service Representative

Humana
03.1997 - 06.1999

Small Group Sales Coordinator

Humana
03.1994 - 03.1997

High School Diploma -

Mother of Mercy
LYNN LEIST