Marcia Weir
Summary
Experienced and motivated professional with a proven track record in building partnerships, retaining key accounts, and enhancing profit channels. Strong leader excelling in growing professional networks and maintaining and growing client relationships. Known for being a self-starter with a strong work ethic, consistently delivering results and exceeding expectations. Expertise in strategic planning and effective communication, dedicated to driving business growth and achieving organizational objectives.
Overview
22
22
years of professional experience
Work History
Commercial Lines Account Manager
Aegis Group, LLC Risk Management
03.2023 - Current
- Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
- Maintained up-to-date knowledge of industry regulations, staying ahead of potential impacts on client policies.
- Coordinated cross-departmental efforts to resolve complex issues, ensuring a seamless experience for clients.
- Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
- Provided training and mentorship to junior account managers, enhancing overall team performance and service quality levels.
- Negotiated competitive insurance rates with carriers, maximizing value for clients.
- Built strong professional networks within the industry, fostering valuable referral partnerships to generate new business leads.
- Implemented effective workflow processes within the team, resulting in improved productivity levels while maintaining high-quality standards in servicing clients'' needs.
- Optimized communication channels between brokers, carriers, and clients, ensuring seamless information exchange for timely policy issuance and management.
- Maintained required data in agency management system to follow corporate guidelines.
- Educated clients on insurance policies and procedures.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
- Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
- Enhanced customer satisfaction by efficiently managing commercial lines accounts and promptly addressing client inquiries.
Licensed Customer Service Representative
MCI/Tim Waltrip Allstate Agency
06.2022 - 03.2023
- Improved customer satisfaction by efficiently addressing and resolving issues in a timely manner.
- Established rapport with diverse clientele through genuine interest in their needs, empathetic understanding of their situation, and candid communication style.
- Provided comprehensive support to customers by thoroughly explaining product features, benefits, and usage guidelines.
- Consistently met or exceeded sales goals through effective communication and product knowledge.
- Collaborated with team members for efficient problem-solving and optimal customer service delivery.
- Increased customer retention rates by conducting follow-up calls to ensure satisfaction with services provided or products purchased.
- Responded to customer requests for products, services, and company information.
- Educated customers about billing, payment processing and support policies and procedures.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Used multiple programs to quote products for clients.
- Answer 40 plus inbound calls per day.
- Make daily deposits and reconcile payments.
Licensed Insurance Producer/Customer Service Representative
Jody Parker State Farm Insurance and Financial
10.2019 - 06.2022
- Promoted products and services using needs based and other sales strategies
- Utilized targeted email campaigns and cold calling to increase revenue.
- Maintained up-to-date records of client interactions, policy changes, and renewals in the agency management system (ECRM).
- Built strong relationships with clients, leading to increased referrals and business growth.
- Boosted retention rates by providing exceptional customer service and proactively addressing potential issues before they escalated.
- Increased client satisfaction by providing personalized insurance consultations and recommending tailored coverage plans.
- Developed comprehensive knowledge of various insurance products, enabling more informed recommendations to clients based on their needs.
- Assisted clients during claim submission processes, ensuring all required documentation was completed accurately and submitted in a timely manner.
- Generated quotes and proposals for clients to match individual needs.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Provided coverage option information to assist clients in protecting assets.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
- Exceeded performance metrics consistently, earning recognition as a top performer within the team.
- Boosted team morale by consistently recognizing colleagues' contributions and achievements.
CPhT/Med Sync Coordinator
Ark Pharmacies, LLC/M&S Pharmacy
06.2016 - 08.2019
- Enhanced operational workflows by maintaining well-organized documentation systems and updating records accurately as needed.
- Gathered and organized materials to support operations.
- Managed project timelines for successful completion, ensuring milestones were met and deadlines were adhered to.
- Collaborated with IT to develop user-friendly project management tool, streamlining project tracking and reporting.
- Created, implemented and managed the medication synchronization program at M&S. Assisted implementation of the program at multiple locations in East Texas owned by Ark Pharmacies.
- Maintained and grew client relationships
Lead Certified Pharmacy Technician
Ark Pharmacies, LLC/Striplings Pharmacy
08.2007 - 06.2016
- Implemented innovative solutions to optimize workflow efficiency within the pharmacy team.
- Managed inventory effectively, minimizing waste while ensuring adequate stock levels for uninterrupted service.
- Maintained a clean, orderly work area in accordance with safety standards to promote a healthy work environment for employees and customers alike.
- Trained and mentored new pharmacy technicians, fostering a supportive learning environment.
- Collaborated with pharmacists to ensure proper medication storage, handling, and labeling practices were maintained.
- Developed strong relationships with healthcare providers, facilitating seamless communication for enhanced patient care coordination.
- Expanded patient access to medications through effective insurance claim processing and resolution of billing issues.
- Ensured compliance with federal and state regulations regarding pharmaceutical practices, contributing to a successful inspection record.
- Reduced medication errors, implementing strict quality control measures and double-checking procedures.
- Assisted in audits by maintaining meticulous records of controlled substances transactions and inventory balances.
- Answered incoming phone calls and addressed questions from customers and healthcare providers.
- Stocked, labeled, and inventoried medication to keep accurate records.
- Communicated with prescribers to verify medication dosages, refill authorizations, and patient information.
- Counted, measured and compounded medications following standard procedures.
- Collected co-payments or full payments from customers.
- Reviewed and verified customer information and insurance provider information.
- Calculated dosage, filled prescriptions, and prepared prescription labels with absolute accuracy.
- Managed opening and closing duties for pharmacy.
- Welcomed customers to pharmacy and answered questions relating to prescriptions and over-the-counter products.
- Set up and modified patient profiles to include current medications and insurance details.
- Ordered medicines daily to replenish stock and increase inventory in anticipation of need.
- Coordinated verification and filling of more than 300 daily prescriptions in high-volume retail pharmacy environment.
Certified Pharmacy Technician
Omnicare, A CVS Health Company
05.2002 - 08.2007
- Trained new pharmacy technicians on proper procedures and best practices, ensuring consistent quality of service.
- Answered incoming phone calls and addressed questions from customers and healthcare providers.
- Stocked, labeled, and inventoried medication to keep accurate records.
- Completed paperwork, entering prescription and insurance or billing information into patient profiles.
- Enhanced patient care by accurately filling and dispensing prescriptions in a timely manner.
- Increased customer satisfaction by delivering friendly, personalized service during transactions.
- Worked with computerized and automated systems for dispensing medications and editing new patient profiles.
- Managed cycle fills for 6 assisted living facilities and developed rapport with nursing staff, director of nursing, and administration.
- Made deliveries to nursing homes and assisted living facilities around the East Texas area after pharmacy closed
Education
No Degree - Medical Billing And Coding Certification
University of Phoenix
Phoenix, AZ11-2023
Skills
- Account Management
- Customer Service
- Teamwork and Collaboration
- Client Relations
- Microsoft Office
- Outlook
- EPIC
- Written and Verbal Communication Skills
Timeline
Commercial Lines Account Manager
Aegis Group, LLC Risk Management
03.2023 - Current
Licensed Customer Service Representative
MCI/Tim Waltrip Allstate Agency
06.2022 - 03.2023
Licensed Insurance Producer/Customer Service Representative
Jody Parker State Farm Insurance and Financial
10.2019 - 06.2022
CPhT/Med Sync Coordinator
Ark Pharmacies, LLC/M&S Pharmacy
06.2016 - 08.2019
Lead Certified Pharmacy Technician
Ark Pharmacies, LLC/Striplings Pharmacy
08.2007 - 06.2016
Certified Pharmacy Technician
Omnicare, A CVS Health Company
05.2002 - 08.2007
No Degree - Medical Billing And Coding Certification
University of Phoenix
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