Matalin Peabody
Hurst,USA
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Benefit Advisor
Qualfon
07.2023 - 02.2024
- Communicate with diverse beneficiaries, build rapport and long-term relationships, and achieve customer satisfaction
- Advised beneficiaries on various aspects of their health insurance policies.
- Provided product information and answered questions about Medicare services
- Field inbound calls from 10-30 sales prospects each day and call back appointments.
- Continuously met sales goals via strategic prospecting
- Assessed requests for special accommodations due to medical conditions or disabilities when determining eligibility for certain benefits.
- Contacted policyholders to explain policies, analyze insurance options and suggest changes and additions to policies
- Ensure compliance with state regulations, quality standards, and insurance policies throughout the claims process and settlement
License Sale Agent
TZ Insurance
01.2023 - 06.2023
- Serve as the point of contact for customers, provide education on benefits, fault, and coverage throughout the claims process, and build relationships with clients
- Set up clients with new policies, calculated premiums and established payment methods
- Ensure compliance with state regulations, quality standards, and insurance policies throughout the claims process and settlement
- Manage consultations to identify client needs, financial goals, and resources
- Conducted followups on sales prospects, identified ideal insurance products, and maintained a comprehensive knowledge of insurance products, concepts, and trends
- Field inbound calls from 15-30 sales prospects each day, conduct cold calling and prospecting, and utilize upselling techniques to achieve 125%-140% of monthly sales quotas.
Clerical
Sterling Personnel
04.2022 - 12.2022
- Monitor and respond to all client emails to resolve complaints
- Answer customer questions about products and pricing
- File and scan office paperwork
- Perform clerical duties such as answering the phone and distributing mail during busy periods
- Check invoice records for accuracy and completeness.
Waitress Part-time
Trophy Country Club
05.2021 - 10.2022
- Deliver quality service by providing a warm and welcome environment
- Use POS system to input orders and process [cash, debit, credit, and gift card] payments
- Attend new tables promptly to answer questions and take drink orders
- Memorize daily specials, seasonal cocktail list, and regular menu to quickly address customer questions and advise on possible allergens and substitutions.
Host, Receptionist, Waitress
GreatWolf Lodge
04.2015 - 03.2021
- Maintain warm and professional manner while interacting with guests by phone and in person
- Optimize service quality by actively listening and responding to customer requests
- Provide menu and recommend food and drink options based on customer queries
- Handle check-in and check-out, and process payments using POS system
- Greet guests and provide information on hotel services and local facilities.
Education
Bachelor of Science -
Arizona College Of Nursing At Dallas Tx
07-2025
Associate of Arts -
Tarrant County College At Hurst, Tx
05.2019
Skills
- Detail oriented
- Written Communication
- Customer service
- Microsoft Excel
- Critical Thinker
- Sales
- Data Entry
Certification
- Texas Department of Insurance- General Lines Agent
Timeline
Benefit Advisor
Qualfon
07.2023 - 02.2024
License Sale Agent
TZ Insurance
01.2023 - 06.2023
Clerical
Sterling Personnel
04.2022 - 12.2022
Waitress Part-time
Trophy Country Club
05.2021 - 10.2022
Host, Receptionist, Waitress
GreatWolf Lodge
04.2015 - 03.2021
Bachelor of Science -
Arizona College Of Nursing At Dallas Tx
Associate of Arts -
Tarrant County College At Hurst, Tx
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