Matthew Ou
Summary
Excelled in problem-solving and recordkeeping, significantly improving client service standards. Demonstrated exceptional teamwork and computer skills, contributing to the successful development of tailored health insurance plans. Hardworking and passionate job seeker with strong organizational skills eager to secure any entry-level part-time healthcare position. Ready to help the team achieve company goals.
Overview
2
2
years of professional experience
1
1
Certification
Work History
General Lines Agent
Premier Insurance Contracts Inc. Agency
11.2023 - Current
- Informed clients of policies and procedures.
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
- Developed tailored health insurance plans to meet individualized client needs.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
- Assisted clients in understanding health insurance options by providing clear, concise information on available plans.
- Enhanced customer satisfaction by providing accurate and timely information on health insurance policies and benefits.
Health Insurance Agent
Agentlink, Inc.
11.2023 - Current
- Maintained compliance with all industry regulations while completing paperwork accurately and efficiently.
- Educated clients on the intricacies of their health insurance policies, empowering them to make informed decisions.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Responded to customer inquiries regarding health insurance coverage and policies to assist with informed decision-making.
- Developed tailored health insurance plans to meet individualized client needs.
- Conducted regular follow-ups with clients to keep them informed of any pertinent updates or changes to their policies.
- Enhanced client decision-making with comprehensive comparisons of different health insurance plans.
Team Member
Chick-fil-A
01.2023 - 05.2023
- Kept work areas clean, organized, and safe to promote efficiency and team safety.
- Learned all required tasks quickly to maximize performance.
- Operated register to process payments and collect cash payment for order totals.
- Worked different stations to provide optimal coverage and meet production goals.
- Assisted with inventory counts and stocking of merchandise.
- Contributed to team success by completing jobs quickly and accurately.
Education
Associate of Science - Finance
University of Houston
Houston, TX05.2027
Skills
Positive Attitude
Documenting information
Recordkeeping proficiency
Customer service and care
Problem-Solving
Organizational Skills
Teamwork and Collaboration
Computer Skills
Certification
- Texas License: CMS Agent Broker Certificate
- Kentucky License: Kentucky SBM Agent Certification
- AHIP Medicare Certification
Timeline
General Lines Agent
Premier Insurance Contracts Inc. Agency
11.2023 - Current
Health Insurance Agent
Agentlink, Inc.
11.2023 - Current
Team Member
Chick-fil-A
01.2023 - 05.2023
- Texas License: CMS Agent Broker Certificate
- Kentucky License: Kentucky SBM Agent Certification
- AHIP Medicare Certification
Associate of Science - Finance
University of Houston
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