Maureen Mckenzie
Tamarac
Summary
Professional insurance specialist with track record of delivering client-focused solutions and driving positive outcomes. Adept at navigating complex policies, risk assessment, and customer relationship management. Strong team collaborator, adaptable to changing needs, and consistently reliable in achieving organizational goals. Skilled in sales strategies, policy analysis, and client advisory services.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Insurance Agent
New York Life Insurance Co
01.2017 - Current
- Developed tailored insurance solutions for diverse client needs.
- Conducted in-depth policy reviews to ensure client satisfaction.
- Developed personalized insurance plans tailored to client needs and financial goals.
- Managed ongoing client relationships through regular follow-ups and reviews of policy performance.
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales 80%.
- Utilized effective time management skills to manage a large client portfolio efficiently without sacrificing quality of service or attention to detail.
- Identified cross-selling opportunities by reviewing existing client coverage and suggesting appropriate additional products.
- Met with customers to provide information about available products and policies.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Conducted annual reviews of existing policies to update information.
Medical Billing Specialist
Health Business Solutions
09.2009 - 01.2017
- Assisted in verifying patient insurance information for accurate billing submissions.
- Learned to utilize medical billing software for claim processing and tracking.
- Supported the resolution of billing discrepancies by coordinating with healthcare providers.
- Maintained organized records of patient accounts to ensure compliance with regulations.
- Adapted quickly to changes in insurance policies affecting billing procedures and practices.
- Communicated with insurance providers to resolve denied claims and resubmitted.
- Communicated with patients for unpaid claims for HMO, PPO and private accounts and delivered friendly follow-up calls for proper payments to contracts.
- Verified insurance of patients to determine eligibility.
Education
No Degree - Insurance
Mortons Institute
Pompano Beach, FL10-2016
Associate of Arts - Accounting And Finance
Binns Business College
Spanish Town, JA09-1984
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Health insurance
- Insurance sales strategy
- Life insurance
- Data entry
- Customer referrals
- Life insurance sales
Accomplishments
- Supervised team of 25 staff members.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Resolved product issue through consumer testing.
Certification
2-15 Insurance License
Certifications, Awards, excel, power point.
Languages
English
Professional Working
Timeline
Insurance Agent
New York Life Insurance Co
01.2017 - Current
Medical Billing Specialist
Health Business Solutions
09.2009 - 01.2017
No Degree - Insurance
Mortons Institute
Associate of Arts - Accounting And Finance
Binns Business College