Summary
Overview
Work History
Education
Skills
Timeline
Generic

Maxwell Billasano

Cypress,TX

Summary

I am currently a Licensed Health & Life Insurance agent with 3+ years of Insurance experience. My goals are to work hard and efficiently to provide for my family. No matter where I am at, I’m always looking to learn and improve in my field to become a better employee and valuable asset. Quick to learn and adapt as well as take criticism well to improve. My customer service experience has taught me to listen carefully make quick careful decisions as well as work to meet required needs.

Overview

6
6
years of professional experience

Work History

Health Insurance Broker

Top Choice Health
04.2023 - Current

I am a Licensed Health Insurance Broker for the market place. My duty is to provide clients from inbound leads a suitable Health Insurance plan from the ACA Market place. While working as a Insurance broker, I have gained experience in working with high call volume and producing high sales numbers.

  • Increased client satisfaction by providing tailored investment advice and personalized service.
  • Educated clients about health insurance coverage options, benefits and costs.
  • FFM Certified

Medical Billing Specialist

Everise
05.2022 - 02.2023
  • Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions
  • Led banking tasks, business administration and financial decision-making to ensure first-class client services
  • Articulated growth objectives and operating plans
  • Maintained current and accurate cash balances for all programs, departments and projects
  • Managed contract administration, maintained files, validated codes and monitored reporting

Health Insurance Agent

Licensed Life, Everise
06.2021 - 02.2023
  • Engaged customers and provided high level of service by carefully explaining details about documents
  • Analyzed customer needs and provided best options, upselling products and services
  • Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs
  • Received underwriting approvals after accurately completing applications for insurance coverage
  • Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations
  • Collected data for insurance claims through interviews and physical property inspection.

Licensed Life Insurance Sales Agent

Everise
06.2021 - 01.2022
  • Worked with customers through live phone calls, enrolling them into health care plans
  • While also offering advice on different plans and benefits they are eligible for
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage
  • Loader

Loader and Unloader

FedEx Ground
04.2021 - 05.2021
  • Unloaded products from incoming transports.
  • Unloaded materials by hand or with equipment to help team meet work demands.
  • Scanned, pushed and loaded items on conveyor line for loading into trailers.
  • Inspected unloaded product for shortages, damage, quality or deterioration of packing and reported findings to supervisor.

Order Selector

H-E-B Grocer Company
06.2020 - 03.2021
  • Carefully loaded, and made pallets containing boxes weighing up to [100] pounds each, using hand trucks, trans- stackers and forklifts

Editor and Creator

Cypress Academy of Gymnastics
05.2019 - 06.2020
  • Led classes consisting of children from all age groups ranging from 4-18
  • Built trust and relationships with students and parents to allow a positive coaching experience
  • Time management and leadership skill were important to have in order to succeed.

Electrical Frabricator

Universal Rectifiers
10.2017 - 08.2019
  • Replaced worn and defective components to maintain optimal performance.
  • Repaired and adjusted system components by removing and replacing defective parts.
  • Installed electrical equipment, units and systems based on careful review of technical documentation.
  • Maintained system logs or manuals to document testing or operation of equipment.

Education

Associate of Arts -

Lonestar Cy-fair
Houston, TX
06.2022

High School Diploma -

Royal HISD
Brookshire, Texas
06.2015

Skills

  • Customer Service, Client account management, Coach and Trainer, Insurance Program Analysis, Insurance Coverage
  • Verification, Insurance Policy Sales, Critical Thinking, Persuasive Negotiation, Client Account Management, Licensed
  • Insurance Agent, Data Analytics, Microsoft Office, Microsoft Word, Microsoft Powerpoint, Microsoft excel, Salesforce,
  • FFM Certified, Health & Life insurance Licensed

Timeline

Health Insurance Broker

Top Choice Health
04.2023 - Current

Medical Billing Specialist

Everise
05.2022 - 02.2023

Health Insurance Agent

Licensed Life, Everise
06.2021 - 02.2023

Licensed Life Insurance Sales Agent

Everise
06.2021 - 01.2022

Loader and Unloader

FedEx Ground
04.2021 - 05.2021

Order Selector

H-E-B Grocer Company
06.2020 - 03.2021

Editor and Creator

Cypress Academy of Gymnastics
05.2019 - 06.2020

Electrical Frabricator

Universal Rectifiers
10.2017 - 08.2019

Associate of Arts -

Lonestar Cy-fair

High School Diploma -

Royal HISD
Maxwell Billasano