Michele Fullerton

• Medicare Supplements, Life Insurance and Final Expense
• Promote insurance contracts or suggest additions/changes to existing ones
• Evaluate business or individual customer needs and financial status and propose protection plans that meet their criteria
• Maintain bookkeeping systems, database and records
• Monitor policies for all clients
• Constantly update job knowledge and learn about new products and services
• Managed over 50 calls per day
• Calculated premiums and established payment methods for sales
• Analyzed customer needs to provide customized insurance solutions
• Utilized CRM software to manage client relationships
• Collected premiums on or before effective date of coverage
• Responded to customer calls swiftly to resolve issues and answer questions
• Generated leads through cold-calling, networking and other outreach methods
• Maintained high standards of customer service by building relationships with clients
• Prepared and reviewed insurance applications to verify compliance with regulations
• Conducted annual reviews of existing policies to update information
• Calculated premiums and established payment methods for sales.
• Analyzed customer needs to provide customized insurance solutions.
• Evaluated competitors' products and services to gain competitive advantage.

• Promote insurance contracts or suggest additions/changes to existing ones
• Evaluate business or individual customer needs and financial status and propose protection plans that meet their criteria
• Maintain bookkeeping systems, database, and records
• Monitor policies for all clients
• Constantly update job knowledge and learn about new products and services
• Medicare Supplements, Dental, Vision, Hearing Policies, Critical Illness, and Hospital Indemnity
• Managed over 50 calls per day
• Calculated premiums and established payment methods for sales
• Analyzed customer needs to provide customized insurance solutions
• Utilized CRM software to manage client relationships
• Collected premiums on or before effective date of coverage
• Responded to customer calls swiftly to resolve issues and answer questions
• Generated leads through cold-calling, networking and other outreach methods
• Maintained high standards of customer service by building relationships with clients
• Prepared and reviewed insurance applications to verify compliance with regulations
• Conducted annual reviews of existing policies to update information

• Promote insurance contracts or suggest additions/changes to existing ones
• Evaluate business or individual customer needs and financial status and propose protection plans that meet their criteria
• Provide quotes for new and existing clients
• Maintain bookkeeping systems, database, and records
• Monitor policies for all clients
• Constantly update job knowledge and learn about new products and services
• Auto, Home, Medicare Supplements and Life Insurance
• Managed over 50 calls per day
• Calculated premiums and established payment methods for sales
• Analyzed customer needs to provide customized insurance solutions
• Utilized CRM software to manage client relationships
  Collected premiums on or before effective date of coverage
• Responded to customer calls swiftly to resolve issues and answer questions
• Generated leads through cold-calling, networking and other outreach methods
• Maintained high standards of customer service by building relationships with clients
• Prepared and reviewed insurance applications to verify compliance with regulations
• Conducted annual reviews of existing policies to update information

• Promote insurance contracts or suggest additions/changes to existing ones
• Evaluate business or individual customer needs and financial status and propose protection plans that meet their criteria
• Maintain bookkeeping systems, database and records
• Monitor policies for all clients
• Constantly update job knowledge and learn about new products and services
• Medicare Supplements, Life Insurance and Final Expense
• Managed over 50 calls per day
• Calculated premiums and established payment methods for sales
• Analyzed customer needs to provide customized insurance solutions
• Utilized CRM software to manage client relationships
• Collected premiums on or before effective date of coverage
• Responded to customer calls swiftly to resolve issues and answer questions
• Generated leads through cold-calling, networking and other outreach methods
• Maintained high standards of customer service by building relationships with clients
• Prepared and reviewed insurance applications to verify compliance with regulations
• Conducted annual reviews of existing policies to update information

• Promote insurance contracts or suggest additions/changes to existing ones
• Evaluate business or individual customer needs and financial status and propose protection plans that meet their criteria
• Maintain bookkeeping systems, database and records
• Monitor insurance claims
• Constantly update job knowledge and learn about new products and services
• Fullfil all policy requirements.

• Responsible for handling the day-to-day activities within reimbursement services (benefits investigation, prior authorizations and appeals support)
• Complete medical and/or pharmacy benefit investigations, step edit identification and appeals according to program standard operating procedures
• Maintains records in accordance with applicable standards and regulations to the programs/promotions
• Determining coverage availability and coordinate the financial aspects of healthcare services to ensure patients have access to prescribed therapy
• Advocate for patients and healthcare professionals
• Maintained a high level of ethical conduct regarding confidentiality and privacy

• Assist the Office Manager

• Assist Customers with all inquiries via phone, email and in office

• Maintain, organize and update Patients Charts

• Pull all insurance documents for patients

• Contact all Insurance Companies about Claim denials

• Schedule/ Reschedule appointments for patients and managed all incoming calls

• Communicate messages to the doctors

• Generate and Mail out Statements

• Handle credit card, check and cash payments

• Process refunds

• Enter insurance payments and figure write offs

• Send/email reports for patients to General Dentist

• Complete referral forms

• Insurance Estimates

• Daily reports

• Enter Direct deposits

• Assist Customers with all inquiries via phone, email and in office
• Receive orders for contacts via phone, fax, email and patients in office
• Dispense contacts and glasses to patients
• Maintain, organize and update Patients Charts
• Pull and file all insurance documents and claims for patients
• Contact all Insurance Companies about Claim denials
• Schedule/ Reschedule appointments for patients
• Communicate messages to the optician and doctors
• Generate and Mail out Monthly Statements and pre appointment cards
• Managed over 50 customer calls per day
• Sought ways to improve processes and services provided
• Followed up with customers about resolved issues to maintain high standards of customer service
• Updated account information to maintain customer records

• Customer Service
• Assist Customers with all inquiries via phone and email
• Receive Customer orders by phone, fax, email, EDI, and internet sites
• Maintain and update Customers Files
• Enter Customer orders in Dynamics
• Generate and distribute daily orders for warehouse
• Match picking list with original order and invoice
• Update customer sites/EDI with tracking/invoice information after order shipped
• File A/R invoices and payment stubs
• Waechtersbach USA
• Miscellaneous Administrative
• Open mail and distribute
• Answer telephone, direct calls and/or take messages
• Check voicemail regularly and respond in a timely manner
• Handle credit card payments /refunds
• Clean and organize office supplies, send list when items are needed
• Prepares sales rep mail weekly