Michele Fullerton
Lees Summit,MO
Summary
Dynamic technology professional with extensive experience in optimizing systems and aligning technical solutions with strategic business goals. Recognized for exceptional organizational, management, and administrative skills, complemented by relevant licenses. Proven track record of successfully leading projects from inception to completion, driving organizational growth and enhancing operational efficiency. Committed to leveraging expertise to contribute to a forward-thinking team and achieve impactful results.
Overview
12
12
years of professional experience
Work History
Insurance Agent
Unified Growth Partners
08.2024 - Current
- 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. Prepared and reviewed insurance applications to verify compliance with regulations.
- Maintain bookkeeping systems, databases, and records.
- Monitor policies for all clients and conduct annual reviews of existing policies to update information.
- Constantly update job knowledge and learn about new products and services.
- Medicare Supplements, Medicare Advantage, Dental, Vision, Hearing Policies, Critical Illness, and Hospital Indemnity
- Managed over 50 calls per day.
- 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.
Insurance Broker
Self Employed
11.2022 - 07.2024
- Medicare Supplements, Life Insurance and Final Expense
- 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 and conduct annual reviews of existing policies to update information 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 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.
Claims Care Center Representative
American Family Insurance
05.2023 - 07.2024
- Investigates and maintains property/casualty claims.
- Managing phone and digital interactions on new and existing claims and assisting with immediate needs.
- Maintain an inventory and assist the adjusting lines with low complexity claim inventory.
- Review and apply coverage, assign services, interpret estimates and adjuster notes, and process payments.
- Completion of first notice of loss with multiple lines of business.
- Work independently and problem solve when needed.
- Identify and gather necessary information to accurately process claims and achieve business goals.
- Provide exceptional customer service to internal/external customers and business partners.
- Providing customer-driven solutions, support, or service.
Insurance Agent
Broadway Benefits Group/Americo
02.2022 - 11.2022
- 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 and conduct annual reviews of existing policies to update information.
- 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.
Insurance Agent
Spring Venture Group
05.2021 - 01.2022
- 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 and conduct annual reviews of existing policies to update information 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.
Insurance Agent
Marcus Troup Agency, Farmers Insurance
08.2020 - 04.2021
- 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.
Insurance Agent
CrossPointe Benefit Solutions/Americo
05.2019 - 07.2020
- 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 and conduct annual reviews of existing policies to update information.
- 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.
Life, Health and Accident Agent
Oldham Midwest
02.2019 - 04.2019
- 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, learn about new products and services
- Fulfil all policy requirements.
Reimbursement Specialist
Aerotek/Trialcard
11.2018 - 02.2019
- 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.
Patient Coordinator
University Park Endodontics
08.2016 - 10.2018
- 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.
Front Desk/Customer Service
Fairway Eye Center
08.2015 - 06.2016
- 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/Administrative Assistant
Waechtersbach USA
03.2013 - 08.2015
- 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
Miscellaneous Administrative
Waechtersbach USA
- 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.
Education
High School Diploma -
Overton High School
Overton, NE05.1989
Skills
- Microsoft Office – Word, Excel, PowerPoint, Publisher, Teams and Outlook
- QuickBooks – Customer Receivables, Invoicing, Reporting
- Property and Casualty License Missouri and Kansas
- Life, Health, and Accident Insurance
- Licenses in multiple states
- AHIP Certified and FFM Certified
- Salesforce, Five9, Genesys Cloud, NMS CRM, CSG Actuarial, Agent Xcelerator, Sunfire
- Remote Desktops
- Eyefinity, Office Mate, Exam Writer, Scheduler, EHR Systems Training
- Dentrix
- Great Plains Dynamics, RMS, EDI Service, Bartender and Crystal Reports
- UPS and FedEx Ship Software, Barcode Scanner
- Multiple online hosts for ordering and invoicing Transmissions
- Guidewire Claim Center
- Friendly, positive attitude
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Flexible and adaptable
- Dependable and responsible
Timeline
Insurance Agent
Unified Growth Partners
08.2024 - Current
Claims Care Center Representative
American Family Insurance
05.2023 - 07.2024
Insurance Broker
Self Employed
11.2022 - 07.2024
Insurance Agent
Broadway Benefits Group/Americo
02.2022 - 11.2022
Insurance Agent
Spring Venture Group
05.2021 - 01.2022
Insurance Agent
Marcus Troup Agency, Farmers Insurance
08.2020 - 04.2021
Insurance Agent
CrossPointe Benefit Solutions/Americo
05.2019 - 07.2020
Life, Health and Accident Agent
Oldham Midwest
02.2019 - 04.2019
Reimbursement Specialist
Aerotek/Trialcard
11.2018 - 02.2019
Patient Coordinator
University Park Endodontics
08.2016 - 10.2018
Front Desk/Customer Service
Fairway Eye Center
08.2015 - 06.2016
Customer Service/Administrative Assistant
Waechtersbach USA
03.2013 - 08.2015
Miscellaneous Administrative
Waechtersbach USA
High School Diploma -
Overton High School
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