MILES LEE
Kingwood
Summary
Dynamic health insurance professional with a proven track record in client advisory and policy guidance, demonstrating a strong work ethic and adaptability in fast-paced environments. Expertise in delivering efficient, client-centered solutions while maintaining high standards of service and collaboration within teams. Committed to thorough analysis of insurance options to ensure clients receive tailored recommendations that meet unique needs. Open to relocation and ready to contribute to organizational success through strategic problem-solving and a focus on results.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Licensed Health Insurance Agent
Select Quote
Remote
02.2023 - Current
- Facilitated client navigation of health insurance options to ensure optimal coverage tailored to individual needs.
- Analyzed and restructured application workflow to boost efficiency and deliver prompt client communication.
- Facilitated client understanding of policy features and benefits, promoting informed choices and confidence in offerings.
- Analyzed market shifts and regulatory updates to ensure clients received timely and relevant guidance.
Licensed Insurance Agent
Rate Quote
Houston, TX
01.2021 - 02.2023
- Streamlined processes to enhance efficiency in ACA Medicare Advantage and supplemental insurance operations.
- Coordinated eligibility verification and documentation processing to streamline enrollment support services.
- Managed integration of multiple CRM and quoting systems while strictly maintaining compliance standards.
- Managed multi-carrier insurance operations, focusing on policy guidance and the meticulous preparation of compliance documentation.
- Advised clients on health insurance selections to guarantee suitable coverage aligned with personal requirements.
Car Sales Advisor
Toyota Of Katy
Houston, TX
07.2018 - 01.2021
- Fostered strong customer relationships to facilitate vehicle sales and ensure a positive buying experience.
- Provided expert knowledge on vehicle features, financing options, and trade-in evaluations to assist customers effectively.
- Analyzed customer feedback to identify areas for service improvement, enhancing satisfaction and retention rates.
- Facilitated smooth transactions by guiding customers through required paperwork and payment processes accurately.
Supply Chain Logistics Specialist
United States Air Force
Cheyenne, WY
07.2012 - 07.2018
- Managed procurement, inventory control, and lifecycle support for regulated materials
- Maintained compliance documentation and operational records in accordance with federal standards
- Coordinated vehicle accountability, scheduling, and operational readiness as Vehicle Control Manager
- Supported supply continuity through inventory reconciliation and materials planning
- Operated within structured procedures emphasizing accuracy, accountability, and operational efficiency
Education
Associate of Arts - Business
University of Houston-Downtown
Houston, TX06.2012
High School Diploma -
Chester W Nimitz High School
Houston, TX06.2010
Bachelor of Science - Business Administration And Management
University of Houston
Houston, TX06.2016
Skills
- Policy analysis
- Medicare expertise
- Enrollment processing
- Proficient in addressing objections
- Cold calling
- Life insurance
- Needs assessment
- Client support
- Strong attention to detail
- Strategic problem resolution
- Proficient in handling multiple tasks
- Critical thinking
Certification
- Life & Health Insurance License 2024 to 2026
- Driver's License
Timeline
Licensed Health Insurance Agent
Select Quote
02.2023 - Current
Licensed Insurance Agent
Rate Quote
01.2021 - 02.2023
Car Sales Advisor
Toyota Of Katy
07.2018 - 01.2021
Supply Chain Logistics Specialist
United States Air Force
07.2012 - 07.2018
Associate of Arts - Business
University of Houston-Downtown
High School Diploma -
Chester W Nimitz High School
Bachelor of Science - Business Administration And Management
University of Houston