Miranda Mumphry
Alto,TX
Summary
Dynamic professional with a proven track record in insurance sales strategy and team leadership, honed at Primerica, INC. Excelled in streamlining processes and leveraging critical thinking for innovative solutions. Achieved significant growth by mastering referral management and needs assessment. Skilled in Microsoft Office Suite and project management, consistently exceeding targets through strategic planning and exceptional client service.
Overview
5
5
years of professional experience
Work History
Life Insurance Agent
Primerica
07.2024 - Current
- Maintained high standards of customer service by building relationships with clients.
- Provided coverage option information to assist clients in protecting assets.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Marketed life insurance products to increase customer bases and revenue.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Educated clients on insurance policies and procedures.
- Designed presentations and marketing materials to promote insurance products.
- Worked with sales team of 7 to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Finalized sales and collected necessary deposits.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Medical Records Supervisor
Veteran's Evaluation Services
10.2020 - 04.2024
- Abstracted information from records as authorized or requested by insurance companies and other third-party payers.
- Analyzed quality control assessment findings and developed and implemented methods to improve performance.
- Evaluated requests for information and maintained and tracked releases to comply with federal and state laws.
- Oversaw secure transfer of patient records to other health care providers to support requests and authorizations.
- Scheduled and conducted educational programs to explain and discuss documentation policies and practices.
- Reported personnel needs to fill vacant or upcoming vacant positions.
- Input data into computer programs and filing systems.
- Reviewed 15+ medical records for completeness and filed records in alphabetic and numeric order.
- Followed exact procedures for handling transfers and other releases of medical records.
- Assisted in preparation of medical reports for external parties.
- Verified accuracy of patient information in medical records.
- Communicated effectively with staff, patients, and insurance companies by email and telephone.
- Scanned and uploaded medical records into electronic medical records system.
- Followed up with medical staff regarding missing information in patient records.
- Researched and resolved medical record discrepancies.
- Sorted and distributed incoming and outgoing medical records.
- Generated and maintained statistical data related to medical records.
Family Service Counselor
Forest Lawn Cemetery Of Houston
12.2019 - 05.2020
- Supported 4 families on day of interment to resolve any problems and answer questions.
- Visited hospitals, nursing homes and hospice facilities to build relationships and give presentations.
- Helped clients select caskets, markers and memorial options.
- Coordinated paperwork and required records to meet all business and legal requirements.
- Assisted with advanced arrangements for individuals and couples.
- Built solid and trusting rapport with children and families, fostering trust and communication to meet case needs.
- Conducted outreach to families and other community partners to identify ways to address social, emotional and behavioral needs.
Education
Associate of Science - Medical Social Work
Ultimate Medical Academy
Clearwater, FL04-2017
Skills
- Insurance sales strategy
- Streamlining processes
- Referral management
- Lead prospecting
- Appointment scheduling
- Needs assessment
- Microsoft Office Suite
- Team leadership
- Critical thinking
- Project management experience
- Burial coordination
- Burial planning
Timeline
Life Insurance Agent
Primerica
07.2024 - Current
Medical Records Supervisor
Veteran's Evaluation Services
10.2020 - 04.2024
Family Service Counselor
Forest Lawn Cemetery Of Houston
12.2019 - 05.2020
Associate of Science - Medical Social Work
Ultimate Medical Academy
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