Michelle Patterson
Wellington,FL
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent Supervisor
Connexion Point An Integrity Company
Wellington, FL
07.2023 - Current
- Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
- Managed and supervised a team of about 22 agents.
- I coached agents on failed quality assurance calls to help them understand what went wrong on the call and how to correct it in the future.
- Sent daily emails of company updates, along with their key performance data, so the agents knew where they stood.
- Held weekly team meeting huddles to keep up the team morale and to get a feel for how the team was doing as a whole.
- Met with each agent every other week for 1:1 meetings, or sooner if needed, to discuss the agents' overall performance and goals for the month.
- Coordinated with other department supervisors to ensure smooth workflow and project alignment.
- Maintained accurate records of employee performance, attendance, leave requests, and disciplinary actions.
Seasonal AEP Trainer
Connexion Point An Integrity Company
Wellington, FL
06.2022 - Current
- Documented all training activities including attendance records, feedback forms, surveys.
- Used role-playing, lectures, and simulations to present information in variety of instructional techniques and formats.
- Adapted teaching methods according to the needs of individual learners or groups.
- Conducted onboarding sessions to orientate new staff members about company policies and procedures.
- Explained goals and expectations required of trainees.
- Monitored, evaluated and recorded training activities or program effectiveness.
Licensed Health Insurance Agent
Connexion Point
Wellington, FL
08.2017 - Current
- Maintained accurate records of all customer interactions and transactions.
- Provided detailed explanation of policy terms, conditions, and benefits to clients.
- Ensured that all documents were properly completed prior to submitting them for review.
- Educated customers on various health insurance products and services available.
- Participated in training sessions as required by company guidelines.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Resolved customer complaints in a timely manner while maintaining excellent customer service standards.
Education
Associate of Science - Medical Billing And Coding
Ultimate Medical Academy
Clearwater, FL07-2018
Skills
- Insurance sales strategy
- Team training and development
- Client service
- Asset protection
- Client retention
- Claims handling proficiency
- New agent training
- Insurance sales expertise
- Medical terminology
- HIPAA
Certification
- 4-40 FL License Health Insurance
Timeline
Licensed Insurance Agent Supervisor
Connexion Point An Integrity Company
07.2023 - Current
Seasonal AEP Trainer
Connexion Point An Integrity Company
06.2022 - Current
Licensed Health Insurance Agent
Connexion Point
08.2017 - Current
Associate of Science - Medical Billing And Coding
Ultimate Medical Academy
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