Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Insurance Producer
Life Asset Management
Spokane, WA
09.2022 - Current
Provided customer service by responding to inquiries, resolving complaints, and processing policy changes.
Developed and implemented comprehensive insurance plans for clients according to their individual needs.
Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
Resolved customer complaints in a timely manner to maintain high satisfaction levels.
Insurance Agent
Farmers Insurance Agency
Spokane, WA
06.2015 - 08.2022
Assessed customer risk levels and recommended appropriate coverage options.
Educated customers on the importance of maintaining adequate insurance coverage.
Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
Prepared proposals and conducted closing interviews to increase insurance sales.
Medical Office Assistant
Cancer Care Northwest
Spokane, WA
02.2004 - 04.2007
Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
Scheduled and confirmed patient appointments and consultations.
Prepared reports, invoices, letters, or medical records using word processing, spreadsheet, or other software applications.
Performed bookkeeping duties, preparing and sending financial statements or bills.
Collected information, verified insurance and collected co-payments for patients as part of check-in process.
Education
Some College (No Degree) - Phlebotomy
Spokane Community College
Spokane, WA
Skills
Account Management
Marketing Management
Operations Management
Client Account Management
Customer Service
Client Retention
Certification
Licensed Insurance Producer with a P&C license in Washington, Idaho, and Oregon.
Phlebotomy
Timeline
Insurance Producer
Life Asset Management
09.2022 - Current
Insurance Agent
Farmers Insurance Agency
06.2015 - 08.2022
Medical Office Assistant
Cancer Care Northwest
02.2004 - 04.2007
Some College (No Degree) - Phlebotomy
Spokane Community College
Licensed Insurance Producer with a P&C license in Washington, Idaho, and Oregon.
Phlebotomy
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