Olivia Taylor
Jacksonville ,NC
Summary
Driven Life and Health Insurance Agent from Bankers Life & Casualty Insurance, excelling in client needs analysis and organization. Achieved high client satisfaction through comprehensive service and educational workshops. Proficient in health and life insurance, showcasing exceptional underwriting skills and self-motivation.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Life and Health Insurance Agent
Bankers Life & Casualty Insurance
New Bern, NC
11.2022 - Current
- Maintained compliance with all industry regulations while completing paperwork accurately and efficiently.
- Educated clients on the intricacies of their health insurance policies, empowering them to make informed decisions.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Efficiently managed high-pressure situations such as claim denials or unexpected policy cancellations.
- Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Provided comprehensive customer service to drive client satisfaction.
- Conducted thorough research on available health insurance plans, staying up-to-date on industry trends and policy changes.
- Assisted clients in resolving claims-related issues promptly, alleviating stress during difficult times.
- Conducted regular follow-ups with clients to keep them informed of any pertinent updates or changes to their policies.
- Empowered clients to make informed health insurance decisions with regular educational workshops and resources.
Education
Associate Of Science - Science
Coastal Carolina Community College
Jacksonville, NC12.2022
Skills
Business planning
Underwriting and adjustments
Quote information
Vision and dental insurance
Quotes and sales
Policy renewals
Health insurance
Client needs analysis
Life insurance
Self-Motivated
Organization and Time Management
Certification
Long-term Care
Annuity
Life
Health
Medicare
Timeline
Life and Health Insurance Agent
Bankers Life & Casualty Insurance
11.2022 - Current
Associate Of Science - Science
Coastal Carolina Community College