Patrice Wright
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
16
16
years of professional experience
Work History
SENIOR Medicare CONSULTANTGOHEALTH
06.2019 - Current
- Handle inbound and outbound sales inquiries to effectively sell health insurance plans and products via phone to customers
- Quickly grasp new concepts and product offerings, such as Medicare Advantage, Medicare Supplement, prescription drug plans, and others
- Provide an excellent consumer experience for all callers and be passionate about helping the aging and disabled community through health insurance enrollments
- Learn and comply with Federal CMS and State legal requirements and standards.
Insurance Agent
ALLSTATE INSURANCE COMPANY
08.2018 - 03.2019
- Perform administrative task such as maintaining records and handling policy renewals or changes at the customer request
- Educate consumers on products and services that best suit their needs
- Verify coverage for customers or verify that policy changes were made and provide proof of insurance documents via email, mail or fax
- Help customers navigate in setting up my account and enrollments for online services
- Manage multiple computer applications, while simultaneously managing a high-volume of phone calls daily
- Collaborated with team members to share product information and build associate knowledge
Loan Verification Analyst IV
WELLSFARGO HOME MORTGAGE
10.2008 - 03.2018
- Completed thorough and detailed review of each consumer account including but not limited to, Foreclosure status, Demographic validation, recording information and account history
- Utilized a number of Final Decision tools to validated terms are accurate and acceptable prior to generating the Final Modification modifications document package
- Utilized a number of standard operating procedures (SOPs) including a checklist to ensure compliance with investor, vendor and company's guidelines were met within service agreement
- Followed up with appropriate business partners on a regular basis to resolve issues in order to complete Final review in a timely and accurate manner for our customers
- During my tenure I held the following roles through a series of promotion
BANKRUPTCY SPECIALIST
WELLSFARGO HOME MORTGAGE
04.2016 - 08.2017
- I; HOME PRESERVATION I; MORTGAGE NEGOTIATOR, Assisted customers with payment arrangements to ensure customer's accounts reported as current
- Responsible for tracking missing or misapplied payments and account maintenance
- Earned top 10% ranking two consecutive quarters in first six months of employment
- Provided accurate and appropriate information in response to customer inquiries, and properly directed inbound calls to improve call flow, and verified information in the computer system was up-to-date and accurate
- Negotiated repayment plans for debt repayment under Federal and State Laws
Benefit Specialist
AON HEWITT
09.2015 - 02.2016
- Verified Medical, Dental, Vision, Pensions and Eligibility status for various clients, such as ATT, General Mills, Meijer, UAW Trust and Bank of America and Aetna
- Processed all benefit enrollments, qualifying life events, employee changes submitted by employees
- Processed Evidence of Insurability (EOI) forms in accordance with Client policies and procedures
- Provided Tier 2 support to clients and their employees who contact the HR Service Center
- Worked closely with benefits providers to resolve eligibility errors
- Served as an employee advocate to benefit providers for claims issues
- Responsible for administration of HR/Benefit Administration Services Client's benefit programs during their annual open enrollment and throughout the year.
Commercial Credit Analyst
WACHOVIA
03.2011 - 08.2011
- Responsible for responding to written and phone inquiries on various collections issues to business owners including: answering questions pertaining to all areas of loan servicing, payment research, tax issues, insurance and reserves
- Coordinated property inspections, performed procedures relating to reserves advances in accordance with their loan documentation; researched and analyzed problems and recommended solutions
- Responsible for payment processing, check disbursement, tax payments, imaging and document management
- Served as the customer's single point of contact for reviewing, evaluating and processing loan request with regard to Commercial Real Estate and CMBS types of loans
- Liaised with project managers to disseminate letters and documents to business owners.
Education
college - Business Administration
Brookwien Business Institute
Washington12.1989
Skills
- Thirteen years of experience in providing stellar customer service through a variety of capacities including loan processing, benefits verification and collections Paired with great Interpersonal communication skills to interact effectively in both written and verbal forms Mathematical aptitude with a desire to solve problems, while providing research and resolution Knowledgeable in Health Insurance Portability and Accountability Act, Mortgage Process, and Collections Experienced in maintaining organizational competencies of superior quality care and critical thinking Expert in Administrative programs such as
- Microsoft Office Suite, Salesforce, and Workday
Timeline
SENIOR Medicare CONSULTANTGOHEALTH
06.2019 - Current
Insurance Agent
ALLSTATE INSURANCE COMPANY
08.2018 - 03.2019
BANKRUPTCY SPECIALIST
WELLSFARGO HOME MORTGAGE
04.2016 - 08.2017
Benefit Specialist
AON HEWITT
09.2015 - 02.2016
Commercial Credit Analyst
WACHOVIA
03.2011 - 08.2011
Loan Verification Analyst IV
WELLSFARGO HOME MORTGAGE
10.2008 - 03.2018
college - Business Administration
Brookwien Business Institute