Patricia L. Knox
Nashville,TN
Summary
PROFILE/AREAS OF EXPERTISE
Senior Services, Account Management-Financial Planning/Health Insurance, Self funded Health Insurance plans, Client/Investor Relations, Employee Benefits, Medical Stop Loss, Business Development, Medical Billing/Claims, Marketing and Public Relations
Overview
26
26
years of professional experience
Work History
Appointment Setter
Neptune Cremation Society
01.2015 - Current
- Appointment setting from Internet and mail inquiries regarding pre-planning cremation details - Working with top national producer in procuring appointments - Maintaining contact for future callbacks and lead management
Business Development Specialist
Softline Data Inc
01.2013 - 05.2021
- Marketing utility billing software program to small city municipalities
- Contact includes initial introduction phone call, e-mail and phone follow-up to set webinars for product
- Preview-lead management through Zoho CRM.
- Boosted sales 100% with development of positive customer relationships.
Long Term Care Insurance Representative
Independent
01.2011 - 01.2013
- Represent many long term care companies and products - Conduct public awareness seminars on long term care planning - Prospect by phone to introduce long term insurance concept and products - Meet with clients and families to finalize sale.
Benefit Consultant
Stephens and Associates
01.1999 - 01.2011
- Administration of employer sponsored self-funded health insurance plans: - Market annual renewal for medical stop loss insurance - Liaison between employers and third party administrators on benefits, document drafting, claim troubleshooting, and plan administration - Develop optional benefit plan designs and concepts for cost containment features - Market group ancillary products – LTD, STD, Life, Dental - Project Coordinator for HIPAA Compliance Privacy – worked with employer groups in implementation of new HIPAA Privacy and Standard laws, and Medicare Part D Compliance
- This entailed detailed training, document drafting and coordination of policy set-up and procedures
- Coordinated Health Care Reform administration details
Long Term Care, Allstate Insurance
01.1998 - 01.1999
- Marketed long term insurance products to policy holders through local Allstate agencies - Worked closely with agency managers in training and introduction of product features
Education
Associates of Arts Degree - Business Administration
Moorhead State University
Health and Life Insurance License Prior Series 7 NASD License Long Term Care Insurance Training Courses – Shelton and Associates Sales Training – Wilson Learning Center - undefined
Attendee – HIPAA Privacy training sessions, Health Insurance/Benefits seminars - undefined
Skills
- Client Needs Assessment
- Qualifying New Leads
- Account Management
- CRM Software
- Managing Multiple Tasks
- Benefits Explanations
- Communication Skills
- Adaptability
Timeline
Appointment Setter
Neptune Cremation Society
01.2015 - Current
Business Development Specialist
Softline Data Inc
01.2013 - 05.2021
Long Term Care Insurance Representative
Independent
01.2011 - 01.2013
Benefit Consultant
Stephens and Associates
01.1999 - 01.2011
Long Term Care, Allstate Insurance
01.1998 - 01.1999
Associates of Arts Degree - Business Administration
Moorhead State University
Health and Life Insurance License Prior Series 7 NASD License Long Term Care Insurance Training Courses – Shelton and Associates Sales Training – Wilson Learning Center - undefined
Attendee – HIPAA Privacy training sessions, Health Insurance/Benefits seminars - undefined
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