Overview
Work History
Timeline
Generic

Peggy Takacs

Green Cove Springs,FL

Overview

30
30
years of professional experience

Work History

Everise
09.2024 - Current
  • Perform thorough Medicare sales needs analysis via phone with clients, including educating the client about Medicare if required, identifying matching plans and services, through use of outbound dialing technology
  • Close sales and underwrite policies for clients, completing applications accurately via computer systems
  • Fully understand, abide by and stay current with all Center for Medicare and Medicaid Services (CMS) rules and regulations as they pertain to duties assigned

Tranzact
02.2023 - 12.2024
  • Perform thorough Medicare sales needs analysis via phone with clients, including educating the client about Medicare if required, identifying matching plans and services, through use of outbound dialing technology
  • Close sales and underwrite policies for clients, completing applications accurately via computer systems
  • Fully understand, abide by and stay current with all Center for Medicare and Medicaid Services (CMS) rules and regulations as they pertain to duties assigned

Selectquote
06.2022 - 12.2022
  • Perform thorough Medicare sales needs analysis via phone with clients, including educating the client about Medicare if required, identifying matching plans and services, through use of outbound dialing technology
  • Close sales and underwrite policies for clients, completing applications accurately via computer systems
  • Fully understand, abide by and stay current with all Center for Medicare and Medicaid Services (CMS) rules and regulations as they pertain to duties assigned

SoFi
01.2022 - 06.2022
  • A dedication to delivering exceptional customer service
  • People-focused: committed to teamwork, resolving issues efficiently, and developing long-term relationships
  • Prior experience in customer service, financial services knowledge a consumer banking, preferably servicing checking, debit card, savings, CD, IRA, and trust accounts

Health IQ
03.2021 - 12.2021
  • Perform thorough Medicare sales needs analysis via phone with clients, including educating the client about Medicare if required, identifying matching plans and services, through use of outbound dialing technology
  • Close sales and underwrite policies for clients, completing applications accurately via computer systems
  • Fully understand, abide by and stay current with all Center for Medicare and Medicaid Services (CMS) rules and regulations as they pertain to duties assigned
  • Determined customer’s financial service needs and prepared proposals that addressed those needs

HP One
02.2019 - 03.2020
  • Perform thorough Medicare sales needs analysis via phone with clients, including educating the client about Medicare if required, identifying matching plans and services, through use of outbound dialing technology
  • Close sales and underwrite policies for clients, completing applications accurately via computer systems
  • Fully understand, abide by and stay current with all Center for Medicare and Medicaid Services (CMS) rules and regulations as they pertain to duties assigned

Health Plan Services
10.2018 - 01.2019
  • Sell health and ancillary (Life, Vision, etc.) insurance products to plan individual Under consumers in a call center environment:
  • Support both inbound (90%) and outbound calls to Consumer prospects through market driven and plan campaigns
  • Analyze prospect needs and match to plan product solutions
  • Conduct plan comparison and analysis for existing members seeking new solutions
  • Determine product eligibility based on age, county, health status and customer’s expressed needs

Allstate
Winter Haven, FL
02.2018 - 08.2018
  • Meet new business production goals and objectives as established
  • Develop insurance quotes, makes sales presentations, and closes sales
  • Treat each customer contact as a cross and up-sell opportunity including financial products
  • Foster strong relationships with our customers to maintain a high level of client retention and product loyalty
  • Grow sales revenue by utilizing phone, email and potential client lists
  • Prospects for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases

Sales Agent

Capital Staffing/Florida Blue
Jacksonville, FL
08.2017 - 12.2017
  • Sell health and ancillary (Life, Vision, etc.) insurance products to plan individual Under 65 consumers in a call center environment:
  • Support both inbound (90%) and outbound calls to Consumer prospects through market driven and plan campaigns
  • Analyze prospect needs and match to plan product solutions
  • Conduct plan comparison and analysis for existing members seeking new solutions
  • Determine product eligibility based on age, county, health status and customer’s expressed needs
  • Facilitate application process; advise customers of eligibility and follow established procedures to adhere to department and federal guidelines
  • Present and explain recommended product solutions, including benefits, features, company services, operation processes, present alternatives as appropriate

TD Bank Loan Operations
Jacksonville, FL
06.2014 - 05.2017
  • Processed Insurance Check Endorsements
  • Account Receivables
  • Post Sales Reports
  • Finalized Car Sales
  • Processed Credit Disputes
  • Maintained Inventory of Repossessed Cars
  • Processed Chargeback and Buybacks for Auto Auctions
  • Accounts Payable

Customer Service Agent/Carecore National
Bluffton, SC
06.2011 - 04.2015
  • Process Clinical Certifications for radiologists from physician offices and /or imaging center and imaging center collection demographic information and entering data
  • Processes review of service request notifications that not do require certification or medical necessity

Substitute Teacher Duval Board of Education
Jacksonville, FL
04.2003 - 03.2011
  • Instruct students, using various teaching methods, such as lecture and demonstration

Credit Analyst/Bank of America
Jacksonville, FL
10.2001 - 04.2003
  • Contact applicant or creditors to resolve questions regarding application information and to request specified information for loan application
  • Analyzes applicant's financial status, credit, and property evaluation to determine feasibility of granting loan
  • Approves loan within specified limits or submits application to credit analyst for verification and recommendation

Credit/Customer Service/Homeside Lending Inc.
Jacksonville, FL
02.1995 - 10.2001
  • Communicated with customer via the telephone and written correspondence in response to their mortgage accounts
  • Explained escrow analysis, tax payments and other issues
  • Investigated discrepancies in reports and records and confers with personnel in affected departments to ensure accuracy and compliance with procedures

Timeline

Everise
09.2024 - Current

Tranzact
02.2023 - 12.2024

Selectquote
06.2022 - 12.2022

SoFi
01.2022 - 06.2022

Health IQ
03.2021 - 12.2021

HP One
02.2019 - 03.2020

Health Plan Services
10.2018 - 01.2019

Allstate
02.2018 - 08.2018

Sales Agent

Capital Staffing/Florida Blue
08.2017 - 12.2017

TD Bank Loan Operations
06.2014 - 05.2017

Customer Service Agent/Carecore National
06.2011 - 04.2015

Substitute Teacher Duval Board of Education
04.2003 - 03.2011

Credit Analyst/Bank of America
10.2001 - 04.2003

Credit/Customer Service/Homeside Lending Inc.
02.1995 - 10.2001
Peggy Takacs