Phoebe Quiles
Tampa,US
Summary
As a licensed health insurance agent with a strong background in member support within medical environments, I bring a well-rounded skill set that combines in-depth policy knowledge with practical, real-world applications. My experience has sharpened my ability to communicate complex information clearly, build trust with clients, and adapt to the everchanging healthcare and insurance landscape. I am committed to continuing my growth and making a meaningful impact within the insurance industry.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
USHEALTH ADVISORS
01.2024 - Current
- Improved data collection accuracy by structuring systems for desktop spreadsheets.
- Upsold products to policyholders and potential new clients.
- Provided advice on financial planning and insurance policies.
- Exceeded assigned sales and retention targets each quarter by upselling insurance products.
- Developed referral networks with other professionals, resulting in increased business opportunities.
- Conducted market research to identify potential customers.
- Met with division leaders and consultants to discuss strategies to increase sales.
Account Manager
HBI SOLUTIONS LLC
01.2023 - 01.2024
- Solicited feedback from customers on their experience with products or services.
- Worked closely with underwriting and risk management teams to provide insights from claims experiences.
- Collaborated with marketing teams to develop targeted campaigns for account acquisition and growth.
- De-escalated customer interactions by providing alternative solutions to issues.
- Utilized CRM tools to track client interactions, sales opportunities, and account history.
- Developed and maintained relationships with key accounts to ensure customer satisfaction.
Customer Support Rep.
Maximus
01.2022 - 01.2023
- Upheld high standards of customer services by responding to inquiries, needs and problems.
- Documented customer correspondence in CRM to track requests, problems, and solutions.
- Collaborated with various departments within the organization to resolve customer issues quickly and efficiently.
- Resolved customer complaints and concerns in a timely manner.
- Responded to member questions regarding plan benefits and provisions.
- Processed enrollments for new Medicare members according to established procedures and guidelines.
Customer Support Specialist
STAFFING AGENCY (HealthCare)
01.2021 - 01.2022
- Provided exceptional customer support through telecom phone systems, email, and live chat, ensuring timely and effective resolution of inquiries.
- Managed and utilized systems and tools, including electronic health records (EHR) and scheduling software, to maintain accurate and up-to-date information.
- Entered and maintained data in proprietary client management systems, ensuring data integrity and compliance.
- Coordinated patient appointments efficiently using scheduling software, and collaborated cross-departmentally to streamline workflows and enhance overall operational efficiency.
Ophthalmic Technician
NATIONAL VISION
01.2020 - 01.2021
- Administered and instructed patients on proper contact lens care, insertion, and removal.
- Responded to patient inquiries, offering empathetic support and accurate information.
- Educated patients on eye health, including disease prevention and the importance of regular eye exams.
- Managed inventory of clinical supplies, placing orders before depletion to avoid disruptions.
- Screened patients for issues and eye diseases, checking visual acuity, color plates, pupil dilation and papillary function.
- Performed visual acuity tests, tonometry, refraction and other vision tests.
Office Assistant
OMEGA OPTICAL
01.2018 - 01.2020
- Performed accurate data entry for inventory tracking and patient records, ensuring organized and up-to-date information
- Managed customer communications and efficiently scheduled appointments to support seamless operations
- Assisted with a variety of administrative tasks, including filing, billing, and document organization, contributing to a well-maintained and efficient office environment
Office Assistant
CAROL WECHSLER FIRM
01.2016 - 01.2018
- Demonstrated strong attention to detail and organizational skills through accurate data entry and document processing for accounting records
- Handled administrative tasks with efficiency and precision, including tax preparation support and financial documentation
- Moved seamlessly through office responsibilities, showcasing adaptability and a commitment to maintaining a well-organized and productive work environment
Education
Highs School diploma - IT Major
ORLEANS TECHNICAL COLLEGE
Tampa, FL01.2018
Skills
- Customer service
- Quality Assurance
- Cross-department collaboration
- Regulatory Compliance (HIPAA/PHI)
- Account Management
- Claims Handling and Resolution
- M365 (Word, Excel, Outlook, Teams)
- Salesforce CRM
- Health Insurance Benefits and Policy Analysis
- Canva Pro Expert
- Medicare knowledge
- Electronic medical records usage
- Medical terminology fluency
Certification
CIC Certified Insurance Counselor - In progress 2025
Florida School Of Insurance
215 - Insurance License Completed 2024
Non - Residential Health & Life License LA, TX, SD, OH, NV, CO, KS, VA, SC.
References
- Isaiah Edwards, Field Training Agent (FTA), HBI Solutions LLC, 813-277-6215, healthbyisaiah@gmail.com
- Byrein Mucia, Divisional Leader, USHealth Advisors, 727-326-3864, Healthbymucia@gmail.com
- Melissa Silva, Program Manager, Kelly Services Staffing agency, 813-259-7763, mels012@kellyservices.com
Timeline
Insurance Sales Agent
USHEALTH ADVISORS
01.2024 - Current
Account Manager
HBI SOLUTIONS LLC
01.2023 - 01.2024
Customer Support Rep.
Maximus
01.2022 - 01.2023
Customer Support Specialist
STAFFING AGENCY (HealthCare)
01.2021 - 01.2022
Ophthalmic Technician
NATIONAL VISION
01.2020 - 01.2021
Office Assistant
OMEGA OPTICAL
01.2018 - 01.2020
Office Assistant
CAROL WECHSLER FIRM
01.2016 - 01.2018
Highs School diploma - IT Major
ORLEANS TECHNICAL COLLEGE
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