Customer-focused individual with a passion for delivering exceptional service. Strong interpersonal skills with a talent for effectively addressing concerns. Committed to improving customer satisfaction and driving positive outcomes.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Customer Service Insurance Agent
Mutual of Omaha
06.2023 - Current
Accepts inbound calls from clients and prospective clients to assess insurance needs, budget, and financial planning goals.
Set up clients with new policies, calculated premiums, and established payment methods.
Conducted thorough risk assessments for clients, considering various factors including age, occupation, and medical history.
Assist clients in choosing appropriate insurance policies based on their needs and financial situation.
Provided outstanding customer service by promptly addressing inquiries or concerns regarding policy coverage or claims processing.
Deliver clear and concise presentations to potential clients on the benefits of different types of insurance coverage.
Licensed Insurance Agent
American Income Life Insurance
12.2022 - 06.2023
Followed up on leads generated through marketing efforts to secure new business opportunities.
Conducted thorough risk assessments for clients, considering various factors including age, occupation, and medical history.
Completed applications for underwriting approval.
Customized insurance policies to meet individual client requirements and preferences.
Explained different options to prospective clients and recommended suitable insurance policies.
Gathered financial resources and needs data from potential clients through interviews.
Completed applications for underwriting approval.
Customer Service Representative
Anthem Blue Cross BlueShield
Lynchburg, VA
09.2020 - 10.2022
Accepted inbound calls from members and provider offices regarding benefits, eligibility, claims, billing, and provider information
Verified and reviewed health insurance plans for members; provided accurate and thorough explanations of health plan benefits, claims processes, and enrollment
Contacted customers to respond to inquiries or notify about claim investigation results and adjustments.
Collected and posted payments for monthly premiums and reinstatements, provided receipts, and remaining balance information.
Kept records of customer interactions or transactions, recording details of inquiries and actions taken.
Documented all call information according to standard operating policies and procedures.