RACHEAL MOULTRIE
Richmond,TX
Summary
Dedicated Insurance Agent holding active Property & Casualty, Life, Accident & Health licenses with a strong background in cross selling, consultative sales, policy analysis, and claims advocacy. Adept at managing end-to-end client lifecycles from initial risk assessment and quoting to renewals and claims support across auto, home, umbrella, general liability, and workers' compensation lines.
Overview
2
2
years of post-secondary education
7
7
years of professional experience
Work History
Licensed Health Insurance Agent
HealthPlanOne
06.2026 - Current
- Educate clients on Medicare Advantage, Medicare Supplement, prescription drug plans, and other health insurance coverage options.
- Advised HealthPlan One clients on Medicare and individual health plan options.
- Guided callers through plan comparisons, benefits, and premium details.
- Meet sales goals while providing excellent customer service and building strong client relationships.
- Verified applicant eligibility using HealthPlanOne enrollment and compliance guidelines.
Licensed Insurance Agent
State Farm
Houston, Texas
10.2024 - 05.2026
- Educated and advised State Farm policyholders on tailored auto, home, and life coverage options to meet individual needs.
- Generated insurance quotes utilizing State Farm systems and underwriting guidelines to facilitate informed decision-making.
- Processed policy changes, renewals, and cancellations for client accounts; ensuring seamless service continuity and client satisfaction.
- Executed policy changes, renewals, and cancellations for client accounts, ensuring accuracy and compliance with company standards.
RECRUITER
MH recruiting
Los Angeles, California
01.2020 - 01.2024
- Full-cycle recruiter for the healthcare sector: sourced, screened, and placed clinicians and allied health professionals using job boards, professional networks, and direct sourcing. Designed and executed targeted recruitment strategies to expand candidate pipelines and improve time-to-fill. Managed offer negotiations and onboarding, ensured regulatory compliance, and maintained strong client and candidate relationships to support repeat business.
- Oversaw recruitment process from sourcing to placement for various client openings. Streamlined recruitment process for various client openings across MH accounts.
- Actively searched for qualified candidates using diverse sourcing methods. Engaged in job boards, referrals, and direct outreach to find candidates.
- Reviewed and evaluated resumes to determine candidate suitability and matched applicants to role requirements.
CASE MANAGER
Ca COVID Rent Relief
Los Angeles, California
01.2020 - 01.2023
- Led a 10-person case management team delivering outreach and application support for a statewide COVID-19 rent relief program. Implemented one-on-one coaching and streamlined task assignment to boost productivity and adherence to timelines. Used Neighborly software to monitor daily/weekly KPIs, track claim trends, and produce performance reports. Conducted policy-compliant claim reviews, collaborated with administrators to resolve complex cases, and helped ensure timely, accurate disbursement of funds.
- Reviewed eligibility criteria and documentation for COVID rent relief applications to ensure compliance and accuracy.
- Clarified requirements for rent relief applications through discussions with tenants and landlords to facilitate understanding.
- Maintained records of case status in rent relief systems while coordinating follow-up actions.
- Tracked case status updates in rent relief systems and shared follow-up tasks.
- Verified household records, income documents, and lease information to confirm program compliance and support timely processing.
- Resolved case issues by coordinating with program staff and external partners.
Education
Bachelor of Science - HEALTH SCIENCE
Grand Canyon University
Phoenix, AZ 01.2025 - 10.2026
Skills
- Compliance Management
- Regulatory Knowledge
- Insurance Sales Techniques
- Client Retention Strategies
- Patient education
- Case management
- Attention to Detail
- Time Management
- Team collaboration
- Relationship Building
- Communication Skills
- Adaptability
Timeline
Licensed Health Insurance Agent
HealthPlanOne
06.2026 - Current
Bachelor of Science - HEALTH SCIENCE
Grand Canyon University
01.2025 - 10.2026
Licensed Insurance Agent
State Farm
10.2024 - 05.2026
RECRUITER
MH recruiting
01.2020 - 01.2024
CASE MANAGER
Ca COVID Rent Relief
01.2020 - 01.2023