Rachel Hanzlovic
Sherman
Summary
Insurance benefits specialist with expertise in safeguarding sensitive client data and comprehensive knowledge of insurance coverages and private policy benefits. Proven ability to build strong relationships and communicate effectively with clients. Seeking opportunities to contribute dynamic skills and a strong work ethic to a forward-thinking organization.
Overview
10
10
years of professional experience
Work History
Medicare Insurance Agent
Qualify Medicare
Sherman
10.2022 - 05.2025
- Maintained accurate records of customer interactions, including contact details and payment histories.
- Built strong relationships with customers to drive renewals and generate referrals.
- Ensured confidentiality of consumer documentation to comply with HIPAA regulations.
- Identified cross-selling opportunities for additional policies and services.
- Guided Medicare customers in selecting appropriate insurance plans based on needs.
- Answered inquiries from potential customers regarding benefits, eligibility, and premiums.
- Reviewed applicant data meticulously to confirm compliance with eligibility criteria for assistance.
- Explained eligibility details and affordability options to patients with professionalism and empathy.
General Manager
Lori's Gifts
Frisco
11.2018 - 11.2021
- Recruited, trained, and empowered employees to meet key performance indicators.
- Ensured compliance with local health department regulations on food safety standards.
- Managed budgets and accounts while coordinating scheduling and productivity initiatives.
- Supervised employee assignments, providing clear planning and direction.
- Reviewed financial statements and sales reports to evaluate productivity and goal attainment.
- Created schedules and monitored payroll to adhere to budget constraints.
- Delivered exceptional client experiences through effective leadership of associates and managers.
- Developed service and sales strategies to enhance retention and revenue growth.
Collections Specialist
Toyota & Lexus Financial Services
Durant
12.2014 - 09.2018
- Performed administrative functions for assigned accounts, recorded address changes and purged records.
- Notified customers of delinquent accounts with attempt to collect outstanding amounts.
- Located and monitored overdue accounts using billing system to begin collections process.
- Conducted detailed account audits to identify discrepancies and resolve billing issues.
- Accepted and processed customer payments and applied toward account balances.
- Reviewed delinquent accounts and contacted customers via phone, email or mail to negotiate repayment terms and payment arrangements.
Education
Bachelor of Arts - Communications
Southeastern Oklahoma State University
Durant, OK12-2017
Skills
- Data accuracy
- Effective communication skills
- Policy interpretation
- Problem-solving abilities
- Analytical skills
- Insurance terminology
- Critical thinking
- Proficiency in Microsoft, data analysis tools, and insurance management programs
- Multi-Tasking
Accomplishments
- Highest performing agent for quarters one and three of 2024
- Recognition during every employee review for having zero compliance violations
- Graduated with honors from an accredited university
- Written work published in college literary magazine
Timeline
Medicare Insurance Agent
Qualify Medicare
10.2022 - 05.2025
General Manager
Lori's Gifts
11.2018 - 11.2021
Collections Specialist
Toyota & Lexus Financial Services
12.2014 - 09.2018
Bachelor of Arts - Communications
Southeastern Oklahoma State University
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