Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Raelene Antonio

Glendora,CA

Summary

Studious and passionate professional with extensive knowledge of teaching material using modern methodologies. Cultivates positive relationships with clients to enhance participation and increase overall success. Outgoing and friendly with fantastic attention to detail.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Financial Educator

PHP Agency Inc.
Pasadena, CA
02.2022 - Current
  • Developed and maintained relationships with clients to ensure customer satisfaction.
  • Assisted customers in selecting the right life insurance coverage for their needs.
  • Provided personalized service to clients by phone, email, or in-person meetings.
  • Negotiated terms of policy with clients to ensure maximum benefit for both parties.
  • Analyzed client portfolios to determine best investment opportunities.
  • Maintained records of client information, including policies and payment history.
  • Educated clients on various types of life insurance policies available in the market.
  • Attended educational seminars and conferences to stay up-to-date on industry trends.
  • Resolved customer issues in a timely manner while providing excellent customer service.
  • Prepared quotes for prospective customers based on their individual needs.
  • Reviewed existing contracts to make sure they are compliant with state regulations.
  • Evaluated current financial situation of clients before recommending any policy changes.
  • Collaborated with colleagues to share best practices in teaching methods.
  • Analyzed customer information to determine eligibility and suitability of life insurance policies.
  • Advised customers on the best options available, taking into consideration their individual circumstances.
  • Provided advice on how to maximize coverage while minimizing costs.
  • Assisted clients in completing applications, forms, and other necessary paperwork for policy purchase or changes.
  • Researched and resolved customer inquiries regarding existing policies or services provided by the company.
  • Conducted market research to identify trends and competitive strategies within the life insurance industry.
  • Participated in sales meetings, training sessions, and other events related to life insurance products.
  • Identified opportunities for cross-selling additional products or services.
  • Built relationships with customers through regular communication, follow-up calls, emails.
  • Maintained accurate records of all transactions including policy details, payments made.
  • Utilized various software programs such as CRM systems to track customer data and manage accounts efficiently.
  • Attended continuing education classes to stay up-to-date on current laws and regulations governing the sale of life insurance products.
  • Collaborated with underwriters to ensure proper processing of new policies.

Customer Service Representative

Kaiser Permanente
San Dimas, CA
04.2001 - 10.2023
  • Provided excellent customer service to resolve customer complaints in a timely manner.
  • Educated patients on how to access online portals for scheduling appointments, making payments or viewing lab results.
  • Answered incoming calls and responded to customer inquiries in a timely manner.
  • Provided accurate information regarding insurance coverage, billing and payment processing.
  • Assisted customers with scheduling appointments and follow-up care.
  • Collected patient demographic and insurance information for new patients.
  • Maintained accurate records of customer interactions, transactions and comments in the company's database.
  • Resolved customer complaints promptly and professionally.
  • Informed customers about services available at the clinic or hospital.
  • Processed payments for medical services rendered using appropriate software applications.
  • Verified patient eligibility for benefits according to healthcare policies and procedures.
  • Referred customers to appropriate resources when needed such as financial assistance programs or support groups.
  • Ensured compliance with HIPAA regulations concerning patient privacy rights.
  • Identified discrepancies between invoices and claims forms submitted by providers and corrected them accordingly.
  • Communicated effectively with various departments within the organization in order to resolve customer issues quickly.
  • Applied HIPAA privacy and security regulations while handling patient information.
  • Organized and maintained records by updating and obtaining both personal and financial information from patients.
  • Registered patients by completing face-to-face interviews to obtain demographic, insurance, and medical information.
  • Communicated financial obligations to patients and collected fees at time of service.
  • Processed patient responsibility estimate determined by insurance at pre-registration.
  • Kept patient appointments on schedule by notifying providers of patients' arrival and reviewing service delivery compared to schedule.
  • Reviewed eligibility responses to assess patient benefit level and prepare estimates.

Education

Associate of Arts - Paralegal Studies

Platt College-Ontario
Ontario, CA
05-2006

High School Diploma -

Moanalua High School
Honolulu, HI
05-1991

Skills

  • Peer Mentoring
  • Peer interaction
  • Teaching strategies
  • Financial Planning
  • Needs Assessment
  • Strong interpersonal skills
  • Referral management
  • Insurance Policy Sales
  • Building Relationships
  • Streamlining processes
  • Appointment Scheduling
  • Client Relationship Management
  • Client Retention
  • Policy Management
  • Lead prospecting
  • Performance Tracking
  • Client Service
  • Client Education
  • Policy adjustment knowledge
  • Client Account Management
  • Upselling strategies
  • Social media proficiency
  • Referral Generation
  • Team training and development
  • Policy Reinstatement Approvals

Certification

  • Life Insurance License
  • Annuity Certifications

Languages

English
Professional

Timeline

Financial Educator

PHP Agency Inc.
02.2022 - Current

Customer Service Representative

Kaiser Permanente
04.2001 - 10.2023

Associate of Arts - Paralegal Studies

Platt College-Ontario

High School Diploma -

Moanalua High School

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Raelene Antonio