Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
6
6
years of professional experience
Work History
Insurance Agent
globe life liberty national
McKinney, TX
02.2024 - 05.2024
Assessed customer risk levels and recommended appropriate coverage options.
Developed and implemented comprehensive insurance plans for clients according to their individual needs.
Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
Educated customers on the importance of maintaining adequate insurance coverage.
Provided customers with information regarding plan features, pricing, and availability.
Developed relationships with new clients through cold calling and referrals from existing customers.
Maintained accurate records of all insurance transactions using computer software systems.
Patient Care Technician
Parkland Hospital
Dallas, TX
04.2023 - 01.2024
Provided direct patient care and assistance to healthcare team members.
Assisted in preparing patients for examinations and treatments, including vital signs monitoring.
Administered prescribed medications under the supervision of a Registered Nurse.
Maintained accurate records of patient care, condition, progress, and concerns.
Observed changes in patient's conditions and reported any abnormalities to the RN on duty.
Explained treatment procedures to patients and their families.
Insurance Specialist
RemX, McKesson Specialty
Dallas, TX
12.2022 - 03.2023
Reviewed insurance policies to ensure compliance with existing regulations.
Assisted in the development of new products, services, and procedures to meet customer needs.
Provided guidance to customers regarding available insurance plans and their benefits and limitations.
Analyzed financial statements to determine appropriate levels of coverage for clients.
Patient Care Aide
Parkland Hospital
Dallas, TX
07.2020 - 11.2022
Assisted patients with mobility issues to move from bed to wheelchair or chair and back again.
Transported patients to various departments within the hospital for tests or treatments.
Maintained a clean environment by sanitizing surfaces and disposing of trash properly.
Helped lift and move heavy equipment or furniture around the facility as needed.
Restocked supplies in patient rooms and nursing stations when needed.
Obtained specimens from patients for laboratory testing purposes.
Assisted with meal service delivery to ensure that all nutritional requirements were met.
Responded quickly to emergency situations by calling for help from other staff members as needed.
Warehouse Associate
Chewy Warehouse
Dallas, TX
02.2019 - 07.2020
Received and processed incoming shipments, verifying accuracy of items against purchase orders.
Maintained accurate inventory records through manual and computerized systems.
Performed cycle counts to ensure accuracy of inventory levels.
Operated a variety of material handling equipment including electric pallet jacks, hand-held scanners, shrink wrap machines and conveyor systems.
Assembled customer orders from stock ensuring that the correct number and types of products were picked accurately.
Prepared parcels for shipping in an efficient manner utilizing appropriate packing materials to protect goods during transit.
Assisted coworkers with special projects to learn new tasks while gaining additional responsibilities.
Cahshier
Taco Cabana
Dallas, TX
08.2018 - 08.2019
Operated cash register efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.
Greeted customers and answered any questions they had about the store's products and services.
Counted money in cash drawer at the beginning of shift to ensure that amounts were correct and have sufficient change.
Stocked shelves with merchandise when needed.
Verified customer age requirement for alcohol or tobacco purchases.
Life Insurance Sales Agent at Globe Life, Liberty National Life Insurance Co.Life Insurance Sales Agent at Globe Life, Liberty National Life Insurance Co.