Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Riley M. Patzer

Frisco

Summary

Dedicated and ambitious professional with a strong desire to contribute to major success in a position involving policy creation, consulting, downclosing, and meeting diverse client needs. Exceptionally detail-oriented with excellent communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for proactive issue identification and resolution, optimizing processes, and supporting team objectives. Demonstrated track record of generating over a million dollars in total annual revenue for Blue Cross and Blue Shield.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Manager

Walmart
01.2021 - 03.2024
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Cross-trained existing employees to maximize team agility and performance.
  • Controlled costs to keep business operating within budget and increase profits.
  • Improved safety procedures to create safe working conditions for workers.
  • Achieved departmental goals by developing and executing strategic plans and performance metrics.
  • Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
  • Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
  • Improved marketing to attract new customers and promote business.
  • Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
  • Led cross-functional teams to achieve project goals, fostering collaboration and innovation.
  • Facilitated team brainstorming sessions that led to innovative solutions for long-standing operational challenges.

Insurance Agent

AO Globe Life
11.2023 - 10.2024
  • Contacts clientele over telephone to schedule and present the No Cost Benefits
  • Completes a Needs Analysis for clients to ensure plans are accurate for their current situation
  • Maintains an orderly and professional look whilst presenting to clients
  • Accurately processes case sensitive information such as payments and medical information on E-App
  • Ability to contact fifty or more leads in a day and send follow ups over text
  • Assists customers with several types of issues such as personal or plan-wise
  • Maintains knowledge of changes in policies to ensure information is correct in presenting to clients
  • Groups with the Co Executive Producer in ensuring weekly quotas are met
  • Asks a prerequisite medical questionnaire to see if customers are eligible for the available plans
  • Creates a spreadsheet of all incoming meetings to organize plans for that day
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Mentored junior agents, sharing industry insights and best practices for success in the field.
  • Utilized CRM software to manage client relationships.

Health Plan Specialist

HealthGuys
10.2024 - Current
  • Inputting sensitive information accurately and efficiently as possible
  • Contracted with Blue Cross Blue Shield to insure clients
  • Ability to manage high-stress tasks in busy work environments
  • Educating clientele on various ACA plans and how coverage works
  • Verifying insurance when requested by clients
  • Abiding by HIPAA laws whenever discussing information with Blue Cross Blue Shield
  • Ability to work effortlessly and efficiently in high stress environments
  • Organizing impertinent information and call details into CAS
  • Making outreach to clientele to inform of insurance policy errors
  • Licensed Health Insurance Specialist in three different states
  • Assisted in the development of health plan policies, contributing to better service quality and compliance with regulations.
  • Managed a high volume of complex cases, ensuring timely resolution while maintaining strict confidentiality standards.
  • Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
  • Educated clients about health insurance coverage options, benefits and costs.
  • Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
  • Developed tailored health insurance plans to meet individualized client needs.

Education

Ozark Academy

Skills

  • Time Management
  • Organizational Skills
  • Downclosing
  • De-escalation
  • Maintaining Company Policies
  • HIPAA compliance
  • Microsoft office
  • Healthcare
  • Negotiation
  • Teamwork
  • Teamwork and collaboration
  • Customer service
  • Problem-solving
  • Multitasking
  • Client needs analysis
  • Relationship building
  • Self motivation
  • Risk assessment
  • Adaptability
  • Sales reporting
  • Customer retention
  • Customer referrals
  • Networking skills
  • Customer needs assessment
  • Email marketing
  • Sales techniques
  • Lead development
  • Cold calling
  • Insurance verification
  • Claims processing

Certification

Went through the Straight line selling course from Jorden Belfort also know as the wolf of Wall Street

Timeline

Health Plan Specialist

HealthGuys
10.2024 - Current

Insurance Agent

AO Globe Life
11.2023 - 10.2024

Manager

Walmart
01.2021 - 03.2024

Ozark Academy

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Riley M. Patzer