Riley M. Patzer
Frisco,TX
Summary
Dedicated and ambitious professional with an intense desire to contribute to major success in a position involving consulting, exceeding client expectations, and meeting diverse client needs.
Overview
1
1
Certification
6
6
years of professional experience
Work History
Web Sales Agent
AAA Headquarters
Coppell, TX
02.2025 - Current
- Thoroughly explains and presents personal lines insurance products, including auto and homeowners coverage, while identifying cross-selling opportunities to achieve monthly sales goals.
- Provides consultative recommendations by assessing clients’ needs, explaining coverage options, and preparing personalized insurance quotes.
- Utilizes Salesforce and multiple CRM platforms to manage customer interactions, document policy activity, and maintain accurate client records daily.
- Processes policy changes, endorsements, premium payment corrections, and coverage updates while ensuring compliance with underwriting guidelines.
- Handles inbound and outbound calls professionally, delivers exceptional customer service, and resolves member concerns efficiently.
- Maintains detailed and accurate documentation of customer communications, policy information, and follow-up activities.
- Collaborates with underwriting, claims, and member service teams to resolve policy-related issues and ensure timely processing of insurance transactions.
- Conducts follow-up with prospective and existing members to strengthen customer relationships, generate new business, and improve policy retention.
- Navigates multiple systems simultaneously in a fast-paced, high-volume call center environment while maintaining accuracy and productivity.
- Consistently delivers outstanding member service while meeting quality assurance, compliance, and performance standards.
Health Plan Specialist
HealthGuys
Farmers Branch, TX
10.2024 - 02.2025
- 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.
Insurance Agent
AO Globe Life
Remote
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.
Manager
Walmart
Aubrey, TX
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.
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
Web Sales Agent
AAA Headquarters
02.2025 - Current
Health Plan Specialist
HealthGuys
10.2024 - 02.2025
Insurance Agent
AO Globe Life
11.2023 - 10.2024
Manager
Walmart
01.2021 - 03.2024
Ozark Academy