Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Rodrasha Taylor

Sanford,FL

Summary

I'am an Experienced customer service professional in search of a position as a customer service representative that allows for the application of excellent retention, communication and organizational skills when providing customers with a high level of support. I learn fast & I'm excellent at handling incoming and outgoing calls for the corporation, route calls to the proper individuals and interact with customers in a positive and friendly manner. Dynamic individual with hands-on experience in Area of expertise and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Job position's. Ready to help team achieve company goals. Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions. Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Medicare Sales Agent

Healthinsurance.com
09.2022 - Current
  • Utilized CRM tools to track client interactions, follow-ups, and progress toward enrollment goals efficiently.
  • Streamlined the enrollment process with efficient documentation and data entry, reducing processing time.
  • Helped eligible low-income seniors access financial assistance programs that reduce out-of-pocket healthcare expenses associated with Medicare plans.
  • Developed a deep understanding of various Medicare plans and regulations to provide expert advice to clients in need of guidance.
  • Enhanced customer retention rates by proactively addressing any issues or concerns regarding their Medicare plans.
  • Consistently met or exceeded sales targets by employing effective sales strategies and techniques tailored to individual client needs.
  • Implemented effective cold-calling strategies to generate leads and expand the client base in a highly competitive market.
  • Collaborated with team members on marketing initiatives, driving brand awareness and attracting new clients.
  • Negotiated contracts on behalf of clients for optimal pricing structures with various insurance providers involved in Medicare offerings.
  • Maintained up-to-date knowledge of industry changes through ongoing professional development training sessions and webinars.
  • Increased Medicare plan enrollments by effectively presenting and explaining plan options to potential clients.
  • Educated seniors on available government assistance programs, helping them make informed decisions about healthcare coverage.
  • Maximized sales opportunities, actively identifying new leads through referrals and networking events.
  • Resolved client inquiries and concerns promptly, ensuring their satisfaction with chosen Medicare plans.
  • Built strong relationships with clients for long-term success by providing exceptional customer service and support.
  • Developed personalized sales presentations tailored to each client''s unique needs, resulting in increased conversion rates and overall success as a Medicare Sales Agent.
  • Coordinated closely with underwriters to ensure accurate processing of applications while adhering to strict deadlines.
  • Hosted informational seminars at senior centers and other community events to educate potential clients about Medicare options and benefits.
  • Conducted thorough needs assessments for each client, recommending the most suitable Medicare plans based on their unique requirements.
  • Assisted individuals transitioning from employer-sponsored health coverage to Medicare during retirement planning processes.
  • Calculated premiums and established payment methods for sales.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Analyzed customer needs to provide customized insurance solutions.
  • Negotiated contracts and terms of sale with potential customers.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Educated clients on insurance policies and procedures.
  • Met with customers to provide information about available products and policies.
  • Collected premiums on or before effective date of coverage.
  • Finalized sales and collected necessary deposits.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Conducted annual reviews of existing policies to update information.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Referral Specialist

Advent Health
06.2020 - 07.2022
  • Called insurance companies to get precertification and other benefits information on behalf of patients.
  • Collaborated with healthcare providers to ensure accurate and complete referral information, improving patient care coordination.
  • Streamlined referral processes for increased efficiency, resulting in timely appointments for patients.
  • Verified insurance benefits and eligibility for Type procedures before referring clients.
  • Promoted clear communication between primary care providers and specialists through detailed documentation and follow-up calls.
  • Coordinated with medical staff and patients to find cost-effective options for services.
  • Developed strong relationships with external healthcare facilities, fostering a collaborative approach to patient care coordination.
  • Built professional relationships with service providers.
  • Maintained accurate records on in-progress and completed referrals, ensuring full data integrity throughout process.
  • Scheduled appointments with specialists on behalf of clients.
  • Managed high-volume referral requests by prioritizing tasks and maintaining organized records.
  • Obtained prior authorization for Type procedures.
  • Enhanced patient satisfaction by promptly addressing inquiries and resolving issues related to referrals.
  • Ensured continuity of care by regularly updating patient records with recent test results or changes in medical history.
  • Identified opportunities for process improvements within the referral department, leading to increased efficiency and accuracy.
  • Reduced wait times for specialist appointments by diligently following up on pending referrals.

Customer Service Representative

Cardworks Servicing
03.2017 - 05.2021
  • Assisted cardholders with needs for their credit cards, processing lost stolen accounts, waiving fees, adding travel notifications, credit line increases, submitting payment investigations, assisting cardholders with resetting their online account, unenrolling, enrolling, and more
  • Provided assistance in a friendly and professional manner while delivering accurate information related to their credit card.

Customer Service Representative

AAA
11.2014 - 01.2016
  • Assisted customers with roadside assistance for minor mechanical first aid; battery service, tire change, out of fuel, lockout service, extricating and towing by sending tow trucks to them by accurately getting their location to send services out
  • Paid close attention to detail, performed tasks in a timely manner & friendly tone.

Customer service

McDonalds
08.2012 - 07.2013
  • Captured consistent customer sales with friendly, knowledgeable support
  • Overcame customer objections using powerful product demonstrations
  • Minimized store thefts through effective monitoring strategies and close customer observation
  • Greeted customers, recommending food items, collecting payments, promoting special deals, operating various tools and equipment to prepare food, maintaining cleanliness, and ensuring quality control.

Education

High School Diploma -

Pine Ridge High School
Deltona, FL
06.2013

Skills

  • Information security
  • Problem resolution
  • Calm demeanor
  • Call management
  • Strong communication
  • Positive and professional
  • Data entry
  • Relationship building
  • Account updating
  • Call triaging
  • Documentation
  • Paperwork processing
  • Appointment scheduling
  • Transaction processing
  • Customer service
  • Product presentation
  • Goal-Oriented
  • Medicare knowledge
  • Enrollment processing
  • Community Engagement
  • Objection handling
  • Eligibility Determination
  • Cold calling expertise
  • Persuasion techniques
  • Lead Conversion
  • Performance Tracking
  • Teamwork and Collaboration
  • Problem-Solving
  • Customer Service
  • Attention to Detail
  • Problem-solving abilities
  • Time Management
  • Multitasking
  • Reliability
  • Multitasking Abilities
  • Quotes and sales
  • Excellent Communication
  • Call Center Customer Service
  • Critical Thinking
  • Organizational Skills
  • Team Collaboration
  • Team Leadership
  • Customer follow-up
  • HIPAA Compliance
  • Active Listening
  • Effective Communication
  • Adaptability and Flexibility
  • Decision-Making
  • Customer Engagement
  • Client needs analysis
  • Relationship Building
  • Insurance Policy Sales
  • Insurance sales
  • Adobe Photoshop
  • Team building
  • Data Entry
  • Task Prioritization
  • Property and Casualty Insurance
  • Interpersonal Skills
  • Product Knowledge
  • Self Motivation
  • Analytical Thinking
  • Client Relations
  • Goal Setting
  • Risk Assessment
  • Conflict Resolution
  • Professionalism
  • Policy Changes
  • Interpersonal Communication
  • Customer Complaint Resolution
  • Customer Account Review
  • Public Speaking
  • Strategic Planning
  • Policy Renewals
  • Policy Knowledge
  • Billing Inquiries
  • Client Consultations
  • Insurance Coverage Verification
  • Time management abilities
  • Continuous Improvement
  • Adaptability
  • Written Communication
  • Insurance Practices
  • Billing Procedures
  • Sales Reporting
  • Customer Referrals
  • Client acquisition
  • Customer Retention
  • Networking skills
  • Customer Needs Assessment
  • Lead Development
  • Premium Calculations
  • Licensing Requirements
  • Account Management
  • Customer Billing
  • Sales Techniques
  • Records Maintenance
  • Portfolio Management
  • Email Marketing
  • Health insurance
  • Persuasive Negotiation
  • Policy Feature Explanations
  • Policyholder Communication
  • Administrative Functions
  • Problem-solving aptitude
  • Client Prospecting
  • Risk Management
  • Professional Demeanor
  • Presentation Skills
  • Marketing Strategy Development
  • Market Research

Certification

Health insurance License

Timeline

Medicare Sales Agent

Healthinsurance.com
09.2022 - Current

Referral Specialist

Advent Health
06.2020 - 07.2022

Customer Service Representative

Cardworks Servicing
03.2017 - 05.2021

Customer Service Representative

AAA
11.2014 - 01.2016

Customer service

McDonalds
08.2012 - 07.2013

High School Diploma -

Pine Ridge High School

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Rodrasha Taylor