Sage White

• Cultivated strong client relationships to enhance customer loyalty.
• Analyzed market trends to uncover new sales opportunities and guide strategic initiatives.
• Collaborated with team members to design customized solutions that addressed client needs.
• Trained and mentored junior sales agents, boosting overall team performance.
• Recognized as top performer in region through consistent sales achievements.

• Effectively presented insurance policy options aligned with client objectives.
• Supplied clients with optimal coverage solutions based on thorough research of premiums.
• Enhanced client retention through consistent service excellence and proactive follow-up.
• Addressed questions and provided information through various communication channels.
• Performed in-depth pension analysis for comprehensive retirement income calculations.

• Responded to customer inquiries and problems to promote great service.
• Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
• Analyzed customer needs and provided best options, upselling products and services.
• Engaged customers and provided high level of service by carefully explaining details about documents.
• Researched insurance plans to find good options for clients' needs.
• Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
• Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
• Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
• Developed fact-finding interviews to determine need for coverage.
• Prepared proposals and conducted closing interviews to increase insurance sales.
• Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.

Picking items for shipment, stowing items, supplying work to the warehouse floor. Top tier performance in fast paced environment. Operating heavy equipment, loading and unloading trailers. Robotics floor troubleshooting and management. Correcting virtual inventory, quality control.

Consistently met role model performance expectations.

Processed and sent invoices, adjustments and credit memos to patients.

Submitted claims to insurance companies and researched and resolved denials and explanations of benefit rejections.

Verified patient insurance coverage, created financial plan according to treatment schedules for collections and communicated between patient and billing company regarding health insurance.

Input data into digital system for recordkeeping.

Assessed and resolved variances in accounts, databases and bills.

Reviewed and submitted workers' compensation claims.

Calculated discounts, percentage allocations and credits.

Reviewed medical coding to identify potential errors.

Performed data import, scanning or manual keying processes to verify invoice accuracy.

All of which requires a great deal of accuracy and attention to detail.

Assisted in development of new team members. Such as shadowing, live assistance, and training on job processes.

Worked with insurance clients to convert them home delivery pharmacies. Which includes maintaining quality standards while effectively converting clients and closing files. Working in multiple programs simultaneously. Maintaining HIPAA compliance. Overcoming objections. Hit the highest tier performance incentives consistently. De-escalated problematic customer concerns, maintaining calm, friendly demeanor. Upheld strict quality control policies and procedures during customer interactions which requires great attention to detail and accuracy.

Originating loans. Aided members through car buying process, finding the right vehicle, dealer, etc. Auto sales through the companies vehicle finder service, protection product sales ( Upsold protection products, Overcoming objections, informing member on product coverages, function and processes).

Servicing loans, took and scheduled payments (with great attention to detail and accuracy) and found resolutions. Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.

Impeccable time management, scanning and stocking pallets into the warehouse via forklift while maintaining the production areas supplies. Loaded raw material for blow-mold machines, ran blow-mold down streams, distributed breaks to co-workers, light maintenance on scrap grinders, ground scrap, cleaning etc. Maintained clean, organized and fully stocked work areas for maximum efficiency. Logged unit quantities and entered data into inventory database.

Resolved complaints and concerns with strong verbal and negotiation skills. Troubleshooting various electronic devices such as computers, sound bars, Tv's, etc. Displayed courtesy and strong interpersonal skills with all interactions. Maintained composure and patience in face of difficult situations. Researched issues on various computer systems and databases to resolve complaints and answer inquiries. Supported data connectivity issues.