SARAANNE MCLEAN
Groton,MA
Summary
Self-Motivated and cheerful office professional with 15+ years of experience assisting customers and agents navigating all aspects of the health and medicare insurance industry; As well as resolving product and service issues. Over 7 years of experience with agent licensing and contracting with Insurance Companies. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Have worked remote for the last 5 years and have kept the same high standard of work and motivation.
Overview
11
11
years of professional experience
Work History
Licensing and Contracting Specialist
Assurance IQ
Groton, MA
08.2021 - 07.2024
- Manually Licensed 1300+ W2 Agents.
- Maintain all non resident and resident state renewals for all W2 agents (1300+)
- Took lead on Licensing and contracting Projects and delivered in atimely manner
- Maintained 6 separated shared email inboxes on top of individual work email
- Collaborated with many different departments across the company
- Helped meet changing demands by recommending improvements to business systems or procedures.
- State Affiliations for P&C
- GA Affidavits
- CA fingerprinting
- Cleaning up and sending Medicare Carrier invites for new appointments.
Agent Contracting Specialist
Health Insurance Innovations
09.2018 - 08.2021
- Creating new agent profiles
- Review carrier contracting for accuracy
- Assist agents in any/all licensing and appointment related issues
- Agent appointments with insurance carriers, DOI Affiliations
- Point of contact for Top Agency, Point of contact for VP of Sales
Client Services Assistant Manager
Ideal Health Benefits
07.2017 - 09.2018
- Responsible for status reporting for several insurance carriers
- Assisting clients with any questions or concerns
- Client retention, i.e., billing, claims assistance, etc.,
- Agent/Agency Licensing,
- Agent/Agency Contracting
Client Services Assistant - Licensing/Appointment Specialist
Coverage One Insurance Group
04.2013 - 07.2017
- Responsible for status reporting for several insurance carriers
- Assisting clients with any questions or concerns
- Premium Processing
- Agent/Agency Licensing
- Agent/Agency Contracting
Education
Insurance License - Florida 2-15 License
Morton School of Insurance
Fort Lauderdale, FL05.2016
Some College (No Degree) - Hospitality and Tourism Management
Broward County College
Davie, FLHigh School Diploma -
Piper High School
Sunrise, FL06.2010
Skills
Critical Thinking
- Contract Administration
- Administrative Experience
- Microsoft office
- Scheduling
- Five9 (Phone and Analysis)
- Auditing procedures
- Verbal and written communication
- Audit reporting
- Salesforce
- Sircon (Agent/Agency Licensing & Affiliations)
- Adobe Acrobat
- Client Retention
- 10-Key
- NIPR (Agent/Agency Licensing)
Timeline
Licensing and Contracting Specialist
Assurance IQ
08.2021 - 07.2024
Agent Contracting Specialist
Health Insurance Innovations
09.2018 - 08.2021
Client Services Assistant Manager
Ideal Health Benefits
07.2017 - 09.2018
Client Services Assistant - Licensing/Appointment Specialist
Coverage One Insurance Group
04.2013 - 07.2017
Insurance License - Florida 2-15 License
Morton School of Insurance
Some College (No Degree) - Hospitality and Tourism Management
Broward County College
High School Diploma -
Piper High School