Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Saran Diane

Houston,TX

Summary

Detail-oriented insurance professional with expertise in personal insurance services and customer relationship management. Skilled in effectively communicating complex information, identifying needs, and resolving issues while maintaining accurate records. Currently pursuing higher education at Western Governors University, demonstrating a commitment to professional growth and support of business objectives.

Overview

1
1
Certification
1
1
year of post-secondary education
6
6
years of professional experience

Work History

Professional Insurance Agent

GEICO
Houston, Texas
04.2024 - Current

Assess customer needs and communicate appropriate insurance solutions in accordance with company guidelines.

Explain policy provisions, coverage options, and insurance processes to support informed customer decisions.

Assisted customers with insurance products, policy information, coverage questions, and account servicing needs to ensure informed decision-making.

Supported customer satisfaction and retention by delivering professional communication, responsive service, and clear explanations of insurance information.

Apply active listening, critical thinking, and problem-solving skills to manage customer inquiries and resolve service issues.

Researched account details, addressed policy-related concerns, and identified appropriate resolutions to enhance customer experience.

Maintain accurate customer records and document interactions using GEICO systems.

Balance multiple customer needs while maintaining accuracy, professionalism, and adherence to established procedures.

Patient Insurance Care Advocate

Broadpath
Tucson, Arizona
06.2020 - 03.2024
  • Explained pharmacy benefit information, prescription coverage requirements, and applicable plan procedures to help members understand their benefits.
  • Assisted members with pharmacy benefit inquiries, prescription coverage questions, and benefits-related concerns.
  • Guided members through pharmacy benefit processes and communicated next steps for resolving coverage-related concerns.
  • Researched member account information and addressed questions related to prescription claims, medication coverage, and benefit eligibility, as applicable to the member’s plan.
  • Documented member interactions, inquiries, and resolutions accurately using designated systems and established procedures.
  • Handled confidential member information in accordance with applicable privacy requirements and company policies.
  • Delivered empathetic, professional service while navigating sensitive medication access and prescription benefit concerns.
  • Collaborated with appropriate support teams to address complex inquiries and facilitate timely follow-up.
  • Managed multiple member inquiries while maintaining accuracy, professionalism, and service quality.

Education

Business Management

Western Governors University
Salt Lake City, UT
09.2025 - 11.2026

Skills

  • Insurance Policy Servicing
  • Insurance Benefits & Coverage Support
  • Claims & Eligibility Support
  • Customer Relationship Management
  • Customer Issue Resolution
  • Data Entry & Recordkeeping
  • Confidential Information Handling
  • Verbal and Written Communication
  • Problem-Solving & Critical Thinking
  • Time Management & Organization
  • Conflict Resolution
  • Customer retention

Certification

Property & Casualty (P&C) Insurance License | License No. 3327790 | Actively licensed in 45 states

References

References available upon request.

Timeline

Business Management

Western Governors University
09.2025 - 11.2026

Professional Insurance Agent

GEICO
04.2024 - Current

Patient Insurance Care Advocate

Broadpath
06.2020 - 03.2024
Saran Diane