SERENA BOGGS
Lake Worth
Summary
Dynamic professional with a proven track record, excelling in client relations and CRM system proficiency. Leveraging analytical problem-solving to enhance client satisfaction and streamline operations. Recognized for professionalism and ethics, adept at fostering trust and loyalty among clients. An avid reader with a passion for personal and professional growth.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Insurance Agent
Medigap Life
Boca Raton
01.2023 - Current
- Built strong relationships with clients through consistent communication and excellent customer service
- Responded to customer calls swiftly to resolve issues and answer questions
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates
- Maintained high standards of customer service by building relationships with clients
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base
- Cross-sold insurance products to existing clients to reach sales targets
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs
- Expanded client base by actively prospecting for new business by generating referrals
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients' unique situations
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary
- Utilized CRM software to manage client relationships
- Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved
- Streamlined administrative tasks, improving my overall efficiency
Insurance Broker
Family First Life
Palm Beach
03.2022 - 01.2023
- Company Overview: Life, health & Medicare
- Presented insurance options persuasively to facilitate informed client choices
- Developed strong rapport with clients by providing personalized insurance solutions
- Analyzed client needs by reviewing existing policies and coverage options
- Conducted sales presentations to educate clients about benefits of various insurance products
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs
- Life, health & Medicare
Database Specialist
Atlantic Mutual Insurance
Coral Springs
10.2020 - 01.2022
- Accounts Receivables skills helped to detect payment issues leading to a change in payment processing, decreasing the number of unpaid invoices
- Assisted in the manual transfer of data for over 2,000 clients from an excel spreadsheet to a SaaS resulting in a 50% completion status at the time of my departure
- Assisted the company owner's law firm with managing their collections department, resulting in an increase in resolved cases
- Conducted payment audits to ensure accuracy of payments received
Recruiter/Branch Office Administrator
Bankers Life & Casualty Insurance
Miami
05.2017 - 10.2020
- Assisted 100+ new insurance agents with the onboarding process, growing the office from 20 agents to over 125 agents
- Office MVP for quarter 3 in 2018
- Tracked and analyzed budgeting and office goals through spreadsheet reports which helped the office reduce spending
- Contributed to record-breaking months and quarters leading to an increase in yearly commissions paid to our office from $253,000 in 2018 to $756,000 in 2019
- Recipient of the South Florida Regional Choice Award for outstanding contribution, presented to 5 out of 35 employees
- Contributed to the office becoming #2 in recruiting and #3 in application count nationwide out of 300+ offices in quarter 1 2020
- Managed office compliance and report discrepancies to management leading to increased privacy security
- Conducted reference checks, background screening and other pre-employment checks to verify information on applicant's resume
- Coordinated schedules to arrange management interviews with applicants
- Managed high-volume requisitions in a timely manner to meet client staffing needs efficiently
Administrative Assistant
Vitality Health Wellness Center
Miami Beach
10.2016 - 02.2017
- Maintained and operated the shipping department
- Managed inventory of over 100 supplements sold in clinic and online
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions
Operations Manager
Inwelligent Healthcare
Miami
06.2015 - 09.2016
- Started as a part-time receptionist and was promoted within five months
- Created the standard operating procedures and employee manual for the company
- Oversaw all front desk operations for three locations in three states
- Assisted in the hiring process of new employees; I also assisted in the process of opening new clinics
- Prepared reports and recommended policy changes for administrative processes
- Created and maintained relationships with other companies and non-profit organizations such as the American Cancer Society and the National MS Society, along with doctor's offices
- Planned, organized, and hosted special events and charity fundraisers
- Supervised operations staff and kept employees compliant with company policies and procedures
- Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes
- Facilitated smooth collaboration between departments through clear communication channels
- Developed and implemented strategies to maximize customer satisfaction
- Interacted well with customers to build connections and nurture relationships
- Reported issues to higher management with great detail
- Monitored daily cash discrepancies, inventory shrinkage and drive-off
- Tracked trends and suggested enhancements to both challenge and refine company's product offerings
Patient Care Specialist
Pink Lotus Breast Center
Beverly Hills
08.2011 - 12.2013
- Assisted the radiologist and breast surgeons with ultrasounds and procedures
- Blood draw, filing charts and chart preparation
- Ensured compliance with HIPAA regulations by safeguarding confidential patient information at all times
- Reduced patient wait times by efficiently managing schedules and appointments
- Maintained a clean, safe, and organized environment for patients by diligently adhering to infection control protocols and properly disposing of hazardous materials
Education
Bachelor of Science - Information Technology
Capella University
Skills
- Professionalism and ethics
- Quotes and sales
- Client needs analysis
- CRM System Proficiency
- Health insurance
- Marketing strategies
- Business planning
- Referral pipeline maintenance
- Highly organized
- Analytical Problem Solver
- HIPAA compliance
- Client relations
- Strategic Upselling Approaches
- Data entry
Certification
- FLORIDA 215 LICENSE 60-HOUR COURSE, W647973
- FLORIDA ADJUSTER 620, W647973
Accomplishments
- PUBLISHED AUTHOR OF THE SHORT STORY “A NEW WORLD”, https://vocal.media/fiction/a-new-world-jtj0y0to4
- NATIONAL SOCIETY FOR LEADERSHIP AND SUCCESS PRESIDENTIAL MEMBER
Timeline
Insurance Agent
Medigap Life
01.2023 - Current
Insurance Broker
Family First Life
03.2022 - 01.2023
Database Specialist
Atlantic Mutual Insurance
10.2020 - 01.2022
Recruiter/Branch Office Administrator
Bankers Life & Casualty Insurance
05.2017 - 10.2020
Administrative Assistant
Vitality Health Wellness Center
10.2016 - 02.2017
Operations Manager
Inwelligent Healthcare
06.2015 - 09.2016
Patient Care Specialist
Pink Lotus Breast Center
08.2011 - 12.2013
Bachelor of Science - Information Technology
Capella University
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