Licensed insurance professional with extensive experience in sales, prospecting and lead generation. Seeks a position offering new challenges and opportunities for career growth and advancement.
Overview
26
26
years of professional experience
Work History
Sr. Customer Service Specialist
United Healthcare
Dallas
12.2015 - 05.2016
Assisted employers and brokers in adding and terminating coverage for employees.
Quoted price for medical, vision, dental and life insurance coverage.
Assisted with inquiry of customer invoice.
Added and terminated system users for employer group.
Claims Benefits Specialist
Aetna Life Insurance
Dallas, TX
01.2009 - 09.2015
Precisely completed appropriate claims paperwork, documentation and system entry.
Maintained updated knowledge of coding requirements, through continuing education and certification renewal.
Thoroughly researched newly identified diagnoses and/or medical procedures to expand skills and knowledge.
Reviewed and resolved claim issues in accordance with claim processing guidelines to determine coverage and eligibility verification and discrepancies.
Sales Representative
State Farm Mutual Automobile Insurance CompanyCCC
Richardson, TX
02.2013 - 08.2014
Calculated premiums and established payment methods for sales.
Closed an average of 23 new sales per week.
Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
Finalized sales and collected necessary deposits.
Calculated quotes and educated potential clients on insurance options.
Promoted ancillary products to new existing and new clients each month.
Reservations Sales Representative
American Airlines
Ft. Worth, TX
08.2007 - 03.2010
Sold airline tickets and processed schedule changes.
Addressed passengers’ concerns about delayed and canceled flights and resolved customer issues and concerns.
Insurance Broker
With You In Mind
Garland, TX
01.2005 - Current
Calculate quotes and educate potential clients on insurance options.
Meet with existing and prospective clients to select appropriate insurance policies.
Identified and solicited sales prospects.
Evaluate leads obtained through direct referrals, lead databases and cold calling.
Finalized sales and collected necessary deposits.
Met with prospective customers and business owners in their homes, businesses and other settings.
Litigation Support
Randstad Staffing
Irving, TX
03.2003 - 08.2005
Handled collateral repossessions and appraisals which resulted in cost effectiveness.
Collaborated with attorneys to handle replevins in bankruptcy cases.
Initiated contact with repossession agencies to secure outstanding collateral.
Skip traced.
Business Development Manager
Jupiter Chevrolet
Garland, TX
05.2001 - 01.2003
Generated and assigned leads for sales staff consultants.
Cold called.
Created and maintained timely, relevant, and accurate management reports.
Trained sale staff on cold calling and warm leads.
Assisted General Sales Manager in training of sales consultants.
Customer Account Representative
Nissan Motor Acceptance Corporation
Irving, TX
11.1999 - 03.2001
Received incoming calls regarding property tax and charges relating to vehicle damage.
Educated consumers on the end of lease process.
Scheduled end of lease vehicle inspections.
Education
Associate of Arts -
Cedar Valley College
Cedar Hill, TX
High School Diploma -
LAKEVIEW HIGH SCHOOL
Garland, TX
1985
Associate of Arts - Healthcare Administration
Rio Salado College
Phoenix, AZ
Skills
Claims Processor
Small Group Enrollment
Small Group Terminations
Small Group system troubleshooting
Small Group Renewals
Reservation Sales
Property & Casualty Insurance Sales
Written Correspondence
General Office Skills
Computer Savvy
Customer Service
Scheduling
Management Experience
Insurance Sales AHIP 2014& 2015
Bookkeeping
Front-Office Operations
Sales pipeline management
Team building expertise
Customer satisfaction
Critical and creative thinking
Excellent listening skills
Prospecting
Insurance and collections procedures
HCPCS Coding Guidelines
Familiar with commercial and private insurance carriers
Property insurance
Life and health insurance products
Warm and cold leads development
Affiliations
MS Office Call Center Experience Professional Experience Communication: Reports/Presentations/TECHNOLOGY Prepare reports for General Manager of new car sale of all appointments for sales staff and managers. Author professional correspondence to customers and vendors. Design and deliver series of classes for customer service representatives. Conduct small-group sessions on cold calling techniques. Rapidly learn varied computer programs including Microsoft Office Suite. Customer Service/Marketing/Problem Solving Oversee front-office operations and provide impeccable customer service: Built a clientele supported by referral business. Develop and implement strategic marketing plan for business: Launched my own business as a Insurance Broker, building revenue from $0 to over $41K in first two years with minimal overhead.
Additional Information
Health Licensed Professional
General Lines Life Insurance and Property and Casualty All Lines Adjusters
All current