Steffanie Secoy
Jacksonville,FL
Summary
Highly knowledgeable Insurance Consultant with deep understanding of insurance policies, risk management strategies and claims processes. Demonstrated ability to craft customized solutions based on client needs and financial goals. Strong record of building and maintaining client relationships through exceptional customer service, strategic advice, and problem-solving capabilities. Previous roles contributed significantly to business growth and client retention through provision of sound guidance and diligent follow-up.
Overview
13
13
years of professional experience
Work History
Insurance Consultant/National Account Manager
Integrity Insurance Pros
Branford, Florida
12.2021 - Current
- Maintained up-to-date knowledge of all relevant legislation governing the insurance industry.
- Advised clients on the latest trends and developments in the insurance marketplace.
- Audited accounts regularly for accuracy, identifying discrepancies or errors that may need resolution.
- Evaluated current market conditions to identify new business opportunities.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Educated clients on industry standards, regulations and best practices related to insurance coverage.
- Resolved escalated customer issues in a professional manner.
Patient Care Coordinator
Heartland Dental
Jacksonville , FL
08.2011 - 11.2021
- Provided emotional support and counseling to patients during difficult times.
- Developed treatment plans based on individualized assessment of each patient's needs.
- Maintained accurate records of all patient care activities using electronic health record systems.
- Processed patient intake information and updated medical records prior to treatment.
- Coordinated care plans for patients by collaborating closely with healthcare professionals and specialists.
- Facilitated communication between patients and healthcare teams, acting as a primary point of contact.
- Oversaw the inventory of patient care supplies, ensuring availability and cost-effectiveness.
- Managed patient admission and discharge processes, ensuring smooth transitions.
- Developed and implemented patient care policies and procedures to improve service quality.
Education
Associate of Science - Business Administration
University of Mt.Olive
Mt.Olive NC06-2000
High School Diploma -
St.Cloud High School
St. Cloud, FL06-1998
Bachelor of Science - Health Sciences
Santa Fe College
Gainesville, FLSkills
- Claims Handling
- Policy analysis
- Networking and relationship building
- Financial Planning
- Lead Development
- Business Planning
- Client Prospecting
- HIPAA Compliance
- Customer Engagement
- Policy sales
- Organizational Skills
- Multitasking
- Problem-solving aptitude
- Continuous Improvement
- Consultative Sales Approach
License
- 0215 - LIFE, HEALTH & VARIABLE CONTRACTS INSURANCE AGENT
- October 2019
Timeline
Insurance Consultant/National Account Manager
Integrity Insurance Pros
12.2021 - Current
Patient Care Coordinator
Heartland Dental
08.2011 - 11.2021
Associate of Science - Business Administration
University of Mt.Olive
High School Diploma -
St.Cloud High School
Bachelor of Science - Health Sciences
Santa Fe College