Licensed insurance professional with over 29+ years of experience in customer service and public relations for leading insurance companies in the Jacksonville, FL area.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Licensed Health Insurance Agent
Independent Health Broker
Jacksonville, FL
04.2017 - Current
Advised clients on selecting optimal health insurance plans to meet individual needs.
Facilitated enrollment processes for diverse health insurance products and services.
Educated clients on policy benefits, coverage options, and potential costs.
Analyzed client information to provide tailored recommendations for health insurance solutions.
Resolved customer inquiries and concerns promptly to ensure high satisfaction levels.
Developed relationships with insurers to enhance product offerings and client options.
Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
Handled escalated customer concerns promptly and professionally, resolving issues to the client''s satisfaction.
Maintained accurate records of all client interactions and transactions, ensuring compliance with industry regulations and company policies.
Negotiated favorable terms with insurance carriers on behalf of clients, securing optimal coverage at competitive rates.
Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
Enhanced customer retention through effective relationship-building and follow-up strategies.
Led informational seminars about health insurance products for prospective clients and community organizations to increase brand visibility and generate leads.
Developed sales leads from direct referrals, networking and targeted marketing campaigns.
Educated clients on insurance policies and procedures.
Negotiated contracts and terms of sale with potential customers.
Sr. Marketing Outreach Specialist
Well care Health Plans, Inc.
Jacksonville, FL
07.2011 - 10.2016
Ordered, maintained, received, kept inventory and delivered supplies to all designated areas/locations.
Assisted leadership with internal projects which include promoting and analyzing all marketing opportunities
Organized and developed successful marketing enrollment events.
Ensured all member issues are documented and communicated clearly for issue resolution.
Participated in strategy meetings as necessary and made recommendations regarding WellCare and Harmony projects.
Aided in preparation of all marketing and education events, activities and all presentations to eligible candidates, community partners and provider partners.
Developed and maintained relationships within the business and community organizations.
Supported Management in mentoring and training current and new Marketing Outreach Specialist.
Thoroughly and accurately documented all program activities regarding the effectiveness of the programs.
Account Executive
FL BlueCross
Jacksonville, FL
03.2009 - 01.2010
Resolved group enrollment, maintenance and billing issues.
Provided guidance or expertise to less experienced representatives.
Established and maintained business relationships with groups administrators/ decision makers on assigned group of various sizes.
Ensured compliance with federal and state laws with group contracts
Invoiced and reconciled premium income in a timely manner to minimize financial risk to ensure corporate/departmental goals are achieved.
Served as a contact liaison for internal and external to resolved group issues which may require supervised visits to group locations.
Managed large volumes of work in a timely manner.
Office Manager
Southside Counseling
Jacksonville, FL
03.2008 - 03.2009
Managed and coordinated all day to day operations of counseling center.
Assisted Mental Health Counselors with new intakes.
Researched and prepared all legal forms, letters, and subpoena requested documents
Processed all claims, medical billing, and investigated all errors on accounts payable.
Provider Relations Manager
MD Medicare Choice
Jacksonville, FL
09.2007 - 02.2008
Coordinated and assisted with finalizing provider contracts with specific contractual, reimbursement and time requirements.
Administered all day to day aspects of an in-house health plan.
Conducted provider education in accordance with the relevant requirements of each plan.
Customer Relations Supervisor
JaxCare
Jacksonville, FL
01.2006 - 08.2007
Maintained good customer relations with employers regarding health care issues and services offered by JaxCare.
Interviewed program applicants to determine eligibility for JaxCare program.
Conducted orientation meeting with new enrollees to explain health care services available through JaxCare.
Accurately completed all documentation for enrollment in a timely manner.
Marketing Representative
Quality Health Plans
Jacksonville, FL
07.2005 - 02.2006
Scheduled and conducted seminars for Medicare recipients.
Presented benefits to prospective members via in-home visits, represent company at public events.
Provided assistance to existing members, assisted management with special projects as needed.
Played a vital role in building and maintaining public image through daily customer interactions.
Community Relations Manager
Preferred One/Wellcare(CT)
New Haven, CT
04.2004 - 06.2005
Organized and developed marketing sites throughout the state of Connecticut for over 25 licensed insurance agents.
Produced and updated marketing schedule and event calendar.
Processed funding and sponsorships for upcoming events
Performed daily and weekly presentations for potential marketing organizations.
Completed weekly and monthly sales report.
Served as a liaison between Preferred One and the public sector.
Licensed Sales Agent
WellCare
Jacksonville, FL
03.2001 - 04.2004
Enrolled eligible clients into private insurance carrier.
Explained medical benefits to current members.
Provided services to participating local medical network.
Weekly presentations to state mandated applicants.
Worked health fairs and events for customer assistance and potential member enrollment.
Senior Human Services Program Specialist at The State of Florida (AHCA) Agency for Healthcare AdministrationSenior Human Services Program Specialist at The State of Florida (AHCA) Agency for Healthcare Administration