Results-driven professional skilled in building client relationships and delivering analytical solutions. Strong problem-solving abilities complement effective prioritization and task management. Demonstrated reliability and integrity across diverse roles in sales, retail, and finance.
Work History
Licensed Healthcare Agent
2 Years 2 Months
Humana | Federal Way, Washington | 02.2024 - 04.2026
Coordinated in-home and phone appointments for client needs evaluation and provision of tailored healthcare solutions.
Assisted with Medicare benefits to improve understanding and enable access to required services.
coordinated sales events and seminars promoting products and services to potential customers, boosting engagement.
Performed research to uncover market trends, enabling improved sales strategy development.
built referral pipelines for continuous client referrals within community and with businesses through networking skills.
Performed comprehensive needs analysis to collect information supporting appropriate health insurance product recommendations.
Answered inbound calls from existing and future policyholders to address inquiries and review insurance options.
Inbound Customer Service and Providers Services
4 Years 5 Months
SoundPath Health Catholic Health Initiatives | Federal Way , WA | 10.2014 - 03.2019
Guided members through Medicare benefits inquiries, improving understanding of their coverage options.
Supported providers in resolving claim status and eligibility issues, facilitating smoother claims processing.
Executed data entry for accurate maintenance of customer records, improving access to historical data for service inquiries.
Financial Customer Support Specialist
1 Year 8 Months
Irwin Commercial Finance | Bellevue, WA | 02.2007 - 10.2008
Resolved billing and lease agreement issues, clarifying terms and fostering customer satisfaction.
Guided customers in navigating website features, improving user experience and accessibility.
Prepared and filed titles and leasing documents, ensuring efficient transactions for customers and agents.
Customer Account Support Specialist
2 Years 10 Months
Sharebuilder Securities | Bellevue, WA | 12.2003 - 10.2006
Resolved diverse customer issues through technical troubleshooting, achieving first call resolution.
Trained in quality assurance to ensure friendly, efficient first call resolution.
Guided customers through website navigation and provided support, improving user experience.
Managed account updates and maintenance for customers, improving overall account satisfaction.