Results-driven professional skilled in quickly adapting to new challenges while fostering strong relationships with clients and colleagues. Known for exceptional problem-solving abilities and a commitment to team success, consistently achieving positive outcomes in collaborative environments. Expertise includes effective communication and strategic thinking, contributing to overall organizational goals.
Overview
19
19
years of professional experience
Work History
P&C Insurance Agent
Progressive
Mayfield, OH
10.2020 - Current
Developed and implemented comprehensive insurance plans for clients according to their individual needs.
Advised customers on the best ways to minimize risks associated with their assets.
Developed appropriate quotes based on risk information.
Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Counseled prospects and policyholders on coverage, limits and regulations.
Educated customers on the importance of maintaining adequate insurance coverage.
Gathered detailed information from customers prior to offering quotes or making recommendations.
Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
Explained coverage options to potential policyholders, answering questions or concerns.
Resolved complex discrepancies in policyholder files to facilitate accurate claim processing.
Collected payments, processed receipts and informed policyholders of outstanding balances.
Collaborated with fellow team members to manage large volume of claims.
Provider Service Advocate
United Healthcare Group
Columbus, OH
01.2022 - 10.2024
Researched customer accounts to verify accuracy of billing information and account status.
Utilized various software applications to access account information, process orders, generate invoices and complete other tasks related to service requests.
Input data to document care and service plans and needs assessments.
Answered customer inquiries via phone and email, providing information on products and services.
Monitored inquiries and complaints, delivering optimal levels of customer service.
Student Loan Sr. Agent/Manager
Reliant Capital Solutions
Gahanna, OH
08.2016 - 05.2021
Guided employees in handling difficult or complex problems.
Met demands of busy collections group by performing high volume of daily calls.
Directed collection staff to ensure timely and efficient contact with customers regarding past due accounts.
Developed strategies for collecting on delinquent accounts while maintaining customer relations.
Managed a high volume of incoming calls from customers inquiring about their past due accounts.
Implemented collection strategies to reduce outstanding account balances.
Ensured compliance with all applicable laws, regulations, policies and procedures related to collections activities.
Recruited, interviewed and selected employees to fill vacant roles.
Conducted regular meetings with the collection team to discuss goals, objectives, and performance metrics.
Sr. Agent Debt Collector
Iqor
New Albany, Ohio
10.2005 - 05.2016
inbound and outbound calls to collect on past due accounts
established repayment plans for debt
Resolved escalated customer complaints by providing solutions that were satisfactory to both parties involved.
Investigated complex problems reported by customers, developed resolutions, and communicated results back to the client.
Responded promptly to customer service calls and inquiries from diverse groups of individuals.
Education
Some College (No Degree) - Global Business/Banking
University of Phoenix
Tempe, AZ
Skills
Policy Enhancement
Quotes and sales
CRM software
Licensed Insurance Professional
Customer Relationship Management
Claims reporting systems
Negotiation abilities
Operations management
Timeline
Provider Service Advocate
United Healthcare Group
01.2022 - 10.2024
P&C Insurance Agent
Progressive
10.2020 - Current
Student Loan Sr. Agent/Manager
Reliant Capital Solutions
08.2016 - 05.2021
Sr. Agent Debt Collector
Iqor
10.2005 - 05.2016
Some College (No Degree) - Global Business/Banking