Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
15
15
years of professional experience
Work History
Independent Agent
Illinois Mutual
03.2022 - Current
Called potential customers per day to expand customer base.
Provided exceptional customer service, addressing inquiries and concerns promptly to maintain a positive brand reputation.
Managed a diverse portfolio of accounts, adapting sales strategies to meet the unique needs of each client segment effectively.
Streamlined administrative tasks for improved efficiency in underwriting processes and policy management.
Explained features of policies to customers and helped determine best policies to meet personal needs.
Met with prospective clients to discuss insurance needs and provide solutions.
Medicare Enrollment Specialist
HealthPlanOne
06.2023 - 06.2024
Handled escalated member cases with professionalism, working diligently towards a satisfactory resolution.
Provided exceptional customer service during application submission, addressing any concerns or issues promptly and professionally.
Assisted members in understanding complex Medicare policies, guiding them through the enrollment process stepbystep.
Managed a high volume of applications while maintaining attention to detail and adhering to tight deadlines.
Interviewed applicants and explained scope of different available benefits.
Maintained a high level of accuracy by conducting thorough reviews of enrollment applications, ensuring compliance with CMS regulations.
Logistics Coordinator
Stallworth Transports4u
05.2014 - 12.2023
Tracked orders and notified customers of status or potential delays.
Trained new contractors on logistics procedures, promoting a consistent approach across the team.
Reduced delivery times to customers by optimizing route planning and scheduling.
Collaborated with sales and customer service teams to address client concerns and expedite orders when necessary.
Ensured compliance with industry regulations, reducing the risk of fines or penalties.
Optimized transportation strategies by analyzing route performance data and adjusting plans accordingly.
Office Manager
Delanda Construction, LLC
02.2010 - 12.2018
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Collaborated on assembling documentation for building permit applications.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Education
High School Diploma -
Woodville High
Woodville, TX
05.1995
Skills
Customer service experience
Customer Needs Assessment
Problem-Solving
Time Management
Attention to Detail
Excellent Communication
Active Listening
Microsoft Office
Professionalism
Conflict Resolution
Carrier Relations
Licensed Insurance Agent
Timeline
Medicare Enrollment Specialist
HealthPlanOne
06.2023 - 06.2024
Independent Agent
Illinois Mutual
03.2022 - Current
Logistics Coordinator
Stallworth Transports4u
05.2014 - 12.2023
Office Manager
Delanda Construction, LLC
02.2010 - 12.2018
High School Diploma -
Woodville High
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