Taylor Lighty
Sumter,SC
Summary
Licensed health insurance professional equipped with strong analytical skills and in-depth knowledge of health insurance products and regulations. Proven track record of effective communication and negotiation, ensuring optimal client satisfaction and policy administration. Focused on team collaboration and results, adaptable to changing needs, and dependable in high-pressure environments. Skilled in policy analysis, claims processing, and client education, bringing client-first approach to every interaction.
Overview
8
8
years of professional experience
Work History
Licensed Health Insurance Agent
Kaiser Permanente
08.2023 - Current
- Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
- Maintained up-to-date knowledge of industry trends and regulatory changes, providing accurate advice to clients and staying ahead of competitors.
- Increased client satisfaction by efficiently addressing their insurance needs and providing personalized solutions.
- Conducted comprehensive policy reviews for existing clients, identifying opportunities for adjustments or additional coverage.
- Proactively identified potential coverage gaps for clients, recommending additional products or services to enhance their overall insurance protection.
- Maintained accurate records of all client interactions and transactions, ensuring compliance with industry regulations and company policies.
- Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
- Adhered to health and prescription insurance products, delivery systems, and claims systems.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Reported policy changes and company conditions affecting customer satisfaction.
- Conducted annual reviews of existing policies to update information.
Office Manager - Supervisor
Charlotte's Closet
11.2017 - Current
- Delivered quality customer service to staff and customers.
- Cleaned and organized office, maintaining orderliness and reducing contamination.
- Fostered relationships with vendors to expedite orders, repairs and maintenance.
- Trained and onboarded new office staff members.
- Resolved customer inquiries and complaints with timeliness and professionalism.
- Optimized office policies, meeting internal needs while upholding organizational standards.
- Assisted with the development of marketing and promotional materials.
- Daily cash handled, along with daily or weekly cash deposit.
- Increased sales within area to meet monthly premium and sales quota.
- Purchased office supplies and equipment to replenish inventory.
- Created staff schedules based on established guidelines and priorities.
- Created and reviewed schedules, maintaining staffing levels to meet service goals.
Licensed Insurance Agent
The Master’s Choice Insurance & Financial Group
03.2022 - 2024
- Thoroughly researching and analyzing insurance policies.
- Promoting new insurance policies to existing customers.
- Identify each client’s needs to present and sell health policies that best fit their individual needs.
- Analyze clients' current insurance policies and recommend additional coverage if needed.
- Expand business reach by networking with businesses in the area to generate new business.
- Ensure that policies are always up to date and that each member has a clear understanding of their benefits.
- Keep records clean and ensure payments are up to date by sending reminders to each client if necessary.
- Manage multiple responsibilities simultaneously, proactively resolve issues, and excel in fast-paced, high-pressure settings.
- Maintain all insurance documents and policies in a confidential way.
- Assist clients in handling renewals, claims, and premium payments.
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
In Home Decorator & Paint Design
Lowes
04.2017 - 07.2020
- Originated and developed creative design concepts to share ideas with clients.
- Upheld current design trends and industry best practices when creating designs.
- Advised customers on space planning, layouts and color coordination for interior design projects.
Education
Occupational Therapy -
Trident Technical College
Charleston, SC06.2023
Skills
- Coaching and Training
- Medicare expertise
- Call center experience
- High call volume
- Medicare expertise
- Medicaid expertise
- Policy comparison
- Sales lead coordination
- HIPAA compliant
Timeline
Licensed Health Insurance Agent
Kaiser Permanente
08.2023 - Current
Licensed Insurance Agent
The Master’s Choice Insurance & Financial Group
03.2022 - 2024
Office Manager - Supervisor
Charlotte's Closet
11.2017 - Current
In Home Decorator & Paint Design
Lowes
04.2017 - 07.2020
Occupational Therapy -
Trident Technical College
Similar Profiles
Marie A. StevensonMarie A. Stevenson
Patient at Patient FinancialAdvisor, Kaiser Permanente Eligibility and FinancialServices, FinancialAdvisor, Kaiser PermanentePatient at Patient FinancialAdvisor, Kaiser Permanente Eligibility and FinancialServices, FinancialAdvisor, Kaiser Permanente
Edith NagunaEdith Naguna
Special Needs Program Care Mgt RN Consultant at Kaiser Permanente - Southern California Permanente Medical GroupSpecial Needs Program Care Mgt RN Consultant at Kaiser Permanente - Southern California Permanente Medical Group
MICHAEL NAVAMICHAEL NAVA
Area Director at Kaiser Permanente – The Permanente Medical GroupArea Director at Kaiser Permanente – The Permanente Medical Group
Diana IovescuDiana Iovescu
Program Manager III- Centers for Reproductive Health/IVF at Kaiser Permanente- The Permanente Medical GroupProgram Manager III- Centers for Reproductive Health/IVF at Kaiser Permanente- The Permanente Medical Group
Carla MilaneseCarla Milanese
Maintenance Support Manager at United States Air ForceMaintenance Support Manager at United States Air Force