Hard working, reliable, versatile individual seeking a position where I can utilize my skills, training, and 20 plus years of great customer service experience and 4 years of insurance background in a long-term position that has growth potential.
Overview
10
10
years of professional experience
Work History
Licensed Insurance Agent I
USAA
San Antonio, Texas
08.2021 - Current
Assisting clients in selecting appropriate insurance policies based on needs.
Educating customers about policy options and benefits to enhance understanding.
Processing policy applications and renewals efficiently using company software.
Conducting routine follow-ups with clients to ensure satisfaction and retention.
Collaborating with underwriters to evaluate risks and determine premiums.
Maintaining up-to-date knowledge of industry regulations and compliance requirements.
Developing marketing strategies to promote insurance products within the community.
Providing assistance with billing inquiries, payment processing, and customer service issues.
Processing policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
Identifying opportunities for cross-selling additional policies or services to existing customers.
Providing guidance and support to less experienced agents during onboarding process.
Advising clients on their insurance needs and coverage options based on individual requirements.
Researching complex underwriting issues and provided solutions for customers' satisfaction.
Upselling products to policyholders and potential new clients.
Working collaboratively with team members across multiple departments; identified areas where processes could be improved.
Adhering strictly to departmental guidelines; ensuring that all activities were compliant with applicable state laws.
Ensuring timely follow-up on all open matters.
Assisting colleagues with difficult cases; provided guidance regarding complex issues or scenarios.
Attending continuing education classes in order to stay abreast of changes in industry standards.
Following written risk and compliance policies, standards, and procedures for business activities.
Utilizing the tools and resources available to support members with some assistance.
Effectively operating in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels.
UM Coordinator
WELLMED Medical
12.2019 - 08.2021
Complete prior authorization requests
Serve as primary point of contact for providers or members regarding medical, behavioral and clinical services.
Extract and review fax requests for medical or clinical services.
Follow protocols to task requests appropriately. Review and interpret call history documentation.
Take calls and questions from members and/or providers regarding case status.
Determine whether authorizations are required for requested medical services.
Check procedure codes against notification requirements and benefit coverage to determine next steps.
Independent Contractor
AMAZON
09.2017 - 12.2019
Follow safety procedures for vehicle operation.
Load shipments, belongings, or materials.
Read maps to determine routes.
Verify information or specifications.
Maintain vehicles in good working condition.
Pharmacy Technician
CVS CAREMARK
11.2015 - 09.2017
Perform clerical work in medical settings.
Verify accuracy of patient information.
Process medical billing information for clients.
Record patient's medical history.
Enter patient or treatment data into a computer database.
Communicated errors of prescriptions to prescribing physicians.