As an ambitious and motivated professional, I bring over fifteen years of experience in customer service. My unique skill set has been honed through various roles within the industry and refined by extensive customer interactions. Tackles challenges with positivity and drive to overcome. Works great alone or with others and consistently exceeds expectations.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Clearlink Insurance Agency
UT
08.2023 - 04.2024
Conduct comprehensive consultations with clients to assess their healthcare needs, including prescription drug coverage, doctor preferences, and budget constraints
Educate clients on the different parts of Medicare (Parts A, B, C, and D) and supplemental insurance options available to them
Analyze and compare Medicare Advantage, Medicare Supplement, and prescription drug plans to determine the best fit for clients
Provide personalized recommendations tailored to each client's unique healthcare requirements and financial situation
Maintained a high level of enrollment with a retention rate of 98%
Consistently attained and sustained QA scores of 90% or higher
Guide clients through the enrollment process for Medicare plans, ensuring all necessary paperwork is completed accurately and submitted on time
Assist clients in understanding enrollment deadlines and eligibility criteria for Medicare coverage
Stay current with Medicare regulations, policy changes, and industry trends to provide accurate information and advice to clients
Ensure compliance with all federal and state guidelines governing the sale and marketing of Medicare products
Build and maintain strong relationships with clients through regular communication and follow-up to address any questions or concerns
Provide ongoing support to clients, including assistance with claims, coverage inquiries, and plan changes
Hold resident state license to sell Medicare products
Demonstrates knowledge of Medicare guidelines, plans, and coverage options
Excellent communication and interpersonal skills, with the ability to explain complex information in a clear and concise manner
Strong customer service orientation and a commitment to delivering exceptional client experiences
Detail-oriented and organized, with the ability to manage multiple clients and tasks simultaneously
Proficiency in using computer applications and software for enrollment and documentation purposes.
Subrogation Account Manager
EXL
Remote
03.2022 - 04.2023
Responsible for managing subrogation accounts to recover funds on behalf of the company
Conducted investigations into subrogation claims to determine if the insurer or self-insured entity has a right to recover funds
Communicated with parties involved in the claim, such as the insured, third-party claimants, and their representatives, to negotiate settlements
Managed subrogation cases from start to finish, including tracking deadlines, managing legal documents, and maintaining accurate records
Maximized recoveries for the insurer or self-insured entity by negotiating with parties involved, conducting research, and identifying potential sources of recovery
Prepared reports and analyzing data to track the progress of subrogation cases and identify areas for improvement
Investigated claims, communicating with parties involved, managing subrogation cases, maximizing recoveries, and reporting and analyzing data.
Health Plan Advisor
Connexion point
San Antonio, TX
09.2020 - 02.2022
Successfully reached sales goals by selling various health plans including Medicare, dental, and vision over the phone.
Adhered strictly to highly specific regulations pertaining to the selling of such plans
Delivered accurate product information, coverage options, and quotes to prospective customers
probing to find which benefits will meet their needs, and simplifying multifaceted plans for a better consumer experience
Monitored changes in healthcare regulations to ensure compliance with applicable laws.
Served as an appointee in 20 different states.
Achieved and sustained a conversion rate of over 35%
Performed data entry tasks related to processing claims, enrollments, terminations and other administrative duties.
Maintained detailed knowledge of current trends in the healthcare industry as well as changes in government regulations that affect health plans.
Cashier Team Lead
Taco Cabana
Murphy, TX
02.2020 - 10.2020
Demonstrated exceptional multitasking skills by greeting customers, recording their orders accurately, and offering comprehensive product details. Optimized order processing times through efficient management of the drive-thru window.
Ensured compliance with all health regulations pertaining to food handling practices.
Set up registers with necessary supplies for shift operations.
Implemented training sessions for newly hired employees regarding restaurant policies.
Successfully performed end-of-shift responsibilities such as counting money in register drawers and ensuring accurate reconciliation of transactions with receipts.
Ensured the precision of delivery shipments by cross-referencing orders with invoices.
Demonstrated expertise in handling various payment methods including cash, checks, debit cards, and credit cards by utilizing a Point-of-Sale system with precision.
Verified customer identifications during alcohol transactions.
Adhered to social distancing protocols and consistently utilized protective equipment.
Delivered a consistent growth in sales totaling to 25% for the entire period of tenure.
Senior Collections Agent
iQor-Capital One
Plano, TX
11.2018 - 01.2020
Exceeded performance expectations in consistently delivering exceptional customer service during inbound calls
Managed inbound and outbound collection calls with proficiency
Oversaw payment processing for customer collection accounts, including approving fee waivers
Provided expert assistance in resolving customer concerns through diligent research and prompt resolution
Enhanced efficiency of data entry processes while maintaining clear communication channels across different departments and with account holders.
Member Services Representative
AOBG
Addison, TX
12.2017 - 09.2018
Achieved high level of customer satisfaction by effectively resolving inquiries regarding insurance billing, product details, claim procedures and various other concerns
Updated and maintained customer information in the customer service database during and after each call
Established positive rapport with customers through consistent display of professionalism
Collaborated with management team to maintain up-to-date product knowledge and stay informed of company policy changes.
Demonstrated strong abilities in time management and consistently displayed a superior work ethic.
Developed and implemented strategies to increase customer retention rates based on a NEEDS analysis structure, increasing 15%.
Licensed Agent/Sales
Results Company
Paris, TX
05.2015 - 11.2017
Initiated work journey by assuming the role of a sales agent at Sirius XM, conducting outbound calls.
Commenced licensing class after excelling in sales at Sirius XM, based on recommendation
Obtained license and underwent comprehensive training, successfully enrolling Medicare recipients in Wellcare's Medicare Advantage plans
Ensure verification of beneficiary benefits to confirm qualification for plan
Facilitated efficient contact with provider offices to track and monitor new client availability.
Recorded beneficiary information accurately in the Sales force database
Ensured to implement feedback from supervisors to enhance growth and performance
Consistently met or exceeded client's requirements by actively campaigning and closing sales at a rate of 33% or higher.
Consistently achieved a 95% quality assurance rating for sales presentations
Secured licenses across 14 different states
Education
Some college credits - Education
Paris Junior College
01.2005
Skills
Records Maintenance
Billing Procedures
Time management abilities
Client Interviews
HIPAA Compliance
Problem Resolution
Data Entry
Typing
Collections
Health Insurance
Account Management
Customer Interactions
Customer Service
Administrative Experience
Medical Terminology
Microsoft Office
Cash Handling
Negotiation abilities
Case management
Email Marketing
Teamwork and Collaboration
Analytical Thinking
Food Service
CRM Software
Marketing
Presentation Skills
Certification
Life and Health Insurance, 07/2023, 09/2025
Food Handler/ TABC, 11/2023, 11/2025
Texas Notary Public, 02/2023, 02/2027
Insurance Producer License
Additional Information
Detail Oriented, Highly Organized, Great Time Management, Sense of Urgency, Takes Initiative, Adapts to Changes Quickly, Effective/Attentive speaking and listening
Assessments
Sales skills, Proficient, 06/2022
Personal Information
Work Permit: Authorized to work in the US for any employer
Accomplishments
Consistently surpasses sales goals and exceeds expectations
References
References available upon request.
Timeline
Licensed Insurance Agent
Clearlink Insurance Agency
08.2023 - 04.2024
Subrogation Account Manager
EXL
03.2022 - 04.2023
Health Plan Advisor
Connexion point
09.2020 - 02.2022
Cashier Team Lead
Taco Cabana
02.2020 - 10.2020
Senior Collections Agent
iQor-Capital One
11.2018 - 01.2020
Member Services Representative
AOBG
12.2017 - 09.2018
Licensed Agent/Sales
Results Company
05.2015 - 11.2017
Some college credits - Education
Paris Junior College
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