Successful and seasoned producer with expertise in providing a wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
20
20
years of professional experience
1
1
Certification
Work History
220 Insurance Agent - General Lines
Clark & Bell Insurance Agency
10.2015 - Current
Build and solidify relationships with clients
Address client needs
Resolution of policy issues.
Successfully acquire new business revenue from new and existing clients.
Actively pursue prospects
Telephone calls and accepting visit requests.
Examination of documents application, Inspection reports, Flood maps & Zone Determination,
Work with Underwriters, insuring that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and taxes paid in accordance with appropriate state laws.
Work with Underwriter when reviewing risks submitted by Producers, rate submissions for premium and terms, issue written binders.
Review indications, quotes, binders, submissions and policies for completeness and high degree of accuracy.
Careful review of each risk
Adherence to company underwriting guidelines.
Developed and maintained successful relationships with vendors, suppliers and contractors.
Coordinated special projects and managed special schedules
Insurance Operations Specialist
Oscar Health Insurance
12.2021 - 12.2023
Analyze and adjudicate a variety of claim types to include facility, professional, inpatient and outpatient services
Follow claims adjudication rules to assure that all claims are adjudicated in accordance with CMS rules and regulations
Authorize claim payments within established limits; otherwise forward to LV3 ops
Potentially process refunds appeals, disputes and adjustments (when applicable);
Identify process improvement opportunities within the claim department and recommend system enhancements
Handles any additional responsibility which may be assigned
Licensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCYLicensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCY