Summary
Overview
Work History
Skills
Timeline
Generic

Timothy Jefferies

Killeen

Summary

Dynamic professional with a rich background in community health and insurance brokerage, notably with Humana. Excelled in developing strong client relationships and efficient claim resolutions, achieving high customer retention rates. Skilled in health education and exceptional communication, adept at leveraging community-based resources for improved client outcomes. Demonstrated leadership through effective team mentoring and innovative problem-solving strategies.

Overview

12
12
years of professional experience

Work History

Community Health Worker

State of Texas
01.2021 - Current
  • Connected families with necessary social services, alleviating barriers to healthcare access and improving quality of life.
  • Built trust within diverse communities through cultural competency training, empathetic communication skills, and active listening techniques.
  • Addressed patient concerns and provided support to vulnerable demographics.
  • Participated in ongoing professional development opportunities to stay current on best practices in community health work, ensuring the delivery of quality services to clients.
  • Worked directly with patient treatment teams and participated in care coordination procedures.
  • Provided ongoing support for clients managing chronic conditions, contributing to better self-management and reduced complications.
  • Increased awareness of available resources by organizing and participating in community health fairs and events.
  • Targeted specific community groups with wellness and disease management information.
  • Conducted home visits to assess living conditions, provided recommendations for safety improvements and connected clients with resources as needed.
  • Trained new Community Health Workers on best practices, contributing to increased team efficiency and effectiveness in serving the community.
  • Set up community health education and promotion programs to reduce chronic conditions.
  • Organized health fairs and screenings, increasing early detection of chronic conditions and connecting individuals with treatment options.
  • Monitored health trends and outbreaks in community, contributing to timely and effective public health responses.
  • Developed partnerships with local schools to implement nutrition and physical activity programs, improving overall student health.
  • Streamlined referral processes to community resources, reducing wait times for clients in need of specialized services.
  • Conducted home visits for elderly and disabled clients to monitor health status and ensure adherence to prescribed treatment plans.

Insurance Broker

Blue Cross and Blue Shield
01.2014 - Current
  • Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
  • Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Assisted clients with claims processing, ensuring a smooth experience during difficult times.
  • Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
  • Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
  • Enhanced customer loyalty by delivering timely and accurate policy updates and renewal information.
  • Organized regular check-ins with clients to review coverage limits and ensure adequate protection as their life circumstances changed.
  • Adhered to health and prescription insurance products, delivery systems, and claims systems.
  • Implemented an organized system for managing client files, improving overall productivity and data management capabilities.
  • Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
  • Identified potential risks in client businesses and recommended appropriate insurance coverage.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
  • Utilized CRM software to manage client relationships.
  • Met with customers to provide information about available products and policies.
  • Evaluated competitors' products and services to gain competitive advantage.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Developed and implemented promotional strategies to increase customer base.
  • Monitored customer feedback and identified areas of improvement.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Insurance Broker

United Healthcare
01.2014 - Current
  • Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
  • Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
  • Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
  • Assisted clients with claims processing, ensuring a smooth experience during difficult times.
  • Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
  • Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
  • Calculated quotes and educated potential clients on insurance options.
  • Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
  • Evaluated accuracy and quality of data entered into agency management system.
  • Enhanced customer loyalty by delivering timely and accurate policy updates and renewal information.
  • Organized regular check-ins with clients to review coverage limits and ensure adequate protection as their life circumstances changed.
  • Met with prospective customers and business owners in homes, businesses, and other settings.
  • Adhered to health and prescription insurance products, delivery systems, and claims systems.
  • Implemented an organized system for managing client files, improving overall productivity and data management capabilities.
  • Advised small businesses on selecting employee benefit packages that balanced cost-effectiveness with comprehensive offerings.
  • Expanded the company''s client base through effective networking and relationship-building strategies.
  • Mentored Number entry-level brokers.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Maintained high standards of customer service by building relationships with clients.
  • Identified potential risks in client businesses and recommended appropriate insurance coverage.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
  • Utilized CRM software to manage client relationships.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Educated clients on insurance policies and procedures.

Insurance Broker

Humana
01.2013 - Current
  • Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
  • Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
  • Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
  • Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
  • Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
  • Assisted clients with claims processing, ensuring a smooth experience during difficult times.
  • Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
  • Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
  • Evaluated accuracy and quality of data entered into agency management system.
  • Enhanced customer loyalty by delivering timely and accurate policy updates and renewal information.
  • Adhered to health and prescription insurance products, delivery systems, and claims systems.
  • Met with prospective customers and business owners in homes, businesses, and other settings.
  • Implemented an organized system for managing client files, improving overall productivity and data management capabilities.
  • Retained Number% of policyholders during annual renewal period.
  • Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
  • Expanded the company''s client base through effective networking and relationship-building strategies.
  • Mentored Number entry-level brokers.
  • Maintained high standards of customer service by building relationships with clients.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Designed presentations and marketing materials to promote insurance products.
  • Conducted annual reviews of existing policies to update information.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Skills

  • Organized and detail oriented
  • Schedule management
  • Health education
  • HIPAA guidelines
  • Community-based resources
  • Supervisory experience
  • Service coordination
  • Motivational interviewing
  • Health coaching
  • Report preparation
  • Schedule coordination
  • Informational materials
  • Data collection
  • Reasoning
  • Healthcare advocacy
  • Problem-solving
  • Active listening
  • Excellent communication
  • Critical thinking
  • Individual and community advocacy
  • Community relations
  • Client and community service
  • Work planning and organization
  • Human resources
  • Client databases
  • Progress monitoring

Timeline

Community Health Worker

State of Texas
01.2021 - Current

Insurance Broker

Blue Cross and Blue Shield
01.2014 - Current

Insurance Broker

United Healthcare
01.2014 - Current

Insurance Broker

Humana
01.2013 - Current

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Timothy Jefferies