Tracie Furtick
Columbia,SC
Summary
Intermediate Licensed Insurance Producer with strong background in customer service, and privacy regulations. Proficient in cultivating relationships with clients and creating personalized insurance plans to meet varied needs. Demonstrated strengths include product knowledge, customer satisfaction, and regulatory compliance. Made significant impact in previous roles through tailored approach to client service, enhancing retention rates and fostering business growth. Detailed Client Service Associate known for having great organizational skills. Gifted at working with all types of customers. Looking for a new role where hard work and dedication will be highly valued.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Claims Customer Service Advocate
Ask Consulting/Blue Cross Blue Shield
Alpharetta, GA
02.2025 - Current
- Provide accurate, valid, and complete information to customers regarding Health Insurance claims in a timely manner.
- Maintain records of customer interactions and transactions.
- Perform follow-up procedures after customer service interaction was completed.
- Encourage customers to become self-sufficient with web-based and mobile support tools.
- Consult with customers to resolve service and billing issues.
- Maximize customer satisfaction by handling customer email and telephone interactions.
Licensed Insurance Producer
Everise/StateFarm
Plantation , FL
08.2023 - 09.2024
- Provided guidance on the selection of appropriate coverages, policy limits, deductibles, and other policy features.
- Prepared quotes for clients based on their individual requirements.
- Assisted in resolving client claims issues related to insurance products.
- Answered customer inquiries regarding insurance coverage, terms, conditions, and eligibility criteria.
- Responded to inquiries and explained product features and service advantages to potential customers.
- Facilitated policy renewals, ensuring clients' coverage needs were continuously met.
- Addressed and resolved clients' inquiries and concerns promptly, ensuring high levels of client satisfaction.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Customer Service Representative
Everise/Centene Medicare
Plantation, FL
10.2022 - 08.2023
- Developed strong relationships with Medicare customers by providing personalized assistance and support.
- Updated system with order specifics and customer details, preferences, and billing information.
- Maintained detailed records of customer interactions, transactions and comments for future reference.
- Conducted regular follow-up calls with customers after resolving their issues.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- Provided guidance and support to customers regarding billing issues and payment plans.
- Monitored changes in regulations affecting Medicare services provided.
- Participated in team meetings to discuss best practices for responding to customer inquiries.
- Collaborated with various departments within the organization to resolve customer issues quickly and efficiently.
- Answered incoming calls from Medicare beneficiaries, providing them with information regarding their benefits.
- Assisted customers in navigating the Medicare website, helping them to find the resources they needed.
Production Associate
Schneider Electric
Hopkins, SC
01.2018 - 08.2020
- Performed routine maintenance on equipment used in the production process.
- Ensured that all safety protocols were followed during the production process.
- Troubleshot mechanical and electrical problems associated with the manufacturing process.
- Operated automated machines used in the assembly line according to established procedures.
Production Assembler
Volt Workforce Solutions
Hopkins, SC
07.2017 - 01.2018
- Assembled components and sub-assemblies according to written instructions, diagrams, and blueprints.
- Performed quality checks throughout the production process to ensure all parts met specifications.
- Inspected finished products for defects, ensuring conformance with customer requirements.
- Cleaned work areas and equipment regularly to maintain a safe and orderly workplace environment.
Data Entry Operator
Volt Workforce Solutions
Columbia, SC
09.2016 - 07.2017
- Inputted customer data into computer database accurately and quickly.
- Reviewed source documents for completeness prior to entering them into the database.
- Updated existing data records and deleted unnecessary files.
- Utilized various software programs including MS Office Suite and specialized applications.
Purger
Volt Workforce Solutions
Hopkins, SC
02.2015 - 09.2016
- Adhered strictly to safety protocols while performing job duties in order to maintain a safe working environment on board the vessel.
- Scanned materials using flatbed scanner, duplex scanner, or multi-function device as needed.
- Removed all parts left over from shipped jobs.
- Discarded all excess materials according to company's disposal guidelines.
Education
High School Diploma -
Columbia High School
Columbia, SC06-1985
Skills
- New Agent Training
- Client Relationship Management
- Client/Customer Retention
- Team training and development
- Customer Needs Assessment
- Typing proficiency
- Call center operations
- Grammar
- Positive and professional
- Customer Service
- CRM Tracking
- Information Security
- Call Management
- Inbound and Outbound Calling
- Data Entry
- Credit card processing
Certification
South Carolina Property and Causality License
References
References available upon request.
Timeline
Claims Customer Service Advocate
Ask Consulting/Blue Cross Blue Shield
02.2025 - Current
Licensed Insurance Producer
Everise/StateFarm
08.2023 - 09.2024
Customer Service Representative
Everise/Centene Medicare
10.2022 - 08.2023
Production Associate
Schneider Electric
01.2018 - 08.2020
Production Assembler
Volt Workforce Solutions
07.2017 - 01.2018
Data Entry Operator
Volt Workforce Solutions
09.2016 - 07.2017
Purger
Volt Workforce Solutions
02.2015 - 09.2016
High School Diploma -
Columbia High School
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