Tracy Dei
Richmond,TX
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
3
3
years of professional experience
Work History
Medicare Sales Agent
Assurance IQ
04.2023 - Current
- Review clients current healthcare plans and evaluate their current plan and plans available to them
- Complete a thorough analysis of clients needs by active listening, effective communication and empathy to find the best solution for each client
- Present, sell, and submit Medicare Advantage and Prescription drug plans
- Establish and maintain relationships with prospective, current, and past clients.
Claims Representative
Asurion
01.2022 - 12.2022
- Reviewed Data and policy contracts to determine claim coverage
- Reviewed and analyzed suspicious and potentially fraudulent insurance claims
- Used collected data to make an informed decision and answer questions Claimants had
- Assisted Claimants in the filling out forms and throughout the claims process
- Determined liability outlined in coverage and assessed documentation such from police and policy holders to understand damages incurred
- Followed up with insured individuals regarding premium and deductibles payments.
Customer Service Representative
Intuit
Houston, TX
12.2020 - 08.2021
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Answered customer inquiries and provided accurate information regarding products and services.
- Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
- Maintained detailed records of customer interactions, transactions and comments for future reference.
Education
CompTi A+ -
Per Scholas
Houston05.2024
GED -
Worcester Public School
Worcester, MA06.2013
Skills
- Customer Service
- Empathy & Active Listening
- Interpersonal skills
- Digital Literacy
- Attention to detail
- Analytical thinking
- CRM & Software tools
- Data analysis & Management
- License & Certifications
- Life & Health
- Insurance Adjuster- TX, LA, NM, GA, FL, MI
- Eligibility Determination
Timeline
Medicare Sales Agent
Assurance IQ
04.2023 - Current
Claims Representative
Asurion
01.2022 - 12.2022
Customer Service Representative
Intuit
12.2020 - 08.2021
CompTi A+ -
Per Scholas
GED -
Worcester Public School
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