Tracy Morales
Vineland,United States
Summary
Results-oriented professional with extensive experience in delivering product and service information to clients. Proficient in identifying customer needs, generating leads, and resolving complaints effectively. Exceptional communication skills complemented by strong phone etiquette and active listening capabilities.
Overview
14
14
years of professional experience
Work History
Insurance Producer
State Farm
Vineland, United States
01.2018 - Current
- Team leadership: Supervising and training staff, fostering a productive work environment.
- Client relations: Addressing client inquiries, resolving issues, and ensuring high levels of customer satisfaction.
- Compliance: Ensuring adherence to industry regulations and company policies.
- Technology utilization: Implementing and managing office software and systems for efficiency.
- Developed comprehensive insurance plans tailored to client needs.
- Educated clients on insurance products and benefits during consultations.
Personal Care Coordinator
AmeriHealth Caritas
, Remote
12.2023 - 12.2024
- Answer inbound calls from providers and members.
- Assist providers and members with questions regarding health care coverage.
- Document all interactions and activities in the electronic health record system.
- Participate in regular meetings and trainings to enhance knowledge and skills.
- Facilitated communication between patients, families, and healthcare teams.
- Advocated for patients' needs within the healthcare system effectively.
Loan Clerk
Newfield National Bank
Newfield, United States
01.2012 - 01.2018
- Data Entry: Accurately input loan information into the company's database or loan processing software, maintaining confidentiality and data integrity.
- Compliance adherence: Ensure all loan processing activities comply with federal and state regulation, as well as company policies.
- Problem Resolution: Address any issues or discrepancies in loan applications, working with clients and internal teams to resolve them efficiently.
- Processed loan applications for various personal and commercial loans.
- Reviewed financial documents for accuracy and compliance with regulations.
- Coordinated with underwriters to facilitate prompt loan approvals.
Education
High School Diploma -
Vineland Public High School
Vineland, NJ01.2011
Skills
- Project management
- Data analysis
- Team leadership
- Effective communication
- Software proficiency
- Business intelligence
- Problem solving
- Interpersonal abilities
- Verbal and written communication
- Adaptability
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
Timeline
Personal Care Coordinator
AmeriHealth Caritas
12.2023 - 12.2024
Insurance Producer
State Farm
01.2018 - Current
Loan Clerk
Newfield National Bank
01.2012 - 01.2018
High School Diploma -
Vineland Public High School