Tracye Cato
Orlando,FL
Summary
Dynamic Licensed Health Insurance Agent with proven success at Go Health in client needs assessment and policy negotiation. Expert in developing tailored insurance solutions and enhancing customer satisfaction. Strong communicator with a strategic mindset, consistently achieving revenue growth and fostering long-term client relationships through effective sales presentations and market analysis. A committed student eager to leverage exceptional communication and interpersonal skills in a professional setting. Possesses experience in data entry and money handling. Capable of quickly memorizing product details and fostering strong customer relationships. Results-driven individual with a solid track record of delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals, and delivering exceptional service. Passionate about continuous learning and professional development.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Licensed Health Insurance Agent
Go Health
Orlando, Florida
02.2024 - Current
- Processed changes in insurance policies and periodically reassessed client needs.
- Conducted fact-finding assessments to create sales presentations for client engagement.
- Developed appropriate quotes based on risk information.
- Attended company-sponsored gatherings to speak to community groups on healthcare coverage and long term goals.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
- Prepared reports summarizing sales activities, account management strategies.
- Negotiated with insurers to secure the best possible rates for clients.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Ensured that all documents were properly completed prior to submitting them for review.
- Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
Owner
Salavation Coffee House
Miami, FL
01.2022 - Current
- Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
- Enhanced operational performance by developing effective business strategies, systems and procedures.
- Created effective business plans to focus strategic decisions on long-term objectives.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Analyzed market trends to identify new business opportunities.
- Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
- Analyzed client business needs and assisted in determining appropriate resources and strategies.
Billing Specialist
United Healthcare
Orlando, Florida
07.2022 - 11.2023
- Gathered information to produce accounts payable reports for review.
- Reconciled daily cash receipts with total deposits on bank statement.
- Assessed billing statements for correct diagnostic codes and identified problems with coding.
- Answered customer questions to maintain high satisfaction levels.
- Enforced compliance with organizational policies and federal requirements regarding confidentiality.
- Generated and distributed month-end statements for customers and resolved related concerns.
- Checked claims coding for accuracy with ICD-10 standards.
- Accurately input procedure codes, diagnosis codes and patient information into billing software to generate up-to-date invoices.
- Maintained accounting ledgers by verifying and posting account transactions.
- Computed credit terms, discounts and shipment charges for goods or services to complete billing documents.
- Developed financial reports detailing accounts receivable aging status.
Education
Associate of Applied Science - Billing Medical And Coding
FTC
Orlando, FL02-2024
Health Insurance License - Health And Wellness
TTEC
Orlando, FL09-2016
Cosmetology License - Cosmetology
Lorraines Cosmetology
St Petersburg FL04-1988
Skills
- Health insurance policies
- Client needs assessment
- Customer service
- Account management
- Regulatory compliance
- Sales presentations
- Risk assessment
- Policy negotiation
- Market analysis
- Team collaboration
- Effective communication
- Data analysis
- Problem solving
- Process improvement
- Business strategy
- Medicaid expertise
- Claims processing
- Compliance
- Needs assessment
- Prospect relationship development
- Revenue generation
- Financial acumen
- Goal oriented
- Insurance terminology
- Patent annuities
- Medicare expertise
- Inbound call management
- HIPAA
- Cold calling
- Policy analysis
- Policy comparison
- Disability insurance
- Medical coding
- Objection handling
- Individual health plans
- Healthcare regulations
- Follow-up skills
- Health insurance
- Professionalism
Affiliations
- Throughout my career, I've focused on helping individuals gain the confidence and skills they need to succeed. Whether through mentorship, teaching, or developing resources, I strive to create an environment where growth feels natural and achievable. I understand that success isn't just about knowledge - it's about mindset, resilience, and having the right tools to navigate lifes's challenges
Accomplishments
- My Very First Award was to open up my own coffee shop and I also Graduated with a 3.4 GPA
Certification
- I Am a Certified Billing And Medical Coder
- I Am a Licensed Health Insurance Agent
- I Also Hold a Cosmetology License
References
References available upon request.
Timeline
Licensed Health Insurance Agent
Go Health
02.2024 - Current
Billing Specialist
United Healthcare
07.2022 - 11.2023
Owner
Salavation Coffee House
01.2022 - Current
Associate of Applied Science - Billing Medical And Coding
FTC
Health Insurance License - Health And Wellness
TTEC
Cosmetology License - Cosmetology
Lorraines Cosmetology
Similar Profiles
Tayler TuckerTayler Tucker
Customer Service Representative at Go HealthCustomer Service Representative at Go Health
Darlene GordonDarlene Gordon
S.E.T Coach at Go HealthS.E.T Coach at Go Health
FADELINE DELVAFADELINE DELVA
Sr. Benefit Consultant I at Go HealthSr. Benefit Consultant I at Go Health