Tracy Kay MILLER
Tomball,TX
Summary
Focused professional with experience providing top-notch clerical support and operational assistance to meet staff needs. Capable and highly organized when coordinating documents, supplies and project resources. Clear communicator and self-motivated worker with decisive nature necessary to manage independent work. Seasoned Marketing Coordinator knowledgeable about Health insurance industry. Excellent attention to detail and remarkable critical thinking skills. Proficient in developing and overseeing projects with focus on quality and efficiency.
Overview
28
28
years of professional experience
Work History
Market Point Sales Representative
Humana
08.2022 - Current
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Hospital Indemnity / Life
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Met with customers to provide information about available products and policies.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Insurance Producer
Self Employed
01.2020 - Current
- Provided information on features, policies and relative advantages to promote Medicare Advantage,Medicare Supplement and prescription drug programs.
- Life Insurance, Annuities
- Adhered to all regulations for insurance sales.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Met with Senior clients to discuss needs for Medicare programs.
Resident Services Coordinator
Related Property Management
07.2018 - 01.2022
- Created productive relationships with outside service providers. Nursing, physical therapy, hospice services and caregivers.
- Coordinated medical and non-medical in home care.
- Developed and created programs and monitored effectiveness with individual participant needs.
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
- Increased customer satisfaction by resolving a variety of community issues.
- Conducted community meetings to promote different programs and educate public on available services.
- Identified issues, analyzed information and provided solutions to problems.
- Managed monthly resident community budgets.
- Created HUD reporting for daily, weekly and monthly reporting.
Memory Care Director
Atria Senior Living
01.2017 - 06.2018
- Implement and supports resident care plans Provides and assists residents with their care including lifting, bathing, performing hygiene tasks,toileting, assisting with meals and other tasks.
- Coordinated sales and tours, both residential and professional. Worked successfully to keep sensus at 100%.
- Facilitates and/or participates in resident activities.
- Engage in meaningful conversations with our residents Monitor residents for changes in any conditions and behaviors Know each life story of each existing resident and new resident Assist ED and RSD with planning and implementing activities and trips for our residents.
- Communicated effectively with family members on regular basis regarding care, issues and overall health of loved ones.
- Oversaw all financial transactions and management functions, strategically managing operating budget.
- Discussed medical histories with patients in effort to provide most effective medical advice.
- Conducted tours of facility to prospective residents and families.
- Coached and trained newly hired employees to promote knowledge of responsibilities and position requirements.
- Monitored daily delivery of quality services, which promoted high level of satisfaction among families and residents.
Senior Mortgage Consultant
Many Diverse Mortgage Companies
06.1997 - 01.2017
- Counsel Clients in all aspects of their financial needs in call center environment.
- Problem solver/Conflict Resolution
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Finance regulation expert.
- Medical expenses, cost of care, and future expenses to allocate monies and investments to ensure their financial situation is secure.
- Created strategies to develop and expand existing customer sales, which resulted in increase in annual sales.
- Assisted senior-level credit officers with complex loan applications.
- Developed and maintained relationships with local real estate agents.
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act. TRID, RESPA, TILA, ECOA.
- Reviewed loan files and updated to match current standards.
- Worked with underwriters to fix application problems and resolve issues.
- Explained different types of loans pertaining to client situations.
Education
Medicare
Licensed Texas Insurance Agent NPN 19636571
Houston Tx09.2020
Texas Licensed Originator NMLS 641306
Champions Real Estate
2003
High School Diploma -
James Bowie High School
Austin, TX05.1989
Skills
- Superior Customer Service
- Life and Health Licensed
- Project Coordination
- Office Management
- Cultural Awareness / Team player
- Records and Database Management
- Client Account Management
- Production Goals
- MS Office Proficiency
- Database Administration
- Superior Organizational Skills
- Evening / Weekend Availability
- Old Fashioned Work Ethic
- CRM Software
Timeline
Market Point Sales Representative
Humana
08.2022 - Current
Insurance Producer
Self Employed
01.2020 - Current
Resident Services Coordinator
Related Property Management
07.2018 - 01.2022
Memory Care Director
Atria Senior Living
01.2017 - 06.2018
Senior Mortgage Consultant
Many Diverse Mortgage Companies
06.1997 - 01.2017
Medicare
Licensed Texas Insurance Agent NPN 19636571
Texas Licensed Originator NMLS 641306
Champions Real Estate
High School Diploma -
James Bowie High School
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