Triana McGee
Lubbock
Summary
Experienced licensed insurance advisor committed to providing detailed, accurate, and knowledgeable information. Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, assessing needs, and recommending policies. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Insurance Advisor
Ehealth
04.2024 - Current
- Developed a deep understanding of various Medicare plans and regulations to provide expert advice to clients in need of guidance.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Conducted thorough needs assessments for each client, recommending the most suitable Medicare plans based on their unique requirements.
- Cross-sold insurance products to existing clients to reach sales targets.
- Adapted quickly to changes in Medicare policies or procedures, seamlessly integrating updates into daily operations without sacrificing efficiency.
Call Center Customer Service Representative
Foundever
06.2023 - 04.2024
- Enhanced customer satisfaction by addressing and resolving auto and home insurance-related inquiries and concerns.
- Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Call Center Customer Service Representative
Results CX
09.2022 - 06.2023
- Acquired knowledge of Medicare and Medicaid policies to provide excellent customer service.
- Increased client satisfaction by efficiently addressing their insurance needs and providing personalized solutions.
- Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
- Conducted comprehensive policy reviews for existing clients, identifying opportunities for adjustments or additional coverage.
Supervisor/Team Lead
ResCare
01.2020 - 09.2022
- Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
- Reduced staff turnover by providing comprehensive training programs and fostering a supportive work environment.
- Managed budgets effectively, ensuring optimal allocation of resources and adherence to financial guidelines.
- Maintained compliance with state regulations, completing detailed documentation for licensing requirements and audits.
Education
Bachelor of Science -
Texas Tech University
Lubbock, TXSkills
- Problem-Solving
- Data entry
- Active Listening
- Negotiating
- Communication
- Time-management
- Analytical
- Customer Service
- Sales Targeting
- Call Management
Certification
Texas Life and Health Insurance License
Timeline
Insurance Advisor
Ehealth
04.2024 - Current
Call Center Customer Service Representative
Foundever
06.2023 - 04.2024
Call Center Customer Service Representative
Results CX
09.2022 - 06.2023
Supervisor/Team Lead
ResCare
01.2020 - 09.2022
Bachelor of Science -
Texas Tech University