Tricia Smith Lawson
Sunrise,FL
Summary
Knowledgeable insurance agent promoting several years' expertise successfully working for organizations. Courteous and cordial with a desire to take on challenges at a new company.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance Agent
America's Health Insurance Advisors
Fort Lauderdale, FL
04.2025 - Current
- Explain complex technical terms related to insurance plans in simple language for easy understanding.
- Conduct meetings or phone calls with potential clients to present insurance policies and answer questions.
- Achieve repeat business and referrals through personalized services.
- Counsel prospects and policyholders on coverage, limits and regulations.
Licensed Medicare Benefit Advisor
Unified Health
Sunrise, FL
06.2020 - 01.2025
- Assisted Medicare and Medicaid recipients with health insurance information.
- Provided advice and guidance on Medicare benefits and enrollment options.
- Helped clients determine and enroll in the most suitable plan.
- Engaged with and maintained long-term client relationships.
Member Advocate
Change Healthcare
Weston, FL
09.2016 - 10.2019
- Assist Medicare and Medicaid recipient with accessing income-based programs and resources to enhance their quality life.
- Screen new members for state and federal programs to get help with Prescription drugs and plan premiums.
Education
Undergraduate Degree - Social Work
Florida Atlantic University
Boca Raton, FL07.2025
Skills
- Time management
- Customer service
- Account Management
- Negotiation
- Organizational skills
- Microsoft Outlook
- Insurance sales
- Mentoring
- Microsoft Word
- Medicare
- Sales management
- Insurance Sales
- Computer skills
- Communication skills
- Account management
- Microsoft Excel
- Sales
Certification
- Florida Insurance License-Life, Health & Variable Annuities July 2019 to Present
- 2-15 Life Including variable annuities and Health Insurance License
- Florida Real Estate License August 2016 to Present
- Florida Real Estate Sales Associate License
Additional Information
- Exceptional customer service skills
- Strong verbal communication skills
- Effective and accurate decision-making skills
- Outstanding customer account management and relationship care skills
- Extensive knowledge in Medicare, Medicaid and related program and benefit information
- Adept at accurately performing tasks in compliance with industry standards
Timeline
Insurance Agent
America's Health Insurance Advisors
04.2025 - Current
Licensed Medicare Benefit Advisor
Unified Health
06.2020 - 01.2025
Member Advocate
Change Healthcare
09.2016 - 10.2019
Undergraduate Degree - Social Work
Florida Atlantic University
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