Trisha Ley
Noblesville,IN
Summary
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Employee Benefits Advocate
Arthur J. Gallagher
Noblesville, IN
09.2005 - 11.2022
- Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
- Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email and in-person interactions.
- Checked employees' benefits enrollment for accuracy and inputted all data into client HRIS and Gallagher Client Portal.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
- Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
- Documented and detailed calls and complaints using call center's CRM database.
- Addressed escalated customer service issues sent from sales and service teams to save customer relationships.
Life Insurance Sales Agent
Kemper Life
Indianapolis, IN
05.2022 - 08.2022
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Quoted and calculated premium rates for policies, using rate book, Salesforce database and calculator.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Collected premiums on or before effective date of coverage.
- Conducted reviews of existing policies to update client information and evaluate current coverage with clients needs.
- Calculated premiums and established payment methods for sales.
Medicare Sales Representative
Ehealth Insurance
Indianapolis, IN
06.2021 - 04.2022
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Conducted annual reviews of existing policies to update information.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Calculated premiums and established payment methods for sales.
- Remained impartial in order to advise clients based on circumstances.
- Identified and solicited sales prospects in agency databases.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Maintained energy and enthusiasm in fast-paced environment.
Property Management Industry
20 Year Career
07.1999 - 07.2020
- Experienced multi-faced property management professional with 20+ years industry career.
- Committed to success and excellence. Exceptional communication skills and ensuring both customer needs and the needs of the development's asset manager, and my employer as the 3rd party management.
- Effective problem-solver with the ability to identify a problem. Demonstrates critical analysis and rational deduction to solve problems in the most efficient and practical solution. Analytical with the ability to perceive, organize, and assimilate information.
- Consistent top performing leader, recruiter, and mentor having sourced, trained and persistently led top performing leasing, management, and maintenance teams.
- Solid organizational skills with the ability to balance workloads efficiently, attention to detail, adapt to constantly changing work environment, and meet deadlines.
- Dynamic leader keeping a development in top-notch condition, building motivated and trustworthy teams who consistently deliver a notably higher level of service and maximizing operating performance
- Awarded Senior Leasing Consultant, Top in Telephone, Onsite Shopper Score for 2000, 2001, 2002
- Awarded Raving Fans 2005, Team Spirit 2005, Raving Fans 2006
- Awarded BTCOD (Beyond the Call of Duty) for 2007
- Employee of the month March 2017, September 2017
- See attached Portfolio Summary for more details
Office and Transition Coordinator
Ley Dentistry
Carmel, IN
05.2010 - 05.2013
- Prepared and maintained records and case files detailing clients' personal and eligibility information, services provided and relevant correspondence.
- Drove operational improvements which resulted in savings and improved profit margins.
- Maintained patient data with required regulatory chart documents, personal information and treatment consultation documentation.
- Prepared insurance claim forms, explained benefits and outlined pricing details for procedures and services.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Scheduled, rescheduled and cancelled appointments for dental patients.
- Helped patients complete necessary medical forms and documentation.
- Adhered to strict HIPAA guidelines to protect patient privacy.
Education
School of Liberal Arts - Communications
Purdue University
West Lafayette, INHigh School Diploma -
Noblesville High School
Noblesville, IN05.1993
Skills
- Customer service-oriented
- Property management
- Detail-oriented
- Excellent teamwork
- Property assessments
- Strong organizational skills
- Client-oriented
Certification
- Certified Apartment Manager (CAM), National Apartment Association Education Institute (NAAEI) - 10/2020
- Licensed Accidental, Health, Life, Casualty & Property Insurance Producer- 07/2022
Timeline
Life Insurance Sales Agent
Kemper Life
05.2022 - 08.2022
Medicare Sales Representative
Ehealth Insurance
06.2021 - 04.2022
Office and Transition Coordinator
Ley Dentistry
05.2010 - 05.2013
Employee Benefits Advocate
Arthur J. Gallagher
09.2005 - 11.2022
Property Management Industry
20 Year Career
07.1999 - 07.2020
School of Liberal Arts - Communications
Purdue University
High School Diploma -
Noblesville High School