Provided comprehensive risk assessments for prospective clients, identifying potential gaps in coverage and recommending appropriate solutions.
Assisted clients in navigating complex claims processes, advocating on their behalf when necessary to ensure fair outcomes.
Maintained detailed records of all client interactions for compliance purposes and seamless transfer of information between team members.
Consistently met or exceeded sales targets through proactive outreach and effective networking strategies.
Developed strong relationships with clients, resulting in referrals and new business opportunities.
Licensed Health Insurance Agent
TTEC
10.2024 - 12.2025
Maintained accurate records of all client interactions and transactions, ensuring compliance with industry regulations and company policies.
Adapted communication style based on individual client preferences, resulting in improved rapport and higher satisfaction levels.
Contacted insurance companies to discuss and resolve unpaid claims and incorrectly paid claims.
Proactively identified potential coverage gaps for clients, recommending additional products or services to enhance their overall insurance protection.
Licensed Health Agent
American Health Reform
06.2023 - 12.2024
Enhanced customer satisfaction by providing efficient and accurate information about health insurance policies.
Contributed to team goals by consistently meeting or exceeding established sales targets for health insurance plans sold per month.
Educated prospective customers about the benefits of different health insurance plans, assisting them in making informed decisions based on their needs and budget constraints.
Achieved timely completion of client applications for various healthcare plans, ensuring proper coverage for each individual.
Adhered to HIPAA and other compliance standards with all information and activities.
Provided ongoing support to existing clients as they navigated life changes impacting their health insurance needs, such as marriage, divorce, or retirement transitions.
Health Insurance Navigator
The Wellness Coalition
12.2021 - 05.2022
Improved community health awareness by developing and implementing engaging educational programs.
Collaborated with local organizations to organize health fairs, workshops, and presentations, raising public awareness on various health topics.
Increased access to healthcare services for underserved populations through targeted outreach initiatives.
Maintained accurate records of program activities, participant progress, and outcome measures to ensure data-driven decision making when evaluating program success.
Customer Service Representative
Maximus Health Services
03.2020 - 10.2020
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
Assistant Sales Manager
Friendly Furniture
03.2013 - 04.2019
Completed store opening and closing procedures by counting drawers and managing security.
Generated sales report to help upper management make effective decisions and sales plans.
Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
Assisted sales team with completing customer transactions and managing issues.
Trained new associates in successful sales and performance strategies.
Increased customer satisfaction, ensuring prompt and accurate response to inquiries.
Resolved customer issues promptly, maintaining high levels of customer satisfaction and trust in the brand.
Customer Relationship Specialist –Licensed Property and Casualty Agent (51) at Allstate Insurance CompanyCustomer Relationship Specialist –Licensed Property and Casualty Agent (51) at Allstate Insurance Company