Vanessa Jakhu
Modesto,CA
Summary
Reliable worker with excellent communication, time management, and computer skills. A driven and detail-oriented individual with a desire to use analytical and problem-solving skills to meet goals. Focused and dedicated insurance professional with several years of experience providing superior customer service and rates for policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.
Overview
6
6
years of professional experience
Work History
Insurance Agent Representative
Ehealth
09.2023 - 11.2023
- Answered inbound calls, chats and emails to facilitate customer service.
- Attended regular training sessions on new products, services or changes in company policies.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Verified accuracy of customer information in the database system.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Assessed customer risk levels and recommended appropriate coverage options.
- Achieved repeat business and referrals through personalized services.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Maintained accurate records of all insurance transactions using computer software systems.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
Field Underwriter
Lincoln Heritage Funeral Advantage
10.2022 - 01.2023
- Demonstrated ability to manage multiple tasks while ensuring accuracy of data entry
- Provided accurate quotes to customers based on their individual needs
- Leveraged persuasive selling tactics to increase sales volume while maintaining high levels of customer service
- Facilitated successful onboarding processes for new customers by providing comprehensive training materials
- Created proposals outlining the terms of insurance coverage based on individual customer needs
- Implemented quality control measures throughout the underwriting process ensuring accuracy of documentation
- Maintained up-to-date knowledge of product features, benefits, pricing options, competitive offerings, and industry trends
Medicare Sales Agent
Gallagher Health Insurance
07.2022 - 09.2022
- Utilized CRM software tools to track sales progress throughout the process.
- Explained advantages, disadvantages and features of policies to promote sales of Medicare plans.
- Developed appropriate quotes based on risk information.
- Assisted customers with selecting appropriate plans based on their needs.
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Resolved customer complaints quickly and professionally.
- Provided product information and answered questions about Medicare services.
Veterinary Assistant
Standiford veterinary hospital
Modesto, US
09.2020 - 11.2020
- Administered immunizations and treatments following veterinarian instructions.
- Assisted doctors and technicians by soothing upset or frightened animals.
- Cleaned and sterilized exam rooms between appointments.
- Administered vaccinations, medications and treatments as prescribed by the veterinarian.
- Dispensed medications orally or topically as directed by veterinarian.
- Cleaned and maintained kennels, holding areas and surgical rooms.
- Collected fluids from animals for laboratory testing.
- Cared for animals in post-operative recovery by closely monitoring vital signs and progress.
- Monitored vital signs of hospitalized animals including temperature, pulse rate, respiration rate and other parameters as necessary.
- Clipped animals' claws and polished teeth to maintain hygiene.
- Maintained accurate medical records of all patients.
- Gathered specimens such as urine, blood and fecal samples for laboratory analysis.
Advanced Sales Representative
Vector Marketing
, US
08.2019 - 11.2019
- Established new accounts and serviced existing accounts maintaining professional relationships.
- Delivered weekly reports to management detailing progress towards set goals and objectives.
- Identified customer needs by asking questions and advising on best solutions.
- Listened to customer needs to identify and recommend best products and services.
- Responded promptly to client inquiries regarding product features, specifications, availability.
Veterinary Assistant
Yosemite Veterinary Hospital
Modesto, US
06.2017 - 07.2019
- Assisted DVMs during procedures by restraining animals, monitoring vitals and administering medications
- Provided compassionate care to animals while assisting veterinarians with medical and surgical procedures
- Performed administrative duties such as scheduling appointments, maintaining patient records, and billing clients
- Assisted with euthanasia procedures in a compassionate and sensitive manner
- Monitored vital signs for hospitalized patients and reported any changes to the veterinarian
- Assisted in the preparation of laboratory specimens, including drawing blood, collecting urine samples, and taking x-rays
- Scrubbed, counted and packed surgical instruments and drapes for autoclave sterilization.
- Interpreted lab results for heartworm testing, parasites, and skin scrapings.
- Answered phone inquiries from clients regarding appointment scheduling, services offered.
- Cleaned and maintained kennels, holding areas and surgical rooms.
- Collected fluids from animals for laboratory testing.
- Restrained animals during examination or treatment procedures using appropriate techniques according to species size and temperament.
- Assisted in surgery preparation by setting up instruments, supplies and equipment prior to procedure start time.
- Supported euthanasia procedures and disposal following regulations and owner preferences.
- Performed laboratory tests, x-rays and other diagnostic tests to check animal health.
Education
Certificate - Holistic Healthcare Practitioner
Holistic Life Institute
Riverbank, CA12-2025
Certificate - Veterinary Technology
Modesto Junior College
Modesto, CA01.2020
High School Diploma -
Robert Elliott Alternative Education Center
Modesto, CA01.2011
Skills
- Attention to detail
- Asset protection
- CRM software
- Financial analysis
- Client assessment
- Customer complaint resolution
- Cross-selling
- Negotiation
- Client relations
- Client needs analysis
- Cold calling
- Appointment scheduling
- Time management
- Presentation skills
- Record keeping
- Conflict resolution techniques
- Strong communication skills
- Time management abilities
References
References available upon request
Accomplishments
- Over 15 years of training
Timeline
Insurance Agent Representative
Ehealth
09.2023 - 11.2023
Field Underwriter
Lincoln Heritage Funeral Advantage
10.2022 - 01.2023
Medicare Sales Agent
Gallagher Health Insurance
07.2022 - 09.2022
Veterinary Assistant
Standiford veterinary hospital
09.2020 - 11.2020
Advanced Sales Representative
Vector Marketing
08.2019 - 11.2019
Veterinary Assistant
Yosemite Veterinary Hospital
06.2017 - 07.2019
Certificate - Holistic Healthcare Practitioner
Holistic Life Institute
Certificate - Veterinary Technology
Modesto Junior College
High School Diploma -
Robert Elliott Alternative Education Center
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