Healthcare benefitsCompany CultureFlexible work hoursWork-life balance4-day work week
Summary
Seeking challenging and rewarding managerial, administrative, sales, or customer service position.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Sales Agent
Ritchie Deaton State Farm
Fishers, IN
01.2025 - Current
Analyzed insurance needs to provide tailored coverage recommendations.
Collaborated with team members to streamline sales processes and improve efficiency.
Conducted regular follow-ups with clients to ensure policy compliance and retention.
Developed tailored insurance solutions to meet client needs and preferences.
Cultivated strong relationships with clients through effective communication and service.
Customer Care Representative
Aerotek/Aston Carter/Anthem
Indianapolis, Ind.
01.2022 - 12.2024
Being proactively resolving members and/or providers questions and concerns using computer-based resources to find answers.
Provide guides to members and providers with their healthcare needs by explaining benefits, solving claims concerns, helping find a doctor via telephone.
One must have a compassion to serving others with the ability to be empathetic and desire to go above and beyond to help resolve members questions at the first point of contact.
Multi-task, navigating multiple computer applications and work efficiently while communicating and serving the customer.
Guided clients through product features, ensuring effective use and understanding of services.
Resolved customer inquiries efficiently, enhancing overall satisfaction and retention.
Account Representative
Norm Street STATE FARM
Indianapolis, Ind.
01.2020 - 01.2022
Advised policyholders on filing claims; sold property and casualty insurance products.
Customized insurance policies to individually suit the needs of clients; routinely corresponded with clients to review their policies.
Managed customer accounts, ensuring accurate policy information and timely updates.
Developed strong relationships with clients, enhancing customer retention and satisfaction.
Coordinated communication between clients and underwriters to streamline policy approvals.
Kept detailed records of customer interactions for optimal traceability.
Account representative
BILLY HILL STATE FARM
Indianapolis, Ind.
01.2018 - 01.2020
Advised policyholders on filing claims; sold property and casualty insurance products.
Customized insurance policies to individually suit the needs of clients; routinely corresponded with clients to review their policies.
Account representative
RITCHIE DEATON STATE FARM
Fishers, Ind.
01.2015 - 05.2018
Advised policyholders on filing claims; sold property and casualty insurance products.
Customized insurance policies to individually suit the needs of clients; routinely corresponded with clients to review their policies.
Cultivated strong client relationships to enhance customer satisfaction and retention.
Managed policy renewals and claims processing to ensure timely resolution.
Streamlined communication between clients and underwriting teams to expedite service delivery.
Increased customer satisfaction ratings through proactive and actionable resolutions to questions, concerns, or challenges.
Financial specialist
COMPASS RESIDENTIAL & CONSULTING
Indianapolis, Ind.
01.2013 - 01.2015
Maintained complete financial records for clients and paid their bills; managed their benefits; heavy communication with all stakeholders.
Spearheaded and maintained a database for customers’ accounts; generated monthly reports.
Eligibility specialist for public assistance
CFA STAFFING/XEROX
Indianapolis, Ind.
01.2012 - 01.2013
Interviewed clients to determine initial and continued eligibility.
Applied state and federal regulations during the review process; optimized the management of time-sensitive cases.
Case reviewer for public assistance
LOGIC HOUSE/RCR – INDEPENDENT CONTRACTOR
Indianapolis, Ind.
01.2009 - 01.2012
Gathered information and validated accuracy of cases; resolved issues and recommended resolutions to upper management.
Provided insight and ideas on current issues; assessed cases to ensure vendor staff was correctly applying state policy.
Education
social work, criminal justice
Indiana University-Purdue University at Indianapolis
Indianapolis, Ind.
High School Diploma -
John Marshall High School
Indianapolis, IN
06-1981
Skills
Demonstrated success in sales, leadership and supervision; strong background in employee relations; knowledgeable in training and developing quality personnel
Enthusiastic take-charge individual who pays strong attention to detail and excels in completing challenging tasks
Superior people, oral and written skills; good with numbers; adapts easily to new settings and works well with others
Excellent analytical and problem-solving abilities; always the go-to person when challenging situations need to be resolved; loyal, dedicated and passionate about what I do
Superior office skills: accounts receivable and payable, answering telephones
Insurance sales
Certification
Data Entry Training - 1982
Central Nine-Greenwood, Ind.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Sales Agent
Ritchie Deaton State Farm
01.2025 - Current
Customer Care Representative
Aerotek/Aston Carter/Anthem
01.2022 - 12.2024
Account Representative
Norm Street STATE FARM
01.2020 - 01.2022
Account representative
BILLY HILL STATE FARM
01.2018 - 01.2020
Account representative
RITCHIE DEATON STATE FARM
01.2015 - 05.2018
Financial specialist
COMPASS RESIDENTIAL & CONSULTING
01.2013 - 01.2015
Eligibility specialist for public assistance
CFA STAFFING/XEROX
01.2012 - 01.2013
Case reviewer for public assistance
LOGIC HOUSE/RCR – INDEPENDENT CONTRACTOR
01.2009 - 01.2012
social work, criminal justice
Indiana University-Purdue University at Indianapolis