Highly trained professional with a background in verifying insurance benefits and creating appropriate patient documentation. An established Insurance Verification Specialist known for handling various office tasks with undeniable ease.
Overview
5
5
years of professional experience
Work History
Licensed Insurance Agent
Hagerty
11.2022 - Current
Provided coverage option information to assist clients in protecting assets.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Increased agency efficiency by implementing standardized processes for policy administration, data entry, and client communication.
Collaborated with underwriters to obtain favorable policy terms for clients while mitigating risk exposure for the company.
Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
Maximized sales opportunities by methodically cross-selling complementary insurance products to existing clients.
Prepared and reviewed insurance applications to verify compliance with regulations.
Maintained high standards of customer service by building relationships with clients.
Disability Claims Specialist
Sedgwick CMS
01.2019 - 11.2022
Reduced claim processing time by conducting thorough assessments and providing accurate documentation for each case.
Identified fraudulent claims by conducting detailed investigations and applying expert knowledge of disability guidelines and regulations.
Worked closely with vocational rehabilitation specialists to develop customized retraining programs for claimants, promoting self-sufficiency and successful return to work.
Improved claim processing efficiency by streamlining workflow procedures and implementing new software tools.
Collaborated with healthcare providers to obtain crucial information, leading to more accurate and faster decision-making on claims.
Demonstrated attention to detail when reviewing medical records, enabling accurate assessment of functional limitations caused by disabilities.
Developed individualized return-to-work plans for clients, facilitating a smooth transition back into the workforce after recovery from their disabilities.
Conducted comprehensive evaluations to determine eligibility for benefits, ensuring compliance with company policies and government regulations.
Education
MBA - Business Administration And Management
Prairie View A & M University
Prairie View, TX
05.2024
Skills
Strong customer service & active listening skills
Strong verbal and written communication skills
Strong time management and organizational skills
Claims Investigation
Claims analysis
Active Property & Casualty State Insurance Agent
Problem-solving abilities
Microsoft Office
Timeline
Licensed Insurance Agent
Hagerty
11.2022 - Current
Disability Claims Specialist
Sedgwick CMS
01.2019 - 11.2022
MBA - Business Administration And Management
Prairie View A & M University
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