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Licensed Health Agent resume examples

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Skills

  • Preparing quotes
  • Risk mitigation
  • Claims processing improvement
  • Underwriting and adjustments
  • Following up with clients
  • Cross-functional team collaboration
  • Property insurance
  • Marketing campaign design
  • Vision and dental insurance
  • Industry conference participation

Work Experiences

  • Achieved results within the first 11 months.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Actively participated in industry conferences.
  • Had an excellent attendance record and was always on time for work.
  • Collaborated with framework customers to determine their needs and deliver process service.
  • Assisted clients in navigating COBRA and other interim health plans, reducing gaps in coverage by customizing temporary insurance solutions.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Transported ServiceNow to one year customer locations.
  • Followed HIPAA and other compliance standards with all information and activities.
  • Attended workshops to stay updated.

Summaries

  • Exceptional juggler of multiple competing responsibilities at the same time.
  • Licensed in Oregon and familiar with available products and services.
  • Achieved 42% retention rates.
  • Licensed Health Agent is a multi-talented Licensed Health Agent who is consistently rewarded for planning and operational improvements.
  • Proven track record of time management and customer service excellence.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Highly effective at juggling multiple responsibilities while maintaining a pleasant demeanor.
  • Achieved a 35% boost in client retention.
  • Achieved over 71% client retention.
  • Achieved 15 enrollments during open enrollment.

Accomplishments

  • Handled a claim load averaging 5 per week with an accuracy metric of 67%.
  • Designed and led training programs for 13 new agents on company processes, increasing onboarding efficiency by 52% within two years.
  • Reengineered the claims tracking process using QuickBooks, improving update accuracy and processing speed for over 9 claims monthly.
  • Consistently achieved 63% monthly sales benchmarks by introducing tailored health insurance plans.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Achieved 84% growth in policy renewals after introducing strategic outreach campaigns during the annual open enrollment window.
  • Assessed the risk profile for 4 clients, leading to the recommendation of policies with 25% lower premiums and better coverage.
  • Established long-term relationships with key corporate clients, increasing referral business by 73%.
  • Developed personalized follow-up initiatives that improved first-contact resolution rates by 51% for client inquiries.
  • Analyzed client health and financial needs to offer coverage packages, reducing clients' out-of-pocket expenses by 35% on average.

Affiliations

  • State Insurance Licensing Board (State-Specific)
  • Professional Insurance Agents (PIA) Association
  • Association for Community Affiliated Plans (ACAP)
  • National Association for the Self-Employed (NASE)
  • Independent Insurance Agents & Brokers of America (IIABA)
  • International Association of Administrative Professionals
  • Healthcare Compliance Association (HCCA)
  • Jaycees
  • Health Risk Management Association (HRMA)
  • Rotary International

Certifications

  • Group Benefits Associate (GBA)
  • National Association of Health Underwriters (NAHU) Registered Employee Benefits Consultant (REBC)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Insurance Service Representative (CISR)
  • SHRM Certified Professional (SHRM-CP)
  • State Medicaid Broker License
  • AHIP Medicare Training Certification
  • Certified Patient Account Technician (CPAT)
  • Life and Health Insurance Adjuster Certification
  • Certified Public Accountant (CPA)

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