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Skills

  • Networking abilities
  • Analyzing client health conditions
  • Life insurance
  • Property insurance
  • Time management and prioritization
  • Client needs analysis
  • Client Retention Strategies
  • Underwriting and adjustments
  • Vision and dental insurance
  • Auto insurance

Work Experiences

  • Additional benefits, such as dental and vision plans, were cross-sold.
  • Accounts worth $10 in total premiums.
  • Assisted customers in enrolling in both private and public plans.
  • Achieved Innovation Award for excellence in client service.
  • Transported ServiceNow to one year customer locations.
  • Looked for industry trends on social media and through online sources.
  • Advised on group health offerings.
  • Met with clients to assess their financial situation and discuss their benefit needs.
  • Achieved Innovation Award for top performance by consistently exceeding monthly sales goals by 18% through strategic relationship building.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.

Summaries

  • Achieved a 35% boost in client retention.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Clear understanding of data analysis and strategic planning as well as performance reporting training.
  • Committed to compliance with healthcare regulations.
  • Standard Insurance Agent with superior performance reporting and cross-functional collaboration abilities.
  • An expert in utilizing CRM systems to track and nurture client relationships, resulting in a 17% uptick in policy renewals and customer interactions.
  • Certified in Medicare Supplement and Medicare Advantage sales, leading to 17 enrollments and a 56% client retention.
  • Achieved over 71% client retention.
  • With 15 years of Accounting and Finance experience and a proven track record of policy retention.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the standard business.

Accomplishments

  • Resolved product issue through consumer testing.
  • Reengineered the claims tracking process using QuickBooks, improving update accuracy and processing speed for over 9 claims monthly.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Hosted client workshops focused on educating corporate teams on health benefit options, improving client satisfaction scores by 58% after each session.
  • Led a regional project to increase policy renewals across Seattle, boosting renewal rates by 45%.
  • Built and maintained extensive knowledge of state and national insurance requirements, enabling improved accuracy in compliance reporting by 28%.
  • Handled a claim load averaging 5 per week with an accuracy metric of 67%.
  • Negotiated multi-year health benefit contracts valued at $13, ensuring long-term cost stability for employers.
  • Documented and resolved standard which led to initiative.
  • Reduced average claims processing time by 17% through effective resource management and automation tools.

Affiliations

  • National Association of Health Underwriters (NAHU)
  • Lions Club
  • Medicare Benefits Experts (MBE) Program
  • American Society of Safety Professionals
  • Healthcare Compliance Association (HCCA)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Women in Insurance & Financial Services (WIFS)
  • American Medical Informatics Association
  • Advanced Insurance Training (AIT) Group
  • Association for Community Affiliated Plans (ACAP)

Certifications

  • First Aid/CPR Certified
  • SHRM Senior Certified Professional (SHRM-SCP)
  • CompTIA Security+
  • AHIP Medicare Training Certification
  • Patient Protection and Affordable Care Act (PPACA) Compliance Certification
  • Certified Insurance Counselor (CIC)
  • Apple Certified Associate (ACA)
  • Certified Health Data Analyst (CHDA)
  • Fellow, Life Management Institute (FLMI)
  • Certified Risk Adjustment Coder (CRC)

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