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Skills

  • CallSelect communication systems
  • Underwriting and adjustments
  • Documentation abilities
  • POS systems expert
  • Strategic sales knowledge
  • Procedure equipment
  • Claims reporting systems
  • Medical terminology knowledge
  • Call center transactions
  • Multi-line phone talent

Work Experiences

  • Provided prompt and courteous assistance to customers in person and over the phone.
  • Communicated with customers, management, and the sales team to better understand their needs and make recommendations.
  • Maintain and develop customer relationships, both new and old.
  • Was in charge of answering customer questions about merchandise and pricing.
  • Contributed to $18 in annual store sales per the past year.
  • Recommended, selected, and assisted in locating and obtaining out-of-stock product based on customer requests.
  • Suggested alternatives when a product was out of stock.
  • Increased the team's revenue totals by bringing in more than $12 in personal the past year sales.
  • Gained an in-depth understanding of product information and was able to provide knowledgeable responses to a variety of questions.
  • Kept the standard and system areas clean, tidy, and professional in appearance to maximize worker efficiency and promote customer engagement.

Summaries

  • Exceptional organizational skills and meticulous attention to detail.
  • Knowledgeable Insurance Specialist with experience selling policies and meeting the needs of initiative customers.
  • 9 years of experience in progressive roles of accountability and leadership as a talented Customer Service professional.
  • Insurance Verification Specialist with 5 years of experience explaining benefits and tracking coverage.
  • Insurance Specialist proactive with experience in providing support and resolving customer complaints.
  • Insurance Specialist with 17 years of experience, dedicated to providing personalized, courteous service.
  • In a fast-paced environment, highly organized and efficient, communicating effectively with clients and stakeholders at all levels of the organization.
  • Sales Associate who is enthusiastic, outgoing, and fashion-forward and who excels at establishing positive relationships with new and existing customers by providing superior customer service.
  • Critical thinking ability, problem-solving ability, ability to plan and organize activities, and ability to provide excellent customer service.
  • Professional in retail sales with experience in product placement and merchandising.

Accomplishments

  • Standard Met and exceeded quotas generating 13+ calls per day on leads for software maintenance renewals. Served as communication link between engineering consultants, MIS management and staff.
  • Operational lead for the implementation of digital claim-filing platform, driving 66% adoption and increasing member satisfaction.
  • Trained incoming staff on both legacy and new claims management systems to maintain service continuity during transitions.
  • Telephone Service: Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
  • Proactively contacted at-risk policyholders to review coverage needs, resulting in a retention rate increase of 38%.
  • Collaborated with team of 14 in the development of process.
  • Drove the adoption of Salesforce, dramatically increasing internal efficiency and lowering claim processing time by 45% days.
  • Customer Relations: Earned highest marks for customer satisfaction, company-wide.
  • System 9 WPM data entry rate, with 2% accuracy.
  • Led a team responsible for revising policy underwriting guidelines, improving premium accuracy and increasing profitability by 49% over 2018.

Affiliations

  • American Association of Insurance Services (AAIS)
  • Jaycees
  • American College of Financial Services
  • Society of Financial Service Professionals (FSP)
  • Rotary International
  • Underwriting Research Council
  • International Federation of Risk and Insurance Management Associations (IFRIMA)
  • National Association of Insurance Commissioners (NAIC)
  • Accredited Adviser in Insurance (AAI) Certification
  • International Association of Administrative Professionals

Certifications

  • Associate in Claims (AIC)
  • Associate in Commercial Underwriting (AU)
  • Global Health and Life Insurance Certification
  • Fraud Prevention Specialist (FPS) Certification
  • Certified Financial Planner (CFP)
  • Cyber Insurance Certification
  • ServSafe
  • Certified Protection Officer (CPO)
  • Microsoft Certified Systems Engineer (MCSE)
  • Fellow, Health Insurance Advanced Studies (FHIAS)

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