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Skills

  • Client Onboarding
  • Cross-functional collaboration
  • Underwriting and adjustments
  • Quote information
  • Policy renewals
  • Communications
  • Life insurance
  • Partnership development
  • Customer service
  • Regulatory compliance

Work Experiences

  • Presented financial well-being education to groups of over 4 people to cultivate new business and increase customer financial knowledge.
  • Achieved expedient turnaround.
  • Communicated policy details clearly to clients.
  • Explained the features, disadvantages, and benefits of 4 policies to promote insurance sales.
  • Achieved results within a 13-month period.
  • Used Workday to post medical charges, payments, and adjustments.
  • Achieved 12 savings for the company.
  • Analyzed client feedback to refine communication scripts, resulting in a 80% decrease in call handling times and improved customer satisfaction.
  • Assisted policyholders with personalized solutions.
  • Achieved a 24% reduction in escalation cases.

Summaries

  • Achieved 36% customer satisfaction on escalated cases.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the metric business.
  • Health Insurance Representative with 16 years of experience selling health insurance to patients.
  • Health Insurance Representative is a multi-talented Health Insurance Representative who is consistently rewarded for planning and operational improvements.
  • Adept at generating key performance reports and data-driven insights, contributing to 78% cost savings through enhanced auditing and data validation strategies.
  • Achieved the Employee of the Year for outstanding contributions.
  • Dedicated to learning, growing, and succeeding in Insurance.
  • Achieved a 40% improvement in customer experience.
  • Achieved savings of $8.
  • Achieved 44% efficiency improvement.

Accomplishments

  • Devised and implemented a client retention strategy that re-engaged 53% of clients with lapsed health insurance policies, increasing renewals by 82% in 2022.
  • Collaborated with sales and account management teams to structure tailored health plans, resulting in a client upsell success rate of 34%.
  • Evaluated and resolved complex policy inquiries, ensuring a resolution time under 18 hours for more than 36% of cases received.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Led a billing issue resolution initiative that reduced unresolved claims by 58%, decreasing outstanding payments by $12 within two years.
  • Developed a streamlined claims review process that reduced processing times by 18% and improved client satisfaction rankings by 38%.
  • Analyzed client claims data to identify trends, introducing a fraud prevention program that led to a 48% decrease in fraudulent claims over two years.
  • Designed provider contract review framework, optimizing contract terms for clients and reducing average claims denial by 19% over two years.
  • Audited 8 healthcare claims per day, identifying over $17 in erroneous charges and preventing potential loss.
  • Resolved product issue through consumer testing.

Affiliations

  • Freemason
  • American Association of Healthcare Administrative Management (AAHAM)
  • Society of Human Resource Management (SHRM) - Healthcare Compliance Focus Group
  • Managed Care Information Center (MCIC) Member
  • National Association of Health Underwriters (NAHU)
  • Healthcare Research and Quality Improvement Council
  • American Society of Safety Professionals
  • American Medical Informatics Association
  • Health Insurance Portability and Accountability Act (HIPAA) Certification Course
  • American Marketing Association

Certifications

  • First Aid/CPR Certified
  • ServSafe
  • Medical Insurance Billing Certification – Summit Group
  • Insurance Certification – Healthcare Fraud Prevention Partnership (HFPP)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified in Call Center Management (CCCM) - Vantage
  • SHRM Certified Professional (SHRM-CP)
  • Apple Certified Associate (ACA)
  • Certified Public Accountant
  • Certified Professional Biller (CPB) standard

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