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Skills

  • Product ordering
  • Excellent communication
  • Team collaboration and leadership
  • Accounts payable/receivable
  • Proficiency in process improvement
  • Bilingual in Mandarin
  • Customer satisfaction
  • Data integrity
  • Pet charting information
  • Credit and collections

Work Experiences

  • Assisted various business groups with document organization and dissemination during acquisitions.
  • Assisted in resolving complex client issues.
  • Transported QuickBooks to the past year customer locations.
  • Entered data into the Salesforce system, including payments, account information, and call logs.
  • Assisted in the successful resolution of 7 complex client issues within 18 months, increasing client retention by 79%.
  • Analyzed risk factors for individual clients.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Looked for industry trends on social media and through online sources.
  • Achieved 81% satisfaction rates.

Summaries

  • Team player who excels at collaborating with hardware and software experts to create a cohesive and successful design.
  • Trained in document review, working with internal and external parties, and independently resolving routine and challenging concerns.
  • Clear understanding of quality assurance and client relations as well as workflow optimization training.
  • Professional who is resourceful and versatile and has a track record of consistently exceeding aggressive sales targets.
  • Insurance Verification Specialist with 11 years of experience explaining benefits and tracking coverage.
  • Effective at managing phone calls, emails, letters, and in-person requests for assistance while adhering to procedure regulations and metric department guidelines.
  • Expert in all aspects of the insurance sales cycle, including prospecting and follow-up.
  • Demonstrate knowledge of insurance products, services, and customer interactions.
  • Motivated Insurance Account Representative with experience managing large-scale projects, including budgeting and administration.
  • Working with stressed, confused, and upset people who need benefits information and supportive guidance to navigate process systems is one of my specialties.

Accomplishments

  • Developed and conducted training sessions for team members on policy changes, compliance updates, and customer engagement.
  • Developed and executed multi-channel marketing campaigns that resulted in a 22% growth in new policy acquisitions.
  • Provided policyholders with timely updates during claims processes, significantly improving customer retention by 29%.
  • Managed a diverse portfolio of 17 high net-worth clients, maintaining a retention rate of 22%.
  • Assisted in designing a client engagement strategy that raised policy conversion rates by 60% during a two years campaign.
  • Advanced cross-selling strategies that resulted in a 71% increase in ancillary products purchased by existing clients.
  • Optimized policy renewal protocols, reducing client churn by 19% and improving revenue stability.
  • Led a team to transition from legacy systems to process, enhancing claims processing efficiency by 85%.
  • Re-engaged dormant clients, leading to a 22% increase in policy renewals during the fiscal year.
  • Documented and resolved framework which led to process.

Affiliations

  • Insurance Industry Charitable Foundation (IICF)
  • International Council of Nurses
  • Society for Financial Insurance Professionals
  • American Medical Informatics Association
  • Licensed Life & Health Insurance Representative
  • Association of Professional Insurance Women (APIW)
  • National Association of Health Underwriters (NAHU)
  • Society of Women Engineers
  • National Flood Association (NFA) Membership
  • Toastmasters

Certifications

  • Associate in Reinsurance (ARe)
  • Accredited Adviser in Insurance (AAI)
  • Financial Services Certified Professional (FSCP) – 2019
  • CompTIA Security+
  • Health Insurance Portability and Accountability Act (HIPAA) Training – 2015
  • Chartered Property Casualty Underwriter (CPCU)
  • Project Management Professional (PMP)
  • Certified Insurance Counselor (CIC) – 2022
  • Commercial Lines Coverage Specialist (CLCS)
  • Business Insurance Advanced Underwriting Techniques (BIAUT) Certification – Cedar Works

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