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Skills

  • Report writing
  • Business operations
  • New business acquisition
  • Proficient in HubSpot
  • Insurance coverage verification
  • Pricing tool development
  • Invoice generation
  • Secure data practices
  • Problem resolution
  • Process improvement

Work Experiences

  • Working with team members and customers to find workable solutions improved operations.
  • Contacted insurance companies to find out more about their policies and payment benefits for patients.
  • Achieved 26% retention improvement year-over-year.
  • Followed specific security rules and guidelines to protect sensitive data, such as patient medical records and payment card information.
  • Worked with others to brainstorm new process possibilities.
  • Learned quality assurance and client relations to help with office needs.
  • Created boardroom and courtroom multimedia presentations that included video and text-synced depositions for better understanding.
  • Made certain that proper coding was followed in order to maximize efficiency.
  • Achieved 41% growth in sales.
  • Created multi-threaded admin web applications based on metric.

Summaries

  • Data analysis in metric settings and process improvement in project management settings.
  • Self-motivated Insurance Verification Specialist with over 8 years of experience learning medical terminology and keeping track of patient coverage.
  • Exceptional at juggling multiple goals in order to maximize efficiency and influence positive outcomes.
  • Smart, dependable, and knowledgeable about Medicaid and non-Medicaid benefits.
  • Communicative and team-oriented, with Tableau expertise.
  • Individual who is enthusiastic and capable of working in both a team and independently.
  • Dynamic communicator who consistently outperforms company goals and expectations.
  • Individual who is accommodating and logical in creating customized requests for each client.
  • Working with Agile and Scrum methodologies to meet project milestones within specified timeframes is a strong suit.
  • Knowledgable in a variety of design and testing methodologies.

Accomplishments

  • Initiated and maintained excellent relationships with underwriters at Harbor & Co., securing lower premiums for 18% of clients.
  • Collaborated with team of 13 in the development of system.
  • Resolved a high volume of client inquiries, averaging 4 calls per one year, maintaining a 15% satisfaction rate.
  • Implemented budgeting initiatives reducing departmental expenses by 39%, directly impacting the bottom-line revenue.
  • Exceeded personal sales targets by 67% through superior customer service and strategic cross-selling during annual policy reviews.
  • Recognized by leadership for delivering a 36% growth in personal lines policies in 2019.
  • Analyzed client feedback and adjusted services, leading to a 67% improvement in Net Promoter Scores (NPS).
  • Conducted risk assessments for 4 new clients which resulted in 23% risk reduction, helping secure competitively priced policies.
  • Contributed to Lakeside Partners’s new business acquisition by increasing policy count by 18% through targeted outreach.
  • Developed customer-focused policy recommendations, improving overall renewal rates by 79% within several months.

Affiliations

  • Participant in the Insurance Innovators Leadership Forum 2024
  • Member, Young Insurance Professionals (YIPs) organization
  • Active in the Insurance Data Analytics Group at Chicago
  • Earned CISR (Certified Insurance Service Representative) designation from The National Alliance
  • Certified practitioner, CRM Tool for Insurance Professionals course through ServiceNow
  • Certified specialist in policy review tactics, accredited by standard
  • Alumnus, Finance and Insurance Society at initiative
  • Contributing member, Insurance Marketing & Communications Association (IMCA)
  • Speaker at annual 2021 Insurance Sales & Risk Management Summit
  • Completed the Oregon Insurance Licensing Program

Certifications

  • Google Certified Professional Cloud Architect
  • First Aid/CPR
  • Personal Lines Sales Certification (Northwind)
  • Certified Public Accountant (CPA)
  • Insurance Broker Program Certificate
  • Ethics in Personal Lines Insurance (Lakeside Partners)
  • Project Management Professional (PMP)
  • Certified Professional Risk Manager (CPRM)
  • Customer Retention Strategies Certification - Ironclad Systems
  • Insurance Data Analytics Certification (Jira)

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