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Skills

  • Customer dispute resolution
  • Client Database Management
  • Insurance coverage verification
  • Organization
  • Regulatory compliance
  • Client relationship building
  • First Aid/CPR
  • Cost-saving strategies for clients
  • Compliance assurance
  • Meeting coordination for sales teams

Work Experiences

  • Looked for industry trends on social media and through online sources.
  • Processed 13 invoices and mailed documentation to clients each the past year.
  • Consistently exceeded monthly target of 15 quote generations.
  • Accomplished this in 2017.
  • Conducted comprehensive assessments.
  • Collaborated with sales agents.
  • Assisted agents with accurate information.
  • Collaborated with carrier representatives.
  • Followed strict procedures to safeguard sensitive patient data, such as medical records and payment information.
  • Accurately processed payments for premiums, ensuring no late payments and reducing delinquencies by 77% over 2021.

Summaries

  • Achieved reduction through system automation.
  • Collaborated across departments.
  • Clear understanding of strategic planning and budget management as well as project management training.
  • Insurance Agent Assistant is a multi-talented Insurance Agent Assistant who is consistently rewarded for planning and operational improvements.
  • Achieved a recovery of $12 in disputed claims.
  • A team player with a broad understanding of medical terminology and the ability to work effectively with a variety of personalities.
  • Strengths in performance reporting and strategic planning backed up by Miscellaneous training.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • An experienced Insurance Verification Specialist with a proven track record of handling a wide range of office tasks with ease.

Accomplishments

  • Consistently maintained a 33% renewal rate by ensuring timely follow-ups and accurate documentation for method.
  • Stayed current on state-specific insurance regulations, ensuring all documents and claims processing adhered to compliance standards.
  • Provided detailed information on insurance products during client interactions, contributing to the sale of 9 policies monthly.
  • Collaborated with team of 13 in the development of framework.
  • Collaborated with cross-functional teams to update policy documentation, reducing regulatory issues by 34%.
  • Created and maintained a payment tracking system that resulted in a 18% reduction in late payments over 2021.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Developed a workflow for processing incoming policy amendments, decreasing task completion time by 30%.
  • Brainstormed and drafted policy explanation materials that increased new client acquisition by 61% in 2022.
  • Processed 12 premium payments monthly with 55% accuracy, reducing delinquency notices by 62% over 2016.

Affiliations

  • Association for Supply Chain Management (APICS)
  • Insurance Marketing & Communications Association (IMCA)
  • Association for Computing Machinery
  • Customer Service Excellence for Insurance Certification
  • Rotary International
  • Institute for Certified Intermediaries
  • Jaycees
  • Accredited Advisor in Insurance (AAI) designation
  • Risk and Insurance Management Society (RIMS)
  • American Agents Alliance

Certifications

  • CompTIA Network+
  • Certified Customer Service Representative (CCSR)
  • Health Insurance License
  • Insurance Sales Certification from Summit Group
  • Insurance Agent (INS) Designation
  • Certified Professional Insurance Agent (CPIA)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Associate in Commercial Underwriting (AU)
  • Associate in Insurance Services (AIS)
  • Licensing in Property and Casualty Insurance

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