Health Insurance Agent resume examples

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Skillful Health Insurance Agent resume

Tyler J. Manley
Career Focus

Experienced sales professional highly effective at meeting and exceeding sales quotas on a consistent basis. Seeking to build upon 3 years experience in a challenging new position.

Summary of Skills
  • Coachable Employee
  • Energetic and Organized
  • Great Rapport and Relationship Building
  • Computer Literate (Word, Excel, PowerPoint, etc)
  • One Call Close
  • Sales Operations
  • Recruiting, Training, and Re-Training Employees
  • Team Building
Experience
05/2019 - 08/2019 Payvant Capital Fort Lauderdale, FL
Sales Manager
  • Managed 15 sales representatives and qualifiers to ensure optimal productivity
  • Managed and maintained client book and weekly sales records
  • Provided financial advice for small to medium sized businesses on both traditional and non-traditional loan options
10/2017 - Current Prime Care Health Fort Lauderdale, Fl
Sales Manager
  • Used Inside Sales and XenCall CRM software to generate and manage leads.
  • Responsible for training and re-training 10-20 sales reps and monitoring performance to ensure sales goals were met or exceeded. 
  • Responsible for handling escalated calls to make sure that the sales representative had exhausted every option or rebuttal to close the deal.
07/2016 - 10/2017 Prime Care Health Fort Lauderdale, Fl
Human Resources and Recruitment Director
  • Recruited, interviewed and trained pre-qualifiers who would add value, a positive attitude, and high energy to the sales team.
  • Oversaw the completion of new hire documents such as W-4 forms, direct deposit forms, Non-disclosure and Non-compete agreements.
04/2016 - 10/2017 Prime Care Health Fort Lauderdale, Fl
Sales Representative - Health Insurance Agent
  • Determined clients' wants and needs and found them a suitable health insurance plan.
  • Cold-called prospective customers to build relationship and close the deal.
Education and Coursework
2016 Sunrise, Fl
License in 2-15 Health, Life, and Annuities Gold Coast Schools
Tallahassee, Fl
Florida State University
  • Tau Kappa Epsilon Fraternity New Member Coordinator and Risk Manager, 2014-2016
Ft Lauderdale, Fl
High School Diploma in General Studies St. Thomas Aquinas High School
  • Member of Campus Ministry Club
  • Rotary Club Academic Achievement Award
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Job-winning Health Insurance Agent resume

Erick C. Dumas
Professional Summary

I have spent 15 years in the fields of Customer Service. This includes 10 years of Auto, Life & Property Insurance Service and Claims at USAA. I pride myself on how I take care of customers and make them feel welcomed in order to assist them and explain any needs or concerns they have with their products. I have always been adaptable to learning new things and always end up at the top of my training classes while helping and teaching others. The last three years I have been involved with Accounting. I have always enjoyed numbers and was interested in learning the checks and balances of business. I would be a huge asset to your company and look forward to hearing from you soon. I have provided a detailed history of my previous employers. Please note the 10 years I have spent with one company, I look forward to being with your company and finding myself with there for a much longer period of time.

Skills
  • Superior attention to detail
  • Expertise in invoice and payment transactions
  • Account reconciliation
  • PeopleSoft expert
  • Analytical reasoning
  • Exceptional organization
  • Advanced computer proficiency (both PC and Mac)
  • Strong in MS Access and Excel
  • Ethical approach
Oracle, NetSuite, and Microsoft A/X. Efficient in computer technology and Programming. I have worked with all Windows programs from Windows 95 through Windows 10. Skilled in Excel, PowerPoint, Word, and Spreadsheets. I enjoy giving presentations at any time; have spoken in front of thousands and hundreds to explain programs and new processes. Big Data Analysis, I have collected information and organized the information so that it is interpreted easily.
Work History
Accounts Receivable Specialist 07/2018 to Current
Rackspace Hosting Inc. San Antonio, TX
  • Worked with credit manager and assisted cash application specialists to ensure proper application of customer remittances. 
  • Produced, distributed and tracked invoices.
  • Identified, researched and resolved billing variances.
  • Processed tax exempt certificates, coupons and vendor credit inquiries.
  • Handled a high volume of in-bound calls pertaining to reconciliation of delinquent accounts.
  • Tracked contracts, proposals and waivers to keep billing accurate and current.
  • Used J.P. Morgan Access and Chase Orbital Programs along with Oracle, Core, and Encore Customer portals to review accounts.
Cash Applications Specialist 02/2018 to Current
Option Care San Antonio, TX
    I recently needed a job to work the night shift and this job was made available due to Option Care still being in a search for a new building to open the day shift. I need to be back on the day shift at this time.
  • Processed incoming cash receipts in such forms as check, ACH and wire to customer accounts.
  • Used CPR+ to keep track of all data.
  • Analyzed customer accounts to catch discrepancies before they became major issues.
  • Entered financial data into the company accounting database to be verified and reconciled.
Accounts Receivable Specialist 06/2016 to 02/2018
Stone Oak Pkwy San Antonio, TX
  • Collects customer information for the credit application and approval process and submits to management for review, approval, or denial of credit.
  • Assists in conducting periodic account reviews to identify and follow up on key accounts to ensure effective collection and customer service satisfaction.
  • May interface and partner with other business units as necessary.
  • This position entails handling $100,000's of dollars of payments daily received from all over the country.
  • Responsible for making sure funds are posted to correct account.
  • Contacting Clients to confirm where they want their checks and credit card payments applied.
  • Researched and resolved accounts payable discrepancies.
  • Balanced monthly general ledger accounts to accurately record cost and month end accruals.
Child Support Representative 10/2015 to 06/2016
Systems and Methods Inc San Antonio
  • This position receives calls from child support customers and other stakeholders and responds to following contract requirements.
  • Customer Service Representatives are responsible for responding to correspondence according to standard Operating Procedures and other duties, as assigned.
  • Responsible for completing SMI system and State system updates in accordance with contract requirements.
  • Handled daily heavy flow of paperwork and cooperated with the accounting departments on invoicing and shipping problems.
Licensed Health Insurance Agent 04/2015 to 09/2015
UnitedHealthCare San Antonio, TX
  • Quickly adapted to learning the healthcare profession and billing.
  • Handled multiple accounts daily.
  • Satisfied many customers by reaching out to different facilities laboratories and doctors to assist with medical needs.
  • Adjusted to learning medical coding, this includes Diagnosis codes, Procedure Codes and CPT codes.
  • Evaluated the accuracy and quality of data entered into the agency management system.
Email/Chat Communications 01/2011 to 01/2014
USAA
  • Researched best practices in regards to consumers and how they would use chat as opposed to a phone/email experience.
  • Assisted with opening the first Insurance center that uses Chat for customer service.
  • Helped to coordinate computer programs such as Cisco Interaction Manager to work with customer's computer systems.
  • Assisted directly with customers and advised on Auto, Homeowners, Renters, Valuable Personal Property, and Umbrella Insurance accounts., Spent a year assisting members with Insurance accounts through Email Communications.
  • Developed underwriting abilities to determine what line of communication is best for a member's situation.
  • Assisted directly with customers and advised on Auto, Homeowners, Renters, Valuable Personal Property, and Umbrella Insurance accounts.
Coastal Underwriting Protection 01/2009 to 01/2011
USAA
  • After hurricanes hit the southeastern region of the country we wanted to keep a close eye on policy issues in those states.
  • Wen through the different states and counties to identify bad risks and good risks within the area.
  • Helped us to manage costs spent on coverage in high-risk areas of losses.
USAA Billing Trainer 01/2007 to 01/2009
  • Focused primarily on billing and pricing of premiums on policies.
  • Helped gather my team together and spend 2 months with them and building them up to take care of customer accounts on their own.
  • Also assisted in recovering funds from members and helping members to clear up account debts before beginning membership.
USAA Insurance Representative 02/2004 to 02/2007
  • Started at USAA and established and maintained 50 licenses in the United States to sell insurance and kept those my entire career at USAA.
  • Assisted directly with customers and advised on Auto, Homeowners, Renters, Valuable Personal Property, and Umbrella Insurance accounts.
Education
High School Diploma 2004 Judson High School Graduate
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Experienced Health Insurance Agent resume

Amanda Krupp
Professional Summary
Dedicated Licensed Insurance agent who provides exceptional customer service through active listening and problem solving. Also,  Energetic with strong time management skills who thrives in a fast-paced, dynamic environment.
Skills
  • Licensed Insurance Agent in 24 states 
  • Skilled in Call Center Operations
  • Salesforce Experienced
  • Microsoft Office Trained & Experienced 
Work History
Licensed Life & Health Insurance Sales Representative, 03/2015 to Current
KRG FINANCIAL GROUP Royersford , Pennsylvania
  • Met with 21 -25 existing and prospective clients each week to select appropriate insurance policies.
  • Met with prospective customers and business owners in their homes, businesses and other settings.
  • Followed up with customers on unresolved issues.
  • Closed an average of 9 new sales per week.
Licensed Health Insurance Agent/, 08/2013 to 02/2019
The Results Company /Highmark Health Insurance Company Blue Bell, Pennsylvania
  • Temporary/Seasonal Agent during Medicare, ACA enrollment 
  • Answered an average of 80-90 calls per day by addressing customer inquiries, solving problems and providing new product information.
  • Acted professionally and patiently when addressing negative customer feedback.
  • Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment.
Licensed Health Insurance Agent, 06/2015 to 03/2016
People Share/ United Healthcare/ Optum 360 Allentown , Pennsylvania
  • Seasonal Medicare Agent
  • Effectively managed a high-volume of inbound and outbound customer calls.
  • Addressed and resolved customer product complaints empathetically and professionally.
  • Defused volatile customer situations calmly and courteously.
Licensed Health Insurance Agent, 12/2012 to 08/2013
Bankers Life King of Prussia, PA
  • Evaluated leads obtained through direct referrals, lead databases and cold calling.
  • Conducted annual reviews of existing policies to update information.
  • Promoted ancillary products to existing and new clients each month.
  • Promoted client retention through high quality service and follow through
Floater, 09/2006 to 06/2009
Kids In The Village Fairview Village, PA
  • Assisted children with special needs
  • One on one Tutor
  • Dressed and diapering
College Nanny, 09/2003 to 05/2004
Smithe Family Lynchburg, VA
  • Nanny for family with special needs child
  • Prepared meals 
  • Transported to appointment
Education
Associate of Arts: Medical Assistant, 2005
Lansdale School Of Business - North Wales, PA
High school
  • December 2000 - June 2002
  • Took Child Development classes
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