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Skillful Health Insurance Agent resume

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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
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

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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.

  • 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
  • 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
  • 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.
High School Diploma 2004 Judson High School Graduate

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Experienced Health Insurance Agent resume

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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.
  • 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
Associate of Arts: Medical Assistant, 2005
Lansdale School Of Business - North Wales, PA
High school
  • December 2000 - June 2002
  • Took Child Development classes