Insurance professional with over 15 years of insurance experience providing thorough sales and claims support to agencies.
License - Texas Adjuster All Lines
License - Texas Agent General Lines
Word, Excel, Fair Isaac, Phoenix Health System, Peachtree Accounting System
Provided sales support to callers seeking information on individual and family health plans. Advised callers on the new Affordable Care Act Law and assisted them navigating through www.healthcare.gov to identify government subsidies.
Responsible for scheduling appointments, meeting with clients and analyzing their information in order to make product recommendations i.e. life insurance, annuities, long term care insurance and mutual funds.
Provided accurate and detailed information to agents and policyholders regarding active and lapsed policies, interim payroll reports, accounting issues and final audits. Completed first reports of injury and offered educational assistance to Texas Mutual Online users including quoting, loss-run reports, profile enrollment and policy inquiries.
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