Enrollment Specialist/Customer Care Agent Resume Example Selectquote Insurance Services

ENROLLMENT SPECIALIST/CUSTOMER CARE AGENT

Summary

Results-focused professional with strength in identifying problems, and providing much needed objectivity when necessary, and pride myself on being a patient educator. A Proactive leader with strengths in communication and collaboration. Proficient in being a good listener and then working with a team or individual, being able to calmly come to a solution. Having knowledge and ability to promote positive and professional relationships is the goal at the end of the day. Adept at managing concurrent objectives to promote efficiency and influence positive outcomes.

Skills

Direct patient care and advocacy
Patient and caregiver education

Patient care standards
Quality care plans

Experience

Enrollment Specialist/Customer Care Agent / SelectQuote Insurance Services - Overland Park, KS08/2018 - Current

Handled new enrollments by entering customers' data and reviewing information.
Explained eligibility details and affordability options to patients with kindness and respect.
Reviewed criteria for different aid programs to determine eligibility for various applicants.
Conversed with people from different cultures daily, providing high level of respect and patience with each interaction.
Listened to and understood customers' needs, explained and discussed options and outlined best-fit services.
Performed careful reviews of applicant data to ascertain compliance with eligibility criteria for economic assistance.
Processed benefits applications, which included documents for food stamps and medical assistance.
Analyzed information from interviews, educational, and medical records, consultation with other professionals, and diagnostic evaluations to assess clients' abilities, needs, and eligibility for services.
Called applicants to set up appointments and explain benefits processes.
Maintained updated client's knowledge through identification of the problem and follow-through.
Earned reputation for good attendance and hard work.
Inputted all communication with applicants into computer system to facilitate future clarification and knowledgeable support.
Maintained updated client comments not grasping knowledge through the enrollment at times and spoke to managers about it.
Collaborated with others to discuss new positive team opportunities.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Improved customer satisfaction by finding creative solutions to problems.
Answered 100 calls per eight to answer customer questions.

Financial Associate / Wells Fargo Advisors - Kansas City, MO10/2001 - 05/2011

Adhered to regulatory and company security and audit procedures.
Mentored and trained newly hired tellers to familiarize each with job responsibilities and organizational procedures.
Ensured swift resolution of customer issues, utilizing dynamic research and interpersonal skills.
Cultivated lasting partnerships, which led to lucrative opportunities as result of consistently following up with clients and providing exemplary service.
Handled all delegated tasks, including teaching the interns I hired quarterly the daily expectations of them, as well as the new computer system I set up.
Improved operations by working with team members and customers to find workable solutions.
Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
Performed site evaluations, customer surveys and team audits.
Earned reputation for good attendance and hard work.
Collaborated with others to discuss new business plan opportunities.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Recognized by management for providing exceptional customer service.
Improved customer satisfaction by finding creative solutions to problems.
Created agendas and communication materials for team meetings.
Collaborated in development of quarterly marketing, meeting, and client proposal procedures.

Office Administrator / Coram Healthcare - Lenexa, KS02/1996 - 09/1999SelectQuote

Managed reception and lobby area, greeted visitors and responded to requests for information.
Generated shipment invoices, prepared packages and set up courier deliveries for customers.
Backed up human resources department in handling benefits paperwork, employee incident reports and data entry to maximize team efficiency.
Liaised between internal and external stakeholders, providing updated project status and performance reports.
Developed and implemented successful customer relations strategies, opening up communication and dramatically increasing satisfaction scores.
Sorted and distributed business correspondence to correct department or staff member, reducing dropped communications and enabling faster responses to key requests.
Coordinated travel arrangements, including booking hotel rooms, car rentals and airfare for staff traveling to domestic and international locations.
Administered physical and digital filing systems, keeping records well-organized and easily retrievable by team members.
Streamlined back office services for clients to promote proper functionality and positive user experience.
Organized workloads to streamline tasks and efficiently oversee day-to-day operations under tight deadlines.
Provided in-depth research on accounts and contracts to assist sales team.
Maintained company accounting records by entering accounts payable, accounts receivable, invoices and expense reimbursements.
Disseminated reports and contracts to proper personnel and reviewed all information prior to shipping, promoting high level of accuracy.
Educated and motivated managers and staff to identify time saving and more productive opportunities.
Offered technical expertise to customers, administrative staff and business leaders to accomplish smooth scheduling rollouts.
Coordinated schedules, administrative functions, quality assurance and process improvements.
Monitored and tracked project performance data with sales spreadsheets to generate reports and keep management informed of important trends.
Recorded meeting minutes for documentation purposes and disseminated to management and sales.
Trained temporary workers in preparation for special projects while ensuring service quality and efficacy.
Made travel arrangements by researching and scheduling flights, car rentals and hotel accommodations.
Maintained detailed administrative and procedural processes to improve accuracy and efficiency.
Worked closely with upper management to help with travel plans, special event coordination, transcribing meetings and any type of tasks.
Provided onboarding to new employees and supported all departmental members, resulting in increased productivity and performance.
Made orders for new office supplies, closely monitoring supply use and always mindful of office budgets.
Produced professional and error-free letters, presentations and spreadsheets.

Education and Training

Emporia State University - Emporia, KS2005Bachelor of Arts: Business Administration

Resume Overview

Companies Worked For:

SelectQuote Insurance Services
Wells Fargo Advisors
Coram Healthcare

School Attended

Emporia State University

Job Titles Held:

Enrollment Specialist/Customer Care Agent
Financial Associate
Office Administrator

Degrees

Emporia State University - Emporia, KS 2005 Bachelor of Arts : Business Administration

Enrollment Specialist/Customer Care Agent Resume Example

Resume Score: 80%

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