group health insurance agent resume example with 13 years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Enthusiastic Accounts Manager eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of payroll procedure and training in payroll processing. Motivated to learn, grow and excel in being a Payroll Specialist.

  • Resolving Discrepancies
  • Payroll Auditing
  • New Hire Processing
  • Data Review
  • Reviewing Time Sheets
  • Maintaining Employee Records
  • Bookkeeping Skills
  • Reviewing timesheets
  • Reviewing data
  • Recording data
  • Investigating discrepancies
  • Checking time cards
  • Filing
  • Planning and Coordination
  • Service standard compliance
  • Professional telephone demeanor
  • Recordkeeping strengths
  • Creative problem solving
  • Administrative support
  • Account management
  • Analytical and Critical Thinking
  • Organization and Time Management
  • Flexible and Adaptable
  • Excellent Communication
  • Critical Thinking
  • Self-Motivated
  • Research and due diligence
  • Records Organization and Review
  • Invoice Processing
  • Spreadsheets
  • Billing Inquiries
  • Invoicing prowess
  • Accounting remittances
  • Billing statement review
  • Researching issues
  • Employee counseling
  • Developing solutions
  • Data analysis
  • Preparing reports
Work History
Group Health Insurance Agent, 10/2014 - Current
Empire State Realty Trust New York, NY,
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Maintained high standards of customer service by building relationships with clients.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Scanned, received and sent faxes to insurance claims, co-pay assistance information and patient documentation.
  • Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
  • Contacted insurance companies to discuss and resolve unpaid claims and incorrectly paid claims.
  • Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
  • Used Ease and Healthsherpa to maintain new and existing accounts.
  • Customized health insurance programs to suit thousands individual clients, boosting sales 100%.
  • Explained features, disadvantages and advantages of numerous policies to promote insurance sales.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Calculated premiums and established payment methods for sales.
  • Conducted annual reviews of existing policies to update information.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Remained impartial in order to advise clients based on circumstances.
  • Finalized sales and collected necessary deposits.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Collected, analyzed and validated agency commissions.
  • Collected premiums on or before effective date of coverage.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Identified, researched and resolved billing variances to maintain system accuracy and currency.
  • Collaborated with department managers to correct billing problems and improving efficiency.
  • Specialize in bill reconciliation for group accounts.
  • Responsible for creating and maintaining company payroll deduction files via excel.
  • Work directly with payroll companies such as Paycom and Greenlink regarding payroll deductions.
Payroll Assistant, 06/2012 - 10/2014
Seacoast National Bank Port Saint Lucie, FL,
  • Researched and resolved time discrepancies.
  • Maintained payroll information by calculating, collecting and entering data.
  • Initiated direct deposits and prepared manual checks for employees.
  • Checked accrued hours against listed hours for leave time.
  • Responded to employee questions and requests for information in timely and knowledgeable fashion.
  • Updated employee files with new details such as changes in address or salary levels.
  • Processed new hire paperwork and documents.
  • Managed payroll data entry and processing for employees to comply with predetermined company guidelines.
  • Reviewed personnel records to determine names, rates of pay, occupations of new hires and changes in wage rates.
  • Updated employee banking records when it was necessary.
  • Verified timekeeping records and handled any discrepancies with employees.
  • Maintained employee privacy and protected payroll operations by keeping all information confidential.
  • Supported finance department payroll administration while monitoring reportable hours of full-time employees.
Teller Manager, 08/2007 - 06/2010
Wachovia Bank City, STATE,
  • Interviewed and hired teller candidates to promote adequate staff coverage during operating hours.
  • Resolved escalated issues with customer transactions to facilitate improved process flow and encourage good customer relations.
  • Pursued new retail and commercial account growth to enhance bank's market position.
  • Trained new employees in cash handling procedures, bank policies and customer services guidelines to promote compliance with established standards.
  • Evaluated employees' performance and offered recommendations for improvement to enhance operations efficiency.
  • Performed teller, personal banker and branch manager functions during high-volume business periods to offer expeditious service to customers.
  • Validated existing accounting management and reporting systems to assess quality and conformance, identify problems and implement corrective actions.
  • Supported financial director with special projects and additional job duties.
  • Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Complied with established internal controls and policies.
  • Identified improvement changes regarding key processes for internal controls and accounting procedures.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Georgia Life And Health License: Life And Health, Expected in 01/2022
XCEL School - Atlanta, GA,
Status -
  • Completed professional development in Life and Health.
Sub Agent License : Life And Health, Expected in 05/2017
American Professor - Atlanta, GA,
Status -
  • Completed professional development in Life and Health
High School Diploma: , Expected in 05/2002
Northgate High School - Newnan, GA
Status -

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Resume Overview

School Attended

  • XCEL School
  • American Professor
  • Northgate High School

Job Titles Held:

  • Group Health Insurance Agent
  • Payroll Assistant
  • Teller Manager


  • Georgia Life And Health License
  • Sub Agent License
  • High School Diploma

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