Licensed Health Insurance Agent Resume Example
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LICENSED HEALTH INSURANCE AGENT
Professional Summary
Hardworking Account Manager gifted at efficiently resolving customer issues. Engaging and personable with the ability to increase business opportunities through outstanding client presentations, effective communication skills and a dedication to customer service.
Skills
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Work History
Jul 2019 - CurrentLicensed Health Insurance AgentConnexion Point - Memphis , TN
- Sold ACA plans and dental plans during open enrollment for 2020 enrollment period.
- Completed applications on Healthcare.gov and Health Sherpa from beginning to end on behalf of enrollee's
- Obtained and processed payments on behalf of clients to ensure binder payment received by deadline.
- Delivered excellent customer service.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations
- Upsold additional products and services after identifying customer needs.
- Scheduled fact-finding appointments and consultations to determine clients financials and gather documents require by ACA.
- Worked closely with external partners and members of local community to create continuous client referral sources
- Assessing existing coverage and aligning new health insurance options with clients health needs
- Calculated quotes and educated potential clients on insurance options
Dec 2014 - Oct 2018Account ManagerSquare - Oakland , CA
- Selling Merchant Services and Financial Services.
- Handling large flows of incoming and outgoing calls
- Assess clients business type and revenue in order to determine which merchant products and services will best benefit their business growth and development .
- Up sell and cross sell bank and merchant services products to new and existing business owners.
- Respond to incoming merchant requests by striving towards one call resolution, while addressing multiple merchant needs and following quality expectations.
- Handling clients personal information ex: social security, DOB ID, EIN, Corporation documents etc with the utmost confidentiality
- Thoroughly and efficiently document cases in (Salesforce)
- Create, edit, and manage merchant cases using an internal ticketing system (Salesforce) • Evaluate the nature of each call and determine the appropriate action to resolve the issue
- Assist relationship managers with merchant applications on (Salesforce), including credit analyses and summaries of merchant requests, and submit to telesales via (Clientline) for merchant approval
- Preparing new merchant agreements (contracts) on salesforce.
- Developing a strong pipeline for new revenue growth.
- Exceeded company objectives with "Outstanding Approval performance" January, February, March, April 2015.
- Identify and solicit new revenue growth opportunities.
- Developing and maintaining relationships with existing accounts and banking centers/key bank partners.
- Successfully schedule and manage appointments with clients.
- Attain monthly sales quota.
- Self source outside referrals and leads.
- Ensure that all provided documentation is for the correct business and everything needed to process the application has been received or requested
- Identify areas of the deal requiring further explanation or investigation prior to sending to Underwriting
Feb 2009 - Aug 2013Credit And Collections AdvisorAmerican Express - City , STATE
- Collecting on past due, high balance accounts of $30k or greater in order to minimize risk to AXP.
- Negotiate payment plans to determine why customers are delinquent and to ensure continuous repayment.
- Observe and investigate customer transactions to identify and mitigate fraudulent activity such as identity theft, friendly fraud, ACH fraud, and other similar risks
- Identify issues attributing to account delinquency and discuss them with card member.
- Interact with other financial institutions and customers to validate information to prevent and/or mitigate fraudulent activity
- Negotiating the best possible payment arrangement if the card member cannot pay their balance in full.
- Following all compliance and bank regulation laws.
- Document Fraud Case Management
- Assist the Fraud Prevention Manager with regulators and Internal Audit during examinations on Fraud Prevention
- Assist the Fraud Prevention Manager with generating reports on fraud trends and statistics for Senior Management and appropriate committees
- Respond to customer inquiries, resolve client discrepancies, process and review account adjustments
- Maintain neat, orderly documentation and collection contact files
- Manage a personal file of accounts focusing on overall delinquency recovery and maximizing efficiency
- Resolve client-billing problems and account receivable delinquencies, applying exemplary customer service in a timely manner
- Making quality decisions for American Express and our customers in order to satisfy past due accounts and enable spend as promptly as possible.
- Listening to understand, responding with empathy, treating customers with respect, and take quick creative actions.
- Coordinate frequently with the Fraud Prevention Manager on fraud and information security risk
- Document Fraud Case Management
- Handling outbound calls as well as inbound calls on a dialer platform in a high volume metrics driven environment
Education
2006High School DiplomaAmerican High School | City, State
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Resume Overview
School Attended
- American High School
Job Titles Held:
- Licensed Health Insurance Agent
- Account Manager
- Credit And Collections Advisor
Degrees
- High School Diploma
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