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Licensed Health Insurance Agent Resume Example

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HH
HeatherHuhn
Professional Summary

Systematic Administrative Assistant with over 8 years of experience in patient/customer service within fast-paced office settings. Efficient team-player with expertise completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision. Seeking a part-time position with an integral company where I can utilize my skills and experience in customer service and administrative work.

Work History
Connexion Point - Licensed Health Insurance AgentProvo , UT01/2021 - Current

• Quoted clients for Medicare Supplements, Medicare Advantage, Prescription Drug Plans, Dental, Vision, Life and other ancillary products for seven different major companies.
• Educated and enrolled clients online into these products specifically to fit their health and financial needs based off of detailed needs analysis.
• Observed strict procedures to protect sensitive client information, including medical records and payment data to remain HIPAA compliant and compliant with state and CMS regulations.
• Increased client satisfaction by working with multiple insurance companies to complete client service requests on their existing health policies, including benefits, ordering ID cards, calculating premiums and eligibility for plan changes.

Dayton Sayer Insurance - Administrative Assistant /Licensed Insurance AgentCity , STATE01/2019 - 01/2021
  • Quoted clients on Medicare Supplement and Prescription Drug Plans
    for over 15+ companies.
  • Created financial analysis spreadsheet of different Medicare
    Supplement options for clients.
  • Educated clients on different benefits of Medicare Supplement
    plans using side by side comparisons.
  • Enrolled Medicare recipients into health plans by probing to find
    which benefits will meet their health and financial needs, and
    simplified multifaceted plans for better consumer experience.
  • Assisted clients in determining coverage for their new medications
    based on their current Prescription Drug plan.
  • Complied with very precise regulations involved with selling these
    type of plans and maintained compliance with state regulations.
  • Observed strict procedures to protect sensitive client information,
    including medical records and payment data to remain HIPAA
    compliant.
  • Enrolled, processed terminations and drafted Federal Cobra letters for
    employees of Group Health insurance plans.
  • Increased client satisfaction by working with multiple insurance
    companies to complete client service requests on their existing health
    policies, including benefits, billing issues, resolving claims, ordering
    ID cards, calculating premiums and eligibility for plan changes.
  • Located providers who were closer and more convenient for clients.
  • Managed communication records daily for efficient follow-up with clients by using Google calendar and notating clients digital file within
    ACT software.
  • Accurately inputted all client and insurance information into
    company's computer system using ACT Software.
  • Maintained 95% QA score for last 2 years of employment.
  • Devoted special emphasis to punctuality and worked to maintain
    outstanding attendance record, consistently arriving to work ready to
    start immediately.
  • Knowledge of basic computer applications and work related software
    applications including ACT, Microsoft Outlook, Microsoft Word, Excel
    and Google Calendar.
Safeco Insurance/Liberty Mutual - Customer Care Representative/Claims AdjusterCity , STATE04/2007 - 12/2010
  • Handled inbound calls to assist with claims filing and claims servicing/customer service, while multi-tasking and creating efficiency to meet monthly metrics.
  • Assisted with team adherence projects, floor support, piloting new systems, backing managers and process improvement.
  • Handled claims until finalized making sure customer's needs were met throughout their claim.
Seattle Clinic For AOC - Office/Billing Manager/ReceptionistCity , STATE07/2001 - 11/2003
  • Supported clinic's operations by maintaining office systems including preparing payroll; controlling correspondence; designing filing systems; maintaining office inventory; prepared financial reports; completing account payables and receivables; running reconciling reports; and supervising staff.
  • Completed all medical billing for clinic using knowledge of all current CPT codes and medical terminology.
  • Attended seminars regularly for office management, medical billing and latest business practices.
  • Managed entire flow of patients' visits from greeting to sign out.
  • Worked with customers to develop payment plans and bring accounts current
  • Reviewed billing problems, researched issues and resolved concerns
Skills
  • Customer service
  • Quotes and sales
  • Problem resolution
  • Client needs analysis
  • Relationship development
  • Understanding of medical terminology
  • Proficient in Quickbooks, Microsoft Outlook, Word,
    Excel, ACT and Broker portals for
    multiple Insurance Companies.
  • Bookkeeping
  • Accounts payable and receiving
  • Reconciling Accounts
  • Data Import and Export
  • Profit and Loss Reports and Tax Preparation
  • Balance Sheets
  • Insurance coverage verification
  • Data integrity
  • Process improvement
  • Policy renewals
  • Appointment Scheduling
  • Effective communication skills
  • Typing 45 wpm
  • Organizational Effectiveness
  • Office Management
  • Administrative training
  • Medical Billing
  • Project Management
  • Supervising
  • Multi-tasking
  • Computer proficiency (both PC and Mac)
Education
07/2017
Sivananda Yoga Center
City
Certified Yoga Instructor

Yoga Vedanta Forest Academy/International Sivananda Yoga Vedanta Center Yoga Acharya Master of Yoga, M. Y. 500 Hours Certified Yoga Instructor

06/2007
Shoreline Community College
State
A.A.A.S: Music Technology/Dance and Vocal Performance
1994
River City High School
City, State
High School Diploma
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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:

76Average
Resume Strength
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Resume Overview

School Attended

  • Sivananda Yoga Center
  • Shoreline Community College
  • River City High School

Job Titles Held:

  • Licensed Health Insurance Agent
  • Administrative Assistant /Licensed Insurance Agent
  • Customer Care Representative/Claims Adjuster
  • Office/Billing Manager/Receptionist

Degrees

  • Certified Yoga Instructor
    A.A.A.S : Music Technology/Dance and Vocal Performance
    High School Diploma

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