Licensed Health Insurance Agent Resume Example
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.
• 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.
- 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.
- 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.
- 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
- 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)
Yoga Vedanta Forest Academy/International Sivananda Yoga Vedanta Center Yoga Acharya Master of Yoga, M. Y. 500 Hours Certified Yoga Instructor
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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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