licensed insurance agent resume example with 15+ years of experience
JessicaClaire
, , 100 Montgomery St. 10th Floor(555) 432-1000, resumesample@example.com
Professional Summary
Driven individual with years of experience offering personalized, courteous service. Expert at managing, prospecting and follow-up support. Skillful in advising current and potential clients on coverage plans and processing applications, and corrections. Resourceful and versatile professional with reputation for consistently achieving goals.
Skills
Management
Customer Engagement
HIPAA Compliance
Customer Complaint Resolution
Team Building
Interdisciplinary Team Collaboration
Critical Thinking
Analytical Thinking
Work History
01/2020 to CurrentLicensed Insurance AgentBetter.Com | Los Angeles, CA,
Calculated over 300 quotes and educated potential clients on insurance options.
Obtained underwriting approval by completing application for coverage.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Attended over 20 continuing education courses and workshops to gain additional insurance industry knowledge.
Provided coverage option information to assist clients in protecting assets.
Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.
03/2016 to 12/2018Licensed Practical NurseSun River Health | Patchogue, NY,
Provide oversight and Assessment for clients in long term recovery facility
Interacting with social workers, counselors and physicians to develop and adjust treatment plans for clients.
Performed functional assessments for admission and discharge.
Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
Monitored and tracked over 30 patient vitals on daily basis utilizing Electronic Medical Record System to keep team informed of changing conditions.
Managed appointment calendar for scans, lab tests, and evaluations.
Made valuable contributions to care-plan development and patient education processes backed by thorough research into client diagnoses.
Collaborated with Case Managers and Behavioral Health Counselors to assess patient needs, plan and modify care and implement interventions.
02/2009 to CurrentAdministrator - Business OperationsSan Diego Unified | San Diego, CA,
Assessed over 1,000 potential clients for admission into personal care home, collect client and family history and income status for client files
Maintain accurate payment records and assist clients in financial management, developed monthly reports.
Fostered strong rapport with clients, vendors and stakeholders through consistent follow-up and communication.
Managed day-to-day development issues, revised plans to meet changing goals and requirements, Developed strategic plans and initiatives.
Observed all laws, regulations and other applicable obligations.
Increased accuracy through improved processes for fiscal monitoring, payroll and operational expenses, processed employee expense reports quickly to prevent delays in payouts.
Oversaw HR training, coaching, mentoring and staff retention, oversaw process improvement initiatives, implemented training programs.
Reduced office expenses by finding smarter solutions for vendors, suppliers and services.
Translated business priorities into implementable actions.
01/2007 to 02/2009Licensed Practical NurseSun River Health | Monticello, NY,
Documented accurate and complete patient information to address patient problems and expected outcomes.
Monitored, tracked and conveyed important patient information to healthcare staff to help optimize treatment planning and care delivery.
Comforted and counseled patients and families throughout care process.
Cared for wounds, provided treatments and assisted with procedures.
Collaborated with interdisciplinary team of healthcare and social service providers to address patients' needs through effective intervention and care planning.
Gathered lab specimens, ordered testing and interpreted results to diagnose patients.
Educated over 1,000 patients and caregivers on medical diagnoses, treatment options, chronic disease self-management and wound management.
Offered immediate assistance in emergency and routine paging situations to evaluate needs and deliver care.
Education
Expected in 06/2019 to to Bachelor of Arts | Christian StudiesRestoration Theology School, Atlanta, GA, GPA:
Expected in 12/1990 to to Diploma | Practical NursingThomas Technical College, Thomasville, GA, GPA:
Accomplishments
Used Microsoft Excel to develop inventory tracking spreadsheets.
Supervised team of 10 staff members.
Achieved cost reduction and increased efficiency by introducing electronic software for financial allocation tasks.
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