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Licensed Life and Health Insurance Agent Resume Example

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LICENSED LIFE AND HEALTH INSURANCE AGENT
Professional Summary

Dynamic and charismatic professional with 20+ years of progressive experience supporting top leaders in strategic planning, organization, and management of personnel. Focused on maintaining alignment with corporate objectives and strategic initiatives. Strongly committed to service excellence, client satisfaction, and team collaboration. Seeking a challenging position where these attributes can be utilized to the fullest.

Skills
  • Trusted leader and collaborator
  • Excellent written and verbal skills
  • Strong Performance Improvement skills
  • Public Speaking abilities
  • Confident contract negotiator
  • Excellent customer service skills
  • Experienced in sales and marketing
  • Advanced bookkeeping skills
  • Financial modeling capability
  • Fiscal budgeting knowledge
  • Financial Management
  • Superior attention to detail
  • Regulatory Compliance
Work History
Licensed Life and Health Insurance Agent | Klamath Insurance Center - Klamath Falls, OR07/2011 - 10/2019
  • Provided Administrative duties for Financial Adviser as needed
  • Managed and Marketed Group Benefits Design options to numerous employers
  • Implemented new benefit designs in groups, including on-boarding, communication and education of plan options and maintained compliance with all regulations including ERISA and the IRS
  • Enrolled and educated hundreds of clients in ACA, Medicare Supplement and Medicare Advantage plans
  • Created policies and procedures for department and clients as needed
  • Negotiates with carriers on contracts and agreements involving employee benefits
  • Managed compliance with Federal and State regulations as it relates to benefit programs and retirement plans
  • Reviewed utilization reports from carriers to predict annual benefit costs
  • Train and manage other staff that work in benefit department
  • Evaluated the accuracy and quality of data entered into the agency management system
  • Calculated quotes and educated potential clients on insurance options
  • Modeled exceptional customer service skills
  • Conducted annual reviews of existing policies to update information
  • Analyzed sales volume, retention and loss ratio trends to identify areas for improvement
  • Studied to gain advanced knowledge of health care industry and health plan operations in order to prepare for the emerging trends in the industry
  • Work was highly dependent on attention to detail and client confidentiality
  • Created communication strategies to meet client objectives
Volunteer Coordinator | Klamath Hospice - Klamath Falls, OR11/2007 - 12/2010
  • Recruited, interviewed and hired volunteers to fill positions in Klamath Falls and surrounding communities
  • Uncovered opportunities for volunteer program improvement by soliciting staff feedback and evaluating volunteer performance
  • Championed volunteer achievements and drove performance through incentives
  • Recruited and trained new volunteers on volunteer program goals and objectives
  • Tracked volunteer applications and conducted background checks to facilitate participation in Klamath Hospices' volunteering programs
  • Performed skills assessments to link volunteers to roles matching individual skills and competencies
  • Developed volunteer policies and procedures, codes of conduct and volunteer standards
  • Worked with leadership staff and special committees to define volunteer mission and set standards
  • Publicized community services to maintain positive public relations with community members
  • Gathered data, analyzed it and compiled it into reports distributed to the appropriate personnel
  • Prepared weekly written and oral reports about community service programs
  • Researched possible grants and created proposals to submit with grant applications
  • Collected and interpreted key metrics to determine which programs met desired outcomes
Director of Operations | Health Plan Inc - Klamath Falls, OR08/2006 - 08/2007
  • Identified and implemented strategic plans based on accurate readings of specifications and solid collaboration with project leadership.
  • Modernized and improved operational procedures to increase efficiency and profitability while tightly controlling costs such as labor and preventing waste.
  • Directed team of 12 in operational development of service network, including implementation of quality requirements and operating standards.
  • Collaborated with management, technical crew members and fellow supervisors to organize efficient site operations and achieve demanding schedule targets.
  • Delivered business strategy and developed systems and procedures to improve operational quality and team efficiency
  • Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
  • Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
  • Directed HR operations, including strategic workforce planning, goal cascading, performance management, staffing and benefits administration.
Director of Revenue Cycle Leadership | Sky Lakes Medical Center - Klamath Falls, OR04/1994 - 08/2006
  • Drove operational improvements that resulted in significant savings and improved profit margins.
  • Performed annual budgets for five departments
  • Oversaw Medicare Cost Reporting and ongoing management
  • Managed quality assurance program including on site evaluations, internal audits and customer surveys.
  • Negotiated complex contracts with payors
  • Oversaw Coding, Transcription, Regisstration, Billing departments
  • Resolved conflicts and negotiated agreements between parties in order to reach win-win solutions to disagreements and clarify misunderstandings.
  • Served on Executive Level Teams in IT, Compliance, and Hospital Remodel
Education
Humboldt State University - Arcata, CA1994Bachelor of Science: Business Administration and Management
Accomplishments

Health Care Financial Management - Fullmer Bronze Award for outstanding financial services,, knowledge and Leadership

Health Care Financial Management - Hottum Award for Outstanding Financial Education

Certifications

Licensed Agent in Health and Life Insurance

Notary Public

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Resume Overview

Companies Worked For:

  • Klamath Insurance Center
  • Klamath Hospice
  • Health Plan Inc
  • Sky Lakes Medical Center

School Attended

  • Humboldt State University

Job Titles Held:

  • Licensed Life and Health Insurance Agent
  • Volunteer Coordinator
  • Director of Operations
  • Director of Revenue Cycle Leadership

Degrees

  • Bachelor of Science : Business Administration and Management

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