Producer Resume Example

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PRODUCER
Qualifications
Producer, 04/2018 to Current
Company NameCity, State
  • Calculated premiums and established payment methods for sales.
  • Evaluated leads obtained through direct referrals, lead databases and follow-up regarding gift benefits and incentives Contributed ideas and offered constructive feedback at weekly sales and training meetings.
  • Met with prospective customers and business owners in their homes, businesses and other settings.
  • Reported policy changes and company conditions affecting customer satisfaction.
  • Continued to foster and nurture customer relations, and generate creating innovative strategies to maximize growth and maintain professional standards.
Customer Service Specialist, 10/2017 to 04/2018
Company NameCity, State
  • Assisted active duty, reserved and retired beneficiaries and their families to better navigate and utilize their own healthcare benefits established by the Department of Defense (also known as the Defense Health Agency).
  • Extracted and helped to update data within Defense Defense Enrollment Eligibility Reporting System (DEERS) and company Mainframe system regarding covered members' current eligibility, benefits, and claims adjudication.
  • Conducted necessary follow-up and claims analysis to ensure that mandates dictated by the Department of Defense were upheld in accordance with active government contracts, federal HIPPA regulations and company ideals.
Clinical Supervisor, 08/2008 to 07/2017
Company NameCity, State
  • Provided direct oversight of clinical information management and service provision.
  • Coordinated with physicians, licensed therapists, and other clinical staff to ensure that client services and data were efficient, focused and individualized.
  • Remodeled data gathering techniques to more efficiently track client data and planned response.
  • Continued to collaborate with administrators and other IT personnel to develop measures of improving performance, data archiving and clinical reporting.
  • Actively monitored client payer sources and authorizations, and requisitions made to other local agencies and businesses.
  • Ensured that regulations mandated the Department of Behavioral Health and Developmental Services, Medicaid and the company were maintained and upheld.
Child Mental Health Case Manager, 07/2000 to 08/2008
Company NameCity, State
Work History
PRODUCER, 04/2018 to Current
Company Name
  • Calculated premiums and established payment methods for sales.
  • Evaluated leads obtained through direct referrals, lead databases and follow-up regarding gift benefits and incentives Contributed ideas and offered constructive feedback at weekly sales and training meetings.
  • Met with prospective customers and business owners in their homes, businesses and other settings.
  • Reported policy changes and company conditions affecting customer satisfaction.
  • Continued to foster and nurture customer relations, and generate creating innovative strategies to maximize growth and maintain professional standards.
CUSTOMER SERVICE SPECIALIST, 10/2017 to 04/2018
Company Name
  • Assisted active duty, reserved and retired beneficiaries and their families to better navigate and utilize their own healthcare benefits established by the Department of Defense (also known as the Defense Health Agency).
  • Extracted and helped to update data within Defense Defense Enrollment Eligibility Reporting System (DEERS) and company Mainframe system regarding covered members' current eligibility, benefits, and claims adjudication.
  • Conducted necessary follow-up and claims analysis to ensure that mandates dictated by the Department of Defense were upheld in accordance with active government contracts, federal HIPPA regulations and company ideals.
08/2008 to 07/2017
Company Name
  • Provided direct oversight of clinical information management and service provision.
  • Coordinated with physicians, licensed therapists, and other clinical staff to ensure that client services and data were efficient, focused and individualized.
  • Remodeled data gathering techniques to more efficiently track client data and planned response.
  • Continued to collaborate with administrators and other IT personnel to develop measures of improving performance, data archiving and clinical reporting.
  • Actively monitored client payer sources and authorizations, and requisitions made to other local agencies and businesses.
  • Ensured that regulations mandated the Department of Behavioral Health and Developmental Services, Medicaid and the company were maintained and upheld.
07/2000 to 08/2008
Company Name
Accomplishments
  • Aided clients and families by assessing and monitoring their mental health needs and provided necessary linkage to therapeutic, financial, and emergency support services in their local areas.
  • Coordinated with mental health providers, local agencies, court services, and schools to ensure that clients' and families' needs were met sufficiently.
  • Provided emergency crisis support as necessary to ensure the safety and mental functioning of the individual.
  • Advocated for clients and presented their needs through verbal and written reports to secure funding, appropriately address each life domain of the individual, and to meet licensing and Medicaid guidelines.
Education
Master of Information Technology: IT Project ManagementAMERICAN INTERCONTINENTAL UNIVERSITY - City, State
GPA: 3.96
Bachelor of Arts: Psychology, Mental HealthNORFOLK STATE UNIVERSITY - City, State
GPA: 3.00
Summary

QUALIFICATIONS FOR IT CLINICAL SUPPORT / PROJECT DEVELOPMENT / QUALITY ASSURANCE 


Experienced leader in clinical and IT support services with a history of ensuring quality and maximizing efficiency through utilization of technological resources and business software. Track record of enhancing systems and clinical processes to help address any noted deficiencies and satisfy requirements by governing authorities. Transformational styled leader with an ability to motivate, educate and assess both individual and overall departmental stability and performance. Proficient in public communication and networking with other companies and facilities. Skillful in presenting various projects, business performance, system designs and processes. Overall expertise encompasses:


  • Client Care Management
  • Data tracking and archiving
  • Troubleshooting/Resolution
  • Clinical Care Coordination
  • Educational Advocacy
  • End-user Support and Liaison
  • Resource Management
  • Quality Methods
  • Client Relations & Presentations
  • Crisis Support and Response
  • Team Building & Mentoring
  • Data Modeling

PROFESSIONAL HIGHLIGHTS


  • Extensive knowledge of local agencies, clinical programs and mental health resources in the community. 
  • Comprehensive experience in client care management clinical care coordination and community supports. 
  • Excellent organizational, presentation and negotiation skills to present performance, business interests and solidify client interests. 
  • Knowledge and comprehension of several Project Management Institute methodologies and ideals. Provided direct quality management methods and oversight to ensure that user data met strict guidelines dictated by insurance providers and local licensing agencies. 
  • Recognized for delivering leading edge solutions to meet governing authorities, local agencies and consumer requirements. 
  • Provided direct oversight to ensure swift and appropriate company response, and to help ensure client satisfaction with services and family insurance product investment. 
  • Coordinated with IT engineers and systems analysts to help resolve system conflicts, network outages and oversee repairs.
Technical Proficiencies
  • PLATFORMS: Windows 8.1, 7, 2000, Windows XP, Win 3.11, 95, 98, DOS, Citrix
  • HARDWARE: HP, Dell, and Intel-Based Desktop and Laptop Platforms, Xerox WorkCentre Pro, Toshiba and Canon
  • Workstations, and Toshiba Strategy and Strata Phone Systems
  • SOFTWARE: Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Publisher, Microsoft PowerPoint,
  • Microsoft OneNote, Microsoft Money, Quicken, Adobe Acrobat, Cakewalk and Sonar Music Software, McAfee,
  • Bitdefender and Vipre Antivirus Utilities
  • Adobe Acrobat, Quicken
  • Antivirus, Reporting
  • Agency, Sales
  • Behavioral Health, Sales and training
  • Benefits, Strategy
  • Cakewalk, Toshiba
  • Citrix, Utilities
  • HARDWARE
  • Contracts
  • Client
  • Customer relations
  • Customer satisfaction
  • Databases
  • Dell
  • DOS
  • Government
  • HP
  • Intel
  • Mainframe
  • McAfee
  • Meetings
  • Microsoft Access
  • Microsoft Excel
  • Microsoft Money
  • Microsoft PowerPoint
  • Microsoft Publisher
  • Windows 8.1
  • 2000
  • Win 3.11
  • 98
  • Windows XP
  • Microsoft Word
  • Personnel
  • Phone Systems
Skills
  • PLATFORMS: Windows 8.1, 7, 2000, Windows XP, Win 3.11, 95, 98, DOS, Citrix
  • H HARDWARE: HP, Dell, and Intel-Based Desktop and Laptop Platforms, Xerox WorkCentre Pro, Toshiba and Canon
  • W Workstations, and Toshiba Strategy and Strata Phone Systems
  • S SOFTWARE: Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Publisher, Microsoft PowerPoint,
  • M Microsoft OneNote, Microsoft Money, Quicken, Adobe Acrobat, Cakewalk and Sonar Music Software, McAfee,
  • B Bitdefender and Vipre Antivirus Utilities,
  • Adobe Acrobat, Antivirus, Agency, Behavioral Health, benefits, Cakewalk, Citrix, HARDWARE, contracts, client, customer relations, customer satisfaction, databases, Dell, DOS, government, HP, Intel, Mainframe, McAfee, meetings, Microsoft Access, Microsoft Excel, Microsoft Money, Microsoft PowerPoint, Microsoft Publisher, Windows 8.1, 2000, Win 3.11, 98, Windows XP, Microsoft Word, personnel, Phone Systems, Quicken, reporting, sales, sales and training, Strategy, Toshiba, Utilities
  • Additional Information
    • LICENSES: , Life, Health and Annuities Insurance Agent April 2018 to April 2020 Virginia License Number: 1069604 NPN (National Producer Number) 18749084

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    Resume Overview

    School Attended

    • AMERICAN INTERCONTINENTAL UNIVERSITY
    • NORFOLK STATE UNIVERSITY

    Job Titles Held:

    • Producer
    • Customer Service Specialist
    • Clinical Supervisor
    • Child Mental Health Case Manager
    • PRODUCER
    • CUSTOMER SERVICE SPECIALIST

    Degrees

    • Master of Information Technology : IT Project Management
      Bachelor of Arts : Psychology, Mental Health

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