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Title Insurance Agent, Customer Service, inside sales, problem solving
Target Location US-MO-Columbia
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name Columbia, MO 65203EMAIL AVAILABLEPHONE NUMBER AVAILABLE Licensed Life, Health and Accident Insurance Agent Client & Patient Scheduling, Sales & Customer Service relations. 20+ years experience in fast-paced Medical, Business to Business (B2B), Retail and Wholesale environments. 110+ WPM keyboarding, proficient in the latest Microsoft Office, QuickBooks, Adobe Suite. Superior Communication, Coordination, Team Leadership, Developmental & Problem-solving skills. Retired Respiratory Therapist in the ER, Care Flight, Critical Care, Pediatric Home Rehab and Durable Medical Equipment fields. (1984-2004).Work ExperienceIndependent Insurance AgentNational Agents Alliance (NAA)-RemoteApril 2024 to Present National Agents Alliance, Burlington, NC 27215 - April 2024 to present. Independent Insurance Agent- commission only. Licensed Life & Health Insurance, Annuities and 401Ks, Duties include handling of confidential and secure client information, warm OB/IB calls to prospective clients, defuse delicate client situations and family dynamics. Book client appointments, take banking information for payment, calculate customer insurance needs for final expenses and legacy accounts, manage cancellations & booking changes, and stay in close communication with clients for contract renewals and changes. Take the difficult calls from family when a client dies to advise on next steps and processes when the worst happens.Sales RepresentativeTKG StorageMart Ptrs III, LP-Columbia, MOOctober 2023 to April 2024Sales & Resource phone/website reservation agent.Fast paced Sales and problem-solving department for customers who call Storage-Mart for rental storage solutions. Duties include handling of confidential and secure customer information, warm OB/IB calls for prospective clients from multiple sources, defuse delicate situations and de-escalate customer complaints. Book reservations, take payment, calculate customer storage needs, manage cancellations& booking changes, and stay in close communication with customers during their booking, check in and stay. Multi storage locations in the United States, Canada, and the United Kingdom. Delivery Driver/Customer ServiceGreen Releaf Dispensary-Columbia, MOFebruary 2023 to October 2023Delivery Driver & ReceptionDelivery of Medical marijuana to handicapped, disabled and terminal patients. Also filled in with Reception/check-in and ensuring proper identification and licensed patients entry, when delivery was slow.Personal Shopper and DeliveryInstacart Shoppers-Columbia, MOSeptember 2019 to October 2023Part Time - Personal Shopper and delivery of shopped items. Filled in at times during and after CoVID as an essential worker. Also worked this job after rehabilitation of ankle and heel fractures listed below. Early morning & late evening customer shopping from a timed and fast paced app, as well as delivery of said shopped/purchased productsFloral DeliveryAllen's Flowers, Inc.-Columbia, MOAugust 2020 to September 2021Delivery of flower arrangements and setup at funerals. dismissed after healing from work related accident with shattered heel & ankle, due to bad fall while on duty. Another driver hired while out on Worker's Compensation injury. Part Time delivery of floral arrangements. Worked closely with floral designers, funeral directors, wedding arrangers and staff for beautiful long lasting arrangements and their care. Also responsible for cleaning van, fuel and general cleaning and maintenance of delivery van. Parts Counter Person, Closing Key HolderO'Reilly Auto Parts-Columbia, MOMay 2019 to September 2020OReilly Auto Parts #108, Worley Street, Columbia, MO 65203 - May 15, 2019 to September 10, 2020 Counter Sales & Service AssociateOpening procedures, including Merchandising and price updates of new and existing product lines, visual scans of store wide inventory bays for low or no stock. Replenishment of inventory as received for inventory. Sales and customer service, cash management, closing procedures, Computer training. Hired as Key holder and training as a closing Assistant Manager. Sales and Service RepresentativeLowe's Home Improvement-Columbia, MOOctober 2015 to May 2019Level 4 CS Associate including: Merchandising coordinator, July 1, 2018 to May 19, 2019 Install Sales Coordinator, May 29, 2017 to July 1, 2018 Appliances Sales Specialist, October 2016 to May 28, 2017 Head Cashier, February 2016 to October 2016 Cashier and Customer Service October 2015 to February 2016 Insurance Intake CoordinatorProvider Plus, Inc.-Jefferson City, MOJune 2014 to February 2016Intake/Insurance CoordinatorReview patient insurance policies to determine coverage of DME requests. Prepare home medical equipment physician orders, insurance forms, required medical documents and review them for completeness. Provide excellent customer service, problem resolution, instruction on various home medical equipment safety & uses, equipment and medical order requisition from referrals (physicians, hospitals, medical clinics, etc.) on patient behalf. EducationAssociate of Applied Science in Respiratory Therapy El Centro College - Dallas, TXJune 1984 to June 1986Technical school in Respiratory TherapyLamar University - Beaumont, TXJune 1983 to June 1984Skills Insurance Sales Cold Calling Delivery Driver Experience Procurement Sales Management Account Management Purchasing Office experience Microsoft Office Respiratory therapyCertifications and LicensesInsurance Producer LicenseDriver's LicenseLife & Health Insurance LicenseAllied Medical Associate's Degree

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