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Title Sales Agent Health Insurance
Target Location US-TX-Fort Worth
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
Street Address  S. Creek DrPh: PHONE NUMBER AVAILABLEEMAIL AVAILABLEOBJECTIVE: To secure a challenging long term position with a dynamic and exciting organization where my business knowledge, experience and life skills will contribute towards the growth and success of the organization and those I can be of assistance to as we work toward success together. I am thrilled to become a beneficial part of your team.PROFESSIONAL EXPERIENCEALL WEB LEADS DBA MEDICARE GENIUS 9/24/2021-PRESENT Policy Sales Agent- Provide consultative sales information and education to Retirees regarding health insurance plans and rates. Also, individual and family plans for those ages 65 and under. Products offered: Medical, Dental, Vision, Accident,Life insurance and Indemnity plans. Underwriting and financial analysis. Case management and record keeping.ZERO VARIANCE 7/2020-10/2020AGENTFILING UNEMPLOYMENT AND PANDEMIC CLAIMS FOR THE STATE OF NEW YORK DURING COVID-19United Health Group dba Health Markets 05/01/2019-10/02/2020 Health Markets 07/19/2016-10/02/2019 (Prior to acquisition by UHG) Licensed Insurance AgentProvide consultative sales information and education to Retirees regarding health insurance plans and rates. Also, individual and family plans for those ages 65 and under. Cross Selling Medical, Dental, Vision, Accident, and Indemnity plans. Underwriting and financial analysis.ACCOMPLISHMENT(S): Licensed in 44 States for Life, Health, and Accident Insurance Earned Monthly and Annual bonus incentive for surpassing sales goals 2 Consistently added to companys book of business Earned position as a Senior Sales Agent moving from seasonal employee to permanent for several years.Extend Health, Inc.- 06/29/2015 to 7/18/2016Licensed Benefit AdvisorProvide consultative sales information and education to Retirees regarding health insurance plans and rates. Also, individual and family plans for those ages 65 and under.Inform of available employer funding amounts and advise on how to secure funding.Offer ancillary and indemnity plans and benefitsACCOMPLISHMENT(S): Obtained Insurance License in the following states: Texas, Kentucky, and OhioCONEXIS (Irving, TX)  09/2011 to 04/2015COBRA Participant Services AdvocateDisplay a high level of customer service while maintaining a large number of incoming calls for an average speed per call consistent with the participant needs. Approves and processes assigned claims, determines benefits due, and manages action plan pursuant to the claim or client contract. Ensures claim files are properly documented and claims coding is correct. Conduct initial pre-screening of clients to determine eligibility for services and appropriateness of case management services. Develop a comprehensive care plan jointly with the client that includes both short and long term goals focused on attaining, maintaining and achieving positive health outcomes.ACCOMPLISHMENT(S): Personal time management concepts and strong leadership skills contributed to increased efficiency to include the ability to develop skills of new personnel at a rapid pace as the top trainer for all incoming employees. Consistently maintained a high score of 95 or better on all weekly monitored customer calls; providing superb performance under stressful situations. Highly trained and skilled for COBRA and Flex Spending Account eligibility and management cases.CENTERPIECES, Cakes by Jodi (Arlington, TX)  01/2010 to Present Owner/Master Cake Decorator Meet with clients to discuss their event and customized services to meet their needs and budget. Experience in creating tiered layered and other creative configuration cakes of various flavors with homemade buttercream or fondant icing for parties, anniversaries and weddings. 3 Constructs beautiful cakes, cupcakes, cookies and pastries with consistent on-time delivery. Reputation spread by word / taste-of-mouth, resulting in significant increase in volume of orders. Always looking for new ideas and putting my creativity to use by making unique cakes and deserts for personal functions; offering the ability to duplicate complex designs from photos.Ms. Jodis Fun Love N Care, Owner (Arlington, TX)  07/2001 to 09/2011 Owner/OperatorResponsible for setting the tone for the facility, managing the curriculum, overseeing physical facilities, hiring staff and managing the overall image of the center. Ensured compliance with all local and federal laws governing child care and special needs both in regard to the physical and learning environments and managed the financial affairs of the child care facility. Very knowledgeable of local, state and federal laws regarding safety requirements and inspection and certification procedures, and ensured that the center complied with those requirements. Developed budgets, while managing accounts payable and receivable. Created job descriptions, interviewed candidates, maintained staff development and lesson plans. Hired staff that met the requirements for their jobs to include staff background checks and verified that necessary licenses and certifications are valid. Leading caretaker for those performing above on or below learning curve.ACCOMPLISHMENT(S): Registered business owner who maintained a good standing with the Texas Department of Protective and Regulatory Services for over ten years. Secured complete loyalty from parents with a 90% retention rate of their children from birth to school aged; including the after school programs and child/adult persons with special abilities. Received return visits and current contact with most families once day care was no longer needed. Currently receive life and education updates and invitations to celebrations. Texas Department of Health and Human Services (Fort Worth, TX)  01/2009 - 12/2009CaseworkerInterviewed clients, collected and completed required documentation and determined eligibility for assistance based upon a variety of service regulations and procedures. Based eligibility documentation on determining appropriate social services assistance and monitored client progress and usage of assistance. Provided basic needs counseling and problem-solving assistance or case management services for clients while conducting assessment of client needs. Developed casework/service plans, monitored progress and follow-up. Provided social services related to crisis intervention. Planed, organized and participated in special projects, including outreach efforts, public speaking and special activities for clients. Expert in short and long-term case management, crisis intervention and service coordination ensuring maximum self-sufficiency and non-institutional living. 4Initiated human services to Child Protective Services (CPS) clients, including transportation and documentation of services provided. ACCOMPLISHMENT(S): Provided budget counseling and education for over 50 families. Selected as the number one referral source for low income families within our department.EDUCATIONEDUCATIONTarrant County College (Hurst and Arlington, TX) toward Associate of Applied Sciences in Child Development. Currently 50+ hours Polytechnic High School Honors Graduate Diploma received May 1991 SKILLS Excellent Customer Service Consultive Sales and Cross Selling In depth Needs Analysis Great Rapport Building Conflict Resolution Conversational Script Reading Multi-screen and systems use Detail Oriented and ThoroughACTIVITIESFounder and Director of Queentessential Survivors and Supporter, Inc 501(c)3 Public Charity advocating for survivors of sexual traumas and domestic violence. Community Service in Dallas, TX and Fort Worth, TX with Dallas Life Center, Salvation Army, United Friends to feed the Needy, Many Volunteer hours for Church Youth Spearheaded Back to School Fundraisers and Clothes/Toiletry Drives for homeless adults and local sheltered childrenHabitat for Humanity, Bundle a Baby, S.O.I.G.N.E. (Sisters of Grace Nobility and Excellence) Social Dance Instructor and CompetitorActive Alumni and Class PresidentSoon to be Published AuthorAWARDS RECEIVEDCommunity Award and Recognition for several Philanthropy driven Organizations Deans List 2007Phi Theta Kappa Society, National Honor SocietyACCOMPLISHMENT(S):5 Successfully raised family of degree holding children Registered business owner maintaining good standing with the Texas Department of Protective and Regulatory Services for over ten years. Secured complete loyalty from parents with a 90% retention rate of their children from birth to school aged: including the after school programs. Currently receiving return visits and current contact with most families once day care was no longer necessary

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