Objectives
I am career-driven and passionate about helping people in both my professional and personal life. Customer service and life/health insurance sales both envelop one of my core values of being a productive and helpful member of society. I am looking for a fantastic company that matches my core values, gives back to the community, recognizes the efforts of its employees, and that I could call "home."
Work Experience
Self-Employed – (full-time, 1099) - Remote
Mentor 4-2023 to 12-2023
Gave new patients information regarding a drug they were recently prescribed.
Informed patients of some great options for remembering to take their weekly medication.
Followed up with patients to ensure they remembered to take their weekly dose.
Rev.com – (part-time) - Remote
Freelance Captioning, 12-2018 to 4-2023
Captioned videos, interviews, podcasts, seminars, and talk shows to better the lives of the hard of hearing.
Five years of experience using Dash captioning software guarantees almost perfect captions.
AWL – All Web Leads (part-time) - Remote
Call Center Customer Support Agent, October 2022 to February 2023
Routed customers looking for auto, home, health, or Medicare insurance to the correct provider for product information or a quote.
Persistently surpassed AWL's metrics system.
Microsoft Google via Appen Butler Hill, Inc. - Remote
Search Engine Ad Rater, 09-2019 to 06-2021
Rated the relevance of certain ads from a user's search engine query promoting top-line growth.
Made sure the ad placement was logical to increase sales.
Intuit TurboTax via Teletech – Remote
Tech Support Specialist, 01-2018 to 04-2018 (contract position)
Researched, analyzed, and determined appropriate action for consumers.
Interacted with customers via phone or video, focusing on software problems or navigation questions.
Self-Employed - Remote
Freelancer and Life/Health/Disability Specialist 03-2017 to 04-2021
Sold Life, Health, and Disability Insurance.
Proofread papers and articles.
Performed light technical writing.
Integrated Financial Solutions Group - Plano, TX
Securities Account Services/New Business Securities, 07-2015 to 03-2017
Prepared Traditional IRA, SEP IRA, Inherited IRA, and Roth IRA distribution changes.
Managed liquidation requests, tender offers, rollovers, transfers, and withdrawals.
Opened new self-directed IRA accounts mixed with cash accounts.
NTA - National Teacher's Association - Addison, TX
Supplemental Insurance New Business Entry, 02-2013 to 07-2015
Proofread life and supplemental medical insurance applications to eradicate errors that could delay policy approval/issue.
Issued some policies and sent others to the underwriter for further evaluation/approval.
Volt Workforce Solutions - Richardson, TX
File Clerk/Data Entry, 12-2011 to 02-2013
Filed and proofread immigration paperwork.
Performed light administrative work.
Insurance Designers of Dallas - Dallas, TX
New Business Coordinator, 1995-1998, 07-2003 to 12-2010
Increased revenue for the company by thoroughly reviewing high premium life and disability applications, warranting a rapid turnaround time.
Successfully negotiated rates for sub-standard cases with A-rated health and disability insurance carriers.
Education
U.S. Career Institute - Remote, TX (Medical Billing & Coding Certification/GPA 3.7)
Navarro College - Corsicana, TX (51 Hours/GPA 3.56)
Skills
14+ Years / Life Insurance Case Management
Employee Benefits
Substandard Life Insurance Cases
Securities, Annuities, IRA Account Services
Awards
President's Volunteer Service Award - 2008
Physics Academic Award - 1989
Certifications/Licenses
Medical Billing and Coding Certificate - 2020 - Present
TX Life and Health Insurance License - 2016-2018 / 2006-2010
Groups
American Red Cross - Dallas East Disaster Team Responder - 2007 to 2009
VNA - Meals on Wheels Courier - 2004 to 2013
Strengths
Effective Communicator/Negotiator
Adaptability to Technological Changes
Analytical, Critical, and Divergent Thinker