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Insurance Agent Customer Service

Location:
Palm Bay, FL, 32907
Posted:
February 28, 2013

Contact this candidate

Resume:

Gloria Reguero-Valentin

*** ****** *** **

Palm Bay, FL 32907 US

Day Phone: 787-***-****

Evening Phone: 321-***-****

Day Phone: 321-***-****

Email: aboi7s@r.postjobfree.com

RESUME

Work Experience

Stonebridge Life Insurance

517 Almond Ave NW

Palm Bay, FL 32907 United States

Independent Insurance Agent

11/2012 - Present

I work as an independent insurance agent selling different life and health insurance pro

System). The inbound calls of prospective members are routed through Stonebridge's L

include Dental, Term and Full Life, Accidental Death and Dismemberment. I have recei

build rapport with customers while making needs analysis to ensure that products meet

exceptions on their contract policy and answer any questions in regards to coverage an

personal, confidential and health information. Submit invoice to underwriting company a

Resource Corporation of America

1350 S Hickory St

Melbourne, FL 32901

Patient Support Representative

01/2013 – Present

Perform bedside screening for all self-pays patients for determination of possible 3rd pa

in obtaining all necessary documents to complete application. I schedule agency appoi

patient, hospital, and agency during the application determination process.

filing, scanning, faxing, mass mail-outs, ordering supplies, and other duties as assigned

Health First Health Plans

6450 US Highway 1, Rockledge, FL

321-***-****

Customer Service Representative

05/2012 - 11/2012

Responded to customer inquiries by researching,

analyzing and documenting plan information related to:

Covered benefits and exclusions, including prescription

drug coverage; eligibility, enrollment and disenrollment;

participating providers; claims payments and processes;

authorization processes; premium billing and plan

guidelines. I assisted HFHP customers in a caring and

diligent manner. I handled incoming sales inquiries from

prospective customers by answering specific and

complex questions and assisting in the enrollment

process. Provided assistance with customer service

walk-in members and prospective members in a timely

and efficient manner for different category of clients

including, HMO, POS, Employer Groups, Medicare,

Commercial, Medi-gap and Third Party Administrators.

Assisted providers with inquires about claims, appeals,

Coordination of Benefits and negative balance take

backs.

RESUME

Work Experience

Stonebridge Life Insurance

517 Almond Ave NW

Palm Bay, FL 32907 United States

Independent Insurance Agent

11/2012 - Present

I work as an independent insurance agent selling different life and health insurance pro

System). The inbound calls of prospective members are routed through Stonebridge's L

include Dental, Term and Full Life, Accidental Death and Dismemberment. I have recei

build rapport with customers while making needs analysis to ensure that products meet

exceptions on their contract policy and answer any questions in regards to coverage an

personal, confidential and health information. Submit invoice to underwriting company a

Resource Corporation of America

1350 S Hickory St

Melbourne, FL 32901

Patient Support Representative

01/2013 – Present

Perform bedside screening for all self-pays patients for determination of possible 3rd pa

in obtaining all necessary documents to complete application. I schedule agency appoi

patient, hospital, and agency during the application determination process.

filing, scanning, faxing, mass mail-outs, ordering supplies, and other duties as assigned

Springleaf Financial

3815 N US1 Hwy

Cocoa, FL 32926

321-***-****

Customer Account Specialist

09/2011 - 02/2012

Processed loan applications assuring completeness and accuracy required for approva

documents for any discrepancies before signing and closing loans. Verified, cross refer

submitted document legitimacy. I did this by validating information with different govern

cosigners and renters. Determined risk by analyzing applicant’s credit bureau report, pa

insurance coverage, current obligations, and comparing them to current budget and inc

reports to branch manager and underwriters regarding applicants potential risks, need

amendments for each loan contract. I kept track of status of pending loans during differ

expedited process. Imposed and released liens on vehicles when appropriate by conta

customers, insurance companies and the Department of Motor Vehicles. I communicat

Headquarter departments to resolve complex issues outside my local branch. Respons

payments process for retail and consumer loans. Prepared different quotes as alternati

Prepared loan contract documents. Assured that all parties have reviewed contract clau

during loan closing prior to final signature and booking. I also verified and validated tha

had all signatures and stamps required by law. Complied with federal and company reg

personal and confidential information. I processed payments and input data using appr

all interest; penalties or waivers to be applied to the account. I effectively clarified ques

information when necessary. Processed cash transfers from other cashiers, balance th

bank deposits, while complying with all operational procedures and internal controls for

coordinated payments for acquisition of contracted services and equipment required by

vendors and suppliers. Processed payments and documented data in corresponding le

administrative duties as required.

Protocol Global Solutions

255 N Sykes Creek Parkway

Merritt Island, FL 32953

RESUME

Work Experience

Stonebridge Life Insurance

517 Almond Ave NW

Palm Bay, FL 32907 United States

Independent Insurance Agent

11/2012 - Present

I work as an independent insurance agent selling different life and health insurance pro

System). The inbound calls of prospective members are routed through Stonebridge's L

include Dental, Term and Full Life, Accidental Death and Dismemberment. I have recei

build rapport with customers while making needs analysis to ensure that products meet

exceptions on their contract policy and answer any questions in regards to coverage an

personal, confidential and health information. Submit invoice to underwriting company a

Resource Corporation of America

1350 S Hickory St

Melbourne, FL 32901

Patient Support Representative

01/2013 – Present

Perform bedside screening for all self-pays patients for determination of possible 3rd pa

in obtaining all necessary documents to complete application. I schedule agency appoi

patient, hospital, and agency during the application determination process.

filing, scanning, faxing, mass mail-outs, ordering supplies, and other duties as assigned

321-***-****

Bilingual Insurance Agent

10/2009 - 09/2011

Licensed Medical Insurance Customer Service Agent. I proficiently interview, explain, li

and update patient’s demographic information into a computerized database program.

Santander Bank

Aguadilla, PR 00603 United States

Administrative Assistant Financial Institution

03/1991 - 11/1992

I maintained the manager’s schedules and agendas. Scheduled staff conferences, staf

throughout the contract life. I proof read all outgoing correspondence. I was custodian t

Ramirez - Ramirez Law Firm

San Juan, PR 00936 United States

Administrative Assistant Legal

01/1989 - 02/1991

Served as Legal Secretary to a large law firm rendering services in real estate, family la

pertinent to each case. Scheduled meetings and appointments.

US Army Signals Warfare Center

Vint Hill Farms

Warrenton, VA United States

Secretary

05/1986 - 08/1987

Team member in a US Army Contracting and Procurement Program Office (PO). Office

composed correspondence and reports typing at over 70 wpm. I prepared contract doc

RESUME

Work Experience

Stonebridge Life Insurance

517 Almond Ave NW

Palm Bay, FL 32907 United States

Independent Insurance Agent

11/2012 - Present

I work as an independent insurance agent selling different life and health insurance pro

System). The inbound calls of prospective members are routed through Stonebridge's L

include Dental, Term and Full Life, Accidental Death and Dismemberment. I have recei

build rapport with customers while making needs analysis to ensure that products meet

exceptions on their contract policy and answer any questions in regards to coverage an

personal, confidential and health information. Submit invoice to underwriting company a

Resource Corporation of America

1350 S Hickory St

Melbourne, FL 32901

Patient Support Representative

01/2013 – Present

Perform bedside screening for all self-pays patients for determination of possible 3rd pa

in obtaining all necessary documents to complete application. I schedule agency appoi

patient, hospital, and agency during the application determination process.

filing, scanning, faxing, mass mail-outs, ordering supplies, and other duties as assigned

closely with the Program Manager and office staff in order to expedite requested record

Education:

Florida School of Insurance Tallahassee, FL United States

Technical or Occupational Certificate 01/2010

Credits Earned: 40 hours

Major: Life, Health and Variable Annuities Insurance Agent

Universidad de Puerto Rico Aguadilla, PR United States

21 College Coursework Completed 12/1982

Relevant Coursework, Licenses and Certifications:

Filing, Typing, Accounting, Spanish, English, Stenograph



Contact this candidate