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Customer Service Insurance

Saint Petersburg, Florida, United States
May 20, 2017

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Barbara C. Peters

**** **** ****** *****, ***** Petersburg FL, 33709

Ph 803-***-**** e-mail:

Summary Of Achievements

I have extensive sales and customer service experience encompassing administrative, secretarial, computer data entry, inventory, and special projects. Have exceptional organizational, planning and leadership skills, simultaneously managed and maintained multiple tasks. I am also proficient in Microsoft computer environment, Word, Microsoft Windows, Outlook., PowerPoint, Excel, Reflections, Data entry alpha and numeric, and PBX multi-line switchboard operations,Genesis, Docuware.


2017 to 2017 Lyneer Staffing / Smith Fence Corp – Administrative Assistant Temporary

I Track and invoice fence renewals, provide outbound telephone calls for account receivable collection. I track contracts and manage change order request. I also process weekly payroll for installation crew (in-house & sub- contractors. I perform any tasks as required by supervisor and be flexible to the ever-changing business environment

2016 to 2017 Aon Hewitt/ Randstad - Benefits Advisor

I sold appropriate Medicare health and drug plans in an inbound call center environment via pre-set phone appointments (no cold calling) and outbound follow-up service. Completing needs assessment and asks probing questions to correctly qualify participants' needs. I actively listened to participants to understand both verbal and non-verbal queues. I researched options in proprietary Aon Hewitt tool and elsewhere on the internet. I used Problem solving with participant to assist in selecting and enrolling in one or more insurance plans. Demonstrating sustained confidence and resilience during challenging interactions. I fully and accurately documented all conversations, emails and actions taken on each interaction.

I worked with customer service associates and enrollment specialists, assisting them with their work load during periods of high call volume. Successful completion of a six - eight week, paid training course.

Promptly responding to all retiree voicemails and e-mails

2015 to 2016 Key Benefits Administrators

Customer Service Representative

I was responsible for educating members on their FSA, HRA and HSA spending accounts and giving claim status for the various accounts.

2014 to 2015 TZ Insurance Solutions

Identify Medicare prospects needs using a needs based selling approach, accurately answering questions, address any concerns, and recommend appropriate plan.

Enroll retirees compliantly and efficiently into selected Medicare Health Insurance, prescription drug, vision and dental plans by reading scripting verbatim.

Meet monthly sales and performance goals

Understand and remain compliant with the Centers for Medicare and Medicaid Services (CMS) and Medicare Marketing Guidelines

2013 to 2014 APAC - Seasonal

Provide accurate information to Pre-Medicare retirees regarding the Affordable Care Act (ACA). Handle inbound service calls by providing accurate and complete information. Actively listen to identify customer questions and needs, utilize probing questions when necessary. Drive sales and revenue by assisting customers in making healthcare decisions over the phone. Meet monthly sales and performance goals

2011 to 2013 Connextions- United Healthcare –

I Provide service to clients' changing insurance needs by selling, health, and disability insurance. I also determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.


College Of Insurance Connextion, Charlotte, NC

SC Producer’s Accident and Health Insurance Licenses – September 2011

University of Phoenix, Charlotte, NC

Bachelor of Science in Information Technology Information/ Technology Support

Winthrop University, Rock Hill, SC

New Start Undergraduate Program

Major: Communications

American Business Fashion Institute, Charlotte, NC

Business Graduate - Certificate

Major: Business Merchandising

York Technical College, Rock Hill, SC

Business Courses

Clark College, Atlanta, GA

Major: Communications

Northwestern High School, Rock Hill, SC


Certificates and Licenses

SC Producer’s Accident and Health Insurance

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