Customer Service Insurance

DAVID JAFFE

**** ********* **** *****: 216-***-****

Austin, TX 78759 Email: ********@***.***

QUALIFICATIONS SUMMARY

Texas Life and Health Insurance Sales License & Adjusters License

Expertise in contract negotiation and settlement

Diverse experience in both financial and insurance fields

Extensive customer service background

Proficient in MS Word, Excel, PowerPoint

Familiar with medical terminology

Familiarity with HIPPA laws and regulations

PROFESSIONAL EXPERIENCE

MEDICAL MUTUAL OF OHIO August, 2013 - now

BLUE CROSS BLUE SHIELD ARIZONA

Harte Hanks Co. Austin, TX

Licensed Insurance Sales Representative

Sold medical insurance coverage to Ohio and Arizona residents, both for 2013 and for the Affordable Care Act beginning 2014. Fully trained and certified for the sale of subsidized insurance under the Affordable Health Care Act and through healthcare.gov. Assisted Customers in determining appropriate coverage and costs for insurance policies. Completed applications, took payments, and set up new policies. Followed up on applications to insure that Customers had satisfactory experience. Trained co-workers and new hires on procedures for completing insurance applications internally and through healthcare.gov. Familiar with HIPPA laws and their application to release of medical records and details concerning health insurance. Familiar with medical terminology.

One West Bank Austin, TX Jan-Mar, 2013

(Through Integrated Humane Capital agency)

Customer Service Representative

Reviewed foreclosure files to determine status of claim and if claim was treated in

appropriate manner.

Found foreclosure file on computer and reviewed file to determine if borrower had filed for bankruptcy and whether foreclosure had gone through to sale. Also determined if bank had purchased property at foreclosure sale.

Prepared memo for file summarizing review of file. Flagged file if there was some issue found on review. Review files and redact as needed for submission to Court.

Dell Computer Co. Round Rock, TX Oct-Nov., 2012

Customer Service Representative (through agency)

Received calls and reviewed email regarding the extension of warranty services on Dell computers which were installed on customer site. Advised customer of options available, including on-site service and/or telephone support. Prepared quote with cost for extending warranty services. Forwarded quote to customer and called them to follow up and to take the order. Journalized payments from customers and entered order that warranty be reinstated and/or extended for specific period of time, normally not less than one year.

Collections Representative/Sales Representative

PNC Bank, Brecksville, OH 2006 to 2011

Negotiated payment arrangements, settlements, and deposits with customers who were delinquent on their mortgage payments.

Documented and updated information on customer accounts.

Prepared initial underwriting decision concerning whether customer qualified for mortgage mitigation program.

Attempted to collect on delinquent mortgages.

Sold Home Equity Lines of Credit and other bank products to Customers who called into Call Center. Reviewed benefits of bank products, explained details and took complete applications.

Attorney

Law Office of David Jaffe, Solon, Ohio 1997 to 2012

Represented clients in civil lawsuits, with concentration on injury cases resulting from automobile accidents.

Assessed collected information, consulting with clients and insurance companies regarding insurance coverage.

Conducted investigations of injury claims and prepared packages for insurance adjuster.

Obtained medical records and insurance information under terms of HIPPA laws.

Negotiated settlement of injury/negligence claims with a 90% success rate.

Assisted in expanding benefits to hundreds of clients with claims made under Ohio’s Victims Compensation program.

Handled collections for medical service providers. Secured judgments by obtaining liens on real estate. Represented creditors in foreclosure proceedings.

Handled subrogation claims for an insurance company. Began with demand letter to responsible party, proceeded to lawsuit, and concluded with collections and liens.

Managed the probate or trust account including: cash management, collection and valuation of assets, payment of creditor claims, development of plans of distribution, post-mortem tax and estate planning.

EDUCATION / LICENSING

J.D. from Marshall College of Law, Cleveland State University, Cleveland, Ohio

Bachelor of Arts in Economics, Kenyon College, Gambier, Ohio

Texas Insurance Adjusters License

Texas and Ohio Life & Health Insurance Sales Licenses

Ohio Attorney License

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