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Life Insurance Customer Service

Houston, Texas, United States
January 19, 2019

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ENTERPRISE HOLDING ***** Palameto Pines Houston,TX 77032


First point of contact for visiting clients with the highest level of customer service

Use time efficiently when not serving clients, including assembly of packets for Agents to give customers.

Answers questions and retrieved vehicles for clients.

UBER Independent contractor 03/ 2016 Current Uber Black Driver

EQUIS FINANCIAL 12 West Wenger Rd Suite F Englewood, OH 45322

LIFE AGENT 11/2018

Educate clients of coverage Term, Final Expense, Whole, and Mortgage protection coverages.

Prospect client s by phone based on leads or referral.

Identify opportunities to add coverage for family based on their needs.

ADVANCE PATIENT ADVOCACY, MEDICAID ENROLLMENT SPECIALIST, 9821 Katy Frwy, Suite 850, Houston, TX 77024 9/2016 - 12-2017

Perform primary verification and fun allied health staff sanction checks in accordance with regulatory agencies for credentialing of delegated accounts.

Medicaid Credentialing for Hospital and Physician groups in the United States and Canada.

Identified issues with credentialing that required investigation, correction or validation.

PHYSICIANS MUTUAL, 14800 St. Mary's Lane, Ste. 110, Houston, TX 77079 12/20/2015-04/20/16


Educate clients of coverage options

Prospect client’ s by phone based on leads or face to face referral

Present the Medicare supplement options, dental insurance, annuities and retirement planning.

UEI COLLEGE, 70 FM 1960 Houston, TX 77090 5/2015-8/ 2015


Maintained filing and organizing forms and financial aid records.

Reorganize records needed in executive staff development and syllabus changes.

Organization of bookstore and library inventory keeping accurate count of all books and supplies.

WALKING IN VICTORY, 112000 Broadway Street, Pearland, TX 77581 5/2014 – 1/ 2015


Collaborate with local business to develop employment for re-entering workforce after illness, injury or intellectual disability.

Responsible for managing and maintaining the logistics of workers schedules by editing and updating employment status in secured managed database.

Approved all job search itineraries for clients daily and conducted on site employee information

PRIMERICA, 3845 Cypress Creek Pkwy Ste. 240, Houston, TX 77068 1/2014 - 5/2015


Service clients with solutions and options of their concerns, needs and wants.

Educate clients about the difference of life insurance and other products.

Top sales for state of Texas over 50k of policies in May 2014.

AMAZING ARC ANGELS, INC., 4800 W. 34th Street Houston, TX 77092 8/2004 - 12/2015


Conceptualized, developed and established new for profit program, working with Medicaid insurance.

Ensure program contacts with professionals were accurate, budgetary oversight of 25 staff and 2 contracts organized operations and supervised implementations given for clients.

Developed program curriculum and led trainings for program staff and community on variety of clinical topics including.

Preparing annual budget and complete cost reports annually as required per Medicaid rules.


UEI, Medical front office Billing and Coding Honor Roll Graduate 2015

Billing Specialist and CPT coding 1995-2015 Life Insurance License

Notary Commission #130718464 Exp.2020

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