Customer Service Insurance

Joshua L. Price

**** *********** ***** *** *. Greensboro, NC 27406 336-***-**** **************@*****.***

Objective

Seeking an insurance position with a reputable business where knowledge of evaluating clients’ insurance needs and

developing needs and appropriate coverage plans can be used to maintain company’s clientele

Education

Diploma, william fleming high school

Roanoke, Virginia, AUGUST 2003 June 2007

Skills & Abilities

In-depth knowledge of insurance industry and its products.

Capable of selling all types of insurance policies including term life, whole life, variable life, etc.

Over 6 years of combined experience within Healthcare, Customer Services, and Sales dealing with customers

within a variety of different areas within business.

Licensed Life/Health/ Medicare Insurance, AHIP Certified

Ability to read and comprehend simple, healthcare terminology & knowledge of HIPAA Regulations

Skilled in interpreting and explaining insurance policies and insurance coverage to customers.

Mastery of Microsoft Office programs (Word, Excel, Powerpoint,Outlook etc.) as well as Internet Explorer

Summary

Within my professional background, I had the opportunity to work within Banking & Finance, where I’ve obtained the

knowledge of bookkeeping; maintained and balanced a cash drawer daily while developing interpersonal and strong banking

concept. I was discovered by Wells Fargo, where I gained the abilities at research and analyze high risk transactions to mitigate

loss. I worked independently within a fast paced environment, making rapid decisions and demonstrating the ability to

comprehend new ideas. My roles at Bank of America and NCO Group, where I focused on the quality of service being provided.

Introduced to health care and gained a level of compassion for providing customer service and interested in learning while

sharing my previous experience within the HEALTH CARE INDUSTRY.

Experience

Medicare benefits consultant aon hewitt may 2014- present

Meet with potential clients via telecommunications; complete need assessments and correctly qualify participants’ needs related

to Medicare Health Insurance (Medicare Advantage, Medicare Supplement, Cost Plans, and Prescription Drug Plans.)

Actively manage a book of business to ensure all retiree needs are meet on a timely basis (respond to retiree voicemails &

internal chat requests) while partnering with customer service and operations to handle and support customer complaints and/or

client escalations.

Deliver consistently positive customer experience in a highly ethical and professional manner.

Motivate and advise insurance sales agents to organized workshops and inform customers of new insurance products and

services.

Benefits advisor unitedhealth group may 2012- april 2014

Within the year of 2013, I assisted in helping over ONE MILLION people live healthier lives by meeting quality

expectations and offering superior customer services

Assisted AT&T Retiree benefits as well as in other areas as needed.

Educated members about the fundamentals of consumer-driven health, financial spending accounts, pharmacy,

eligibility, claims and complete correspondence requests.

Researched complex issues across multiple databases and work with support resources to resolve member issues.

Intervene with care providers on behalf of members to resolve issues such as balance billing, pre-authorizations,

notifications, etc. to ensure compliance within the benefit plans.

Engagement specialist nco group nov. 2011-may 2012

Provided prompt first call resolution to customers by providing appropriate and accurate information.

Maintained diplomacy and tact when dealing with upset and escalated issue while providing feedback to management

concerning possible problems or areas of improvement.

Mortgage specialist Bank of america Oct. 2010-June 2011

Utilized multiple systems to retrieve and assist with member’s account information.

Researched missing payments, tax bills, and homeowner insurance, assisted with bank transfers and applying mortgage

payments.

Maintained accurate records of customer interactions by recording detail of customers inquires, complaints, and comments in

addition to all actions in resolving customer issues.

Financial crimes specialist II Wells fargo july 2008- sept. 2010

Utilized systems such as Hogan, FDR and Fast Data to prevent unauthorized activity on debit and credit cards.

Authenticated the identity of customers while reviewing, verifying, and/or identifying customer transactions to detect/prevent

financial crime activities, policy violations, and suspicious situations in order to mitigate risk and/or recover losses.

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Performed general account handling functions such as close account determination, hold, restraints, etc., documented, research

findings and actions on cases to create fraud claims and networked with supporting departments to create a seamless experience

for customers.

Teller Stellarone bank (formerly known as first national bank) july 2007-july 2008

Managed customer transactions such as cashing checks, withdrawing funds, and bank assisted transfers while efficiently

comparing signatures and valid identification to verify customers.

Ensured that cash drawer was balanced and maintained at all times.

Maintained an awareness of new business opportunities with customer; actively referred customers to appropriate customer

service personal

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