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Customer Service Insurance Agent

Location:
Concord, NC
Posted:
October 28, 2023

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Resume:

Mary Barnes

Concord, NC *****

ad0ok3@r.postjobfree.com

+1-980-***-****

I have extensive experience as a CSR/Telesales Agent. I am Proficient at reading, analyzing, and interpreting training materials and other documentation. I am capable of learning product knowledge quickly. I am able to meet established call center KPI's. I am Proficient at learning and understanding new software and other technology applications. I am Capable of working independently, when needed also able to work well with others within a team environment. Authorized to work in the US for any employer

Work Experience

Tax Preparer

Jackson Hewitt - Concord, NC

January 2023 to April 2024

• Performing administrative duties, such as answering phone calls and setting up appointments

• Gathering and organizing personal and confidential paperwork on clients’ income, expenses, allowances, and more

• Understanding adjustments, credits, and deductions, as well as federal and state tax laws

• Doing math equations and double-checking calculations and data entries to ensure they are correct. Customer Service Specialist

QVC - Concord, NC

May 2022 to February 2023

• Answering customer questions about the company, products, or services

• Resolving customer complaints

• Directing customers to the right department or supervisor

• Taking orders or processing payments

• Making changes to customers' accounts

• Handling returns and exchanges

• Addressing billing concerns

• Keeping records of customer interactions

• Selling products and services

Night Stocker

Walmart - Concord, NC

August 2021 to December 2022

• Restocking merchandise on store shelves: This involves unloading merchandise from delivery trucks and placing it on the store shelves in an organized and visually appealing manner.

• Maintaining a clean and orderly store environment includes sweeping, mopping, and wiping down shelves and displays.

• Assisting customers with finding items or answering product questions.

• Operating equipment such as pallet jacks.

• Adhering to safety guidelines.

• Working flexible hours Typically work overnight shifts, including evenings, weekends, and holidays. Customer Service Representative, Maximus

Maximus - Concord, NC

January 2020 to July 2021

Help customers track their stimulus check. Educated on dates about when to receive payment assisted with accessing IRS.gov

Licensed Insurance Agent

GoHealth - Charlotte, NC

July 2017 to December 2020

Enroll and Educate consumers about the Affordable Care Act Plans License Insurance Agent

Teleperformance - Concord, NC

September 2020 to November 2020

Enrolled Medicare beneficiaries into the top five carriers educated and explained plan benefits Licensed Insurance Agent/Customer Service Representative WTW - Concord, NC

June 2020 to September 2020

Completed certifications for the top five insurance carriers attended training classes. Night Auditor

Home2 Suites by Hilton - Salisbury, NC

December 2019 to February 2020

Checked guest into their suites. Assisted In house guest. Performed Night Auditor duties Floor Associate/Cashier

Burlington Stores - Concord, NC

November 2019 to January 2020

Assisted Customer on the sales floor. Assisted receiving Dept with putting out stock Sales Manager

GoHealth - Charlotte, NC

December 2018 to November 2019

Managed agents to sale healthcare plans ACA.

Receiving Associate

The Academy sports - Concord, NC

February 2018 to September 2018

Receive and process Apparel

Transporter/Driver

EDS Service Solutions - Charlotte, NC

December 2017 to February 2018

Transporter for Hertz

Banquet Server

Elite Staffing Inc - Concord, NC

November 2017 to January 2018

Served guest at the Embassy Hotel provided service for business partys, Holiday party, Guest within the Hotel

Licensed Insurance Agent

GoHealth - Charlotte, NC

July 2017 to December 2017

Extensive training on ACA plans, upsold Aflac, Enrolled customer in aca plans. explained summary of benefits to customer. Helped customers select the best health plan. Licensed Sales Producer

Optum - Concord, NC

August 2015 to August 2016

Customer Service. Benefits. Customer Relations. Educated Members.Telesales Licensed Telesales Agent

Aerotek (Convergys) - Charlotte, NC

October 2014 to January 2015

Customer Service. Educated Customers on Product.Updated Geography information. Advised about Laws governing around health care.Performed calculations to determine cost vs annual income Licensed Telesales Agent

Connections - Concord, NC

September 2011 to August 2014

Sell insurance for the Medicare Advantage plan through United Health Care. I also sold the prescription drug plan. I had extensive training in Life and Health Insurance as well as Medicare; also learned each aspect and concept and uniform required provisions of the insurance not limited to medical concepts and also characteristics of group insurance

Dietary Cook

The Oaks at Town Center - Harrisburg, NC

January 2010 to August 2011

Cooked healthy meals for residents

Machine Operator

Venture Industries - Clinton, MI

October 2002 to April 2007

Operated a plastic injection molding machine for the big 3 auto companies Education

Associate's in Computer Programming

Rowan Cabarrus Community College - Concord, NC

High school diploma or GED

Skills

• Account Management

• MS Office (10+ years)

• Receptionist

• Sales (10+ years)

• Salesforce (4 years)

• Quickbooks

• Data Entry (3 years)

• Cold Calling (5 years)

• CRM

• Powerpoint

• Inventory Management

• Plastics Injection Molding

• Night Audit (Less than 1 year)

• Insurance Sales

• Sales Management

• Banquet Experience (3 years)

• Retail Sales (10+ years)

• Supervising Experience (2 years)

• Verbal & Written Communications (10+ years)

• Teamwork (10+ years)

• Self Motivation (10+ years)

• Leadership (10+ years)

• Property management (2 years)

• Tax experience (Less than 1 year)

• Guest Services

• Upselling

• Microsoft Outlook

• Bookkeeping

Certifications and Licenses

Driver's License

Assessments

Verbal communication — Proficient

December 2021

Speaking clearly, correctly, and concisely

Full results: Proficient

Retail customer service — Proficient

December 2021

Responding to customer situations in a retail setting Full results: Proficient

Warehouse associate — Highly Proficient

October 2021

Assesses the tendencies that are important for success in warehouse roles Full results: Highly Proficient

Sales skills — Proficient

December 2021

Influencing and negotiating with customers

Full results: Proficient

Work style: Reliability — Highly Proficient

December 2021

Tendency to be reliable, dependable, and act with integrity at work Full results: Highly Proficient

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

Additional Information

Medical terminology



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