NICOLE M. GILLMORE ad21i5@r.postjobfree.com

Beaverton OR 97006 Cell 971-***-****

Major strengths in procedural development, workflow production, research, problem solving and strong customer service skills in English and Spanish. Work well independently and also enjoy training and assisting on team efforts.

WORK EXPERIENCE:

08/22- Present Insurance Agent Bankers Life

Conduct sales presentations, enroll clients in Medicare Advantage Plans, Prescription Drug Plans and Medicare Supplements. Assist clients with Life Insurance, Critical Illness Insurance, Short Term Care, Long Term Care and Annuities. Make recommendations to Financial Advisors for Qualified Accounts.

9/21 - 06/22 Health Concierge Quality Staffing

Answered calls and assisted employees with making benefit changes, enrolling in coverage or answered benefits questions pertaining to Health ins, Dental ins, Life ins, Accident and Hospital Indemnity, HRA’s and other specialty benefits.

7/18 – 06/21 Specialty Scheduling Coordinator Providence Health & Services

Scheduling per OB Matrix and Scheduling Gynecology appointments with appropriate provider. (MD, CNM, NP, RN, MA). Scheduling and educating patients in regard to COVID changes. Handling of projects; OB Wait List and Recall list. These projects required research and figuring out the best way to utilize lists available, auditing and instituting new work flows. Answering phone calls and routing calls appropriately; Triage, Medical Assistants, Doctors, Midwives, Management. Documenting patients charts in regard to medication requests, medical issues and requests for information regarding radiology and labs.

7/18 – 12/18 Specialty Scheduling Coordinator Providence Health & Services

Scheduling in person and over the phone. Answering phone calls and providing excellent customer service. Making outgoing calls to schedule appointments. Working from the que and In Basket in EPIC. Inputting registration information and creating referrals. Checking patients in the clinic when covering the PRR’s. Researching questions related to scheduling and communicating with providers to solve problems. Routing telephone calls to providers so they have timely information regarding patients. Mailing new patient packets and other correspondence.

3/09 – 8/09 Account Manager _Davis Insurance Services Inc

Ran quotes for new and existing clients, put together the market analysis for the client, scrubbed apps, answered clients’ questions via phone and email, updated agency management system, answered phones, sent out market analysis to potential individual clients, updated carrier information.

5/07 – 02/09 Account Manager Client First Group

Sent renewal information to existing clients, ran quotes and provided a marketing analysis of available benefits. Communicated client options and assisted clients in making decisions. Assisted clients with adding and terminating employees from their policies. Assisted clients in filling out applications for new carriers and scrubbed apps before sending to carrier. Conducted enrollment meetings for Spanish speaking workers. Answered phones and general customer service.

11/06 – 03/07 Employee Benefits Assistant Contractors Ins/BW Insurance

5/04 – 12/05 Employee Benefits Account Manager Contractors Ins/BW Insurance

Developed and mailed marketing materials, ran quotes for new business, submitted applications to carriers, set-up policies in AfW, conducted or assisted with enrollment meetings. Provided customer service to existing clients on health, dental, life and disability policies; assisted clients with enrollment and dropping coverage; documented conversations in AfW and scanned in supporting documentation; attached policies in AfW. Serviced Association plan accounts, sent monthly billings, applied payments made by clients, prepared deposits, sent late notices, prepared bills for payment to carriers, handled COBRA in regard to these clients. Assisted carriers with renewal of existing business, explained increases and changes in coverage to clients, quoted other carriers when necessary. Provided customer service to employees of CIS, added and dropped employees, sent COBRA information when applicable.

Developed position so that agents in office could handle commercial accounts and I handled all aspects of the employee benefits.

8/02 – 2/04 Commercial Lines Account Assistant Durham and Bates

Sent applications to companies for new policies, ordered renewals, prepared proposals, processed endorsements, updated data in AfW, billed policies, checked policies for accuracy, checked coverages on policies, issued certificates of insurance, reported claims, ordered MVR’s and kept up to date on coverages available.

Personal Lines Account Assistant Durham and Bates

Provided customer service, processed endorsements, reported claims, ran quotes, entered tran filing activities, ran downloads and kept up to date on company requirements and procedures. Backed up Information Technology. Changed back-up tapes and checked backups.

Assisted in the conversion from Ebix to AfW. Contacted our companies to prepare for downloading. Cleaned up the data after the initial load.

9/00 – 12/01 Underwriting Technician CNA HealthPro

10/97 – 9/00 Accounting Representative CNA HealthPro

1/97 - 7/97 Office Manager Mary Ann Westfall, MD

6/96 – 1/97 Intake Coordinator Progressive Rehabilitation Associates

6/94 – 5/96 Medical Billing Coordinator Progressive Rehabilitation Associates

7/93 – 6/94 Receptionist/Secretary Progressive Rehabilitation Associates

EDUCATION:

Lane Community College: Certificates in Health Records Management & Medical Transcription

Lane Community College: Management, Sales & Computer Courses

PROFESSIONAL DEVELOPMENT & ASSOCIATIONS:

* Certified Medical Interpreter

VOLUNTEER WORK

Taught Art Lit classes to elementary school students

Assisted in elementary classes in Spanish and English

Interpreted for Elementary students and their parents at the OHSU dental clinic

Board Member of Full House Mom’s (multiples club) Social Co-Coordinator 1 year

Support Services for Spanish speaking members of Full House Mom’s

Host family for Japanese and Taiwanese exchange students

Board Member for Lewis Lane Condominiums; Treasurer 1 year

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