Objectives

I am career-driven and passionate about helping people in both my professional and personal life. Customer service and life/health insurance sales both envelop one of my core values of being a productive and helpful member of society. I am looking for a fantastic company that matches my core values, gives back to the community, recognizes the efforts of its employees, and that I could call "home."

Work Experience

Self-Employed – (full-time, 1099) - Remote

Mentor 4-2023 to 12-2023

Gave new patients information regarding a drug they were recently prescribed.

Informed patients of some great options for remembering to take their weekly medication.

Followed up with patients to ensure they remembered to take their weekly dose.

Rev.com – (part-time) - Remote

Freelance Captioning, 12-2018 to 4-2023

Captioned videos, interviews, podcasts, seminars, and talk shows to better the lives of the hard of hearing.

Five years of experience using Dash captioning software guarantees almost perfect captions.

AWL – All Web Leads (part-time) - Remote

Call Center Customer Support Agent, October 2022 to February 2023

Routed customers looking for auto, home, health, or Medicare insurance to the correct provider for product information or a quote.

Persistently surpassed AWL's metrics system.

Microsoft Google via Appen Butler Hill, Inc. - Remote

Search Engine Ad Rater, 09-2019 to 06-2021

Rated the relevance of certain ads from a user's search engine query promoting top-line growth.

Made sure the ad placement was logical to increase sales.

Intuit TurboTax via Teletech – Remote

Tech Support Specialist, 01-2018 to 04-2018 (contract position)

Researched, analyzed, and determined appropriate action for consumers.

Interacted with customers via phone or video, focusing on software problems or navigation questions.

Self-Employed - Remote

Freelancer and Life/Health/Disability Specialist 03-2017 to 04-2021

Sold Life, Health, and Disability Insurance.

Proofread papers and articles.

Performed light technical writing.

Integrated Financial Solutions Group - Plano, TX

Securities Account Services/New Business Securities, 07-2015 to 03-2017

Prepared Traditional IRA, SEP IRA, Inherited IRA, and Roth IRA distribution changes.

Managed liquidation requests, tender offers, rollovers, transfers, and withdrawals.

Opened new self-directed IRA accounts mixed with cash accounts.

NTA - National Teacher's Association - Addison, TX

Supplemental Insurance New Business Entry, 02-2013 to 07-2015

Proofread life and supplemental medical insurance applications to eradicate errors that could delay policy approval/issue.

Issued some policies and sent others to the underwriter for further evaluation/approval.

Volt Workforce Solutions - Richardson, TX

File Clerk/Data Entry, 12-2011 to 02-2013

Filed and proofread immigration paperwork.

Performed light administrative work.

Insurance Designers of Dallas - Dallas, TX

New Business Coordinator, 1995-1998, 07-2003 to 12-2010

Increased revenue for the company by thoroughly reviewing high premium life and disability applications, warranting a rapid turnaround time.

Successfully negotiated rates for sub-standard cases with A-rated health and disability insurance carriers.

Education

U.S. Career Institute - Remote, TX (Medical Billing & Coding Certification/GPA 3.7)

Navarro College - Corsicana, TX (51 Hours/GPA 3.56)

Skills

14+ Years / Life Insurance Case Management

Employee Benefits

Substandard Life Insurance Cases

Securities, Annuities, IRA Account Services

Awards

President's Volunteer Service Award - 2008

Physics Academic Award - 1989

Certifications/Licenses

Medical Billing and Coding Certificate - 2020 - Present

TX Life and Health Insurance License - 2016-2018 / 2006-2010

Groups

American Red Cross - Dallas East Disaster Team Responder - 2007 to 2009

VNA - Meals on Wheels Courier - 2004 to 2013

Strengths

Effective Communicator/Negotiator

Adaptability to Technological Changes

Analytical, Critical, and Divergent Thinker

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