Ana Avila-Ramirez

Licensed Insurance Agent

Chandler, AZ 85226

ad2fem@r.postjobfree.com

+1-480-***-****

Enthusiastic Insurance Agent competent in promoting long-term agency success through proactive marketing and quality customer service.

Authorized to work in the US for any employer

Work Experience

Licensed Insurance Agent

Bright Healthcare Group - Tempe, AZ

July 2022 to January 2023

Experience or skill effectively exchanging and understanding information, verbally or in writing. Skill at using mental reasoning or research to gain insight into or solve problems. A license to sell insurance, awarded by each state's department of insurance upon passing a licensing exam. Specific licenses, such as life & health and property & casualty insurance, are awarded after completing specific exams.

Licensed Benefits Advisor

National General Insurance - Mesa, AZ

May 2020 to June 2022

• Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.

• Promoted client retention through high-quality service and follow through.

• Offered needs analysis to determine priorities to find most comprehensive coverage.

• Engaged customers and provided high level of service by carefully explaining details of Medicare plans.

• Cultivated professional relations to establish long-term profitable partnerships.

• Pursued professional development through insurance workshops, course and webinars. Keeping current with continuing education.

Provider Service Advocate

United Health Group Optum360 - Phoenix, AZ

January 2019 to May 2020

Customer service for incoming calls from providers. Calls were in regards to claims, benefits and prior authorizations. Preforming necessary tasks to complete requests and knowledge of various systems to obtain the information.

Licensed Health Advisor

The Results Companies - Hartford, CT

July 2015 to December 2018

• Prepared necessary paperwork to process insurance sales and renewals.

• Researched coverage and premium options and supplied clients with the best coverage available.

• Presented account proposals in a professional and timely manner.

• Promoted client retention through high-quality service and follow through.

• Followed up with potential clients regarding online information requests.

• Pursued professional development through insurance workshops, course and webinars.

• Offered policy guidance and management to promote asset protection.

• Promoted agency products to customers in person, on the telephone and in writing.

• Pursued continuing education and training programs to continue professional development.

• Engaged customers and provided high level of service by carefully explaining details about documents.

• Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.

• Presented and clearly explained insurance policy options based on clients' needs and goals. Customer Service Representative

Asurion Insurance Services - Nashville, TN

October 2013 to February 2015

• Greeted customers to facilitate services, determine service needs and accurately input orders into electronic systems.

• Processed refunds to satisfy customers when other avenues were exhausted or refused, prioritizing and maintaining revenue when possible.

• Communicated with supervisors to escalate customer concerns, store issues and inventory requirements.

• Met and exceeded productivity targets by handling every interaction with good organizational and relationship-management abilities.

• Answered [90 ]+ inbound calls per day to address customer inquiries, resolve issues and provide information on new products and services and directed inbound calls to designated individuals or departments.

• Informed customers on billing procedures, processed payments and provided assistance to set up payment options.

Health Generalist

Revana Inc - Tempe, AZ

January 2011 to April 2014

Reason of Gap: Taking care of sick family member

• Met incoming calls with a professional approach and provided friendly, knowledgeable assistance.

• Answered calls to help over 100 callers each day.

• Responded to telephone inquiries from callers and delivered information to inform and educate.

• Prepared, compiled and filed documents as well as reports presented to various parties.

• Documented research findings and prepared polished reports highlighting results and potential improvement strategies.

• Pursued opportunities to advance client relations skills and further enhance customer satisfaction in every interaction.

• Met or exceeded speed, accuracy and volume benchmarks on consistent basis.

• Helped company maintain exceptional client service ratings on external audits. Service Coordinator

First Health Inc - Scottsdale, AZ

June 1998 to February 2008

• Corresponded with customers via phone and email to direct customers to specific staff, answer general questions and provide excellent customer service through problem-solving.

• Tracked each interaction for auditing, reporting and training purposes.

• Kept detailed records of customer accounts, including actions taken, issues resolved and information given.

• Maintained a high level of professionalism when speaking to doctors and insurance companies.

• Verified patient's insurance eligibility prior to the appointment date to ensure payment.

• Followed all Medicare, Medicaid, HIPAA, and private insurance regulations and requirements.

• Communicated insurance authorization issues with patients to try to find an effective resolution.

• Created and maintained accurate and confidential patient files. Education

Associate of Applied Science in Healthcare in Healthcare The Bryman School - Phoenix, AZ

1997

Mcclintock High School - Tempe, AZ

Skills

• Outbound calling

• Ms office

• Detail-oriented

• Team player

• Medicare

• Healthcare

• Inbound and outbound

• Customer Service

• Health Insurance

• Insurance Verification

• Upselling

• Medical Terminology

• Insurance Sales

• HIPAA

• Medical Records

• Auditing

• ICD-10

• ICD-9

• CPT Coding

• Windows

• Computer skills

• Sales

• Sales

• Customer service

• Phone etiquette

• Medicare

• Health insurance license

Certifications and Licenses

Licensed Insurance Agent

September 2015

I have a current Health License in 40 states. I am current in my continuing education and AHIP certification.

Insurance Producer License

Life & Health Insurance License

Assessments

Sales skills — Proficient

December 2020

Influencing and negotiating with customers

Full results: Proficient

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

Additional Information

Skills

• Patient confidentiality

• Client service

• Patient insurance authorizations

• Superior communication skills

• Inbound and outbound calling

• Organized

• Proficient in MS Office

• Detail-oriented

• Resolution-oriented

• Dependable and reliable

• Medicare and Comercial insurance insurance

• Effective team player

• Courteous demeanor

• Licensed Healthcare Advisor

Contact this candidate