Genina Vaughn, MBA

MBA in Finance

Marietta, GA *0064

ad2hfm@r.postjobfree.com

+1-210-***-****

Experienced professional with more than 15 years of experience in the finance and insurance industries, with extensive supervisory experience.

Authorized to work in the US for any employer

Work Experience

Operations Supervisor

QTC Management - A Liedo's Company - San Antonio, TX August 2021 to Present

As an Operations Supervisor in a call center environment, I am responsible for helping military service members become medically ready to deploy. This is accomplished through leading a team of customer service associates who administer physical health assessments over the phone. I review phone calls daily to ensure that associates comply with government regulations and conduct weekly 1 on 1 reviews to coach them to improve performance. I run multiple reports to track progress and compile data to report to leadership. I am also responsible for interviewing and hiring representatives.

Call Center Supervisor

Connexion Point - San Antonio, TX

April 2020 to June 2021

As a supervisor in a call center environment, I was responsible for leading a team of sales representatives, and ensuring that my team met high sales and quality assurance standards. This was accomplished through monitoring phone calls, conducting weekly 1 on 1 reviews, and tracking individual progress monthly. As an insurance agent in a call center environment, I assisted Medicare beneficiaries by guiding them through their purchase the Medicare Health plan than was most appropriate for their needs. I sold multiple lines of Medicare insurance plans, including: Medicare Advantage Prescription Drug plans, Medicare Advantage plans, Medicare Supplement plans, and stand-alone Prescription Drug Plans. In addition, I trained new insurance agents to familiarize them with Medicare, AHIP, and proprietary insurance products.

Insurance Adjuster

Pilot Catastrophe Services - Atlanta, GA

September 2018 to January 2019

As a licensed insurance adjuster I inspect flood damaged homes and document damages. Through utilizing Xactimate and proprietary software, I develop computerized sketches of homes and build estimates regarding replacement costs. By utilizing my customer service skills, I develop relationships with the homeowners which ensures a positive client experience.

Insurance Agent

Vimo dba Getinsured - Atlanta, GA

August 2018 to September 2018

As an insurance agent in a call center environment, I assisted clients by guiding them through the process to purchase health insurance plans available through the Health Insurance Marketplace. I educated clients about the Affordable Care Act Law, advanced premium tax credits, and individual and family health insurance plans available through the Marketplace. I made recommendations regarding an appropriate health insurance plan based on the client’s needs and enrolled them on Healthcare.gov. In addition, if appropriate, I sold off-exchange health insurance contracts, dental insurance, accident medical expense plans, and life insurance using consultative selling techniques. I was appointed to multiple insurance carriers, including: Humana, Blue Cross and Blue Shield, UnitedHealthcare, Coventry, and several other carriers.

Insurance Agent

Chime Solutions - Morrow, GA

January 2017 to March 2018

As a licensed property and casualty agent, I helped clients by assisting them with the purchase of liability insurance products. I made recommendations regarding appropriate insurance products based on the client’s individual needs. Through using consultative selling techniques, I guided them through the application process and other underwriting requirements. An integral aspect of my job was developing new client relationships through referrals and other marketing techniques, as well as, providing exceptional customer service to existing clientele.

Insurance Agent

Chime Solutions - Morrow, GA

August 2016 to December 2016

As a Health Plan Specialist in a call center environment, I conducted appointments with Medicare beneficiaries and assisted them with reviewing their existing Medicare Supplement plan. My main responsibility was to help beneficiaries determine if their current health plan was suitable for their healthcare needs for the upcoming calendar year. I educated clients about Medicare Supplement, Medicare Advantage, and Medicare Prescription Drug Plans and assisted them with evaluating the various health plan options available through Blue Cross Blue Shield of Michigan. Additionally, if the member wanted to change plans, I completed their enrollment. I sold multiple lines of Medicare insurance plans, including: Medicare Advantage Prescription Drug plans, Medicare Advantage plans, Medicare Supplement plans, and stand-alone Prescription Drug Plans.

Insurance Agent

HGS - Roswell, GA

August 2015 to March 2016

Responsibilities

As an insurance agent in a call center environment, I assisted clients by guiding them through the process to purchase Ambetter health insurance plans that were available through the Health Insurance Marketplace. I educated clients about the Affordable Care Act Law, advanced premium tax credits, and the individual health insurance plans. Based on the client's medical needs, I made recommendations regarding the most appropriate health insurance policy for their family. Through using consultative selling techniques, I maintained a high closing ratio and was one of the top sales agents in the company.

Insurance Agent

State Farm - Tyrone, GA

June 2015 to August 2015

Responsibilities

In a call center environment, my mission was to help clients, by assisting them with the purchase of auto, home, life and health insurance products. I made recommendations regarding appropriate insurance products based on the client’s individual needs and financial goals. Through using consultative selling techniques, I guided them through the application process and other underwriting requirements. An integral aspect of my job was developing new client relationships through referrals and other marketing techniques, as well as, providing exceptional customer service to existing clientele.

Insurance Agent

Vimo (DBA GetInsured.com)

September 2014 to March 2015

Responsibilities

As an insurance agent in a call center environment, I assisted clients by guiding them through the process to purchase health insurance plans available through the Health Insurance Marketplace. I educated clients about the Affordable Care Act Law, advanced premium tax credits, and individual and family health insurance plans available through the Marketplace. I made recommendations regarding an appropriate health insurance plan based on the client’s needs and enrolled them on Healthcare.gov. In addition, if appropriate, I sold off-exchange health insurance contracts, dental insurance, accident medical expense plans, and life insurance using consultative selling techniques. I was appointed to multiple insurance carriers, including: Humana, Blue Cross and Blue Shield, UnitedHealthcare, Coventry, and several other carriers.

Supervisor- Insurance Agent

UHG- AARP - Horsham, PA

August 2012 to March 2014

As a supervisor in a call center environment, I managed a team of AARP customer sales representatives and coached them to increase their insurance sales and productivity, while maintaining high quality assurance standards. I accomplished this through actively conducting monthly group training sessions, weekly 1 on 1 coaching sessions, and through monitoring live phone calls daily. I tracked my team's progress through the use of proprietary software weekly, monthly, and quarterly. I utilized reports to conduct annual performance reviews, and made recommendations regarding annual pay rate increases and bonuses. In addition, I was responsible for the ongoing training of all AARP sales agents through conducting large seminars and leading small group sessions designed to instruct agents on turnkey sales techniques, new consultative selling methods, and new company initiatives. I also periodically assisted in teaching the new hire course, which was designed to familiarize new employees with Medicare, AHIP, and AARP proprietary insurance products.

As an insurance agent, I assisted Medicare beneficiaries by guiding them through their purchase of the Medicare Health plans. I educated AARP members about the Medicare Advantage, Medicare Supplement, and Medicare Prescription Drug Programs and made recommendations regarding the various insurance products that met their healthcare needs. I also sold multiple lines of insurance plans, including: AARP Medicare Advantage plans, AARP Medicare Prescription Drug plans, AARP Medicare Supplement plans, Delta Dental Insurance, and UHG Hospital Indemnity Plans. Counselor and

Insurance Agent

AEGON - Exton, PA

August 2011 to July 2012

As a licensed insurance agent in a call center environment, I reviewed my client's insurance portfolios and accessed their life, disability, and health insurance needs. In addition, I counseled clients regarding gaps in their coverage and provided them with comprehensive recommendations regarding changes they should implement. I guided them through the process of purchasing additional insurance products to ensure their insurance portfolio provided them and their family with adequate protection. I sold multiple lines of insurance including: life, accident, health, dental, and indemnity plans, and I consistently exceeded sales goals, leading to an overall ranking in the top three every month.

Supervisor- Insurance Agent

MANPOWER - Willow Grove, PA

August 2009 to May 2011

As a supervisor in a call center environment, I was responsible for leading a team of sales representatives, and ensuring that my team met high sales and quality assurance standards. This was accomplished through monitoring phone calls, conducting weekly 1 on 1 reviews, and tracking individual progress monthly. As an insurance agent in a call center environment, I assisted Medicare beneficiaries by guiding them through their purchase the Medicare Health plan than was most appropriate for their needs. I sold multiple lines of Medicare insurance plans, including: Medicare Advantage Prescription Drug plans, Medicare Advantage plans, Medicare Supplement plans, and stand-alone Prescription Drug Plans. In addition, I trained new insurance agents to familiarize them with Medicare, AHIP, and proprietary insurance products.

Financial Advisor

AMERIPRISE FINANCIAL - Conshohocken, PA

2001 to 2009

My mission was to help clients reach their financial goals through a personal relationship based on knowledgeable financial advice. I developed new client relationships and provided thorough comprehensive financial plans, individually tailored to client needs. These financial plans included: investment advice and retirement planning strategies, protection and insurance planning, and general financial planning recommendations.

Education

Master of Business Administration

Walden University - Blue Bell, PA

2011

Bachelor of Arts in International Politics

Pennsylvania State University - University Park, PA 2001

Skills

• SOFTWARE SKILLS: QuickBooks, Seibel, NICE, Microsoft Office including Word, Excel (macros, hyperlinks, pivot tables, graphing/charting, forecasting, linking files, formulas), PowerPoint, Access

(including database queries), Oracle, SAP

• Microsoft Office

• Excel

• Management

• Time Management

• Sales

• Team Building

• Team Management

• Financial Planning

• Insurance Sales

• Leadership

• Budgeting

• Licensed Life and Health Agent

• Leadership

• Insurance sales

• Customer service

• Team management

Certifications and Licenses

Life & Health Insurance License

EXPERTISE IN:

• Managing a team of Customer Support Representatives

• Conducting training seminars in turnkey sales techniques and consultative selling

• Extensive experience selling multiple lines of insurance

• Licensed insurance Agent in multiple states

• Supporting decision-making through presenting observations and recommendations

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