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Insurance Agent Support Specialist

Location:
Richardson, TX
Posted:
March 04, 2024

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Resume:

Afshan Yousuf

*** ***** **** **********, ** *****

Mobile No: +1-469-***-****

Email: ad336o@r.postjobfree.com

Objective:

To be a part of an organization, amongst committed & dedicated people, where challenge and growth prospects would drive me to give my best to manage client relationships through customer satisfaction.

Work Experience:

Organization Country From To Position

PA Insurance USA 2020 Present Owner/Insurance Agent J.Salazar Law Firm USA 2019 Present Immigration Case Manager SG Financial INC USA 2016 2019 Customer Support Specialist / PRO Asghar Associates Pakistan 2011 2015 Law Officer

Shaheen Public School Pakistan 2008 2010 Coordinator/ Manager Education:

Year Qualification University

2013 Bachelor’s in Law Urdu Federal University, Pakistan LLB

2008 Master’s in Arts University of Karachi, Pakistan International Relations

2006 Bachelor’s in Arts University of Karachi, Pakistan 2000 High School St. Patrick’s Girls College, Pakistan 1998 Jr. High School St Patrick's Girls School, Pakistan Professional Experience:

Insurance Agent / Owner PA Insurance (2020 - Present):

• Sourcing and developing leads for commercial and personal. Health and Life Insurance clients.

• Establish a collaborative relationship with prospective clients from various sources such as networking, cold calling, and referrals.

• Interview prospective clients

• Enrolling individual health clients in On- Exchange (Marketplace) and off- Exchange

(individual carriers) Plans.

• Enrolling group health clients in On- Exchange (Marketplace) and off- Exchange

(individual carriers) Plans.

• Enrolling Clients in Life Insurance.

• introduce the clients to all available insurance policy options and clearly explain them.

• Promote and sell a variety of insurance products. Process all insurance policy requests.

• Track insurance claims to ensure client and company satisfaction.

• Ensure that all medical and other necessary forms are filled out and filled in.

• Arrange a payment method with the insured in writing.

• Describe the advantages and disadvantages of different policies to promote the sale of insurance plans.

• Arrange a payment method with the insured in writing.

• Follow up on claims filed by clients.

• Complete administrative tasks including maintaining records and handling policy renewals.

• Ensure that all medical and other necessary forms are filled out and filled in.

• Follow up on claims filed by clients.

• Calculate premiums based on medical information and other discussed factors.

• Create and implement marketing strategies to compete with other individuals or insurance companies.

• Respond to clients’ insurance-related questions and issues.

• Coordinate insurance placement for small to large market commercial accounts with a core focus on Multifamily, Lessors Risk, C Stores, and Commercial Auto.

• Conduct risk assessments, evaluate insurance programs, and recommend insurance coverage that best fits the business type.

• Negotiate and shop for coverages with several standard and surplus markets.

• Service accounts, handle claims, audits, endorsements and maintain relationships with insured and insurer.

• Core competencies: Property & Fire, General Liability, Workers' Compensation, Auto Liability.

• Demonstrated strong customer service skills to resolve inquiries quickly and effectively.

• Provide strong customer service and assistance on escalated calls.

• Distribute policy proceeds after a claim is submitted and approved.

• Recommend risk management strategies that fit clients' personal risk profiles.

• Prepare and present detailed reports on the progress of initiatives to management.

• Develops and maintains a client base; seeks new prospects via referrals, direct mail, social media, group presentations, promotions, and other methods.

• Consults with clients and prospective clients to assess insurance needs, budget, financial planning goals, and other relevant details.

• Provides rate quotes and coverage recommendations; assists with long-term planning.

• Assists with completion of application and other necessary paperwork; obtains underwriting approval.

• Delivers policy and plan documents.

• Follows up with clients on a periodic basis to assess financial, family, and other changes that may warrant modification of coverage.

• Facilitates distributions to beneficiaries as directed on the death of the policyholder.

• Performs other related duties as assigned.

Case Manger J.Salazar Law Firm (2019 - Present):

• Conducting initial assessment to determine client’s eligibility.

• Providing supportive counselling and guidance to the clients.

• Create individualized case plans to help clients achieve their immigration goals.

• Preparing, reviewing, and submitting the documents on behalf of the client to ensure accuracy.

• Provide updates to the clients, respond to inquiries, and address any issue that may arise.

• Maintaining complete and accurate case files.

• Gathering information and documentation from clients

• Helping clients fill out immigration application forms.

• Conducting research on immigration policies and programs

• Drafting submission letters

• Arranging for document translations

• Reviewing all documents to ensure they are accurate and meet government requirements.

• Ensuring that deadlines are met.

• Ensuring that clients meet all obligations set by the court or the Department of Homeland Security (DHS)

• Communicating regularly with clients to update them on their case status and next steps in the process.

• Coordinating with USCIS to obtain immigrants’ fingerprints, photographs, and other biometric information.

• Tracking the status of each application and keeping clients updated Customer Support Specialist / Public Relation Officer SG Financial Inc (2016-2019):

• Answer customer inquiries and escalate complex issues to the appropriate team to ensure rapid support.

• Proactively take steps to enhance the customer experience.

• Share relevant customer feedback to help us improve our offerings.

• Evaluate our customer support processes, devise improvements, measure results, and iterate.

• Report on key customer service metrics and identify noteworthy trends.

• Drive a seamless customer experience that creates positive sentiment for our brand.

• Develop in-depth knowledge of our offerings and provide informative support and tailored recommendations to customers.

• Collaborate with our customer-success and product teams to drive constant improvement.

• Maintain accurate records of customer interactions and steps taken to resolve issues.

• Providing customer support via telephone, e-mail, voice chat or in-person

• Informing customers about products and services

• Responding to customer questions

• Resolving customer complaints

• Suggesting solutions for common problems

• Preparing documents and reports

• Updating customer database

• Training new customer service agents

• Collaborating with the management team

• Improving overall customer satisfaction

• Identify customer needs and provide appropriate solutions.

• Maintain records of customer interactions, transactions, and comments

• Create and maintain customer accounts.

• Collaborate with other departments to resolve customer issues.

• Monitor customer feedback and provide recommendations for improvement. Attorney at Asghar Associates (2011-2015):

• Providing legal advice and assistance to clients in various areas of law.

• Drafting legal documents like contracts, wills, agreements, etc.

• Managing legal documentation including case related documents and investigation reports etc.

• Testifying in court.

• Engagement with the community to build trust, promote crime prevention and educate citizens about their legal responsibilities through seminars and conferences.

• Providing support for clients during court hearings and other legal proceedings

• Coordinating with other members of the legal team, such as attorneys and interpreters

• Preparing reports regarding client progress towards achieving immigration goals

• Collecting and maintaining records of case activities and progress

• Assisting clients with completing all applications and forms related to immigration cases Coordinator/Manager Shaheen Public School (2008-2010):

• Developing a creative learning community across the school

• to have knowledge, understanding and enthusiasm for creative teaching and learning as a key to raising achievement, aspiration, and motivation

• to build a community of creative learning practice across the school, involving all departments as appropriate

• to develop, through dialogue with the wider school community, an enquiry-based approach which addresses a range of issues relevant to the broader developmental needs of the school and its learners and is linked to the school improvement plan.

• to facilitate the long-term development of creative teaching and learning at a structural and systemic level, using the Creative School Development Framework and other resources

• to establish a Creative Partnerships program plan on an annual basis, linked to the Creative School Development Framework self-assessment process Program and project management.

• to act as a facilitator in school, able to translate the school’s vision for creative learning into practical implementation.

• to ensure that children and young people play a meaningful and active role in learning that can truly reflect their interests, needs and enthusiasms.

• to take overall responsibility for program and project management, delegating extensively across the school community and ensuring roles and responsibilities are understood clearly by all.

• to coordinate, in partnership with the Creative Agent, meetings and activities with creative practitioners, school staff and other partners

• to ensure that external partners engaged in the program can develop appropriate communications across the school community.

• to ensure all program activities are carried out with due regard to health and safety and the safeguarding of children and young people.

• to ensure that all monitoring and evaluation requirements are fulfilled and that partners commit to developing reflective practice throughout the program.

• Coordinating in-school placement arrangements.

• Coordinating the arrival of Student Teachers and orientating them to the school environment, staff, and students

• Communicating on a weekly basis with the University Facilitator or Field Experience Associate.

• Facilitating the inter-classroom observations.

• Facilitating and monitoring the Whole School Project requirement.

• Facilitating Mentor Teacher cohort meetings.

• Participating in and/or facilitating the Student Teacher weekly cohort meetings with the University Facilitator.

• Providing leadership in the ongoing development of the Collaborative Schools Model principles.

• Organize students into teams.

• Establish coaches for each team. Teams cannot be formed without coaches.

• Act as liaison between parents, coaches, students, administrators, and teachers.

• Meet with the coaches as a group to answer questions about team progress (or lack of) and to answer any other questions.

• Help coaches with required paperwork.

• Provide many materials (spontaneous books, videos, handbooks).

• Help find required judges and workers for the regional tournament.

• Resister teams with the state and international organization.

• Be available by phone or e-mail at almost any hour of the day or night (only a slight exaggeration) to help solve any problems you may be having.

• Organize dress rehearsal for the week’s school programs. Skills:

• Strong communication skills.

• Possess strong customer service skills, basic office skills, proficient computer knowledge and very good organizational skills.

• Expertise in USCIS immigration laws and regulation.

• Strong knowledge of the US visa process.

• Ability to navigate government systems for USCIS and Department of Labor.

• Excellent communication and interpersonal skills.

• Proficiency in managing database and reporting.

• Cross-cultural understanding.

• Good knowledge of MS Word, PowerPoint and excel. Language:

• Fluent in both English and Urdu.



Contact this candidate