Stanley Worthy
Scottsdale,AZ *5254
*************@*****.***
Objective: To achieve a rewarding career working with people providing life and health insurance products, where my personal, educational and professional experience can enhance and affect people in everyday life.
Professional Profile:
Licensed Agent in 25+ U.S. States
Licensed to write Humana, Cigna, BCBS-Anthem, United Healthcare and Wellcare Customer service representative lead
Knowledgeable in health plans (HMO/PPO)
Proficient in multiple software systems
Experience in call center environment
Experience in performance based/sales environment
Ability to manage and lead teams
Ability to coordinate events and training
Experience with data collection and input in systems
Proficient Skills:
Strong sales/enrollment
Experience understanding health insurance needs of customers
Customer assessment and consultation
Strong communication
Works well independently and as a team
Experience with Microsoft office
Experience with insurance systems
Ability to read, analyze and interpret insurance documents
Education
Independent Licensed Life, Accident and Health Producer, Arizona (2018) Southwest Missouri State- 144 hrs earned toward B.S. Psychology/Public Relations AA English – Trinity Valley College
IT Certification
Employment Experience
USAA(contract)
3/2024- present
. Handle Inbound/Outbound calls
.Understanding of customers needs/ listen
.Use complex system to help with plan choice
.Understands Medicare rules/regulations
. Familiar with plan types(Hmo/Ppo/Pdp/ Med Supplements
Assurance IQ
7/2023-2/2024
. Inbound and Outbound call handling experience
.Understand Medicare products: MAPD, Med Supplements and PDP plans.
.Medicare knowledge
.Navigate Plan Information
.Knowledge of Medicare Rules
HPONE 9/22-11/22
● Customer Service Agent
● Handled inbound/outbound calls
● Assisted customers with selecting a Health Insurance Policy through detailed analysis of customers needs.
● Use of multiple screens and systems
E-Telequote
Health Insurance Agent
Phoenix, AZ
7/1/2019 – 7/1/2020
● Assist with Training new agents on following Medicare guidelines
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Stan Worthy Resume
● Lead sales team in enrollments
● Engage customers to collect information to understand health insurance needs and assist customer with appropriate health insurance plan.
● Assist customers with completing health insurance plan application ● Manage customer data profile for accuracy
HP One (contract)
Health Insurance Producer
Gilbert, AZ
7/2018-10/2018
● Engage customers to collect information to understand health insurance needs and assist customer with appropriate health insurance plan.
● Assist customers with completing health insurance plan application ● Manage customer data profile for accuracy
Liberty Mutual via AXIS
Customer Representative:
Phoenix, AZ
5/2017-11/2017
Under moderate supervision, provides timely, accurate and responsive information and service to policyholders and agents for limited Personal lines products, plans and programs. Independently solve problems of limited scope and complexity. Identifies, analyzes, and owns customer policy needs to ensure high customer satisfaction, growth and retention of business.
Responsibilities:
● Provides excellent customer service by responding promptly to all inbound customer calls regarding personal lines policies, limited by geographic area and line.
● Builds rapport with each customer. Listens to customers' requests and inquiries. Works to retain policyholders who inquire about canceling through open listening, policy review of customer issues, and escalation to the appropriate team if
necessary.
● Processes policyholder transactions accurately and within Customer Response Center established time standards.
● Interprets policy contracts to insured based on knowledge of Personal Insurance auto products. Identifies, understands and interprets customer needs to implement resolutions and makes recommendations for coverage enhancements. For features or products outside of auto, escalates the policyholder to the appropriate team.
● Understands aspects of billing systems as it pertains to policy coverage. Identifies and communicates transactions and impact to policy premium. Evaluates and makes decisions regarding exceptions to payment plan and fees. Makes alternate payment arrangements with customers and interacts with billing system to reflect arrangements. Places policy in follow-up and ensures adherence to arrangements
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Stan Worthy Resume
specified.
● Manages and utilizes time effectively to ensure department meets required service levels for improved customer satisfaction results.
● Utilizes on-line reference materials to provide confident, accurate, and efficient information. Develops and maintains product, procedural and technical systems knowledge. Completes licensing and continuing education requirements.
● Utilizes technical systems, effectively and efficiently, including desktop, call center specific phone systems and the Internet.
Worthy Institute, LLC
Program Manager:
Phoenix, AZ
5/2008-12/2016
● Customer service leader/manager for programs and community resources ● Manage budget expenses and complete finance reports
● Facilitate public presentations and trainings
● Serve as Liaison to various government Departments
● Assist with program data collection and reporting
● Lead data collection and system input for programs
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StanWorthy Resume