Subject Matter Expert
Resume:
Valerie D. White
Brandon, FL 33511
Ph: 813-***-****
Email: ******@*****.***
Objective: To expand and further my career within the Insurance Financial industry utilizing the extensive knowledge and education proficiently acquired.
Summary Of Qualifications:
Extensive critical thinking and problem-solving abilities
Successful background in multitasking to achieve optimal results
Excellent oral and written communication skills
Strong aptitude for learning and excelling in new challenges
Quick thinker and thrives in a fast pace competitive environment
Keeping up to date with the latest Trainings and Procedures
Subject Matter Expert on Group Health Insurance Index Universal Life, Annunity, Medicare and Ancillary Products
Strong Background in Mortgage Financing, Short Sales, Deed in Lieu and Modifications
Automotive Financing Background, Collections, Transfer of Equity and Probate Procedures
Maintaining Updated Training Materials and CMS Updates
Onboarding Processes for all Employees
B2B Presentations
Travel Available
Education:
Florida Department of Financial Services: 214 & 240 Insurance License 2016
Rasmussen College: Working Towards Business Degree in Science 2010-2012
Gibbs College/Boston Technical Center: Certificate, Medical Administrative Certificate 1989-1991
ACC/UMASS: Academic Certificate 1985-1987
Copley Square High School: High School Diploma 1983-1987
Work Experience:
Medicare Solutions Inc, Tampa, FL 02/04/2020 - Present
Licensed Insurance Agent/Consultant
Inbound Call Center, assisting those new to Medicare as well as existing Medicare Beneficiaries. Completed certification to ensure they are RTS (Ready TO Sell). Licensed Sales Agent, which requires that I listen, present, and explain various insurance plans using a consultative approach, based on a true understanding of clients’ needs and goals. Explain various insurance coverages and help clients choose plans that suit them. Conduct a thorough needs analysis with each client and determine the most appropriate insurance plan based on a combination of prices and value from the carriers represented. Keeping in awareness of all Medicare updates and compliance. Subject Matter Expert in Medicaid (Medicare Savings Program) and Low Income Subsidy. Subject Matter Expert with Insurance Carrier Websites. Comfortably navigate technology while listening and talking on the phone. Assist clients in the application process and ensure that all required information is accurate and compliant with all applicable rules and regulations, while continuously coaching fellow colleagues to remain compliant. Maintain strong sales performance in a fast-paced environment. Work ethically in an industry that requires a high level of compliance. Understanding CMS secret shopper requirements. Serve as a subject matter expert to clients, peers and colleagues. Responsible for educating individuals in the healthcare industry. Assisting fellow colleagues via in person or chat.
Health Plan One, Tampa, FL 2016 - 2020
Licensed Health Insurance Agent/Certified Trainer
Certified Medicare Trainer and Aetna Trainer, that required me to travel to multiple locations (i.e. Lake Mary, FL and San Antonio. TX) within the Health Plan One. Trained more than 150 new hire Licensed Agents within a 17-week Period, with a Success Rate of 85% and still standing. Presenting Medicare and Medicare Advantage and Supplement Products i.e Aetna and many other Carriers within a 13 week timeframe, on various systems, culture and procedures. Also completed certification to ensure they are RTS (Ready TO Sell). Licensed in 48 States. I am also a License Sales Agent that requires me to listen, present and explain various insurance plans using a consultative approach, based on a true understanding of clients’ needs and goals. Explain various insurance coverages and help clients choose plans that suit them. Conduct a thorough needs analysis with each client and determine the most appropriate insurance plan based on a combination of prices and value from the carriers represented. While exceeding all sales expectations and goals. Comfortably navigate technology while listening and talking on the phone. Assist clients in the application process and ensure that all required information is accurate and compliant with all applicable rules and regulations. Maintain strong sales performance in a fast-paced environment. Work ethically in an industry that requires a high level of compliance. Understand and pass CMS secret shopper requirements. Serve as a subject matter expert to clients, peers and colleagues. Responsible for educating individuals in the healthcare industry. Coordinate with workforce management, training department, operations, human resources and the carriers to ensure contractual obligations are being met.
New York Life Insurance Company, Tampa FL 2016 - 2017
Customer Service Representative
Inbound call center, assisting customers with the highest level of customer service associating with their life insurance policies. Verification of customers to ensure no breach of privacy as well as the protection of vital payment information. First point of contact for immediate claims processing. Processing Loan Request, Quoting potential customers for both Level Benefit Term and Permanent Life Insurance, Processing exchanging life insurance contracts from Term to Perm life insurance and Loan payoffs. Troubleshooting policy issues, policy cancelation calculations, policy reinstatements and renewals with the authority to make payment accommodation when total amount due is not available. Prioritizing work consisting of call handling, problem solving, follow up and resolutions. Our core practice is one customer at time to provide excellent customer service experience. Cross selling of additional insurance product to ensure all of the customer’s needs are provided.
First Financial Security/Lincoln Heritage Life Insurance Company, Brandon, FL 2014 -2016
Licensed Life Insurance Field Agent
Licensed Field Insurance Agent, sales of Insurance products, Term, Whole Life, Annuity as well as Indexed Universal Life Insurance (IUL). Call potential clients to expand their customer base. Interview prospective clients to get data about their financial resources and discuss existing coverage. Analyze clients' current insurance policies and suggest additions or changes.
Progressive Insurance Company, Riverview, FL 2013 - 2015
Customer Service Representative
Inbound call center, assisting customers with the highest level of customer service associating with their insurance policies. Troubleshooting policy issues, policy cancelation calculations, policy reinstatement and policy renewals with the authority to make payment accommodation when total amount due is not available. Prioritizing work consisting of call handling, problem solving, follow up and resolutions. Our core practice is one customer at a time to provide excellent customer service experience.
Software Programs: Convoso, Vanilla Soft, FEMA Website, Anthem, United Healthcare, Humana, WellCare, Cigna, Aetna, MARX, CMS, Agent Cube, InContact, Express App (2.0) ADP, DRX, Microsoft Word, Excel, Power Point, Fidelity, ER (Early Resolution), C2, Mars, Fasttrac, Outlook, Prolink, Policy Pro, OWB.
References available upon request
Contact this candidate