Tier 1 Sales Associate
Resume:
Karita Middleton
Experienced Detail Oriented Insurance Agent/Telecommunications Rep
Tampa, FL 33613
*********.****@*****.***
All Lines Adjuster's License W627996
Life and Health License 13166714
Work Experience
Trainer/Sales Associate
Fluent-Tampa, FL
November 2023 to October 2024
Dual role responsibilities include bilingual (English/Spanish) sales of ACA medical plans to incoming inquiring clients who have been pre-screened. Responsible for making sure all information was correct as far as household size, income, and vital information in order to correctly and compliant ly determine subsidy eligibility. Also responsible for training new hires on CRM and call script systems to ensure compliance within company and CMS guidelines
Senior Medicare Agent
QuoteManage-Tampa, FL
March 2022 to November 2023
Responsibilities include receiving pre-qualified inbound calls from Tier 1 associates in order to right fit clients with the right Medicare Advantage, Medicare Supplement, or Prescription Drug plan that will afford them the highest benefits in their service area. Requires the use of many applications to maintain Quality and Medicare/Medicaid standards and performance standards for the day, week, and month Senior Benefits Consultant
GoHealth-Tampa, FL
June 2020 to March 2022
Making both outbound calls and fielding inbound pre-qualified calls from Tier 1 agents from Medicare beneficiaries in order to right fit them with the appropriate and most up to date Medicare Advantage/ Medicare Supplement plans. Required the use of many applications such as BrokerOffice, MARX, Slack, Emdeon, and carrier applications for Medicare/ Medicaid/LIS verification in order to ensure correct enrollment procedures while being QA compliant to ensure highest possible effectuation and retention rates
Senior Agent
TOGETHER HEALTH-Tampa, FL
March 2020 to May 2020
Job duties included answering all inbound calls from Tier 1 representatives who have pre-qualified Medicare beneficiaries in order to go through the process of making sure they have the most updated Medicare Advantage/Medicare Supplement plan that fits their current needs. Required the use of several carrier applications. MARX system to do Medicare verifications, Medicaid verifications and enrollments. Customer Service Representative
T-Mobile-Richmond, VA
November 2013 to February 2019
Job duties include assisting all customers who call in in regards to billing inquiries, technical issues, product upgrades, plan information, and all active promotions. Requires use of Outlook, Word, Excel, and several other software packages. Utilization of time as well as meeting daily, weekly, and monthly goals are imperative.
QC Analyst
Suntrust Mortgage, Inc-Richmond, VA
September 2011 to November 2013
Responsibilities include insuring adherence to all policies and procedures during the creation of documents for servicing /sales purposes, researching and implementing methods to enhance production and quality delivery, procuring documents from settlement agents to complete loan packages, making sure all documents have been completed including Title Policies, Security Instruments, and Power of Attorney documents. Requires use of PLX system, appraisal websites, and knowledge of mortgage terminology. Requires meeting daily goals for document resolution and loan completions as well as error management.
Insurance Account Representative
State Farm -Dobbins Insurance Agency-Richmond, VA
November 2010 to March 2011
Responsibilities included marketing and selling State Farm insurance products including life and health, automobile, home, and commercial lines of insurance. Also sold State Farm bank products. Responsible for resolving any customer issues and maintenance of policies within my assigned service alpha. Required meeting sales goals as well as maintaining superior level of customer service. Assistant Crew Leader
U.S. Census Bureau-Richmond, VA
March 2010 to July 2010
Responsibilities included insuring proper paperwork processes were adhered to during enumeration periods. Attention to detail was a must. Excellent researching skills. Excellent problem solving abilities as well as customer service skills. Sales/Service Consultant
Verizon Telecommunications-Richmond, VA
November 2008 to July 2010
Responsible for assisting customers with account inquiries, billing issues, and setting up new telephone / internet/television services. Position required superior customer services as well as excellent problem solving abilities. Require use of Verizon's computer system and the ability to navigate and retrieve information quickly and accurately. Required the ability to diffuse irate customers while at the same time resolving their immediate concerns.
Account Services Representative
Travelers Insurance Company-Richmond, VA
October 2007 to October 2008
Responsibilities include assisting customers with billing inquiries, payments, and account research. Responsibilities also included helping agents with billing and commission issues and resolving discrepancies. Excellent listening and problem solving skills required. Ability to use and navigate through many computer systems to retrieve necessary information. Excellent customer services skills a must. Teller
Check City-Richmond, VA
February 2006 to October 2007
Job duties included assisting customers with Western Union wire transfers, check cashing, payday loan applications, and money order purchases. Worked with the public of many different cultures and socio- economic backgrounds. Required excellent customer service skills.
Personal Service Representative
Wachovia Bank-Richmond, VA
February 2000 to February 2006
Responsibilities include handling account inquiries and problem resolutions, assist customers with making personal
financial decisions, handling disputes when customers have unauthorized account activity. Education
Nursing
University of North Carolina - Charlotte, NC
1989 to 1990
Skills
• Six Sigma Green Belt Certification
• Insurance Sales
• Six Sigma
• Telecommunication
• Cold Calling
• CRM Software
• Quality Assurance
• Analysis skills
• Communication skills
• Customer service
• Salesforce
• Marketing
• Telemarketing
• Customer service
• Telemarketing
• Insurance sales
• CRM software
• Quality assurance
• Medical terminology
• Salesforce
Certifications and Licenses
Six Sigma Green Belt Certification
Present
Life, Health and Annuities License
Present
Life Insurance License
Insurance Producer License
Property & Casualty License
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