Insurance Agent Medical Office
Resume:
Tiffany Lewis
***************@*****.***
OBJECTIVE:
To become a vital member of your organization where I can utilize my experiences and skills to improve the quality of life for my fellow Oklahomans where they work, play and live. EDUCATION:
Bachelors of Science, Southern Nazarene University Business Administration Bethany, OK
Graduated; 05/2024
Medical Office Specialist Francis Tuttle Technology Center May 2009 Oklahoma City, OK
Medical Coding Specialist Metro Tech Technology Center May 2002 Oklahoma City, OK
Licenses:
State of Oklahoma Licensed Insurance Agent 2016 - Present Life/Health/Property and Casualty
EMPLOYMENT:
01/01/2015 to Present
Sale Insurance Producer, American National Insurance Oklahoma City, Oklahoma
• Supervised Customers accounts
• Recruit and maintain new customer accounts
• Responsible for the scheduling and maintaining customer appointments
• Mitigated customer issues as it related the insurance industry policies, regulations, and laws
• Comply with HIPAA guidelines and all company policies and support operational processes to ensure positive customer experience.
• Analyzing information and evaluating results to choose the best solution and solve problems
• Spearhead the dissemination of the Oklahoma Insurance Department (OID) insurance- related laws of the state to customers
• Routinely facilitate insurance enrollment of customers at each assigned facility via in- facility conversations and phone calls to Authorized Representatives
• Skilled in multi-tasking and set priorities to accomplish tasks 05/01/2013 to 05/18/2015
Life Insurance Agent Reliable Life Insurance Oklahoma City, OK
• Responsible for identifying prospective clients through leads and referrals.
• Scheduled client meetings.
• Performed follow-up and/or investigative calls per policy
• Advised on insurance coverage.
• Conducted periodic policy reviews.
• Responsible for building trusted relationship with customers
• Prepares insurance proposals.
• Completes requirements and submits to underwriters. 01/10/2008 to 01/01/2013
Sales and Customer Service Representative, William Sonoma Oklahoma City, Oklahoma
• Communicate organizational policies and procedures.
• Maintain operational records.
• Prepare reports related to compliance matters
• Mitigate and investigate complaints
• Responsible for providing appropriate solutions for customers
• Promote products, services, or programs.
• Directly interacted with customers on behalf of the company
• Responsible for answering inbound calls and evaluating problems
• Responsible for processing orders, forms, and applications
• Spreadhead problem solution other teammates
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