TEAMWORK & COLLABORATION
CUSTOMER DATABASE SOFTWARE
FILING, COPYING, SCANNING
Direct Path- Dallas, TX
Educate and enroll individuals in employer's benefits packages. Completed enrollments via telephonic and face-to-face meetings. Maintain thorough and current knowledge of core, voluntary benefits, and insurance programs offered by employers.
Completion and timely submission of employee benefit elections via benefits administration systems, carrier platforms and Direct Path portal system. Attend mandatory internal trainings as required for case assignments. Part-Time Benefits Educator
July 2019- Present
Dialogue Direct- Fort Worth, TX
Receive inbound calls from customers in Arkansas to assist with enrolling in health plans or signing up for Medicaid.
Asked probing questions to determine needs, proceeding to complete applications via internet.
Provided education and answered questions concerning medical and dental plans.
Seasonal Benefits Advisor
Sept. 2018- Dec. 2018
Willis Towers Watson- Richardson, TX
Effectively communicate with customers through eligibility and enrollment. Effectively interpret and communicate healthcare funding options and usages. Internal and external enrollment systems to assist customers in enrollments. Accurately track, record, and report enrollments and customer status. Identify and track personal goals and report progress to supervisor. Proactive in reporting project status updates to customers. Licensed Benefit Advisor, New Client, IFP and Special Situations Team Aug. 2014- July 2018
Receive inbound calls from medicare eligible participants. Setting up new accounts for transitioning clients. Demonstrating empathy, patience, and advocacy.
Customer Service Representative
General Information Services- Dallas, TX
Completing verification processes; reviewing educational, employment, references, and motor vehicles records.
Reviewing identity information to request public records and jurisdictions. Investigative Research Associate
June 2013- Dec. 2013
Worley Catastrophe Services
Received inbound calls desiring to set up initial claim. Completing data entry and routine calls.
Updating calls and making outbound calls to customers to set up appointments. Customer Service/Claims Representative
May 2012- April 2013
St. Martin High School
High School Diploma
Business Administration Studies
48 Hours Completed