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Benefits Advisor Customer Service

Location:
El Paso, TX
Posted:
January 18, 2022

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Resume:

NANCY MARTINEZ

**** ******** **.

El Paso TX. ***04

Phone: 210-***-****

Email: adpyl2@r.postjobfree.com

Objective

To obtain employment within a company that will provide an opportunity for growth and where I may utilize technology skills product Support or loan processor in Mortgage / Real Estate or Life/ Health technical sales support. Employment History

Product Technical Support

06/2020 - 04/2021 Everise /C3Connect 7585 Ingram RD., San Antonio, TX Duties: Utilized Everise/ C3connect Navigation tools: learning Block academy/ Salesforce / Administrative tools/ Admin Online Assist/ HRblock.com/ Smart Tools/ Articles to Troubleshoot or Remove Or Add Hrblock product (Deluxe, Premium, Plus, Self Employed, Tax Pro, Online Assist) or add a free online Hrblock product Utilized Olat tool daily to add or downgrade an online product.

Identified Technical Duties:

Reviewed E-filed Federal / State return status, Stimulus payments status, Direct deposit guidance how to add/ change bank, IRS Letters, Online Accuracy, Login Issues, Online Tax Questions Support, Previous Case Status Update, Search Knowledge, Admin Hold.

Utilized Avaya softphone daily connected through Forticlient log in / Utilized Microsoft team chat/ OutLook email and Utilized SalesForce tools daily.

Other Duties: RTA Real-time Analyzer for Everise monitored over 80 or more Licensed Insurance Agents regarding Scheduled appointments based on priority through research to cover an average of 600/ 1000 appointments daily. I Utilized MAX tools / Online Microsoft Team chat or phone. I worked with Aon retire Exchange clients by monitoring and communicating frequently with Aon life Insurance Agents and Sales Managers on Agents' hourly appointments for Medicare clients.

Technical Enrollment Benefit Advisor

09/2018 - 02/2020 Winston Benefits Manasquan, NJ

Duties: Benefit Enrollment duties were enrollments for employees in Florida My team & I enrolled an average of 3000 employees for several months. I reviewed each employee's annual Health core benefits daily, I also explained and advised a new life Insurance plan & a Health care plan through the Microsoft system / Windows systems and Winston systems quickly and efficiently with each employee. Supplemental Benefits Advisor

04/2018 - 09/2018 Combined Insurance San Antonio, IL Prequalify existing clients and new clients for eligibility on Supplemental benefits for individual or business through Combine System on an appointment base and present presentations on existing Accident sickness, Cancer, critical illness, and disability products. I also make presentations on Whole Life, and Term policies, and work towards a daily and weekly goal, in order to produce sales.

Life Ins. Agent

10/2017 - 04/2018 Allstate (MRG) Insurance Solutions Agency

5739 CALLAGHAN RD. STE.102F, SAN

ANTONIO TEXAS, TX

Responsibility / Duties: The majority of my duties & Focus were customer service on servicing our existing clients on Personal lines, Property Casualty, and homeowners insurance, Endorsements new Auto's/ replacing Auto's/Removing / Cancellation's with proper documentation's / Endorsements on Electronic payment system /credit check. Other Responsibilities: Prepared Quotes & I prioritized mainly on personal lines Property and Casualty and Homeowners .daily sales and customer service and claims, and payment. Other Responsibilities: Prepared Quotes for all Personal Lines, Property & Casualty, Homeowners & Life Insurance, Term, Whole Life, Universal, Disability, and daily priorities were quotes, presentations, and sales.

Pharmacy Assistant Representative

03/2017 - 08/2017 CVS Caremark /SGS 7034 ALAMO DOWN, SAN ANTONIO, TX Responsibilities: Ability to learn SSI / CVS Caremark Systems Multitask Microsoft Office applications & set up new apps Utilized Outlook, Excel. Office Word. Set daily goals, for outbound calls in a Call Center. Ability to work with a challenging and diversified department and flexible to handle new daily goals and changes. Learned Office systems on DataBase systems and People Safe and Fieldglass..and Learn Net Systems. Limited-Term Healthcare Agents

07/2016 - 10/2016 Humana TX

Multitask with Windows applications for Medicare Senior Market . Certified In Medicare AHIP and Customer service. Insurance Agent

11/2015 - 06/2016 Reliable San Antonio, TX

Service existing accounts weekly, schedule appts for existing & new clients. Set new goals weekly and monthly. Collect customers' payments daily & deposit cash or checks daily Prepare loans for existing clients if eligible. Follow up with existing & new clients to achieve weekly goals. Prepare & Illustrate Life, Health & Fire and quotes daily. Review existing clients and explain advantages & disadvantages of each policy. Customer Service Healthcare Support

08/2014 - 12/2014 Connexion Point San Antonio, TX

Duties, I qualified the Medicare and Medicare Supplemental clients on the best plan based on government and federally regulated policies and regulations for Wellpoint, and Multitask with BCBS, multiple windows systems, and medicare.gov portal. Also enrolled in medicare supplemental product. Insurance Agent

07/2006 - 09/2014 Colonial Life and Accident El Paso, TX

•Duties: Promoted, sold, and enrolled Colonial life products through knowledge on Harmony systems and explained numerous supplemental products and also worked daily and monthly quotas. Customer Service Advocate

04/2013 - 11/2013 Kohl's Corporate Offices San Antonio, TX Opened new accounts in a caring, compassionate and efficient way. Assisted with general assistance on existing Kohl's credit card holders and noncredit card holders for customers and store Associates and Kohl's employers. CSR XM Command Center & Sirius

06/2008 - 03/2010 GC Services/ XM Command Center 11216 ARMOUR DR., EL PASO, TX Duties: Worked with Inbound Calls for Xm Radio & Sirius subscriptions. Responsible for cancellations, Billing, payments, and opening numerous subscriptions, and servicing new equipment. learned XM & Sirius Systems's exceptional, and maximized my potential hourly and daily. Teachers Assistant

04/1998 - 06/2008 Socorro Independent Schools 12240 ROJAS DR., ELPASO, TX Responsibilities: I assisted with preparing students assignment monitor, following the teachers daily lesson plans, set hourly and weekly goals for the student's academic activities. Education History

Start

Date

Completion

Date

Issuing Institution Location Degree Received Course of Study

EPCC Elpaso, TX 2 Years at College or a

Technical or Vocational School

University of Phoenix Santa Teresa,

NM

2 Years at College or a

Technical or Vocational School

07/2018 07/2018 Ahip / Medicare

Certifications Unknown Level Ahip

Ahip Medicare Healthcare, promote, prepare events to attend product events from different Healthcare companies, and sell. 08/1976 05/1980 Irvin High School El Paso, TX High School Diploma General Studies

Occupational Licenses, Certificates, and Training

Certification Title Issuing Organization Completion Date Life Health Insurance/ CE Bested 04/2021

Mortgage Educators/ Certificate Mortgage Educators 06/2020 Honors & Activities

I have acquired different office equipment, Dell computers Machintosh, Wordprocessing, excel Spreadsheets and access software, and different copy machines, and printing equipment Also knowledge of Electronic Enrollment, Knowledge Avaya, Norton Systems, for Prospects, Sap for Payroll Services logging in daily activity and Timesheets., Outlook apps for emailing communication



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