Teresa L Maples
Licensed Insurance Agent
Experience
Life
Sold life and additional products to clients. Completed all necessary documentation
for application process. Provided underwriting with required information to complete
application process. Set appointments and followed up with all leads.
American Income
2017-2019
Park Avenue Dermatology
First point of contact for all patients, completing check in for appointments that
included verifying insurance, payment requirements, update consents, and personal
information. Prepared charts, reconciled patient accounts, and instructed patients on
setting up patient portals.
2015-2017
Key Financial Group
Contact for all client's accounts, assisted in transferring custodians and updated all
accounts from paper to digital. Managed office supplies, postal supplies, special
request from clients for distributions and deposits.
2013-2015
Gardner & Company
As a benefit administrator, it was my responsibility to complete all enrollments,
terminations, reconcile all client accounts, prepare all product comparisons, and
respond to request from clients and carriers.
Maintain relationships between
company and clients by
continually updating them with
new products, incentive
programs, and keeping their
insurance plans updated.
Education
1993-1996
A.A. Associates of Art
Rend Lake College
2-15 Health, Life, & Annuity
License
Skills
Creativity
« Leadership
e Organization
e Problem solving
* Teamwork
Contact
2027 Woodmere Circle
Jacksonville, FL 32210
******.***********@*****.***