Stephanie Brimage

Licensed Life Insurance Agent

WORK EXPERIENCE

Direct Path Dallas, TX July 2019 to Nov 2020

Part-Time Benefits Educator

• Educate and enroll individuals in employer’s benefits packages

• Enrollments are completed via individual telephonic and/or face-to-face meetings

• Maintain thorough and current knowledge of core and voluntary benefits including but not limited to: PPO and EPO plans, High-Deductible and Consumer-Driven Health Plans, HSA’s, HRA’s, FSA’s, Short-Term Disability, Long-Term Disability, Whole Life, Term Life, Accident, Critical Illness, Hospital Indemnity and any other insurance programs typically offered by an employer

• Completion and timely submission of employee benefit elections via benefits administration systems, carrier platforms and proprietary DirectPath portal system

• Attend mandatory internal trainings as required for case assignments Dialogue Direct Fort Worth, TX September 2018 to December 2018 Seasonal Benefits Advisor

• Receive inbound calls from customers in Arkansas to assist with enrolling in health plans or signing up for Medicaid

• Asked probing questions to find out the need and then proceeded to complete application via internet.

• Provided education and answered questions concerning Medicare, Prescription drug plans and dental vision plan along with ACA.

Willis Towers Watson Richardson, TX August 2014 to July 2018 Licensed Benefit Advisor, New Client, IFP and Special Situations Team

• Effectively communicate with and guide customers through the eligibility determination and enrollment process

• Effectively interpret and communicate funding options and appropriate usages, as well as the differences between funding options to all healthcare participants.

• Use internal and external enrollment systems to assist customers in completing enrollments.

• Accurately track, record, and report enrollments and customer status

• Identify and track personal goals and report progress to supervisor

• Effectively participate in team and personal objectives

• Be proactive in reporting customer and project status updates, including taking ownership of your own enrollment process at the time of enrollment.

• Act within all ethical and compliance standards as defined and communicated by the company

• Develop and communicate best practices

• Other duties as assigned

Customer Service Representative

• Receive inbound calls from mainly medicare eligible participants requesting the status of accounts

• Set up new accounts for those transitioning from medical group plan to individual supplemental plans

• Show empathy and patience and advocate for the elderly. Transfer calls to the correct department General Information Services Dallas, TX June 2013 to December 2013 Investigative Research Associate

• Responsible for the accurate, timely and professional completion of all verification processes, such as employment, educational, licensing, Motor Vehicle Records, and professional/ personal references

• Review documents such as name, address history, credit report, etc. to identify information in order to process request for public records and applicable jurisdictions. Worley Catastrophe Services May 2012 to April 2013 Customer Service / Claims Representative

• Received inbound calls from customers desiring to set up initial claim

• Input data into system, route calls to proper destination

• Update all calls and make outbound calls to customers in need of setting appointments EDUCATION

St. Martin High School

High School Diploma