Professional Summary

Experienced representative in multiple industries and formerly licensed healthcare agent with previous licenses and knowledge in healthcare in 26 states. Knowledgeable in healthcare policies, group healthcare, Term Life, Personal Liability, Professional Liability, Disability, Long Term Care Policies, Universal Insurance Policies, Commercial Insurance Policies, etc. Successful in use of multiple systems such as Microsoft Office, Excel, Salesforce, Outlook, AS400, AMP, P360, Prime RX Software.

Professional Experience

Taste Point January 2023 – February 2023

Customer Service Representative (contract)

• Managed all customer or Taste Point order changes and communicated status updates to the appropriate parties

• Entered 25+ customer orders into order entry systems and maintained all customer related master data

• Communicated exceptions to both customers and management on tracked order fulfillment progress and running order

Blue Cross, Pittsburgh, PA October 2022 – December 2022

Customer Service Representative/QA Specialist (remote-contract)

• Review of group healthcare policies during open enrollment period

• Reconcile of data, details, documentations prior to forwarding to processing department

• Met expected quotas and client expectations

Medley Pharmacy, Philadelphia, PA March 2022 to August 2022

Sales Representative (remote) – startup company

• Marketing pharmacy services to current patients to transfer prescription medications from local pharmacies to Medley Digital Pharmacy – offering benefits of free delivery, discount couponing on brand name prescriptions, assistance in lowering high co-payment for patients, etc.

• Responsible for 150 outbound calls per day

• Successful in responding to inquiries, concerns, and trouble-shooting issues in order to retain customer satisfaction as a Customer Retention Specialist

• Excelled in use of Salesforce software

Cardinal Point Homeland Security Group, Jenkintown, PA June 2021 to January 2022

Sales Consultant

• Selling Common Wealth approved certification safety training for security personnel working in school districts in Pennsylvania

• Offered software penetration assessment service as well as school safety assessment service

Aon Corporation, Fort Washington, PA July 2019 to January 2021

Risk Advisor/Insurance Coordinator for AICPA Members/Liability Insurance Administrator (contract)

• Risk Advisor to AICPA Members with Term Life, Personal Liability, Professional Liability, Disability, Long Term Care Policies, Universal Insurance Policies, Commercial Insurance Policies, etc.

• Proficient in use of Microsoft Outlook, Excel

Optum – AARP, Horsham, PA April 2018 to June 2019

Licensed Health Care Specialist (contract)

• Responding to inbound calls in high volume call center for AARP members

• License in Health and Accident Insurance Agent responding to calls for resolving insurance claims, accepting payments, membership renewals, etc.

• Successful in selling AARP Medicare Supplement Plans

Advanced Protection Services, Norristown, PA June 2014 to June 2018

Security Supervisor

• Monitoring cameras for high schools, in addition monitoring sporting and special events

Perennial Funding, Conshohocken, PA November 2017 to March 2018

Outbound Sales Representative

• High volume outbound calls to generate leads for loan officers, mortgage refinance, etc.

• Successful in making 250-300 calls per day

US Power Savers, Langhorne, PA June 2017 to November 2017

Solar Consultant (1099 contractor)

• Successful in selling solar panels to residential home owners in the state of New Jersey

• Communicated with commercial customers for sale of wholesale electric and gas

William David Properties, Philadelphia, PA January 2008 to December 2014

Owner and President/ General contractor and real estate investment company

• Provided general contract services to housing authority, complete renovating for public housing

• Invested in purchasing bank owned foreclosure properties for renovation

Financial Recovery Service, Philadelphia, PA March 1993 to December 2008

Debt Collector

• Responsible for servicing the motor freight industry

• Marketed domestic and international markets

• Provided legal referral services to clients: contingency collection, purchased charged off accounts for collection and litigation

Technical Skills

Microsoft Office: Excel, Outlook, Salesforce, AS400, AMP, P360, Prime RX Software

Education

Associate in Business Management and Accounting

Peirce College, Philadelphia, PA

Bachelors in Criminal justice

Chestnut Hill College, Philadelphia, PA

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