Customer Service Life Insurance
Resume:
Isabelita C. Garrett
adyzw3@r.postjobfree.com
SUMMARY
Administrative professional with 20+ years of experience in various areas to include customer service, office administration, payroll, executive assistance, and benefits administration. SKILLS & ABILITIES
Professional appearance and demeanor.
Upbeat and spirited attitude.
Ability to champion any organization.
Exceptional oral and written communicator.
Able to quickly establish positive rapport
with team members at all levels within an
organization.
Proficient in Microsoft Word, PowerPoint,
Excel, and Outlook
Fax/copy machine and Internet.
Types 70 WMP.
Extensive front desk/clerical experience.
Able to set priorities, plan, organize,
coordinate, and delegate tasks.
WORK EXPERIENCE
Executive Administrator The McLendon Companies Higgins Ag Antioch LLC Aug 15 – July 21
Facilitates daily operations for three business units.
Manages operations expenses for all business units as well as forecast quarterly/annual budgeting.
Drove PPP loan process to secure 921K in funding for Higgins AG.
Sat on committee to approve building contracts started at 4M to 250M.
Acts as decision maker for all insurance needs to include, Workers Comp, Auto, Liability, Health Plans, etc.
Creates and maintains SOPs for all business units.
Processes company payroll, reviewing payroll taxes, child support payments and employee reimbursements.
Reviews new business opportunities for venture capital funding and make recommendations for acquisition accordingly.
Manages construction billing and tax related matters such as Sales Use Tax and 1099 subcontractors for all business units.
Benefits Service Center Manager City of Dallas, TX Oct 12 to Aug 13
Supervised and trained 4 - 15 employees on how to administer life & health insurance products.
Maintained eligibility requirements to ensure placement for incoming employees as well as retirees.
Worked directly with Pre-65 retirees in transitioning them to their health insurance products
Met with Post-65 retirees to discuss their "aging in" placement to the proper Medicare products, i.e., Medical supplement options as well as Plan D prescription drug coverages.
Worked with various healthcare vendors to resolve various billing concerns.
Helped employees understand the need for coverage in the workplace as well as addressing their need for coverages that would encompass their lifestyles and family’s insurance needs outside of the work place.
Helped with transitional life insurance products as our employees retired and moved to either a permanent product or a term product through retirement. 2
Benefits Call Center Representative City of Dallas, TX Mar 12 to Oct 12
Handled all incoming calls for active and retiree employees. Answered all concerns for existing health and life insurance plans.
Enrolled individuals into appropriate plans, ensuring that they met all required eligibility criteria for placement.
Processed reimbursements and arrears as needed for placement or re-set of corrected plans.
Audited all accounts payable for all invoices going out for outstanding premiums due for health and life insurance for all employees/retirees.
Audited all accounts receivable for premiums payable for health and life insurance products due or reimbursement of premium back to active and retired employees.
Worked directly with Active Police and Fire department personnel. Retirement Investment Executive Assistant The Green Agency Aug 01 to Dec 03
Acted as an Executive Assistant/Office Manager to company President and CEO.
Acted as a retirement consultant to University of Texas Health Science Center Medical staff.
Worked directly for Senior Advisor to set up appropriate retirement plans for incoming staff doctors.
Advised and managed retirement plans for over 450 doctors and other staff.
Acted as a liaison with Great West Retirement Group, Lincoln Financial, Metropolitan Life, Trans America, and the Hartford Insurance Group.
Processed Required Minimum Distribution Request for retired client base. Handled IRA, TSA, and ORP.
Gather documentation for financial investment statements per doctor’s review.
Prepared and quoted plans for Life Insurance, Disability Coverage, Annuities, and Immediate Annuities. Life Insurance Agent USAA Mar 99 to Mar 01
Held Series 6, and Series 63 Licensure.
Worked as an in-bound call representative for life insurance and annuities.
Assessed customer’s need for Term Life and Permanent Life Insurance coverage.
Acted as expert advisor on Whole Life, Universal Life, and Variable Life Products.
Educated customers on need for disability coverage and long-term care plans.
Assessed the needs of incoming callers for additional products and services: i.e.: annuities, immediate annuities, variable annuities etc.
Health Insurance Agent USAA Mar 98 to Feb 99
Held Group 1 Licensure. Worked as an in-bound call representative for health insurance issues.
Sold individual health plans for Blue Cross/ Blue Shield, Unicare, Fortis, and Kaiser Permanente.
Assisted and educated consumers on best options for their specific health needs.
Educated and assisted customers in securing the best coverage(s) according to their specific needs. Customer Service Team Leader QVC July 96 to Feb 98
Served as point of contact for team communications.
Responsible for keeping employees updated on current product and sales information.
Provided oversight to staff to ensure excellent customer service at all times.
Recommended and updated Customer Service Diplomats on policy and procedural changes.
Managed escalated phone calls or customer concerns, assisted customer and resolved. EDUCATION
Palo Verde High School - Tucson, AZ
REFERENCES
Available upon request
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