Customer Service Insurance Agent
Resume:
Dana Callahan
Columbia, MO *****
************@*****.***
NPN# 21170313
Skills
•Licensed Life & Health/Accident Insurance, Annuities and 401Ks in the state of Missouri #300-***-****
•Licensed Life & Health/Accident Insurance - Non Resident license for the following states: Minnesota, Indiana, Oregon, South Carolina, Tennessee, Washington, Louisiana, Kentucky, Texas, Georgia, Ohio,
•Client & Patient Scheduling, Sales & Customer Service relations.
•20+ years experience in fast-paced Medical, Business to Business (B2B), Retail and Wholesale environments.
•70+ WPM keyboarding, proficient in the latest Microsoft Office, QuickBooks, Adobe Suite.
•Superior Communication, Coordination, Team Leadership, Developmental & Problem-solving skills.
•Retired Respiratory Therapist in the ER, Care Flight, Critical Care, Pediatric Home Rehab and Durable Medical Equipment fields. (1984-2004).
Work Experience
Inbound Medicare Specialist Insurance Agent
Results CX, Inc. for the Humana Medicare Enrollment National Account - Remote August 2024 to November 2024
Duties include handling of confidential and secure client information and HIPPA sensitivities, vetting the IB calls of prospective clients, defusing delicate client situations and family dynamics when applicable. Enrolling elderly clients during Open Enrollment for Medicare, adhering to the difficult and lengthy questionnaire process to get the clients fully and accurately enrolled.
Independent Insurance Agent
National Agents Alliance (NAA) -
Remote April 2024 to Present
• National Agents Alliance, Burlington, NC 27215 - April 2024 to present. Independent Insurance Agent - commission only.
•Licensed Life & Health Insurance, Annuities and 401Ks, Duties include handling of confidential and secure client information, warm OB/IB calls to prospective clients, defuse delicate client situations and family dynamics. Book client appointments, take banking information for payment, calculate customer insurance needs for final expenses and legacy accounts, manage cancellations & booking changes, and stay in close communication with clients for contract renewals and changes. Take the difficult calls from family when a client dies to advise on next steps and processes when the worst happens. Sales Representative
TKG StorageMart Ptrs III, LP-Columbia, MO
October 2023 to April 2024
Sales & Resource phone/website reservation agent.
Fast paced Sales and problem-solving department for customers who call Storage-Mart for rental storage solutions. Duties include handling of confidential and secure customer information, warm OB/IB calls for prospective clients from multiple sources, defuse delicate situations and de-escalate customer complaints. Book reservations, take payment, calculate customer storage needs, manage cancellations & booking changes, and stay in close communication with customers during their booking, check in and stay. Multi storage locations in the United States, Canada, and the United Kingdom. Delivery Driver/Customer Service
Green Releaf Dispensary-Columbia,
MO February 2023 to October 2023
Delivery Driver & Reception
Delivery of Medical marijuana to handicapped, disabled and terminal patients. Also filled in with Reception/check-in and ensuring proper identification and licensed patients' entry, when delivery was slow. Personal Shopper and Delivery
Instacart Shoppers-Columbia, MO
September 2019 to October 2023
Part Time - Personal Shopper and delivery of shopped items. Filled in at times during and after CoVID as an essential worker. Also worked this job after rehabilitation of ankle and heel fractures listed below. Early morning & late evening customer shopping from a timed and fast paced app, as well as delivery of said shopped/purchased products
Floral Delivery
Allen's Flowers, Inc.-Columbia, MO
August 2020 to September 2021
Delivery of flower arrangements and setup at funerals.
• dismissed after healing from work related accident with shattered heel & ankle, due to bad fall while on duty. Another driver hired while out on Worker's Compensation injury. Part Time delivery of floral arrangements. Worked closely with floral designers, funeral directors, wedding arrangers and staff for beautiful long lasting arrangements and their care. Also responsible for cleaning van, fuel and general cleaning and maintenance of delivery van. Parts Counter Person, Closing Key Holder
O'ReiIIy Auto Parts-Columbia,
MO May 2019 to September
2020
O’ReiIIy Auto Parts #108, Worley Street, Columbia, MO 65203 - May 15, 2019 to September 10, 2020 Counter Sales & Service Associate Opening procedures, including Merchandising and price updates of new and existing product lines, visual scans of store wide inventory bays for low or no stock. Replenishment of inventory as received for inventory. Sales and customer service, cash management, closing procedures, Computer training. Key Holder.
Sales and Service
Representative Lowe's Home
Improvement-Columbia, MO October
2015 to May 2019
Level 4 CS Associate including:
•Merchandising coordinator, July 1, 2018 to May 19, 2019
•Install Sales Coordinator, May 29, 2017 to July 1, 2018
•Appliances Sales Specialist, October 2016 to May 28, 2017
•Head Cashier, February 2016 to October 2016
•Cashier and Customer Service — October 2015 to February 2016 Insurance Intake Coordinator
Provider Plus, Inc.-Jefferson City,
MO June 2014 to February 2016
Intake/Insurance Coordinator
Review patient insurance policies to determine coverage of DME requests. Prepare home medical equipment physician orders, insurance forms, required medical documents and review them for completeness. Provide excellent customer service, problem resolution, instruction on various home medical equipment safety & uses, equipment and medical order requisition from referrals (physicians, hospitals, medical clinics, etc.) on patient behalf.
Education
Associate of Applied Science in Respiratory Therapy El Centro College - Dallas, TX
June 1984 to June 1986
Technical school in Respiratory Therapy
Lamar University - Beaumont, TX
June 1983 to June 1984
Certifications and Licenses
Insurance Producer License in 12 states: Missouri, Minnesota, Indiana, Oregon, Tennessee, Washington, Georgia, Texas, South Carolina, Louisiana, Ohio, Kentucky, Driver's License
Life & Health Insurance License Allied
Medical Associate's Degree
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