Customer Service Insurance Sales

Michelle Robinson

Temple Terrace, FL ***** • 813-***-**** • **************@*****.***

Objective

Licensed and client-focused insurance professional seeking to re-enter the insurance industry. Offering 12+ years of combined experience in customer service, claims handling, and insurance sales, with a strong ability to explain policy details and navigate client concerns. Eager to support customer needs, increase retention, and grow within a reputable agency.

Summary of Qualifications

● • Licensed 2-15 Life, Health, and Annuities Agent with previous insurance sales experience

● • Proven success in managing claims, resolving grievances, and guiding clients through insurance policies

● • 12+ years of experience in customer service, including call centers and remote support

● • Excellent communication skills; adept at simplifying policy language for clients

● • Familiar with HIPAA compliance, CRM platforms, and digital documentation systems

● • Self-motivated, organized, and dependable with strong multitasking abilities Professional Experience

CES Academy Tampa, FL

Educator Aug 2024 – Present

● • Delivered engaging instruction and built strong relationships with students and families

● • Managed classroom performance and adapted communication for diverse audiences—skills directly applicable to client support in insurance

● • Utilized online platforms and assistive technologies for student engagement and documentation

Woodmont Charter School Tampa, FL

Science Teacher Oct 2021 – Jul 2024

● • Developed and presented complex information in understandable ways—similar to explaining insurance plans to clients

● • Effectively managed large classroom environments and met strict educational deadlines

● • Used digital systems for communication and reporting, including email and grading software

Sunshine Health Life Advisors Tampa, FL

Insurance Agent Jul 2016 – Jun 2017

● • Conducted needs assessments to match clients with appropriate insurance plans

● • Explained policy specifics clearly to ensure informed client decisions

● • Assisted clients with the underwriting process and ensured documentation compliance

Health Plan One Tampa, FL

Licensed Insurance Agent (Seasonal) Sep 2017 – Dec 2017 & Aug 2015 – Mar 2016

● • Sold insurance policies across BCBS plans using a consultative approach

● • Guided clients through applications while upholding HIPAA standards

● • Managed call volume efficiently, addressing customer questions and eligibility Cognizant Technology Tampa, FL

Claims Specialist Oct 2020 – Sep 2021

● • Reviewed insurance claims and ensured timely resolution for members and providers

● • Initiated appeals and grievances while adhering to compliance protocols

● • Assisted members with benefit interpretation and web navigation Education & Licensure

Bachelor of Science in Science, Allen University – Columbia, SC High School Diploma, Hillsborough High School – Tampa, FL Former holder of 2-15 Health, Life, and Annuity License (currently inactive) Skills

● • Microsoft Office Suite, CRM Systems

● • Policy interpretation and claims management

● • HIPAA compliance and client data privacy

● • Call center operations and cross-functional collaboration References available upon request.

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