Insurance Agent Customer Service
Resume:
Anita Davis
License Insurance Agent, Life, Health, HMO
Fort Worth, TX 76155
************@*****.***
Professional Summary
Sell ancillary products, STM and Fixed Infinity plans and Aflac accident, CI, Cancer and have sold Medicare Plans.
Willing to relocate: Anywhere
Authorized to work in the US for any employer
Work Experience
Medicare Enrollment Specialist
GoHealth-Remote
May 2022 to January 2025
• Assisting clients with understanding and enrolling in Medicare Part A, Part B, Part C, and Part D programs.
• Evaluate individual eligibility for various Medicare programs and provide tailored guidance.
• Answer client questions related to Medicare benefits, coverage options, and deadlines.
• Maintain up-to-date knowledge of Medicare regulations, policies, and updates.
• Work with healthcare providers, insurance carriers, and government agencies to resolve enrollment issues.
• Educate beneficiaries on available Medicare Advantage plans, prescription drug coverage, and supplemental insurance options.
Customer Service Representative
Everise work from home-Fort Worth, TX
September 2022 to May 2023
Customer Care Advocate for various companies like UHC Medicare customers and now was put in HRBlock customer service trouble shooting software products License insurance
Everise work from home-Fort Worth, TX
September 2022 to January 2023
Current job now worked for UHC selling and advising clients on Medicare products and doing a needs analysis. Seasonal now working for HRBlock helping clients with tax questions online products. Licensed Insurance Agent
Selectquote Corporation-Arlington, TX
September 2019 to September 2022
Help Customers with their Health and D/V and AFLAC STM FI needs. Make sure clients are covered, collect payments help find providers in their area for their Healthcare needs. Build long term relationship with customers and make sure they received the Card, Documents and Explanation of Benefits. Also email Brochures for those just shopping. Ask for Referrals Help with any problems they may need help with. Insurance Agent
ASSURANCE Independent Agents-Bellvue, Wa
March 2019 to September 2022
Sell to customers Life and Medicare Supplement plans. Submit application electronically. Insurance Agent
American Service Insurance Agency-Fort Worth, TX
January 2018 to July 2019
Duties: selling Short Term STM and Limited Liability with Supplemental Policies such as Life, Dental Vision, Critical Illness, Accidental, Policies.
Insurance sales Medicare
Health Markets Insurance Agency-North Richland Hills, TX August 2018 to March 2019
Inbound sales for Medicare and Medigap and ancillary products, fixed indemnity and short term insurance plans for over 65 and under 65. First year sales 125 policies Insurance Agent
American Income for Life-Fort Worth, TX
February 2017 to April 2017
Duties: To pass license exam, learn scripts cold call and referrals potential clients for whole life policies and managing accounts. Long hours in car and door knocking globe insurance clients that have filled out insurance cards requesting life insurance information. This was a sales position heavy data entry of client demographics and health information as well as providing information and signing clients up for hospital indemnities, life, (term and whole), mortgage protection and head start insurance. I am licensed in Health, Life and Annuities and HIPAA compliant as well as confidentiality of client information and Finger printed. Collecting payments for coverage and turning checking or savings information in to home office. Filling out forms of coverage and explaining coverages to clients, making sure they understand what type of coverages they have. Rating customers who may be high risk. Performing spit test for HIV, drugs and tobacco users. Collecting health and habit information from clients face to face.
Humana-Irving, TX
October 2013 to September 2016
10/2013 to 9/2016
My duties include but not limited to verifying customer and physician request for medication and over the counter medication through mail order department and compliance with being specific on correct patient name and address. Making sure all PHI is confidential and secure. I am HIPPA Compliant. High volume Data Entry and 10 Key by touch.
Data Entry Specialist
Humana-Fort Worth, TX
July 2014 to September 2014
Duties: Processed all Employment Applications and administered Testing and Graded all test. Verified employment thru E-Employment system entering in w4 and I-9 forms. Copying all photo ID's for verification. Prepared all Employment Application Packets. Heavy data entry
Carlton Staffing Inc
September 2013 to July 2014
Contract Position
09-2013 to 07-2014
My Duties included creating Vouchers for Accounts Payable invoices. Used Next For Windows to input vouchers. Balanced and Reconciled Petty Cash Reports and Bank Statements. Copied all incoming checks and created report to send to lock box in Dallas for Deposit. Filed all vouchers with invoices and copied and scanned to pdf file from copier. Processed, updated and collected all Credit card information for payment. Answered all incoming calls, made reservations for employees working out of town. Performed inventory for parts and closed office and wrote jobs for dispatching employees out on specific jobs for their location. Heavy data entry, 10 key by touch bank reconciliation and ledger balancing.
Some Customer Service work for demographic information Health Management Systems-Irving, TX
August 2011 to October 2012
Irving, TX
08-2011 - 10/2012
My duties included verifying eligibility for various providers and completing work on database for 3rd party providers in various states. Trained on various insurance policy and procedures and compliance in verifying patients. Some Customer Service work for demographic information. Heavy data entry, 10 key by touch, research.
Heavy Data Entry
Snelling Personal Service-Fort Worth, TX
April 2008 to October 2009
Fort Worth, TX
04/2008 to 10-2009
My duties included funding advance wire request from customers with home equity accounts. Also funded all General Ledger accounts for Cash Management and was a liaison for Cash Management and Treasury. Scanned all general ledger paperwork to Treasury Department in Irving, TX. Trained Management as well as Co Workers. Heavy Data Entry, Filing, Copying, Scanning and 10 key by touch. Education
license in exam for Health in Retail Management and Fashion Design Columbus Business University-Columbus, OH
June 1982
CUSTOMER SERVICE
Everest College MAA-Arlington, TX
Skills
• Accounts Receivable
• Insurance Sales
• Communication skills
• 10 key typing
• Life Insurance
• General Ledger Reconciliation
• Office experience
• Accounts Payable
• Customer Service
• Health Insurance
• Bank Reconciliation
• Journal entries
• Account Reconciliation
• Conflict management
• Inside Sales
Certifications and Licenses
License life and Health Agent
January 2019 to Present
Life and Health
Life & Health Insurance License
Driver's License
Insurance Producer License
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