Insurance Agent Customer Service

Merrissia Rorie

Location: Charlotte, NC ***** Phone: 704-***-**** Email: *********@*****.***

Objective

• Obtaining a stable career with a company that can utilize my analytical and creative skills to drive sales through product placement, increase volume, and people development. Qualifications

• Currently enrolled in Life Insurance Pre-Licensing course.

• Licensed Health Insurance Agent Since 2012

• Completed Associates of Psychology Degree on July 17, 2010

• Completed 2 Years of CPR Certified Training Response Course

• Completed NCI, Blood Borne Pathogens, and Crisis Response Trainings Education

• University of Phoenix, Associates of Psychology Completed, Online Fall 2009-July 2010

• University of Phoenix, Bachelors, Business and Finance, Online, Continuing

• North Carolina Agricultural and Techincal State University, Greensboro N.C., 2.5 Years Completed (61 Credits) Spring 98-Spring 2000

• Monroe High School, Monroe N.C., Graduated High School Diploma August 93-June97 Competencies

Typing 65 WPM

Documentation Skills

Correspondence

Communicating Effectively

Interpersonal Relations

Performance Agreement Knowledgable

Music Industry Professional Assistant Skills

Internet Expertise

Social Media Expertise

Microsoft Word/

Microsoft Excel

ICAN Service Entry

Power Point

10 Key Data Entry

Fax/Copy/Scanner

Digital

Outlook Express

Comprehend Person Center Plans

Listening and Observation Skills

Interpersonal Skills

Organizational Skills

Analytical Skills

Office/Adminstrative Skills

Claims Processing

Insurance Processing

Sales

Customer Services

Work from Home Experience

Multi-Tasking

Career History

• Health Insurance Agent "Go Health (Insurance Company)" Oct 2023-Current Year Duties: Wrote Insurance Policies, Needs Analysis, Customer Service, Telephonic Enrollment Processes, Documentation, Medicare Advantage Expertise, Work from home, and Office Skills.

• Insurance Claims Agent "Liberty Mutual (Sitel Corporation)"Jan 2023-April 2023 Duties: Documented and Processed Car Insurance Accident Claims, assisted Medical and Property Adjusters, assisted copart, liason among the clients and rental car companys, and scheduled pick up for the clients.

• Market Specialist Retail Merchandiser/Trainer "Crossmark/Lawerence Merchanding Services)"Sept 2019-Jan 2023

Duties: Train new Field Merchandising Employees, Work the Market Area Department Stores on call, as well as Serviced a Dedicated Department Store, Complete Planogram,

Zoning, Maintaining Display areas, Replenishing Product, Resets, Complete tasks in timeframes given, Sign execution for marketing, use of mobile technology and proper use of applications and digital devices.

• Annuity Case Manager "Financial Independence Group (FIG)" April 2016-May 2019 Duties: Managing Annuity Cases, submit applications/funding/withdrawals/transfers, requests in regards to annuities, providing agents with proper updates from Brokers form checking, following the funding, submitting funding to carriers, review application

for errors prior to submission, communicating effectively, and providing adminstrative

support/customer service to the financial advisors when needed.

• Executive Assistant "Old School Special Edition LLC/Semi Records" Jan 2019-May 2020 Duties: Personal Assistant duties, Booking Artists, Creating and Delegating Performance Agreements/Contracts, Conference Calls, Creating Files, Communicating via email and via phone, working with other Artist during the Agreement processes (negotiating the dollar amounts, customer service, handing rider information, equipment details, and all other needs) for shows, heavy use of Google docs, DocuSign, SignNow, Office duties and social media review and promotion.

• Health Insurance Agent "TZ Insurance Solutions" August 2014-Feb 2016 Duties: Wrote Insurance Policies, Sold on Platform of 30 different carriers, Medicare Advantage Expertise, Customer Service, Sales, Telephonic enrollment processes, Documentation, and Office Skills.

• Health Insurance Agent "Optum (Connextions)" May 2012-August 2014 Duties: Wrote Insurance Policies with United Health Care, Medicare Advantage Efficient

Customer Service, Sales, Telephonic enrollment processes, Documentation, and Office Skills.

Community Involvement

Participated in Breast Cancer Awareness Walkathons, CMS Volunteer, Community Service, Board Member (with prior community service team), and Donate go Homeless Programs.

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