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Customer Service Insurance Agent

Location:
Charlotte, NC
Salary:
25.00
Posted:
August 13, 2025

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Resume:

Trudy A. Bettinger

***** ********** *****

Charlotte, NC 28278

502-***-****

**********@****.***

Life and Health Insurance Agent

Professional Summary:

Licensed Life and Health Insurance agent

Dedicated professional with experience in customer service

Excellent keyboarding skills and 10 key

Call center experience

Great customer service skills and detail-oriented

Experience in Epic for insurance

Proficient in Microsoft Office programs

Professional Experience:

Globe Liberty National

October 10 2024 – March 2025

Searching leads. Making cold calls for appointments.

Manpower Group

February 2024- April 2024

Processing income tax returns in mailroom.

Crossmark- Charlotte, NC

May 2023 – August 2023

Merchandising duties in nine retail stores.

Alpha-Rae Personnel – Fort Wayne, OH

October 2022 to February 2023

QA inspector for vehicle registration forms for DMV branches. Worked in warehouse to arrange boxes for shipping and inspection.

Creative Financial Solutions – Van Wert, OH

January 2022 – February 2022

Used Epic software system to pull up patient medical records to release information to patients and providers; prepared release forms following all HIPPA regulations. Closed releases when information complete. Used OnBase software to scan in ambulance runs and enter patient information accurately. Performed customer service duties answering phone calls and greeting walk in patients.

Crossmark – Evansville, IN

Retail Representative

April 2020 – March 2021

Visited twelve retail establishments to sell and service a line of health and beauty of products in Walmart stores

Meijer- Evansville, IN

Cashier

October 2019 to February 2020

Methodist Hospital – Henderson, KY

Hospital Insurance Specialist

November 2018 to January 2019

Performed cash posting duties

Downloaded payments from clearing house, transferred into local system, pulled payment information up through EZ Print, matched with payment information.

Posted other payments in Meditech

Performed data entry for collections

Sam’s Club – Roswell, NM, and Evansville, IN

Customer Service Associate

February 2017 to July 2018

Provided members with samples of food and other products to promote sales

Helped with answering questions to customers

Eastern New Mexico Medical Center -Roswell, NM

HIM Technician

January 2016 to May 2016

Processed medical records of hospital and clinical patients

Worked on denied claims list, added modifiers to labs and other tests using Med Tech and 3M Coding system to access records

Advantage Staffing - Lake Charles, LA

Clerical/Administrative

March 2015 to August 2016

Worked as an Accounting Clerk at a law firm using PC LAW software

Worked as a Medical Records Clerk creating medical records to set up client files

Front Office clerk at a physician's office checking in patients, posting payments, scheduled appointments, entered charge tickets, handled cash, performed vitals on patients and entered information into EHR.

Ordered prescriptions, scanned documents into EHR, verified insurance, used fax machine, copied machine, and telephone

Kentucky Eye Surgery Associates – Louisville, KY

Patient Billing and Coding Externship

March 2011 to May 2011

Transferred patient account information from cards to computer

Worked on Delayed Time Reports to ensure amounts on patient accounts were current

Billed patients or insurance companies

Contacted Medicare to check on denials

Checked codes to ensure accuracy or changed codes and resubmitted claims

Made patient appointments, called patients for appointment reminders, entered demographics, pulled medical records, filed documents in records, used Advanced MD to access patient accounts

Education:

Spencerian College – Diploma in Certified Coding Specialist

Certifications

AAPC-American Association of Professional Coders (Certified Professional Coder Apprentice)

Military Service

U. S. Navy Reserves- Hospital Corpsman E-4

Active duty - Desert Storm Comfort Hospital Ship

Other Job Experience

HSE Manager – 10 years

Refinery Administrative Assistant – 3 years



Contact this candidate