Experienced Licensed Insurance Broker & Customer Service

NATALIE M. McSPADDEN

337-***-**** *************@*****.***

Summary

Proven professional with over twenty-five years of experience in providing excellent customer service and solutions for various areas and industries. These skilled areas include Insurance, Purchasing/Procurement, Sales & Marketing, Customer Service, and Human Resources. Interested in obtaining a remote position that utilizes my work experiences and knowledge gained to improve and maintain efficiencies within an organization.

Professional Work Experience

American Entitlements, LLC, Wylie, TX

Licensed Insurance Broker (Licensed in LA and TX) (2018-Present)

Licensed field agent focusing on Medicare beneficiaries, assisting with medical coverage to minimize out-of-pocket costs while maximizing coverage.

Performs individual needs assessments to review existing life insurance, hospital indemnity and cancer/critical illness needs.

Offering dental, vision as well as hearing coverage.

Assists with application process for individuals meeting financial requirements for Medicaid and/or Medicare Savings Program.

Recently added ACA insurance policies for individuals needing medical insurance as well as dental and vision coverage.

Quote LA Brokerage, Lafayette, LA

Licensed Insurance Broker (Licensed in LA and TX) (March 2015- 2018)

Licensed field agent assisted Medicare beneficiaries with medical coverage to find the most suitable fit for an individual’s needs.

Performed reviews of existing life insurance and supplemental policies (e.g., cancer, critical illness, hospital indemnity).

Offered dental, vision and hearing coverage.

Assisted with the application process for individuals that met requirements for Medicaid and/or Medicare Saving Program.

Sterling Insurance Company, Bellingham, WA

Captive Sales Agent (Dec. 2015-March 2015)

Licensed Agent specializing in Medicare Supplements, Whole Life Insurance, and Cancer and Critical Illness policies in the Louisiana territory for both small businesses and individuals.

Performed Confidential Insurance Reviews with individuals at each appointment, focusing on reviewing individuals' policies to confirm existing coverage is still beneficial to the policyholder(s) and offer other alternatives.

Assist in enrolling in Prescription Drug Plans (Part D) as needed.

Handle the application process for medical assistance for individuals whose needs met income requirements for the program.

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American Family Life Assurance of Columbus (AFLAC), Columbus, GA

Account Manager (June 2012 – December 2013)

Specialized in cold-calling and follow-ups for expanding market growth within multiple lines of Supplemental Insurance business to include Cancer, Life & Health, and STD/LTD.

Developed and established rapport with businesses for acquiring and managing new accounts and providing excellent solutions for business needs.

Served as Benefits Consultant for existing accounts once Health Care Reform began to impact those with existing major medical plan to discuss any possible tax penalties and/or credits.

Met directly with business owners for presentation of our policies and set up of Cafeteria Plans.

LEEVAC Design Services, LLC,g Jennings, LA

Technical Design Assistant (November 2010 – June 2012)

Provided technical support for Engineering Design Group of commercial Marine and Oceanic vessels and barges.

Issue all new and revised drawings for all new construction, addendums, and/or revisions.

Acted as key liaison for Design group between vendors and customers.

Planned and coordinated annual tradeshow (International Workboat Show) and other [Sales and Marketing] related activities.

The Wright Group, Crowley LA

Sales & Marketing Coordinator (February 2008 – March 2010)

Provided support for sales force (domestic and international) as a premix supplier in the food/nutrition industry.

Planned and coordinated tradeshows (domestic and international) and other [Sales and Marketing] related activities.

Acted as key liaison with customers.

Facilitated and managed the supply and distribution of all sales & marketing materials for sales force.

Prepared product price quotes of specialty ingredients for assembly of customer price quote sheets.

Worked closely with Research & Development (R&D) group as sensory panel member.

Purchasing Manager (November 2002 – February 2008)

Negotiated raw material contracts with domestic and international suppliers,

totaling in excess of $1.5 million (USD) per contract.

Coordinated purchases and deliveries of raw material for daily production schedule.

In charge of Inventory Control of raw materials, WIP goods, finished goods and supplies for a $8-10M inventory

Sourced new raw materials as well as negotiated pricing and payment terms of all ingredients. Evaluated new Raw Material vendors for company vendor approval program.

Prepared all products pricing of straight ingredients and component blends for customer quotations (both domestic and international).

CSR & Executive Admin. Asst. (October 1999 – November 2002)

As a CSR, acted as the first point of contact for customers, handling inquiries, complaints, and support requests via phone, email, or chat.

Resolved issues and processes transactions, including returns, exchanges, and billing questions, while ensuring customer satisfaction.

Provided accurate product or service information and upselling or cross-sell when appropriate.

Maintained records of customer interactions and collaboration with other departments to resolve complex issues.

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As the Executive Administrative Assistant, managed executive schedules, including meetings, travel arrangements, and calendar coordination.

Handled confidential communication, drafts correspondence, and prepares reports or presentations.

Acted as a liaison between executives and internal/external stakeholders, ensuring smooth information flow.

Supported office operations, including filing, supply management, and event coordination.

Education & Licenses

Louisiana State University at Eunice – BS in Nursing, (2 yrs completed)

State of Louisiana – Accident/Health Licensed (2012 - Current)

State of Louisiana – Life Licensed (2013 – Current)

State of Texas – Accident/Health/Life Licensed (2012 – Current)

Languages

Bilingual. Fluent in English & French.

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