Account Manager

• Nov 2013 - Present

•Counsel individuals and families on health, dental and Medicare Insurance options by analyzing their financial and demographic needs. •Process Employer, Employee, Medicare, and Individual insurance benefit paperwork. This includes confidentially completing, submitting, and storing confidential paperwork for clients. • Coordinating agents’ and agency calendars to accommodate meetings. • Assist in training part time employees on duties and procedures. • Manage licenses for the… Show more •Counsel individuals and families on health, dental and Medicare Insurance options by analyzing their financial and demographic needs. •Process Employer, Employee, Medicare, and Individual insurance benefit paperwork. This includes confidentially completing, submitting, and storing confidential paperwork for clients. • Coordinating agents’ and agency calendars to accommodate meetings. • Assist in training part time employees on duties and procedures. • Manage licenses for the agency and all agents’ resident and non-resident licenses. • Assessing, researching, and resolving issues; always of sensitive and confidential nature. • Attend and participate in monthly meetings to expand knowledge of new rules and regulations. • Retain solid working relationships with insurance companies, Employers, Clients, and co-workers. • Provide employers with time sensitive documents to ensure deadline is met and in compliance. Show less •Counsel individuals and families on health, dental and Medicare Insurance options by analyzing their financial and demographic needs. •Process Employer, Employee, Medicare, and Individual insurance benefit paperwork. This includes confidentially completing, submitting, and storing confidential paperwork for clients. • Coordinating agents’ and agency calendars to accommodate meetings. • Assist in training part time employees on duties and procedures. • Manage licenses for the… Show more •Counsel individuals and families on health, dental and Medicare Insurance options by analyzing their financial and demographic needs. •Process Employer, Employee, Medicare, and Individual insurance benefit paperwork. This includes confidentially completing, submitting, and storing confidential paperwork for clients. • Coordinating agents’ and agency calendars to accommodate meetings. • Assist in training part time employees on duties and procedures. • Manage licenses for the agency and all agents’ resident and non-resident licenses. • Assessing, researching, and resolving issues; always of sensitive and confidential nature. • Attend and participate in monthly meetings to expand knowledge of new rules and regulations. • Retain solid working relationships with insurance companies, Employers, Clients, and co-workers. • Provide employers with time sensitive documents to ensure deadline is met and in compliance. Show less

Accounts Receivable Representative, Accounts Payable Representative, & Indexer

• Jul 2010 - Oct 2013

Customer Service

• Feb 2009 - May 2010