See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Jackie Burkhalter is a licensed insurance agent with over 10 years of experience in the industry, offering Medicare, medical, short-term, and long-term insurance solutions. She also has a background in customer service, having worked as a shift manager and inside sales representative.

Credentials

  • Certified Senior Advisor (CSA)
    Society of Certified Senior Advisors
    May, 2021
    - Apr, 2026
  • Healthcare Marketplace
    U.S. Department of Health and Human Services (HHS)
    Jul, 2014
    - Apr, 2026
  • Medicare
    Centers for Medicare & Medicaid Services
    Jul, 2014
    - Apr, 2026

Experience

  • Field & Main Insurance
    • Evansville, Indiana
    • Insurance Agent
      • Feb 2014 - Present
      • Evansville, Indiana

      Licensed in Indiana and KentuckyOffice in Evansville, IN and Henderson, KY Medicare Medical On and off the Healthcare Exchange Short Term Medical policies Dental Vision Life Insurance Long Term Care Insurance Other policies like: Critical Illness, Accident or Hospital

    • Volunteer
      • Jan 2004 - Jan 2017

      Volunteer at local events to raise awareness of the needs of child sponsorship.

    • Inside Sales
      • Apr 2012 - Dec 2013

      Assist customers by entering orders, processing request for quotes and tracking orders via an ERP system. Answer multi-line phone systems.Coordinate with Outside sales to better serve customers.

    • Volunteer
      • Jan 2009 - May 2009

      Held multiple food drives, a bake sale and raffle to raise can non perishable items and monetary donations.

    • Billing Inquiry Supervisor
      • Oct 2005 - May 2009

      Promoted to Supervisor position to interview, hire, train and supervise Merchant Service representatives. Responsible for overseeing the day-to-day tasks performed in the Billing Inquiry area that included ensuring:Responsible for reviewing and approving the recommendations made by the staff to resolve disputes and identity theft investigations to make sure all actions complied with company and regulatory guidelines. Analyzed and re-allocated staff work load as needed.Maintain general knowledge of government policies such as: Family Medical Leave Act, Federal Trade Commission Guidelines and The Truth in Lending Act.Communicated with agencies, attorneys, merchants and customers by phone and correspondence to resolve complaints and disputes. Worked with the Law Department upon receipt of a lawsuit or subpoena to ensure all required actions were performed.Regularly reported dispute and fraud statistical data to upper management. Implemented task related challenges and rewards to enhance employee morale.Effectively supervised employees utilizing organizational, multi-tasking and prioritization skills to ensure all assigned tasks were performed correctly and within established timeframes. Counseled staff on performance standards by providing direction for improvement through progressive discipline.Prepared and conducted annual Employee Performance Appraisals.

    • Administrative Specialist
      • Jun 2003 - Oct 2005

      Responsible for completing file reviews and telephone service observations on all Billing Inquiry Representatives for monthly quality assurance evaluations.Trained new employees on all job-related functions and assisted the supervisor with the on-going training of current representatives.Developed and maintained all forms and standardized letters utilized by the Billing Inquiry Department.Created a detailed manual utilized for new employee training and as a reference tool for current employees.

    • Billing Inquiry Representative
      • May 2002 - Jun 2003

      Responsible for mediating disputes between customers and merchant to reach an amicable resolution.

    • Credit Analyst I and II
      • Apr 2000 - May 2002

      Responsible for imputing credit application into internal system and approving credit up to $2500.00 based upon reading the customer’s credit bureau.

    • Shift Manager
      • Aug 2006 - Mar 2009

      Maintained high customer expectations in a face to face environment. Managed staff to help create a positive and efficient work environment.

Education

  • 2009 - 2011
    University of Southern Indiana
    Business Education, Business, Education, Economics
  • 1996 - 2004
    Ivy Tech State College
    Associate of Applied Science Degree, Business Administration

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance and Risk Management”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles