Bio
Credentials
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Certified Senior Advisor (CSA)
Society of Certified Senior AdvisorsMay, 2021- Apr, 2026 -
Healthcare Marketplace
U.S. Department of Health and Human Services (HHS)Jul, 2014- Apr, 2026 -
Medicare
Centers for Medicare & Medicaid ServicesJul, 2014- Apr, 2026
Experience
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Field & Main Insurance
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Evansville, Indiana
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Insurance Agent
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Feb 2014 - Present
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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
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Volunteer
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Jan 2004 - Jan 2017
Volunteer at local events to raise awareness of the needs of child sponsorship.
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Inside Sales
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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.
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Volunteer
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Jan 2009 - May 2009
Held multiple food drives, a bake sale and raffle to raise can non perishable items and monetary donations.
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Billing Inquiry Supervisor
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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.
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Administrative Specialist
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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.
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Billing Inquiry Representative
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May 2002 - Jun 2003
Responsible for mediating disputes between customers and merchant to reach an amicable resolution.
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Credit Analyst I and II
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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.
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Shift Manager
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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.
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Education
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2009 - 2011University of Southern Indiana
Business Education, Business, Education, Economics -
1996 - 2004Ivy Tech State College
Associate of Applied Science Degree, Business Administration
Suggested Services
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References
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