- Team Lead, for questions, concerns, or assistance -Responsible for reviewing and analyzing multiple states for both new and renewal business-Assist our agent partners in maintaining an understanding of state and company guidelines -Selected to work on a special team to coordinate, email, and retrieve signatures on application from insureds.-Selected to work on many special projects/teams including but not limited to inspections, cancelations, LOE's, renewals.

Facilitate paperwork; organize medical appointments; arrange transportation; and communicate seamlessly as a trusted advisor. Key attributes include: • Apply senior expertise to help others navigate their medical journey • Serve as advocate utilizing more than 20 years of insurance experience to give clients a voice • Pilot tasks and facilitate communication with insurance professionals, doctors, SSI, OHP, Medicare, pharmacies • Help clients move swiftly through government and medical systems dealing with: VA, Medicare supplemental policies, claims, collections, risk management, billing, budgeting, and investigating health/life/property cases

Key point of contact for new, renewing, and endorsements for adult foster care and floating homes commercial business; while still being a team player by assisting underwriters with providing critical documents for new and renewing business, assisting them with follow ups on policies, and helping them with issuing new and renewing business. Authored training manuals to guide myself and new hires, and trained new staff.• Work with brokers to discuss new and renewal quotes and communicate my and the company’s decision. • Determine whether to accept, modify, decline a risk, or non-renew a risk through evaluation of the client’s data, claim history, and other pertinent information all within guidelines. • Communicate ideas, decisions, and input with, team members, management, and brokers.• Provide quality & timely work to my team and brokers.

Lead efforts to maintain superior standards for all service touchpoints while managing complex billing and collections activities, claims disputes, and business strategy. Authored training manual to guide new hires and existing personnel in best practices, and trained new agents and staff. Spearheads processes and procedures so the office meets and exceeds the monthly and yearly goals placed by the Owner and Corporate. Reviews polices and benefits with insured’s annually to make sure correct coverage’s are in place and benefits are understood. Key attributes include: • Exceeded expectations and overall production yearly • Sold Life, Health, Personal lines & Commercial policies (fully licensed for Property/Casualty, Life, Health)• Key point of contact for all Med-sup policies • Review and underwrite policies, benefits and advise financial strategies • Supervise and train staff, new agents and existing personnel • Provide guidance and work leadership to less-experienced administrators • Provide coaching, resolution, and manage employees and insured’s needs.

Completed quality reviews of eight product lines, reviewing premium documents for accuracy, correcting errors and researching missing data.• Authored training manual that guided new hires and existing personnel in best practices, with special instructions on how to rate and process midterm changes.

• Medical billing and insurance verification. • Helped patients coordinator care and helped resolved issues regarding medical bills, pharmacy, and misc. specialty health care issues• Assisted in the back office with the nurses with patients