Project Coordinator
Current• Obtained my Texas Life, Health, HMO Insurance License within the first three months of employment• Obtained my Long Term Care Insurance License 4/15/21• High level customer service • Self-taught AgencyEZ insurance enrollment platform• Trained the entire home office on the AgencyEZ enrollment platform to better serve our clients.• Build and submit upcoming enrollments to carriers, close cases, submit carrier data files to carriers, look up enrollment details on a specific… Show more • Obtained my Texas Life, Health, HMO Insurance License within the first three months of employment• Obtained my Long Term Care Insurance License 4/15/21• High level customer service • Self-taught AgencyEZ insurance enrollment platform• Trained the entire home office on the AgencyEZ enrollment platform to better serve our clients.• Build and submit upcoming enrollments to carriers, close cases, submit carrier data files to carriers, look up enrollment details on a specific client, run reports to track enrollment progress• Created new processes and procedures and a reference manual to aid in more timely and efficient service calls resulting in a much-improved positive relationship with our client base• Fostered direct relationships with client payroll departments which increased timely payments of premiums, resulting in increased overall company revenue• Launched a virtual telephonic call center platform, resulting in generating new revenue during COVID where our enrollers could not get clearance to do one on one personal face to face enrollments • Set up enrollment campaigns on the call center platform, purchased local phone numbers, had appropriate recordings linked to phone numbers, loaded census data, set up automatic and manual dialers, running sales reports, trained the entire enrollment team• Trained a home office associate to run the virtual call center and eventually passed this responsibility on • Launched a CRM (Customer Service Management) program. Loaded all clients, carriers, policy detail and marketing material into the CRM, preparing it for immediate widespread utilization by the customer service team and enrollment team• Performed comprehensive training sessions of the CRM for the home office staff and enrollment team. Show less