Nanette Fox
Orwigsburg
Summary
Adept at policy analysis and customer service, I significantly enhanced client satisfaction and lead conversion rates at State Farm. Leveraging insurance product expertise and problem-solving abilities, I streamlined claims processes and tailored insurance solutions, achieving outstanding first-contact resolution rates.
Licensed insurance professional with proven expertise in policy sales, client relationship management, and risk assessment. Skillful in navigating complex insurance products and regulations, ensuring clients receive optimal coverage. Strong focus on team collaboration, adaptability, and achieving measurable results in dynamic environments. Recognized for excellent communication, analytical thinking, and problem-solving abilities.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
State Farm
09.2022 - Current
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Delivered outstanding first-contact resolution rates when assisting clients with inquiries about premiums or billing issues.
- Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
- Generated new business opportunities via targeted marketing campaigns, resulting in increased lead generation and conversion rates.
- Streamlined the claims process for clients, ensuring prompt resolution and payment of claims.
- Maintained high standards of customer service by building relationships with clients.
- Generated leads through cold-calling, networking and other outreach methods.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Reduced errors in account reconciliation through meticulous attention to detail and thorough review of transactions.
Licensed Health Insurance Agent
People Share/ United Health Care
02.2020 - 02.2021
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
- Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
- Increased client satisfaction by efficiently addressing their insurance needs and providing personalized solutions.
- Handled escalated customer concerns promptly and professionally, resolving issues to the client''s satisfaction.
- Utilized advanced analytical skills to evaluate risk factors and assess appropriate coverage levels for individual client situations.
- Adhered to health and prescription insurance products, delivery systems, and claims systems.
- Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
Education
High School Diploma -
Emmaus High School
Emmaus 06-2016
Skills
- Policy analysis
- Insurance product expertise
- Medicare expertise
- HIPAA
- Underwriting principles
- Claims handling proficiency
- Problem-solving abilities
- Multitasking
- Property insurance
- Life insurance
- Customer service
- Licensed insurance agent
Certification
- Life and Health Insurance License - PA Department of Insurance.
- Property and Casualty License - PA Department of Insurance.
- Accident and Health License – PA Department of Insurance.
- Flood Insurance Certification – Federal Emergency Management Agency (FEMA).
- Ethics in the Insurance Industry Certificate-Various Ethics Focused Organizations.
- Salesforce Certified Administrator
- Microsoft Office Specialist (MOS) Certification
- PA Driver's License
Timeline
Licensed Insurance Agent
State Farm
09.2022 - Current
Licensed Health Insurance Agent
People Share/ United Health Care
02.2020 - 02.2021
High School Diploma -
Emmaus High School
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