Licensed Health Insurance Agent Resume Samples

A Licensed Health Insurance Agent is an agent between the insurance company and the policyholders. A professional Licensed Health Insurance Agent Resume indicates the following core and common tasks – evaluating insurance applications; using computer applications to calculate risks; determining insurance premiums for policyholders; minimizing losses for insurance agencies; meeting applicants; assessing overall risk; assisting policyholders in settling claims; offering financial planning services; writing reports; updating and maintaining records; monitoring insurance claims, and fulfilling all policy requirements.

Insurance companies look for candidates with a bachelor’s degree in finance, economics or business. However, high school graduates with prior sales experience are also eligible for entry-level jobs. In addition, the following skills are also needed – familiarity with various health plans; basic computer knowledge and statistical analysis; and strong negotiation skills. A valid license is also required.

Licensed Health Insurance Agent Resume example

Licensed Health Insurance Agent Resume

Objective : To obtain a Licensed Health Insurance Agent position in a challenging environment where utilize education and skills to grow professionally and establish a long enjoyable career.

Skills : Supervisory Experience, Customer Service Specialist.

Description :

    1. Verified insurance coverage and benefits with insured members and healthcare providers.
    2. Handled Medicare supplement plans, Medicare Part D Aetna personal health insurance plans, and hospital indemnity supplemental plans.
    3. Communicated with different departments to provide escalation outcome and maintain documentations.
    4. Performed low level audits on accounts.
    5. Determined enrollment eligibility and assist with the completion of enrollment applications.
    6. Met enrollment and sales goals for the department.
    7. Met monthly quality.
    8. Assisted with medical claims and reviewing the Explanation of Benefits (EOB's) to patients and medical providers.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Masters


Sr. Licensed Health Insurance Agent Resume

Summary : More than 10 years of successful experience in customer service and support with recognized strengths in management, sales, procurement, retention, problem-solving and strategic plan implementation. Extensive sales and customer service management experience. Possess solid communication skills. Excellent working knowledge in PC software including Microsoft Office software.

Skills : MS Office, Management.

Description :

    1. Acted as a retention specialist for Cigna Healthspring during AEP.
    2. Attended meetings, seminars and programs to learn about new products and services, learned new skills, and received technical assistance in developing new accounts.
    3. Calculated premiums and established payment methods.
    4. Called on beneficiaries to deliver and explain policy, to analyze insurance programs and to suggest additions or changes.
    5. Developed marketing strategies to compete with other individuals or companies who sell Medicare lines of insurance.
    6. Ensured that policy requirements were fulfilled, including any necessary completion of appropriate forms and documents.
    7. Explained features, advantages and disadvantages of various policies to promote sale of Medicare insurance plans.
    8. Installed and updated bookkeeping systems and resolved system problems.
    9. Planned and over sought the incorporation of insurance programs into bookkeeping system of company.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelors


Jr. Licensed Health Insurance Agent Resume

Objective : Professional licensed health insurance agent servicing consumer's with superior customer service in call centers. Exceeding sales goals in providing consumer with best product to meet their health care needs.

Skills : MS Office, Management.

Description :

    1. Evaluates insurance applications.
    2. Uses computer applications to calculate risk.
    3. Minimizes losses for insurance agencies.
    4. Determines insurance premiums for policyholders.
    5. Meets with applicants, including individuals representing various companies and employers.
    6. Analyzes information from relevant reports.
    7. Assesses overall risk that applicants pose to company.
    8. Assists policyholders in settling claims.
    9. Offers financial planning services.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Vocational

Licensed Health Insurance Agent I Resume

Objective : Results oriented Health Care Professional with a proven track record of successful project management and team leadership. Ability to communicate effectively with various levels of leadership and key stakeholders, in an effort to influence results and drive organizational change. Over 10 years of experience reviewing, resolving, and responding to critical inquiries relative to enrollment processes, medical underwriting, and membership and billing.

Skills : Customer Service And Satisfaction, Sales.

Description :

    1. Responsible for effective screening and completing a series of medical questions for applicants that meet eligibility requirements as defined by State/Federal regulations.
    2. Identified current coverage type and determined eligibility for Guaranteed Issue products.
    3. Provided timely feedback to applicants who do not meet eligibility requirements as defined by state and/or federal regulations.
    4. Educated customers about Guarantee issue products and benefit options available.
    5. Documented the system of record for all correspondence, both written and verbal, from internal and external customers.
    6. Researched, resolved and responded to critical inquiries received from Office of Insurance Regulation, Medical Underwriting, Legal Affairs, and Membership and Billing.
    7. Completed the enrollment application process via telephone and/or face-to-face interviews with accuracy.
    8. Responded to complex inquiries received from Department of Financial Services (DFS), Legal, executive staff and other internal and external sources.
    9. Participated in Quality Monitoring training for outside vendor in an effort to improve performance and identified opportunities to improve the process.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor's

Licensed Health Insurance Agent II Resume

Headline : To obtain a Licensed Health Insurance Agent position with a growing company where utilize and strengthen skills and knowledge.

Skills : MS Office, Management.

Description :

    1. Takes incoming calls from interested parties to discuss applicable insurance plans.
    2. Educates callers by confirming public, private and confidential information of these programs.
    3. Educates callers by confirming public, private, and confidential insurance plans.
    4. Complies with insurance, Medicare, and state sales, marketing and enrollment guidelines as applicable.
    5. Determines the eligibility of each prospect using CMS (Center for Medicaid Services) guidelines as applicable.
    6. Processes customer requests as they relate to these programs.
    7. Navigates through multiple system applications to fulfill caller requests, update caller information, create leads for the field team, and research caller status inquiries Accomplishments Served as interim SME helping team members handle various customer related issues.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Masters

Licensed Health Insurance Agent III Resume

Summary : The opportunity to obtain a challenging career where expand experience in this field and utilize skills to increase both customer satisfaction and the overall corporate reputation and profitability.

Skills : MS Office, Management.

Description :

    1. Educates medicare recipients on Kaiser Permanent health insurance.
    2. Nominates for employee of the month 3 times and received the award once for overall excellent service.
    3. Involves in training new agents on the phones without calls, to make sure all agents are ready to take live calls.
    4. Mentors on the production floor to assist Amy agents needing assistance.
    5. Focuses in a fast-paced environment.
    6. Defuses to irritate prospects or clients.
    7. Beyonds the client's or the companies expectations.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
B.A

Asst. Licensed Health Insurance Agent Resume

Objective : To obtain a Licensed Health Insurance Agent position as a team player in a people-oriented organization where maximize customer service experience in a challenging environment to achieve corporate goals.

Skills : Technical Writing, Management, Healthcare.

Description :

    1. Licensed through the Department of Financial Services.
    2. Licensed in the state of Florida, Texas, Illinois, Oklahoma, Montana, and New Mexico.
    3. Assisted customers in understanding the laws associated with the affordable care act; as well as explaining recommended plans to them.
    4. Designed and delivered a very detailed needs assessment for each customer to ensure that they have the plan that will work for them.
    5. Followed up with each client and verified they had a completed application on file.
    6. Performed administrative tasks such as answering phones in a high call volume setting, making appointments and using Microsoft Office, Excel, Power point, One Note and Outlook.
    7. Obtained underwriting approval by completing application for coverage.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Masters

Associate Licensed Health Insurance Agent Resume

Headline : More than 10 years of successful experience in customer service and support with recognized strengths in management, sales, procurement, retention, problem-solving and strategic plan implementation. Extensive sales and customer service management experience. Possess solid communication skills. Excellent working knowledge in PC software including Microsoft Office software.

Skills : MS Office, Excel, Noble, Lattitude , AS400, IRS Logics.

Description :

    1. Acted as a retention specialist for Cigna Healthspring during AEP.
    2. Attended meetings, seminars and programs to learn about new products and services, learned new skills, and received technical assistance in developing new accounts.
    3. Calculated premiums and established payment methods.
    4. Called on beneficiaries to deliver and explain policy, to analyze insurance programs and to suggest additions or changes.
    5. Developed marketing strategies to compete with other individuals or companies who sell Medicare lines of insurance.
    6. Ensured that policy requirements were fulfilled, including any necessary completion of appropriate forms and documents.
    7. Explained features, advantages and disadvantages of various policies to promote sale of Medicare insurance plans.
    8. Installed and updated bookkeeping systems and resolved system problems.
    9. Planned and over sought incorporation of insurance programs into bookkeeping system of company.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelors

Lead Licensed Health Insurance Agent Resume

Summary : A diversified position where there is a need for an organized, communicative individual skilled in Loan Processing, Insurance Claims Support, Training of Sales and/or Customer Service and Recruitment / Retaining of employees. Experienced in all aspects of the professional environment.

Skills : Leadership, Business, Letter Writing Communication.

Description :

    1. Provides knowledgeable responses to telephone inquiries in a courteous and professional manner.
    2. Maintains a current understanding of the processing procedures while adhering to the HIPAA as it relates to the confidentiality of information released.
    3. Strictly adheres to the CMS and IBX/AmeriHealth's marketing regulations.
    4. Schedules individual meetings and group presentations members and prospects.
    5. Enrolls eligible individuals in Medicare products accurately and thoroughly complete and submit required enrollment documentation, consistent with Medicare requirements and enrollment guidelines.
    6. Assists the prospect in completion of the enrollment application.
    7. Ensures Medicare beneficiaries accurately understand the product choices available to them, the enrollment process (eligibility requirements, Medicare review/approval of their enrollment application, timing of ID card receipt, etc.) and the service contacts and process.
    8. Communicates on a regular and ongoing basis with legal counsel and records particulars of the communication in the litigation database.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Master's

Licensed Health Insurance Agent Resume

Objective : To continue to provide customer care, administrative services, and support within the health care industry.

Skills : Health Care, Insurance, Finance.

Description :

    1. Established rapport and assessed client needs to provide options for insurance coverage.
    2. Researched, identified and successfully sold potential targeted clients through company leads and cold calling in a call center environment.
    3. Sold Humana Medicare Part D, Humana Gold plus Medicare Advantage HMO, Humana Choice PPO and Supplement plans.
    4. Implemented sales plans and managed all phases of the sale cycle from prospecting to close and follow up support.
    5. Responsible for calculating the premium amounts and set up payment methods.
    6. Improved and promoted wellness through communication, education and health care referral resources.
    7. Comprehend and understand the insurance laws and regulations and offered explanation of policy coverage to client.
    8. Assisted members in enrollment applications, changing and renewing their health plans.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Management