I have a strong background in healthcare telemarketing and lead generation, particularly for Medicare Part D plans, where I effectively explain benefits and guide clients through plan options. I also bring experience in technical support for AT&T, with hands-on use of CRM tools to manage customer information, resolve issues, and provide efficient service.
In the insurance field, I’ve handled quoting for contractors, including preparing Acord forms, supplementals, and quoting policies through carriers such as AmTrust, The Hartford, and Hanover. I'm well-versed in using industry-standard tools like AMS-360 and AgencyZoom for communication, texting, and task tracking.
I’m highly proficient in Microsoft Word, Excel, Outlook, Google Calendar, and experienced in managing email blasting campaigns. My ability to balance front-end client engagement with back-office quoting and CRM documentation makes me a versatile and dependable asset to any agency or team.
