Dynamic individual with hands-on experience in the insurance/financial services sector, and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Overview
6
6
years of professional experience
Work History
SENIOR LICENSING SPECIALIST
American Income Life Insurance
08.2022 - 01.2025
Managed the licensing and compliance processes for life insurance agents across multiple states, ensuring adherence to state Department of Insurance (DOI) regulations and maintaining active and up-to-date records of agent licenses
Processed onboarding kits for new agents, including conducting background checks and verifying eligibility for contracting and re-contracting
Acted as the primary liaison between agency offices and the home office, ensuring timely communication regarding agent file updates and resolving any licensing-related issues that impacted new business
Collaborated with internal teams to address issues with agent licensing, ensuring compliance with both state and federal regulations and mitigating potential disruptions to business operations
Monitored and tracked license renewals, audits, and regulatory changes, ensuring timely updates to agent licensing statuses in company databases
Provided exceptional customer service to applicants, addressing inquiries with accurate information and timely responses.
Increased efficiency in managing high volume of license applications by developing a robust database system for tracking and reporting purposes.
Assisted newly hired clerks in learning about application reviews and verification procedures, performance strategies and customer service techniques.
Medical Records Clerk
American Income Life Insurance Company
01.2019 - 08.2022
Efficiently processed and managed medical records to support the underwriting process, ensuring the timely and accurate retrieval of necessary documentation from healthcare providers.
Complied with HIPAA regulations to maintain the confidentiality and security of all patient information, ensuring proper handling of sensitive data throughout all stages of record collection.
Coordinated the request and receipt of medical records from various healthcare providers, verifying the completeness and accuracy of records submitted for underwriting evaluation.
Organized and maintained medical files in both physical and electronic formats, ensuring proper storage and retrieval as needed.
Collaborated with underwriters and other departments to ensure medical information was readily available for underwriting decisions while adhering to all legal and regulatory guidelines.
Monitored and tracked outstanding medical records requests, following up with healthcare providers to ensure timely responses and avoid delays in the underwriting process.
Education
High School Diploma -
La Vega High Scool
Waco, TX
05-2002
Skills
Proficient with Licensing Management Software (Sircon, NIPR, etc)
Proficient with MS Office Suite
Proven ability to resolve licensing issues quickly
License management
HIPPA Compliance
Teamwork and collaboration
Attention to detail
Multitasking
Reliability
Excellent communication
Critical thinking
Adaptability and flexibility
Language
English
Timeline
SENIOR LICENSING SPECIALIST
American Income Life Insurance
08.2022 - 01.2025
Medical Records Clerk
American Income Life Insurance Company
01.2019 - 08.2022
High School Diploma -
La Vega High Scool
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