PROFESSIONAL SUMMARY
Detail-oriented insurance and administrative professional with 5+ years of experience in property & casualty insurance, client support, and healthcare data management. Recognized for delivering exceptional customer service, ensuring data accuracy, and maintaining compliance in high-volume environments. Strong background in policy advising, cross-selling, and building long-term client relationships.
PROFESSIONAL EXPERIENCE
Associate Account Representative
AMICA Mutual Insurance Company | April 2019 – September 2020
- Provided expert guidance on property and casualty insurance policies to improve customer understanding and retention.
- Identified cross-selling opportunities and recommended additional coverage to support business growth.
- Delivered tailored solutions for client needs, leading to improved satisfaction and long-term loyalty.
- Maintained accurate account notes and documentation for underwriting and claims support.
Sales Representative
Allstate Insurance | August 2017 – April 2019
- Advised new and existing clients on insurance coverage based on individualized needs and risk profiles.
- Built strong client relationships by communicating updates, new product offerings, and policy reminders.
- Generated new business through lead outreach and proactive customer engagement.
- Ensured compliance with all state regulations and internal policy standards.
HIM Specialist
Houston Methodist Hospital / Burnett Staffing | October 2016 – April 2017
- Reviewed and verified patient health records for accuracy, completeness, and regulatory compliance.
- Maintained strict confidentiality and protected sensitive patient data using established security protocols.
- Conducted routine audits to ensure documentation standards were met.
- Collaborated with medical staff to resolve discrepancies and streamline record management.
Billing Specialist
Orion Healthcorp | April 2014 – November 2015
- Generated and submitted patient invoices and insurance claims with high attention to detail.
- Processed payments, reconciled accounts, and resolved financial discrepancies.
- Verified insurance eligibility and benefits to ensure accuracy and patient clarity.
- Maintained accurate data entry and supported billing operations through administrative coordination.
EDUCATION
Houston Community College
Associate of Arts and Sciences (AAS), Radiology Technician | 2012–2014
Houston Community College
General Equivalency Diploma (GED) | 2007
Professional Career Institute
Administrative Assistant Certificate | 2007
SKILLS
- Property & Casualty Insurance
- Customer Service & Client Support
- Cross-Selling & Relationship Building
- Administrative & Office Support
- Claims & Billing Processing
- Regulatory Compliance
- Data Entry & Health Record Management
- Insurance Systems & Documentation
CERTIFICATIONS & LICENSES
Texas Property & Casualty Insurance License (2017)
