I managed school insurance portals and sales across multiple U.S. states. I planned marketing strategies, tracked their effectiveness, and handled client accounts by analyzing health plans, gathering feedback, and improving products. I prospected new clients, created proposals, closed deals, and oversaw implementation. I worked closely with school directors and agencies to support sales efforts and strategic decisions. I prepared quotes, invoices, and reviewed waiver criteria to ensure policy compliance. I also supported international students with enrollment, collaborated with the Benefits and Claims team, reviewed policy brochures, conducted market research, developed rate plans, trained new hires, and helped resolve chargeback cases.
I handle customer inquiries and resolve issues via email, phone, or chat using Gorgias. I assist with orders, track shipments, process returns, and provide product info and recommendations. I work with shipping and billing teams to ensure accurate, timely fulfillment and keep detailed records to maintain service quality.
I respond to customer concerns by clearly explaining coverage and the enrollment process. I assist customers with their benefits, claims, and eligibility questions, and help members with their waiver and refund processes when needed. I also coordinate with the Benefits and Claims Department to address and resolve member issues.
I collect and analyze commercial credit information to compile detailed business reports. This includes contacting company management to obtain key business details and financial statements. I ensure data accuracy and completeness by updating reports using CRM tools such as Salesforce and other ad hoc methods.
I provide accurate production data to support planning and target setting. I handle clerical tasks like preparing audit check sheets, tracking attendance, and managing production records. I also coordinate with Production Engineering to monitor production status and downtime, ensuring efficient operations.
US Health Insurance
Customer Service
Chargeback Resolution
Account management
Customer service
Teamwork and collaboration
Client relations
Sales reporting
Upselling
Contract negotiation
Marketing
Sales analysis
Lead development
Lead prospecting
Order processing