Kim Williams
Brooklyn, NY | 631-525-4518 | wkimwilliams4@aol.comSummary
Dedicated health insurance professional with strong customer service skills and 15 years’ experience, including conducting market research, reviewing and editing insurance applications, Medicare and Medicaid reports and documentation, and invoice generation.
Experience
Freelance Life Insurance Sales, Brooklyn, NY November 2021 – Present
Life Insurance Sales Representative
Review client coverage needs and recommend appropriate coverage levels
Review and correct any discrepancies on policy limits and coverage prior to policy being bound
Update and maintain client/insured database
Track and review upcoming policy renewals
Prepare marketing material for presentations to new and existing clients
MetroPlus, New York, NYJuly 2008 – November 2021
Senior Medicare Benefits Specialist
Inputted and maintained client database, including placement of coverage, invoice payments and overpayments, and insurance cards
Client liaison for items such as medical cards and address updates
Monitored and coordinated policy renewals with clients
Organized and presented at marketing events for potential clients and coordinated with vendors
Wellcare Inc., New York, NY September 2007 – June 2008
Medicare Marketing Representative
Recommended policy plans to clients to best meet their needs
Inputted and maintained client database
Assisted clients with coverage issues and escalated as needed
Exceeded departmental sales enrollment goals
Education/Licenses
New York Technical College – Brooklyn NY
Coursework towards AA degree, major in Business Administration
Insurance Licenses: NY Life, Accident & Health
Skills
Microsoft Office: Excel, Word, Access, Outlook
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