Samantha M.

Experience

• 

  Sutherland

  May 2014 - Dec 2014

  Billing and sales
• 

  Stein Mart

  Feb 2015 - Jul 2015

  Department Lead
• 

  Sutherland

  Oct 2015 - May 2018

  • Customer Service Representative

    Oct 2017 - May 2018

  • Retention Specialist

    Jun 2016 - Oct 2017

  • Billing and sales

    Oct 2015 - Jun 2016
• 

  Coverance Insurance Solutions, Inc.

  Oct 2018 - Feb 2020

  Customer Service Representative

  Answer inbound calls in a timely and professional mannerEfficiently obtain and enter client information in modern CRMTransfer all interested clients to licensed agent based on stateTake notes and relay messages from client to licensed agentSchedule callbacks and follow ups for agents, as neededWrite inbound/outbound call center scriptsAssist with testing any system updates/changes before being rolled out to production floorUpdate, print, and distribute new information to team, as neededPlace outbound calls 3/30/60/90 days after application submission date to ensure client satisfaction, and prevent application cancellationsProvide assistance to Licensing/Contracting Admin to review carrier Ready to Sell Reports for new agent appointments, enter any new carrier appointments into Sunfire system and update agent/all managers necessary, and advise Licensing/Contracting Admin of any missing state/carrier appointments for all active agents Show less

• 

  Invisible Fence of the Fingerlakes, Midstate and Syracuse

  Feb 2020 - Aug 2020

  Customer Service Representative

  Placing all outbound appointment reminder calls. Answer inbound calls and assist with customer’s needs.Packing up daily phone and online orders to be mailed out.Collecting the mail and distributing it throughout office.Keeping track of office supplies and needs to provide notice of when new inventory required.Helping walk in customers with technical issues or needs.Scheduling technician appointments when necessary.Distributing and documenting serial numbers of any equipment needed by technicians on daily appointments in Excel.Entering all gas receipts into Excel document to track vehicle mileage and usage as well as spending on company credit card.Testing customer equipment to ensure proper operation. Show less

• 

  Coverance Insurance Solutions, Inc.

  Aug 2020 - Nov 2021

  Contracting & Licensing Specialist

  Successfully contract and appoint 200+ agents with Humana, Centene/WellCare, UHC, and SCAN.Manually updated and monitor CRM and Sunfire systems to reflect licenses and active appointments for all agents.Maintained communication with carriers to ensure a smooth onboarding process for all agents under Coverance Ins. Solutions, Inc via various levels written and telephonic means.Review ready to sell reports provided by carriers and request any missing appointmentsMonitored agents active 30+ state licenses to prevent expiration and maintain compliance. Processed applications and renewals as neededMonitored a Sales Contracting inbox to reply and forward emails as necessary to agents, management and various departments Show less

• 

  EasyHealth

  Nov 2021 - Mar 2022

  Contracting Coordinator

  Successfully contracted 100+ internal agents and 75+ downline agents with Humana, Centene/WellCare, Anthem, and Aetna.Maintained communication with carriers to ensure a smooth onboarding process for all agents under Easy Health Insurance via various levels written and telephonic means.Review ready to sell reports provided by carriers and request any missing state appointments.Updated Airtable on a twice weekly basis with status updates for all agents contracted under Humana, Centene/WellCare, Aetna, and Anthem for management. Show less

• 

  MyPlanAdvocate

  Apr 2022 - now

  • Manager of Licensing and Contracting

    Oct 2022 - now

  • Licensing and Contracting Representative

    Apr 2022 - Oct 2022