Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Alleni Bishop-Ray

Tipton

Summary

Dynamic Licensed Insurance Agent with expertise in client relationship management at Bankers Life and Casualty. Proven ability to analyze financial data and develop effective sales strategies, enhancing client satisfaction and driving policy sales. Skilled in claims handling and committed to delivering exceptional customer service while ensuring compliance with industry regulations.

Insurance professional with robust background in providing comprehensive insurance solutions. Known for collaborative approach and delivering consistent results in dynamic environments. Skilled in client relationship management and policy customization, valued for reliability and adaptability.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Licensed Insurance Agent

Bankers Life and Casualty
02.2024 - Current
  • Assisted clients in understanding insurance products and coverage options.
  • Developed knowledge of insurance policies and industry regulations through training sessions.
  • Supported team in processing policy applications and renewals efficiently.
  • Collaborated with senior agents to learn effective sales techniques and customer service skills.
  • Calculated quotes and educated potential clients on insurance options.
  • Analyzed financial data to identify trends and provide insights for decision-making.
  • Executed daily reconciliations of accounts to ensure accuracy and compliance.
  • Supported budget planning processes by gathering relevant financial information.
  • Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.

Registered Medical Assistant

Capital Regional Medical Center
12.2020 - 03.2023
  • Supported patient intake processes, ensuring accurate data collection and documentation.
  • Assisted healthcare providers with clinical procedures, maintaining high standards of patient care.
  • Managed appointment scheduling, optimizing clinic workflow and reducing patient wait times.
  • Conducted routine laboratory tests, adhering to safety protocols and quality assurance measures.
  • Processed insurance claims efficiently, contributing to streamlined billing operations within the practice.
  • Sanitized, restocked, and organized exam rooms and medical equipment.
  • Maintained strict confidentiality while handling sensitive patient information in accordance with HIPAA guidelines.
  • Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
  • Called and faxed pharmacies to submit prescriptions and refills.
  • Taught patients about medications, procedures, and care plan instructions.

Education

Certification - Medical Assistant

Pinnacle Career Institute
Kansas City, MO
01-2012

Skills

  • Insurance sales expertise
  • Insurance product expertise
  • Client relationship management
  • Client account management
  • Professional networking
  • Claims handling proficiency
  • Sales strategy development
  • Asset protection expertise
  • Customer service
  • Licensed insurance agent
  • Quotes and sales
  • Account management

Certification

  • Annuity Training - 2024
  • Licensed Life Insurance agent - 2024
  • Licensed in Accident and Health insurance - 2024
  • Retirement Income Training - 2024
  • Licensed Long term care agent - 2024

Timeline

Licensed Insurance Agent

Bankers Life and Casualty
02.2024 - Current

Registered Medical Assistant

Capital Regional Medical Center
12.2020 - 03.2023

Certification - Medical Assistant

Pinnacle Career Institute

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Alleni Bishop-Ray