Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Lucille Gasgonia

Surrey,BC

Summary

Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality. Insightful Insurance Sales Agent bringing 3 years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

18
18
years of professional experience

Work History

Dental Receptionist

Dr. Nilo S. Rey, Inc.
07.2005 - 09.2022
  • Scheduled, rescheduled, and cancelled appointments for dental patients.
  • Provided excellent customer service to create positive experiences and build patient trust.
  • Answered telephone calls to offer office information, answer questions, and direct calls to staff.
  • Prepared insurance claim forms, explained benefits, and outlined pricing details for procedures and services.
  • Completed new patient registrations in software to create accurate and comprehensive records.
  • Communicated with insurance companies to dispute unpaid claims and verify patient coverages.
  • Strictly in compliance with patients privacy and confidentiality.
  • Completed patient referrals to other medical specialists.
  • Greeted visitors and patients to determine needs, check appointments, and direct accordingly.
  • Understood dental terminology and insurance breakdowns to communicate with external stakeholders.
  • Handled patient complaints quickly and professionally to restore patient confidence and prevent loss of clientele.
  • Managed patient billing processes for timely, accurate payments.
  • Conducted communications and transactions with patients and visitors to foster positive experience.
  • Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.
  • Greeted and interacted with patients to provide information, answer questions and assist with appointment scheduling.
  • Processed medical insurance claims and payments.
  • Prepared and processed patient referrals and transfer requests.
  • Registered and verified patient records before triage with most up-to-date information.
  • Managed office logistics by scheduling appointments, maintaining files and collecting payments.
  • Frequently double-checked patient histories and current information while scheduling follow-ups and other appointments.
  • Completed administrative patient intakes with case histories, insurance information and mandated forms.
  • Knowledgeable of Power Practice Software and Coachable with new technology.
  • People person and can easily adapt to work changes and can handle work crisis in terms of unavoidable circumstances, values others opinion and respect others sets of beliefs and boundaries.

Independent Life Insurance Advisor

Business
04.2021 - Current
  • Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales 100%.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Crafted clear, informative reports to explain life insurance policy features and benefits.
  • Provided coverage option information to assist clients in protecting assets.
  • Marketed life insurance products to increase customer bases and revenue.
  • Maintained high standards of customer service by building relationships with clients.
  • Analyzed customers' financial situations to recommend appropriate life insurance policies.
  • Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
  • Retained up-to-date industry knowledge for accurate, well-informed customer interactions.
  • Designed presentations and marketing materials to promote insurance products.
  • Educated clients on insurance policies and procedures.
  • Analyzed customer needs to provide customized insurance solutions.
  • Met with customers to provide information about available products and policies.
  • Finalized sales and collected necessary deposits.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Conducted annual reviews of existing policies to update information.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Monitored customer feedback and identified areas of improvement.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.

Education

Doctor of Optometry - Optometrist

Centro Escolar University
Manila, Philippines

No Degree - Independent Financial Advisor

Financial Career Institute
Greatway Financial
04.2021

Skills

  • Investment Options
  • New Agent Training
  • Calculate Commissions
  • Professional Relationships
  • Marketing Strategy Development
  • Client Education
  • Insurance Practices
  • Life Insurance Sales
  • Cold Calling
  • Continuous Education
  • Policy Renewals
  • Final Expense Insurance
  • New Product Information
  • Policy Feature Explanations

Languages

English
Full Professional

Timeline

Independent Life Insurance Advisor

Business
04.2021 - Current

Dental Receptionist

Dr. Nilo S. Rey, Inc.
07.2005 - 09.2022

Doctor of Optometry - Optometrist

Centro Escolar University

No Degree - Independent Financial Advisor

Financial Career Institute

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Lucille Gasgonia