Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Nancy Czyz

Surprise

Summary

Working knowledge of the different parts of Medicare and Private Insurance. Works well in a high pressure environment. Trained in all areas of Insurance. Thorough understanding of HIPPA and how Insurances work. Self-starting, goal-oriented strategist whose confidence, perseverance and vision promote success.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Licensed Insurance Agent

Self-Employment
Surprise, AZ
04.2012 - Current
  • Executed daily operations of handling inbound and outbound calls for ACA plans with national Insurance company.
  • Interviewed customers to obtain information and explain available medical plans and covered benefits.
  • Executed daily operations of handling inbound mail and data entry for members of Insurance Company.
  • Executed daily operations of handling inbound and outbound enrollments for Medicare Advantage Plans in 19 states.
  • Interviewed customers to obtain information and explain available Medicare covered prescriptions.
  • Sold Medicare Advantage Plans to seniors and people with disabilities.
  • Conducted comprehensive policy reviews to ensure compliance with regulations.
  • Utilized CRM software to manage client relationships and track interactions.
  • Educated clients on coverage options, enhancing understanding of benefits.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.

Tax Preparer

Taxes by Nancy
Surprise, AZ
02.2003 - Current
  • Executed daily operations of running the business.
  • Kept records of customer interactions and transactions.
  • Solicited sale of new and additional services and products.
  • Determined charges for services requested, collected payments and arranged for billing.

Customer Service

Farmers Insurance
Surprise, AZ
07.2023 - 07.2024
  • Incoming calls for national wireless company and National Insurance Company.
  • Assisted with canceling accounts as well as updating account information.

Licensed Insurance Agent

GoHealth/work at home
02.2023 - 07.2023
  • Executed daily operations of handling inbound and outbounds calls for Medicare plans with national Insurance companies.

Licensed Insurance Agent

Health IQ/work at home
05.2022 - 12.2022
  • Executed daily operations of handling inbound and outbounds calls for Medicare plans with national Insurance companies.
  • Interviewed customers to obtain information and explain available medical plans and covered benefits.

Licensed Insurance Agent

E-TeleQuote/work at home
06.2020 - 05.2022
  • Executed daily operations of handling inbound and outbounds calls for Medicare plans with national Insurance companies.
  • Interviewed customers to obtain information and explain available medical plans and covered benefits.

Customer Service Representative – Guidewell Florida Blue

Broadpath/work at home
Surprise, AZ
07.2017 - 05.2020
  • Executed daily operations of handling inbound calls for ACA plans with national Insurance company.
  • Interviewed customers to obtain information and explain available medical plans and covered benefits.

Licensed Insurance Agent – Guidewell UPMC

·Executed daily operations of handling inbound calls for Medicare plans with national Insurance company

·Interviewed customers to obtain information and explain available medical plans and covered benefits ·Assisted with account information

Customer Service Representative – Guidewell Ambetter

·Executed daily operations of handling inbound calls for ACA plans with national Insurance company ·Interviewed customers to obtain information and explain available medical plans and covered benefits ·Assisted with billing questions and account information

Temporary Customer Service Representative I

Express Employment Professional
Tempe, AZ
05.2016 - 06.2016
  • Incoming calls for national wireless company.

Temporary Customer Service Representative

Convergys
Phoenix, AZ
06.2015 - 04.2016
  • Incoming calls for national wireless company and National Insurance Company.
  • Assisted with canceling accounts as well as updating account information.
  • Executed daily operations of handling inbound and outbound calls for ACA plans with national Insurance company.
  • Interviewed customers to obtain information and explain available medical plans and covered benefits.
  • Assisted with billing questions and account information.

Temporary Customer Service Representative

Apex
Scottsdale, AZ
12.2014 - 03.2015
  • Executed daily operations of handling inbound calls and data entry for members of Insurance Company.

Temporary Customer Service Representative

Aerotek
Phoenix, AZ
08.2014 - 12.2014
  • Executed daily operations of handling inbound mail and data entry for members of Insurance Company.

Tax Preparer

Freedom Tax Preparation
Mesa, AZ
01.2013 - 04.2014
  • Prepared income tax return forms for individuals and small business.
  • Interviewed client to obtain additional information on taxable income and deductible expenses and allowances.
  • Consulted tax law handbooks and bulletins to determine procedure for preparation of a typical return.

Temporary Customer Service Representative

APAC
Phoenix, AZ
08.2013 - 01.2014
  • Executed daily operations of handling inbound and outbound enrollments for Medicare Advantage Plans in 19 states.
  • Interviewed customers to obtain information and explain available Medicare covered prescriptions.
  • Sold Medicare Advantage Plans to seniors and people with disabilities.

Education

Medical Billing

Dorsey Business School
Roseville, MI
01-1993

Medical Assistant

Michigan Paraprofessional
Roseville, MI
01-1989

Skills

  • Insurance sales expertise
  • Insurance product expertise
  • Client relationship management
  • Client account management
  • Client service
  • Regulatory compliance
  • Customer follow-up
  • Licensed insurance agent
  • Quotes and sales
  • New client acquisition
  • CRM software
  • Life insurance

Certification

Health & Life

Timeline

Customer Service

Farmers Insurance
07.2023 - 07.2024

Licensed Insurance Agent

GoHealth/work at home
02.2023 - 07.2023

Licensed Insurance Agent

Health IQ/work at home
05.2022 - 12.2022

Licensed Insurance Agent

E-TeleQuote/work at home
06.2020 - 05.2022

Customer Service Representative – Guidewell Florida Blue

Broadpath/work at home
07.2017 - 05.2020

Temporary Customer Service Representative I

Express Employment Professional
05.2016 - 06.2016

Temporary Customer Service Representative

Convergys
06.2015 - 04.2016

Temporary Customer Service Representative

Apex
12.2014 - 03.2015

Temporary Customer Service Representative

Aerotek
08.2014 - 12.2014

Temporary Customer Service Representative

APAC
08.2013 - 01.2014

Tax Preparer

Freedom Tax Preparation
01.2013 - 04.2014

Licensed Insurance Agent

Self-Employment
04.2012 - Current

Tax Preparer

Taxes by Nancy
02.2003 - Current

Medical Assistant

Michigan Paraprofessional

Medical Billing

Dorsey Business School
Nancy Czyz