Lisa R Horton

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Benefits Consultant / Contractor

Double Agent,

Sep 2015 - Current (10 years 10 months)

• Answer inbound calls and make outbound calls in a virtual call center to assist various companies' employees • Effectively answer and explain any questions regarding each companies' benefit guidelines, including guaranteed issue perimeters and timelines • Direct and guide employees through their company's website for further specific details of their benefits ◦ Document and date employee's calls • Conduct individual and group enrollment presentations for employees at numerous worksites during new hire and annual benefit enrollment periods as well as assist employees in self-enrollment of their benefits • Communicate plan details offered (medical, dental, vision, health savings & flexible spending accounts & employee assistance prog

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Insurance Representative/Adjuster

Double Agent, LLC-Hampton,

Jun 2008 - Current (18 years 1 month)

• Provided insurance services for health, life, annuity, and critical illness in both public and private sectors. ◦ Enrolled Medicare recipients into Medicare Advantage plans. • Settled and processed claims and payments for auto damage in total loss of property. • Utilized Microsoft 365 to enhance customer service efficiency, ensuring effective communication and documentation in my role as an insurance representative, which is fundamentally centered around servicing customers and addressing their needs effectively.

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Licensed Medicare Advantage Agent/Self-Employed

Double Agent, LLC-Hampton,

Apr 2008 - Current (18 years 3 months)

• Assist individuals in understanding and selecting Medicare Advantage plans that meet their healthcare and financial needs • Deep knowledge of CMS guidelines, Medicare benefits, and healthcare regulations • Committed to delivering compliant, high-quality customer service, ensuring beneficiaries make informed decisions • Strong communication and interpersonal skills, proficient in both individual consultations and group presentations • Provide in-depth consultations to Medicare beneficiaries to explain plan options, coverage details, and benefits while ensuring compliance with CMS regulations • Accurately complete and submit Medicare Advantage plan enrollments, ensuring documentation meets CMS standards • Conduct educational seminars

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Life/Health Consultant/Self-Employed

Double Agent, LLC-Hampton,

Apr 2008 - Current (18 years 3 months)

• Answer inbound calls and place orders for various products in a virtual call center ◦ Enroll and assist clients with final expense life insurance, and educate clients on coverage ◦ Make outbound calls to sell and follow-up on previous interest in products

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Licensed Real Estate Agent

(New

Jun 2006 - Dec 2006 (7 months)

• Collect and process earnest monies and down payments • Ensure walk through procedures were adhered to builder's standards • Prepare and explain seller's builder's contract and warranty w/customer • Make sure items that are to survive closing are listed • Obtain proper credentials of inspector (must be a structural engineer) • Prepare homeowner orientation sheet • Ensure that all pertinent forms/documents are signed and/or initialed • Maintain builder's listings on GaMls and Atlanta New Homes directory • Maintain the appearance of subdivision (interior and exterior) • Prepare reports and made broker visits • Fax and e-mail other agents • Responsible for marketing ideas, utilizing Microsoft 365 to enhance c

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Real Estate Agent

(General

Sep 2004 - Current (21 years 10 months)

• Assist Buyers and Sellers in navigating their home search • Learn their needs • Negotiate favorable terms on behalf of clients • Evaluate comparable properties • Prepare contracts • Educate on the market

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