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Work Background
Farmers Insurance - Denise IbsenLicensed Insurance Agent
Jan. 2024California, United StatesAs a Licensed Insurance Agent, I specialize in helping individuals, families, and businesses navigate their insurance options to find the best coverage tailored to their needs. My expertise spans personal, commercial, life, and health insurance, including Medicare and Covered California. Key Responsibilities: • Educate clients on various insurance policies, ensuring they understand their options and benefits. • Assist individuals and families in enrolling in health insurance plans, including Medicare and Covered California. • Provide customized auto, home, and business insurance solutions to protect assets and mitigate risk. • Offer life insurance options to help clients plan for their financial future. • Build and maintain strong client relationships through excellent communication and customer service. • Stay up to date with industry regulations, policy changes, and market trends to provide accurate and current information. • Work closely with insurance carriers to find the best solutions for each client’s unique needs. Why I Love What I Do: I am passionate about helping people protect what matters most, whether it’s their health, family, business, or financial security. With a strong background in customer service and relationship management, I take pride in providing personalized solutions and ensuring my clients feel confident in their coverage. If you’re in California and need guidance on your insurance options, I’d love to help! Let’s connect.
Symmetry Financial GroupIndependent Life Insurance Agent
Sep. 2020 - Mar. 2021While working here, I proved myself as an excellent professional, as I cultivated and maintained productive working relationships with clients, establishing a foundation for long-term client sources. It was I who developed a comprehensive protection plan by calculating rates, providing immediate coverage action, and implementing a long-term strategy. I also participated in professional organizations and engaged in continuous educational activities to stay informed about industry developments and best practices. Key Accomplishments:
• Conducted fact-finding appointments to understand clients' short-term and long-term needs, assessing their financial situations, and evaluating existing coverage and investments.
• Communicated with insurance carriers' marketing departments on behalf of clients to ensure optimal coverage.
• Secured underwriting approval by completing coverage applications and finalized the coverage process by delivering policies, planning future follow-up visits, and conducting evaluations of ongoing needs.
Winters HealthcareCommunity Outreach and Engagement Manager/340B Coordinator
Aug. 2013 - Jun. 2020Winters, CaWhile working here, I championed the mission, vision, values, and operational principles of WHF, contributing to the development of promotional materials and resources. In addition to this, I cultivated and maintained successful relationships with community organizations, healthcare resources, and collaborative partners, providing support to clinic staff in patient advocacy as needed. Moreover, I led community educational trainings and workshops, managing/creating content for the organization's website and social media platforms. Key Accomplishments:
• Expanded patient and community health education, Promotora program, and community engagement groups to include health, nutrition, and psycho-social needs.
• Spearheaded fundraising efforts, generating over $50K for the annual fundraiser "Dinner on the Bridge."
• Established, optimized, and maintained a successful and compliant 340B savings program, resulting in an annual savings increase of over 1000% within one year.
• Supervised the enrollment services department, ensuring the achievement and surpassing of all strategic operational goals to serve the patient population and community effectively.
• Collaborated with Redwood Community Health Coalition to maintain successful Navigator Grant program.
• Served as a successful liaison between WHF leadership and Patient Advisory Committees, facilitating meetings, focus groups, and other communication avenues to gather patient input on WHF programs and services.
Winters HealthcareClinic Manager
Nov. 2011 - Aug. 2013Winters, California, United StatesDuring my time at Winters Healthcare Foundation, I led the oversight of operations at a Federally Qualified Health Center medical facility, emphasizing the delivery of excellent healthcare with a culturally sensitive, welcoming, timely, and efficient patient experience. I also managed two organizational departments (Medical and Dental), surpassing all strategic and operational goals to effectively serve the community's needs. Moreover, I demonstrated highly proficient knowledge of electronic health records for both medical and dental operations. Key Accomplishments:
• Conducted engaging staff training, facilitated corrective actions, administered performance appraisals, and provided direct supervision for all front and back-office staff.
• Trained new clinical, front, and back-office staff on current workflows and company policies.
• Identified operational deficiencies and implemented compliant solutions in an ever-changing environment.
• Managed, implemented, and provided training on all billing and collection procedures and workflows.
Winters HealthcareMedical Billing Specialist
Sep. 2004 - Nov. 2011Winters, California, United States
Winters HealthcareFront Office Receptionist
Oct. 2003 - Jul. 2004Winters, Ca• Greeted patients, answered phone, routed calls, scheduled and confirmed appointments
• Verified patient demographic information, insurance coverage, eligibility and enrollment for various programs
• Answered questions from patients, clinical staff, referring providers and facilities
• Participated in educational activities and attend staff meetings • Other duties as assigned
Tufts RanchClerk
Aug. 2001 - Aug. 2002Winters, California, United States
Diabetes Self CareTrainer and Product Specialist
Aug. 2001 - Aug. 2002Roanoke, Virginia, United States
Anthem Blue Cross and Blue Shield of NevadaCustomer Service Representative
Nov. 1996 - Aug. 1998Reno, Nevada• Responsibilities included telephone and written communication with subscribers and providers in a call center atmosphere.
• Provided assistance to members and providers by explaining benefits, claim status and general policy inquiries.
• Skillfully maintained daily log of open inquiries and cases while reaching departmental goals, objectives and standards of performance.
• Investigated and resolved Third Party Liability/Worker's Compensation cases.
• Researched and resolved cases forwarded for appeal by the Federal Employee Program Office of Personnel Management or the Department of Insurance.
• Routinely collaborated with department managers to correct problems and improve services and processes.
Blue Shield of CaliforniaCustomer Service Representative
Dec. 1995 - Nov. 1996Red Bluff, California• Responsibilities included telephone and written communication with subscribers and providers in a call center atmosphere.
• Provided assistance to members and providers by explaining benefits, claim status and general policy inquiries.
• Skillfully maintained daily log of open inquiries and cases while reaching departmental goals, objectives and standards of performance.
• Investigated and resolved Third Party Liability/Worker's Compensation cases.
• Researched and resolved cases forwarded for appeal by the Federal Employee Program Office of Personnel Management or the Department of Insurance.
• Routinely collaborated with department managers to correct problems and improve services and processes.
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