Brandi Wingate
Blackshear
Summary
Goal-oriented professional effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering a background generating new business by selling various insurance plans. Results-driven professional in insurance sales, known for exceptional productivity and efficiency in task completion. Skilled in client relationship management, policy customization, and market analysis. Excel at communication, problem-solving, and adaptability, leveraging these soft skills to meet and exceed sales targets consistently.
Overview
19
19
years of professional experience
Work History
Multi-Line Insurance Agent
KL Davis Agency
Douglas
03.2026 - Current
- Assisted clients in selecting appropriate insurance coverage options.
- Educated customers on policy features and benefits for informed decisions.
- Conducted thorough risk assessments to identify client needs effectively.
- Processed claims efficiently to ensure timely resolution for clients.
- Built strong relationships with clients through consistent communication and support.
- Collaborated with underwriters to evaluate and manage policy applications.
- Maintained accurate records of client interactions and policy changes securely.
- Resolved customer complaints in a professional manner while adhering to company guidelines.
- Assisted customers in selecting appropriate insurance policies to meet their needs.
- Handled customer inquiries regarding billing statements and payments.
- Provided advice to clients on coverage options, riders, endorsements and other policy-related matters.
- Maintained accurate records of customer information using company database systems.
- Educated clients on proper use of insurance products, including filing claims procedures.
- Monitored competitor activities in order to remain competitive within the marketplace.
- Adhered to all applicable state regulations governing the sale of insurance products.
- Responded to customer inquiries and problems to promote great service.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Drafted and processed policy changes, cancellations and renewals as requested by customers.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
Director of Pulmonary Rehab
Meridian Healt
Tallahassee
03.2024 - 01.2026
- Supervised respiratory therapy team to ensure high-quality patient care.
- Developed training programs for new respiratory therapists and staff.
- Implemented quality control measures for respiratory therapy procedures.
- Coordinated patient assessments and treatment plans with healthcare providers.
- Managed scheduling and staffing to meet departmental needs effectively.
- Evaluated equipment and technology for optimal respiratory therapy delivery.
- Supervised the daily operations of a team of registered respiratory therapists.
- Collaborated with multidisciplinary teams to enhance patient outcomes and care strategies.
- Developed medical programs that promoted community health and research.
- Kept informed of advances in medicine and computerized diagnostic and treatment equipment.
- Managed changes in integrated health care delivery systems and technological innovations while keeping focus on quality of care.
- submitted billing for diverse therapeutic treatments for entire centerr.
- Performed Pulmonary Function Testing.
Registered Respiratory Therapist
Barnes Healthcare
04.2014 - 05.2023
- Registered Respiratory Therapist Educated patients and family/caregivers on various respiratory diseases and illnesses and on equipment to help manage diseases including oxygen, nebulizers, Cpac, Bipap, suction. I compressor, home ventilation (invasive and non-invasive) Managed equipment in the home once the patient was out of the hospital. I performed In-services on equipment at hospitals and Doctors offices on varies diseases and equipment. I did marketing at hospitals and Doctors offices to help get referrals and make the transition easier for case planners. I managed patient loads and scheduling and used many computer skills for spreadsheets, charting and reviewing virtual charts.
- Ventilation Administrator Communicated with hospitals and doctors' offices to help get patients ready to go home on the ventilator and tracheostomy equipment in both Georgia and Florida. I made sure all documentation for insurance was obtained for insurance to be billed accordingly. I managed, arranged, and dispatched our Respiratory therapists to train patient and family/caregivers in the hospital prior to discharge and in the home upon discharge. I Made sure all supplies were sent monthly to the patient. Verified insurance and billed initial setup and monthly supplies. I accessed many charting systems along with the referral source to gather and review qualification for specific equipment or needs. I Managed spreadsheets with patient information.
Registered Respiratory Therapist
Shuman Healthcare
02.2010 - 04.2014
- I setup and managed respiratory equipment such as CPAP, Bipap, Suction, Oxygen, Compressor, and other Respiratory equipment. I managed a patient load and charting system.
Registered Respiratory Therapist
Wayne Memorial Hospital
12.2007 - 01.2011
- I performed routine and high-risk procedures as prescribed by the Physician and followed appropriate policies and procedures. I communicated with physicians and other medical personnel on the effectiveness of respiratory care procedures and updates on the patients. By explaining respiratory care to the patients and family, I tried to make the hospital stay as comforting as possible. I had to review patients' charts to verify order and check for contradictions of therapy and also wrote orders for the physician in accordance with verbal orders. I would assess patients and provided proper documentation in patient's chart as related to therapies I managed equipment by assembling, installing, disassembling, assessing, cleaning and maintaining the equipment according to manufacturer and department policy. I performed many procedures on adult, pediatric, and neonatal patients such as intubation, ABG's, nebulizer, ventilation management, Cpac management, Bipap management, suctioning, and performed EKGs. I was also the transport RT and managed the Ventilator in the ambulance when transporting to other facilities.
Education
Associate of Applied Science - Respiratory Therapy
Okefenokee Technical College
01-2007
Skills
- Highly motivated
- Great computer knowledge and skills
- Works well with others
- Great medical knowledge
- Knowledge with ICD-10 codes
- Knowledge on all respiratory diseases and equipment
- Great time management
- Detail oriented
- Has skills with logistics/dispatching
- Insurance verification and qualification skills
- Passion for helping people
- Good Education skills
- Good people skills
- Experience with insurance guidelines
- Healthcare common procedure coding system HCPCS
- Sales reporting
- Team leadership
- Client relations
- Marketing strategies
- Private insurance
- Negotiation
- Health insurance
- Quotes and sales
- Insurance sales strategy
- Policy writing
- Claims processing
- Risk assessment
- Customer education
- Insurance analysis
- Customer relationship management
- Effective communication
- Problem solving
- Customer service
- Premium calculations
- Claims reporting systems
- Deductible expense identification
- Prospective client identification
- Account management
- Auto insurance
- Marketing management
- Client account management
- Policy adjustment
- Revenue generation
- Business planning
- Customer follow-up
- Licensed insurance agent
- Policy renewals
- Risk mitigation
- Client retention
- Underwriting
- Insurance sales expertise
- Goal oriented
- Team collaboration
Timeline
Multi-Line Insurance Agent
KL Davis Agency
03.2026 - Current
Director of Pulmonary Rehab
Meridian Healt
03.2024 - 01.2026
Registered Respiratory Therapist
Barnes Healthcare
04.2014 - 05.2023
Registered Respiratory Therapist
Shuman Healthcare
02.2010 - 04.2014
Registered Respiratory Therapist
Wayne Memorial Hospital
12.2007 - 01.2011
Associate of Applied Science - Respiratory Therapy
Okefenokee Technical College