Monica Heriot
Sumter
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
5
5
years of professional experience
1
1
Certification
Work History
ACA Healthcare Agent
Digital Media Solutions
10.2023 - Current
- Provide comprehensive healthcare solutions by guiding clients through Affordable Care Act (ACA) enrollment processes and requirements
- Facilitate client understanding of healthcare options, enabling informed decision-making on plan selections and coverage
- Offer ongoing support and assistance with enrollment, ensuring clients successfully secure appropriate healthcare coverage
Employee Benefits Advisor
Unum Group
07.2022 - 10.2023
- Provided expert guidance to employees and their families on group health benefits, enhancing their understanding of options and legal implications during critical life events
- Simplified intricate benefit structures and legislative mandates, facilitating informed decision-making for a diverse client base
- Supported plan participants in interpreting and leveraging organization-provided health benefits, leading to improved coverage utilization and selection
Licensed Insurance Agent
Colonial Penn Life Insurance
03.2021 - 07.2022
- Cultivated strong relationships with clients by providing clear explanations of insurance policy features and benefits, ensuring informed decision-making
- Analyzed customer needs to recommend suitable life insurance coverage, aligning with their specific requirements
- Processed life insurance applications with attention to detail, utilizing voice-authorization systems to maintain accuracy and adherence to regulatory standards
Personal Loan Specialist
OneMain Financial
11.2019 - 03.2021
- Executed comprehensive loan application protocols, securing precise and regulatory-compliant documentation for a variety of loan products
- Augmented client financial security by proficiently promoting and integrating insurance offerings with loan services
- Uphold exceptional customer service standards, establishing and nurturing positive relationships through diligent communication and effective problem-solving
Education
Bachelor of Arts - Liberal Studies
University of South Carolina
Columbia, SC05.2025
Skills
- Excellent Verbal and Written Communication Skills
- Account Management
- Financial Services
- Medical Terminology
- Microsoft Office
- Healthcare system navigation
- Patient care coordination
- Insurance verification
- Patient confidentiality
- HIPAA compliance
- Data interpretation
- Claims trend analysis
Certification
- Life/Accident/Health Insurance Producer, SCDOI, 09/26
- Property and Casualty Producer License, SCDOI, 09/26
Timeline
ACA Healthcare Agent
Digital Media Solutions
10.2023 - Current
Employee Benefits Advisor
Unum Group
07.2022 - 10.2023
Licensed Insurance Agent
Colonial Penn Life Insurance
03.2021 - 07.2022
Personal Loan Specialist
OneMain Financial
11.2019 - 03.2021
- Life/Accident/Health Insurance Producer, SCDOI, 09/26
- Property and Casualty Producer License, SCDOI, 09/26
Bachelor of Arts - Liberal Studies
University of South Carolina
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