“A One Stop Life, Health, and Annuity Resource.”

Professional Talent

Richard Marhoover

Richard Marhoover

Phone: 260-414-1362

Qualification Profile:

 

Results-oriented, dependable professional experienced in customer service and sales.  Excels in fast-paced environment as well as in motivating staff to increase productivity.  Works well independently and as part of a team.  Committed to excellence, playing a key role in designing the optimal life insurance contract to meet applicants’ unique and individual needs.  Sustains continuous focus on quality improvement of products and services.

 

Professional Experience:

Ash Brokerage Corporation, Fort Wayne Indiana

Regional Protection Specialist                                               May 2016 July-2019

  • Develop and maintain relationships with key advisors within a specific territory.
  • Track and maintain production reporting within territory for purposes of tracking growth and retention goals.
  • Attend and participate in Partner National Conferences.
  • Travel within territory to develop and maintain agent relationships.
  • Provide marketing and sales support to advisors.
  • Life field underwriting.
  • Monthly proactive outbound marketing campaigns.
  • Developed and managed the Comprehensive Analysis and Review program.
  • Point of contact for Advanced/Large Case design.
  • Consult by phone/in person with agents to design the optimal life insurance contract to meet the client’s specific needs.
  • Life field Underwriting.
  • Review of attending physician statements for accurate rating for life insurance.
  • Perform life insurance audits on existing client policies to identify potential areas of improvement.
  • Strong sales and negotiation skills, and ability to influence and persuade to achieve desired outcomes.
  • Provide agent and staff training on and off site.
  • Meeting planning, and presentation skills.
  • Technically proficient in internal agency management system, Outlook, Word Perfect, Internet research and expertise in carrier software to generate professional illustration output.

Centra Health, Lynchburg, VA                                                          June 2014- May 2016

Hospital Billing Customer Service/Call Center Team Lead

           

  • Manages a team of 12 customer service agents that respond to incoming patient inquiries regarding their account statements.
  • Responds to all patient escalation/complaint calls within a timely manner and with empathy to the patient concern.
  • Maintains compliance with all established productivity standards, policies and procedures on a daily basis.
  • Analyzes, investigates, and pursues all unpaid, underpaid, or denied claims to facilitate payment and resolution.
  • Maintains thorough knowledge of payer contacts, regulations, and guidelines, as well as state and federal laws related to billing and collection procedures to assure accurate and compliant billing practices.
  • Effectively manages our financial assistance program available to patients who qualify by analyzing applications and supporting documentation while adhering to company, state and federal guidelines.
  • Organizes monthly training for staff to effectively manage policy and procedure changes as well as training new staff.

Financial Independence Group, Charlotte, NC                                  April 2012-Jan 2014

Case Design Analyst and Policy Review Specialist

  • Developed and managed the Comprehensive Analysis and Review program.
  • Point of contact for Advanced/Large Case design.
  • Consult by phone/in person with agents to design the optimal life insurance contract to meet the client’s specific needs.
  • Life field Underwriting.
  • Review of attending physician statements for accurate rating for life insurance.
  • Perform life insurance audits on existing client policies to identify potential areas of improvement.
  • Strong sales and negotiation skills, and ability to influence and persuade to achieve desired outcomes.
  • Provide agent and staff training on and off site.
  • Meeting planning, and presentation skills.
  • Technically proficient in internal agency management system, Outlook, Word Perfect, Internet research and expertise in carrier software to generate professional illustration output.

Ash Brokerage Corporation, Fort Wayne Indiana

National Account Executive                                                              Dec. 2007-2012

  • Develop and maintain relationships with key advisors within a specific territory.
  • Track and maintain production reporting within territory for purposes of tracking growth and retention goals.
  • Attend and participate in Partner National Conferences.
  • Travel within territory to develop and maintain agent relationships.
  • Provide marketing and sales support to advisors.
  • Life field underwriting.
  • Monthly proactive outbound marketing campaigns.

Ash Brokerage Corporation, Fort Wayne Indiana

Marketing Consultant                                                                                       2002-2012

  • Consult by phone/in person with agents to design the optimal life insurance contract to meet the client’s specific needs.
  • Life field Underwriting.
  • Review of attending physician statements for accurate rating for life insurance.
  • Perform life insurance audits on existing client policies to identify potential areas of improvement.
  • Strong sales and negotiation skills, and ability to influence and persuade to achieve desired outcomes.
  • Provide agent and staff training on and off site.
  • Meeting planning, and presentation skills.

Lincoln Financial Advisors, Fort Wayne Indiana

Retirement Plan Consultant                                                                                  1999-2002

  • Provide expert support to field agents regarding retirement products.
  • Directly involved with tax reporting corrections; specifically 1099-R and 5498 reporting.
  • Establish and review IRA account applications for accuracy and completeness.

Lincoln Financial Advisors, Fort Wayne Indiana

Securities Cashier                                                                                                 1995-1999

  • Provide timely and accurate processing of brokerage business.
  • Review all securities business for compliance.
  • Provide current stock, bond, and mutual fund quotes.

Additional Experience provided upon request.

Acquired Life and Health License 2004

Obtained ACA Certification December 2014.

Education:

 

IVY Tech State College 1995-1998

Snider High School, Fort Wayne, Indiana

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