Tia Morris
Rochester
Summary
Licensed insurance professional with over 10 years of proven expertise in policy sales, client relationship management, and risk assessment. Skillful in navigating complex insurance products and regulations, ensuring clients receive optimal coverage. Strong focus on team collaboration, adaptability, and achieving measurable results in dynamic environments. Recognized for excellent communication, analytical thinking, and problem-solving abilities.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Care Team Assistant
Mayo Clinic
Rochester, MN
12.2025 - 03.2026
- Supported interdisciplinary ED team in a fast-paced, high-acuity setting by coordinating patient admissions, transfers, and discharges.
- Maintained accurate EMR documentation, tracked provider orders, and ensured timely chart updates.
- Facilitated communication between providers, nurses, patients, and families to improve patient flow and care coordination.
- Managed supplies and assisted with unit organization to promote efficient, safe emergency care.
Patient Benefit Representative
Mercy
Remote
12.2019 - 09.2025
- Reviewed patient appointments and admissions to facilitate a streamlined financial process, ensuring clarity on out-of-pocket expenses.
- Secured necessary authorizations and managed insurance requirements to expedite patient care and optimize reimbursement.
- Coordinated effectively with insurance companies, advocating for patients to ensure timely processing and reimbursement.
- Served as a mentor to team members, offering guidance on patient benefit processes and fostering a collaborative work environment.
- Demonstrated proficiency in insurance management and adherence to referral protocols, ensuring comprehensive patient support.
Licensed Insurance Agent
The Cigna Group
Remote
07.2022 - 01.2024
- Proactively initiated contact with potential clients to assess their healthcare needs and recommended tailored insurance solutions from Cigna's portfolio.
- Cultivated strong client relationships through personalized interactions, effectively promoting Cigna's products and services. Exceeded sales targets by leveraging strong communication and negotiation skills to articulate the benefits of insurance plans.
- Provided comprehensive information on insurance options, ensuring informed decision-making among clients.
- Demonstrated exceptional customer service, addressing client inquiries promptly and resolving issues to enhance satisfaction and retention.
Licensed Medicare Insurance Agent
SelectQuote
Remote
07.2021 - 01.2022
- Engaged prospective members via telephone, responding to inquiries generated from diverse marketing campaigns.
- Conducted thorough needs analyses to understand customers healthcare requirements and preferences.
- Expertly matched customers with tailored Medicare products that best addressed their individual needs and circumstances.
- Operated effectively in a fast-paced environment to consistently meet and exceed daily and monthly quotas.
- Demonstrated strong communication skills to build rapport, educate customers, and facilitate informed decision-making regarding Medicare coverage options.
Claims Adjuster
Tech Mahindra
Fargo, ND
01.2019 - 12.2019
- Evaluated and adjudicated short-term disability claims, meticulously reviewing documentation provided by employees to validate disability status.
- Engaged in proactive communication with physicians offices via email and phone to gather necessary information for claim assessment and decision-making.
- Ensured timely processing of claims within authorized timeframes, maintaining strict adherence to compliance standards.
Insurance Reimbursement Specialist
Sanford Health
Fargo, ND
01.2017 - 12.2018
- Orchestrated the meticulous processing of unpaid third-party insurance, Medicare, Medicaid, and government-assisted program accounts, ensuring optimal reimbursement.
- Expertly managed accounts across the entire revenue cycle, from claim preparation and submission (both electronically and via paper) to securing essential medical documentation requested by payers.
- Proactively identified and pursued resolution of outstanding insurance balances, adhering rigorously to federal and state regulations.
- Consistently met and exceeded established timelines, ensuring efficient completion of tasks.
Claims Analyst
Humana
De Pere, WI
07.2015 - 07.2016
- Processing of medical insurance claims, specializing in verifying authenticity and eligibility, and ensuring adherence to policies and regulations throughout the entire process.
- Effectively communicated with policyholders to resolve inquiries and discrepancies, maintaining high standards of customer service.
- Managed administrative duties including record-keeping, report generation for creditors, appointment scheduling, and paperwork processing.
- Coordinated with internal teams, facilitating smooth workflows and client interactions.
Licensed Insurance Agent
UnitedHealth Care
Green Bay, WI
07.2013 - 07.2015
- Proactively engage with prospective members via inbound calls, expertly identifying their needs and converting inquiries into qualified leads and sales.
- Demonstrated exceptional listening skills to pinpoint customer concerns, utilizing product knowledge to effectively explain Medicare options and guide members towards optimal product selections.
- Provided seamless assistance in completing enrollment applications over the phone, ensuring accuracy and compliance with all necessary information.
- Consistently achieved and exceeded sales quotas, attendance targets, and other performance metrics set for the role.
Education
High School Diploma -
Mayo High School
06.2011
Skills
- Insurance Sales
- Customer Service
- CRM Software
- Salesforce
- Medical Insurance
- Negotiation
- Sales Management
- Insurance Verification
- Microsoft PowerPoint
- Microsoft Office
- Microsoft Word
- Microsoft Excel
Certification
- Insurance Producer -Lines of Authority- Life, Accident & Health or Sickness, August 2013 to Present
Timeline
Care Team Assistant
Mayo Clinic
12.2025 - 03.2026
Licensed Insurance Agent
The Cigna Group
07.2022 - 01.2024
Licensed Medicare Insurance Agent
SelectQuote
07.2021 - 01.2022
Patient Benefit Representative
Mercy
12.2019 - 09.2025
Claims Adjuster
Tech Mahindra
01.2019 - 12.2019
Insurance Reimbursement Specialist
Sanford Health
01.2017 - 12.2018
Claims Analyst
Humana
07.2015 - 07.2016
Licensed Insurance Agent
UnitedHealth Care
07.2013 - 07.2015
High School Diploma -
Mayo High School