Marissa Boeck
@marissaboeck
Licensed life insurance professional skilled in claims resolution, billing, and client relationship management.
What I'm looking for
I am a licensed life insurance professional and General Career Agent with hands-on experience in claims denial analysis, insurance billing, and payment processing. I manage high-volume client communication and maintain compliant CRM documentation while handling sensitive financial data with confidentiality. I Accurately write Life insurance policies for clients and use client referrals to gain more clients through trust and rapport building.
In my current role I communicate with 800+ clients weekly, correct banking errors, verify payment information, and collaborate with underwriting and home office teams to resolve application denials and policy discrepancies. I deliver compassionate, solution-focused support and build strong client rapport. Work very well in team settings, as well as independently.
My background includes customer-facing roles in hospitality where I trained staff, managed transactions, and performed reconciliations, as well as self-employment providing full-time pet and homecare services that required trustworthiness and time management across multiple clients. I have a positive and motivated mindset, and value strong workplace empowerment.
I hold life insurance licenses in Wisconsin and Minnesota and certifications in Microsoft Word & Excel, food safety, and bartending; I am organized, flexible with scheduling, and motivated to contribute to collaborative teams that prioritize accurate financial operations and excellent client service. Experienced in training others both in person and remotely. I have experience in Small Business management from both college courses, and working hands on with a small business for 3+ years in the food service industry. I created scheduling for other employees, helped developed menu items, trained multiple employees, and handled majority customer service issues that occurred.
Experience
Work history, roles, and key accomplishments
Sales Development Representative
American Income Life Insurance Company
Mar 2025 - Present (1 year)
Manage communication with 800+ clients weekly, process and verify payments to ensure timely policy activation, and investigate application denials while collaborating with underwriting to resolve issues and maintain compliant CRM documentation.
Pet and Homecare Provider
Self Employed
Oct 2024 - Feb 2025 (4 months)
Provided full-time in-home pet sitting and home monitoring, managed feeding and medication schedules across multiple clients, and ensured property security and client satisfaction through reliable, timely service.
Cook, Barista & Trainer
Mocha Vino Bistro
Aug 2021 - Oct 2024 (3 years 2 months)
Processed daily customer payments and balanced registers, trained and onboarded new employees on POS and service standards, and maintained food safety compliance while managing high-volume customer interactions.
Education
Degrees, certifications, and relevant coursework
Moraine Park Technical College
Coursework (no degree), Business Management
2023 - 2024
Activities and societies: Microsoft Word & Excel Certification
Completed partial Business Management studies at Moraine Park Technical College from September 2023 to May 2024.
Hustisford Jr/Sr High School
High School Diploma, General Secondary Education
Activities and societies: Technical Excellence Scholarship Award; Youth Apprenticeship Completion Award; Varsity Letter – Women’s Soccer
High School Diploma awarded in 2023 with recognition for technical excellence and completion of a youth apprenticeship.
Availability
Location
Authorized to work in
Social media
Job categories
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