Robert Weston-George
@robertweston-george
I build customer trust through insurance guidance, healthcare navigation, and service.
What I'm looking for
I'm currently supporting patients at Upward Health in Phoenix, scheduling specialist appointments and working with Athena and Salesforce.
In field underwriting roles at Equis Financial and US Health Advisors, I've built client relationships, prepared and presented insurance quotes, explained policy options, and negotiated coverage terms. I maintained a customer satisfaction rate above 90%.
My background also includes customer service, claims, sales, and technical support at Safelite Auto, Cenlar FSB, Sears Holdings, and Bank of America. I've resolved complex customer issues, handled high call volumes, created property-damage claims, and ranked in the top 10% for successful issue resolution at Bank of America.
Earlier, I supported clients in behavioral health settings through activities, treatment-plan coordination, vital-sign monitoring, medication administration, and family communication. I'm driven to exceed sales goals and build long-term customer relationships through high-quality care.
Experience
Work history, roles, and key accomplishments
Care Navigator
Upward Health
Nov 2024 - Present (1 year 9 months)
Scheduled patients with specialists and utilized Athena and Salesforce for care coordination.
Field Underwriter
Equis Financial
Jan 2024 - Present (2 years 7 months)
Developed and maintained client relationships, prepared and presented insurance quotes, and educated clients on policies.
Field Underwriter
US Health Advisors
Apr 2023 - Jan 2024 (9 months)
Developed and maintained client relationships, prepared and presented medical insurance quotes, and educated clients on policies.
Customer Service/Sales Representative
Safelite Auto
Jun 2022 - Apr 2023 (10 months)
Provided excellent customer service while setting up appointments for vehicle glass replacement and sold wiper blades.
Behavior Health Technician/Counselor-in-Training
Richlin Regal Residency
Jun 2018 - Jun 2021 (3 years)
Facilitated activities and support groups, coordinated with medical professionals, monitored vital signs, and managed patient behavior.
Customer Service/Claims Specialist
Cenlar FSB
Jan 2017 - Jun 2018 (1 year 5 months)
Documented, researched, and resolved customer service issues, managed calls, and created cases for property damage claims.
Troubleshooting Technician
Sears Holdings
Jun 2015 - Jan 2017 (1 year 7 months)
Answered 70-80 calls per day, resolved complex problems, and coached staff to improve performance.
Sales And Service Specialist
Bank Of America
Jan 2014 - Jun 2015 (1 year 5 months)
Supported sales and marketing teams, resolved customer inquiries, and assisted with lines of credit.
Education
Degrees, certifications, and relevant coursework
Ferris State University
License, HVAC
Completed HVAC License program at Ferris State University in 2007.
Robichaud High School
High School Diploma, General Studies
Graduated from Robichaud High School in 2006.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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