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Skills

  • Stakeholder collaboration
  • Business operations
  • Compliance Accuracy and Reporting
  • Client Retention and Loyalty Programs
  • Coordinating services
  • Relationship development
  • RFI Scanners
  • Invoice generation
  • Project organization
  • Client portfolio management

Work Experiences

  • Site evaluations, customer surveys, and team audits were all things I did.
  • Built and maintained relationships with Medicare beneficiaries, boosting referral business by 34% through consistent follow-up and personalized service.
  • Used HubSpot to compile data gathered from various sources.
  • Boosted client retention by 22% within six months.
  • Worked with program people in a category-based social work setting.
  • Analyzed policyholder behavior through CRM tools, optimizing Medicare service offerings and boosting customer retention by 61%.
  • Was in charge of all tasks delegated to me, including risk assessment and budget management.
  • Addressed Medicare eligibility issues.
  • Assisted clients in the development of skills and strategies for addressing specific issues.
  • Developed a reputation for punctuality and hard work.

Summaries

  • Proven track record of motivating launched to achieve team, individual, and management goals.
  • ITIL certified
  • Workflow optimization Committed to identifying and leveraging opportunities for growth, with a proven ability to build effective teams.
  • Achieved President's Club for enrolling over 6 high-value clients.
  • Achieved 60% growth in sales.
  • Knowledge of HubSpot in depth, as well as quality assurance and budget management abilities.
  • Licensed Medicare Specialist and team leader with 4 years of experience in metric settings.
  • Adaptable and motivated, with a strong work ethic and the ability to thrive in either a team-based or individually motivated environment.
  • Individual who is enthusiastic and capable of working in both a team and independently.
  • Exceptional at juggling multiple goals in order to maximize efficiency and influence positive outcomes.

Accomplishments

  • Increased annual revenue by 17 by upselling complementary Medicare offerings and achieving a customer retention rate of 64% within a several months.
  • Promoted cross-functional collaboration with underwriters, achieving a 41% reduction in errors related to Medicare Advantage plan structuring within the past year.
  • Resolved 11 high-priority escalated Medicare claims, securing a 22% resolution rate within three years with no regulatory breaches.
  • Achieved a compliance accuracy score of 72% for Medicare enrollments by optimizing internal documentation and verification processes.
  • Maintained an average customer satisfaction score of 75% by resolving client inquiries concerning Medicare Advantage options quickly and accurately.
  • Successfully reduced Medicare Advantage plan cancellations by 66% over 11 months by implementing better follow-up communication and personalized planning.
  • Implemented targeted Medicare education campaigns that engaged 5 potential clients and increased lead generation by 27% in 6 months.
  • Improved lead generation by 25% in the Medicare segment through tailoring data-driven marketing campaigns targeted to aging populations in the Midwest.
  • Consistently maintained a 15% accuracy rate in Medicare Advantage claims processing, reducing rework and increasing client satisfaction.
  • Collaborated with cross-functional teams to reduce the Medicare Advantage enrollment process by 12 days, resulting in increased enrollment accuracy and reduced processing time.

Affiliations

  • Certified in the use of initiative for enhanced Medicare sales tracking and client relationship management.
  • Contributor to the Journal of Medicare Advocacy, specializing in post-enrollment client support strategies.
  • Medicare Benefits Certification attained from standard, 2018.
  • Achieved ITIL through the National Academy of Medicine – specialization in Medicare enrollment efficiency.
  • Cross-functional team participant in National Association of Insurance and Financial Advisors (NAIFA) focus projects.
  • Active mentor and trainer within a local Medicare Insurance Agents Association chapter in Austin.
  • Member of the Professional Association for Medicare Advocacy (PAMA), contributing feedback on United States CMS policy drafts.
  • Affiliate of the National Indian Health Board (NIHB), providing Medicare education to tribal elders.
  • Invited speaker at the Annual Medicare and Long Term Care Insurance Conference hosted by Brightline.
  • Member of America's Health Insurance Plans (AHIP) since 2016, actively contributing to Medicare-related discussions.

Certifications

  • SAP Certified Application Associate
  • Medicare Marketing Rules Certification
  • CompTIA A+ Technician
  • CMS (Centers for Medicare & Medicaid Services) Compliance Certification
  • Certifications in Advanced Medicare Plan Design
  • ServSafe
  • CompTIA Network+
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Medicare Specialist (CMS)
  • Medicare Supplement Accredited Advisor (MSAA)

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