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Skills

  • First Aid/CPR
  • Process improvement
  • Health Insurance Product Knowledge
  • Coordinating services
  • Team collaborating
  • Cross-functional team leadership
  • MS Office
  • Analyzing Medicare Claims Data
  • Compliance Accuracy and Reporting
  • CCTV

Work Experiences

  • Achieved 68% customer satisfaction in post-enrollment surveys by providing clear, detailed explanations of Medicare benefit changes.
  • Finished category of project, which resulted in standard.
  • Used the RPMS (Resource and Patient Management System) and EHR (Electronic Health Record) systems.
  • Assessed Medicare market trends.
  • Analyzed policyholder behavior through CRM tools, optimizing Medicare service offerings and boosting customer retention by 61%.
  • Analyzed policyholder behavior using CRM tools.
  • Boosted referral business by 51%.
  • Achieved 75% customer satisfaction in post-enrollment surveys.
  • Accomplished this in 2021.
  • Working with team members and customers to find workable solutions improved operations.

Summaries

  • Workflow optimization Committed to identifying and leveraging opportunities for growth, with a proven ability to build effective teams.
  • Metric, procedure, and process are all available.
  • Adept at implementing targeted tactics.
  • Miscellaneous student seeking hands-on experience through an internship in team leadership.
  • A skilled social worker who can set up services, collaborate with healthcare professionals and families, and provide patients with ongoing support through counseling.
  • Specializes in emergency response in addition to routine care and assistance.
  • Power BI and SAP experts with exceptional interpersonal skills.
  • Active leader with excellent communication and collaboration skills.
  • Communicative and team-oriented, with QuickBooks expertise.
  • Experienced in documenting changes, keeping records, and working with insurance companies.

Accomplishments

  • 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.
  • Secured OSHA to offer expert advice on Medicare Advantage and Supplement plans, resulting in 65% higher client satisfaction ratings over 17 months post-certification.
  • Assisted over 18 clients annually with Medicare Part A, B, C, and D inquiries, maintaining a 64% issue resolution within two years.
  • Facilitated 8 Medicare consultation meetings per several months, resulting in a 62% client retention rate and improvement in plan selection understanding.
  • Supported internal audits that ensured compliance with Medicare regulatory guidelines, achieving 70% audit success rate in 2020.
  • Successfully reduced Medicare Advantage plan cancellations by 66% over 11 months by implementing better follow-up communication and personalized planning.
  • Resolved 11 high-priority escalated Medicare claims, securing a 22% resolution rate within three years with no regulatory breaches.
  • Achieved OSHA to better assist clients with advanced Medicare coverage options, improving client retention by 20% within 15 months of use.
  • Reduced plan processing time by 13 days through workflow optimization and in-depth analysis of common bottlenecks in Medicare Advantage enrollments.

Affiliations

  • Achieved ITIL through the National Academy of Medicine – specialization in Medicare enrollment efficiency.
  • Member of National Medicare & Senior Insurance Product Summit leadership team.
  • Affiliate of the National Indian Health Board (NIHB), providing Medicare education to tribal elders.
  • Member of Senior Market Sales (SMS) affiliate program for Medicare Advantage and Medicare Supplement sales training.
  • National Association of Health Underwriters (NAHU) Member, advocating for improvements in the Medicare market.
  • Certified in HIPAA compliance for Medicare data handling by standard.
  • Professional Certification in Medicare Claims Data Analysis from Cedar Works.
  • National Medicare Training Program - Completed coursework in Medicare Parts A, B, C, and D.
  • Active mentor and trainer within a local Medicare Insurance Agents Association chapter in Austin.
  • Regular volunteer at local senior centers, advising on Medicare coverage and option changes.

Certifications

  • Certified Public Accountant (CPA)
  • CMS Part D Plan Certification
  • CompTIA Security+
  • Certified Business Analysis Professional (CBAP)
  • FWA (Fraud, Waste, and Abuse) Medicare Compliance Certification
  • CompTIA Network+
  • Certified Health Insurance Executive (CHIE)
  • Certified Senior Advisor (CSA)
  • Project Management Professional (PMP)
  • Ethics and Compliance Training for Medicare Agents

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