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Skills

  • Asset protection expertise
  • Compliance with CMS claims processing standards
  • Cross-selling in Medicare group environments
  • Relationship development
  • Internal training module development
  • Client onboarding process improvement
  • Planning and coordination
  • Insurance billing
  • Inventory management
  • Email marketing

Work Experiences

  • Finished category of project, which resulted in process.
  • Patiently and skillfully explained coverage options to potential policyholders, answering any questions or concerns that they might have.
  • Achieved an additional 14 enrollments.
  • Addressed missed enrollment deadlines.
  • Addressed group member concerns promptly.
  • Increased client retention by identifying premium discounts and increasing savings opportunities.
  • Achieved a 25% reduction in data inconsistencies.
  • Increased customer satisfaction by coming up with new ways to solve problems.
  • Achieved a 9% response improvement for consultations.
  • Drove insurance sales through partnerships with financial advisors, Medicare Group Enrollment Representatives, and the development of new clientele.

Summaries

  • Workday expert who excels at meeting and exceeding sales targets.
  • Jira and Adobe Creative Suite experts with exceptional interpersonal skills.
  • Service-oriented and quality-focused, with 2 years of Miscellaneous experience and a track record of success.
  • Strong technical skills and experience in workflow optimization.
  • Communicative and team-oriented, with Workday expertise.
  • With hands-on experience, eager to learn new skills and advance knowledge.
  • Student pursuing a Miscellaneous degree who is eager to contribute developed knowledge in the role of Medicare Group Enrollment Representative.
  • Strategic thinker with expertise in team leadership.
  • Medicare Group Enrollment Representative with client relations and risk assessment abilities.
  • Expertise in insurance products, service, and customer needs has been demonstrated.

Accomplishments

  • Facilitated Medicare compliance check-ins with external group clients, ensuring that all contracts met regulatory standards on a continuous basis.
  • Increased new Medicare group enrollments by 15% by effectively presenting plan options to group clients in webinars and seminars.
  • Diligently answered escalated client inquiries, resulting in a 40% reduction in response times and improved overall satisfaction ratings.
  • Achieved a 72% increase in client satisfaction by proactively managing a portfolio of 4 Medicare Advantage group accounts.
  • Contributed to new business acquisition by generating 62% more sales-qualified leads through group plan enrollment strategies.
  • Utilized data management expertise to successfully migrate enrollment details, reducing system inconsistencies by 82%.
  • Partnered with the sales team to present Medicare plan options to prospective employers, contributing to the acquisition of 11 new client groups.
  • Developed and implemented strategies for customer outreach, leading to a 57% increase in renewals of group Medicare plans.
  • Secured a 85% renewal rate for existing clients by boosting satisfaction levels through personalized Medicare solutions.
  • Managed the effective transition of 2 Medicare groups to new plan options, ensuring a seamless experience with 22% less disruption.

Affiliations

  • Certified Professional Insurance Agent (CPIA), 2023
  • Certification in Medicare Advantage and Compliance (CMAC), 2015
  • Ambassador Program for Regional Medicare Partnership Initiatives, 2017 - 2020
  • Certified Risk Adjustment Coder (CRC) through AAPC, 2020
  • Medicare Plan Certification through Northwind, 2022
  • Member, American Association of Managed Care Nurses (AAMCN), 2020-Present
  • Founder/Lead, Medicare Educational Workshop Series for the Northeast, 2020 - 2015
  • Certified Compliance & Ethics Professional (CCEP) – 2024
  • Accredited Instructor, Healthcare Compliance Association (HCCA), 2023 - Present
  • Member, Professional Association of Health Care Office Management (PAHCOM), 2016 - Present

Certifications

  • Google Certified Professional Cloud Architect
  • American Academy of Financial Management (AAFM)
  • Group Benefits Associate (GBA) - International Foundation of Employee Benefit Plans (IFEBP)
  • Certified in Healthcare Compliance (CHC) - Health Care Compliance Association (HCCA)
  • Certified Medicare Enrollment Expert - Northwind
  • Certified Medicare Insurance Agent - NAHU
  • Certified Insurance Counselor (CIC) - The National Alliance
  • Project Management Professional (PMP)
  • CompTIA Security+
  • ServSafe

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