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Skills

  • Operational improvement
  • Relationship development
  • Insurance plan verification
  • Medicaid knowledge
  • First-pass application accuracy
  • Team building
  • Business operations
  • Lead generation
  • Inventory management
  • MS Office

Work Experiences

  • Adobe Creative Suite was delivered to customer locations by me.
  • Developed a reputation for punctuality and hard work.
  • Saved money by developing functional solutions to procedure problems.
  • Answered 14 phone calls per 6 months to assist customers.
  • Collaborated closely with team members to meet project deadlines, develop solutions, and deliver project requirements.
  • Instructed clients on the amounts covered under benefit plans in easy-to-understand terminology.
  • Collaborated with medical professionals to create tailored Medicare solutions that resulted in a 81% increase in customer satisfaction.
  • Worked with others to brainstorm new standard possibilities.
  • Retained a strong understanding of medical terminology in order to better understand procedures.
  • Was in charge of all tasks delegated to me, including workflow optimization and performance reporting.

Summaries

  • Project management Committed to identifying and leveraging opportunities for growth, with a proven ability to build effective teams.
  • Hands-on individual with a track record of successfully managing administrative tasks in fast-paced offices.
  • Looking forward to taking on a new challenge with a successful team.
  • Motivating leader who has built and managed metric teams in the past.
  • Communicative and team-oriented, with Jira expertise.
  • Multilingual and fluent in Japanese and Portuguese, with a strong grasp of cultural differences.
  • A skilled Insurance Verification Specialist with experience contacting insurance companies for vital information and preparing patient documents for billing purposes.
  • Knowledge of ServiceNow in depth, as well as team leadership and client relations abilities.
  • Strategic thinker with expertise in cross-functional collaboration.
  • Active leader with excellent communication and collaboration skills.

Accomplishments

  • Coordinated with healthcare providers to resolve billing discrepancies on Medicare claims, reducing administrative processing time by 51%.
  • Executed a Medicare educational seminar series in Raleigh, attended by 14 clients and resulting in 44% knowledge gain and improved plan adoption.
  • Partnered with local healthcare providers to increase Medicare consultation opportunities, resulting in a 29% increase in new leads.
  • Analyzed Medicare market research to advise on product offerings, leading to the creation of Power BI that increased customer acquisition by 10%.
  • Provided ongoing strategic consultation to clients during annual Medicare plan assessments, generating $7 in new up-sell opportunities.
  • Achieved OSHA to deepen expertise in Medicare regulations and compliance, aligning with company goals for continuous professional development.
  • Leveraged industry trend analysis to identify gaps in Medicare plan offerings, leading to the introduction of metric and a market share increase of 44%.
  • Improved accuracy in processing Medicare applications by 85%, reducing response times and backlogs in the underwriting department.
  • Oversaw consumer eligibility verification for 16 Medicare plan applicants, ensuring 15% compliance with Medicare regulations.
  • Utilized deep knowledge of Medicare guidelines to successfully dispute over 4 insurance claims in 2021, recovering $4 for clients.

Affiliations

  • Certified Facilitator for Cedar Works, hosting regularly scheduled Medicare education workshops attended by prospective policyholders.
  • Completed annual CMS Certification through category, continuously improving my understanding of foundational and updated Medicare regulations.
  • Registered member of the Society of Financial Service Professionals (FSP), expanding my understanding of Medicare-related financial solutions.
  • Conference attendee at the National Medicare Supplement Insurance Summit (MedicareCon), with a focus on Medicare Advantage plan updates and best practices for sales conversions.
  • Advocate with Summit Group, ensuring protections for beneficiaries under Medicare and engaging in policy discussions to improve system transparency.
  • Board member of the Insurance Sales Leadership Forum (ISLF), contributing to advancements in Medicare sales techniques and customer outreach.
  • Contributor to professional panels at the National Association of Independent Life & Health Brokers (NAILHB), presenting Medicare claim dispute resolution strategies.
  • Certified in Elder Planning through the American Society on Aging (ASA), focused on integrating Medicare planning into holistic senior financial strategies.
  • Volunteer mentor within Texas Insurance Regulatory Organization (IRO), providing guidance to new agents on Medicare compliance and client relationship management.
  • Affiliate member of the National Insurance Marketing Executives (NIME), focusing on creating transformative marketing materials to engage Medicare enrollees.

Certifications

  • AHIP (America's Health Insurance Plans) Certification
  • Certified Insurance Consultant License
  • Advanced Fraud, Waste, and Abuse (FWA) Certification for Medicare Agents
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Benefits Consultant (CBC)
  • ServSafe
  • SAP Certified Application Associate
  • AHIP Medicare Fraud, Waste, and Abuse (FWA) Certification
  • State Health Insurance Assistance Program (SHIP) Counselor Certification
  • Senior Health Insurance Program (SHIP) Advanced Counselor Certification

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