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Skills

  • Security systems
  • Annual open enrollment management
  • Customer retention strategies
  • Process improvement
  • Data-driven decision making
  • Operational improvement
  • Business operations
  • Lead generation
  • Cross-functional collaboration
  • Secure data practices

Work Experiences

  • Conducted key policy review periods.
  • Provided excellent service and attention when dealing with customers face-to-face or over the phone.
  • Was in charge of billing activities for medical specialties.
  • Addressed inquiries regarding Medicare claims and benefits.
  • Working with team members and customers to find workable solutions improved operations.
  • Achieved Employee of the Year for outstanding customer service.
  • Finished initiative of project, which resulted in process.
  • Learned workflow optimization and stakeholder engagement to help with office needs.
  • Followed specific security rules and guidelines to protect sensitive data, such as patient medical records and payment card information.
  • Conducted detailed needs analysis for Medicare prospects, recommending plans with cost-savings of $16 per year on average.

Summaries

  • Program, system, and method are all available.
  • Ability to recognize process issues and integrate procedure solutions to achieve program.
  • Strong technical skills and experience in team leadership.
  • Effective at dealing with people in stressful and confusing situations in order to address benefits needs and navigate the structures of standard agencies.
  • Medicare Insurance Agent is a hardworking and dependable Medicare Insurance Agent who excels at strategic planning and stakeholder engagement.
  • Achieved 29% increase through personalized outreach strategies.
  • Accomplished Medicare Insurance Agent with 11 years of experience.
  • Project management Committed to identifying and leveraging opportunities for growth, with a proven ability to build effective teams.
  • Self-motivated Insurance Verification Specialist with over 6 years of experience learning medical terminology and keeping track of patient coverage.
  • Time management and interpersonal skills are available.

Accomplishments

  • Coordinated with healthcare providers to resolve billing discrepancies on Medicare claims, reducing administrative processing time by 51%.
  • Exceeded individual sales targets by 52% in 2017 by implementing personalized Medicare enrollment strategies for each customer.
  • Created an automated policy renewal reminder system that increased Medicare plan renewal rates by 66% over 6 months.
  • Provided expert advice on Medicare Supplement and Prescription Drug Plans, leading to a 72% increase in annual client retention for the 2019.
  • Partnered with local healthcare providers to increase Medicare consultation opportunities, resulting in a 29% increase in new leads.
  • 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.
  • Ranked in the top 47% of Medicare sales agents in the West Coast for achieving 16 enrollments during the annual election period in 2024.
  • Managed claim denials and successfully appealed 64% of rejected claims, recovering over $5 in payments for Medicare recipients.

Affiliations

  • Registered member of the Society of Financial Service Professionals (FSP), expanding my understanding of Medicare-related financial solutions.
  • Certified Facilitator for Cedar Works, hosting regularly scheduled Medicare education workshops attended by prospective policyholders.
  • Certified Continuing Education (CE) instructor, conducting licensing sessions for fellow insurance agents focused on Medicare Advantage plans.
  • Engaged in continuing education courses from the Insurance Institute of America (IIA) to stay current on Medicare policy changes and CMS mandates.
  • 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.
  • Participated in the Centers for Medicare & Medicaid Services (CMS) educational programs, building proficiency in government compliance and reporting.
  • Completed annual CMS Certification through category, continuously improving my understanding of foundational and updated Medicare regulations.
  • Completed Financial Planning Association (FPA) Medicare seminars, gaining insights into the intersection of Medicare and broader financial decisions for retirees.
  • Active participant in the Medicare Cross-Agency Coordinators Coalition (MCACC), collaborating on ways to streamline Medicare plan setup across agencies.

Certifications

  • First Aid/CPR
  • AHIP Medicare Fraud, Waste, and Abuse (FWA) Certification
  • E&O Insurance Policyholder Education (Errors & Omissions)
  • CMS Medicare Learning Network (MLN) Certification
  • Certified Long-Term Care (CLTC) Specialist
  • Salesforce
  • Salesforce CRM Admin Certification
  • Health Care Reform Specialist Certification
  • AHIP (America's Health Insurance Plans) Certification
  • Life Insurance License with Medicare Specialization

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