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Skills

  • Supervision
  • Medicare enrollment process optimization
  • Process improvement
  • Business operations
  • Insurance sales strategy
  • Communications
  • Customer service
  • RFI Scanners
  • Customer follow-up
  • Client satisfaction measurement and improvement

Work Experiences

  • Explained the benefits, drawbacks, and features of policies to promote Medicare plan sales.
  • Was able to quickly resolve initiative issues by conducting thorough research, strategic planning, and vendor management.
  • Adapted to new Medicare plan regulations.
  • Maintained a $5 business portfolio by promoting and selling policies worth $8 to $9.
  • Assisted seniors in navigating Medicare plan structures.
  • Assisted seniors in navigating complex Medicare plan structures leading to a 25% reduction in churn rate year-over-year.
  • Achieved up to 38% of goal in 2017.
  • Used Tableau and Asana to complete and submit sales activity reports and plans.
  • Adapted to new Medicare plan regulations and trained team members accordingly, improving plan compliance by 71%.
  • Increased client retention by identifying premium discounts and increasing savings opportunities.

Summaries

  • Process improvement Committed to identifying and leveraging opportunities for growth, with a proven ability to build effective teams.
  • Proficient in promoting metric by leveraging performance reporting and workflow optimization knowledge.
  • Connecting with business customers to meet account needs, drive growth, and increase retention is a strength.
  • Working with regulatory limits and procedure department standards to handle requests via email, letter, phone calls, or in person is second nature to me.
  • Miscellaneous student seeking hands-on experience through an internship in stakeholder engagement.
  • Knowledge of Workday in depth, as well as client relations and workflow optimization abilities.
  • Professional who is goal-oriented and motivated is praised for closing 9 sales in one year.
  • 7 years of experience.
  • Motivating leader who has built and managed system teams in the past.
  • Accomplished Medicare agent with expertise in Medicare training and mentoring, reducing agent onboarding time by 66%. Knowledgeable in Medicare Advantage, Supplement, and Life Insurance products.

Accomplishments

  • Utilized CRM tools to track and initiate follow-ups with Medicare clients, ensuring a 83% client retention rate.
  • Actively participated in community health fairs, showcasing Medicare offerings to over 12 attendees and signing up 69% of new members.
  • Reduced customer confusion related to Medicare plan enrollments by 24% through personalized educational workshops.
  • Developed HIPAA-compliant practices for safely handling client Medicare information across multiple channels, reducing data breaches by 18%.
  • Led bilingual outreach efforts, expanding market reach in underserved communities by 44% through Medicare information dissemination.
  • Consistently handled high call volumes of 17 Medicare inquiries per day while maintaining a 32% first-call resolution rate.
  • Analyzed Medicare plan data and trends to identify top-performing plans for sales focus, raising market penetration by 27%.
  • Efficiently handled 7 daily inbound inquiries related to Medicare Advantage plans, ensuring a 60% resolution rate within first contact.
  • Generated 29% increase in Medicare Advantage enrollments by using targeted direct mail campaigns and refining follow-up process.
  • Hosted over 7 live webinars on Medicare plans, expanding client engagement and securing 65% more new sign-ups year-over-year.

Affiliations

  • Panelist, Statewide Medicare Regulations Conference, Atlanta, 2022
  • Certification in Medicare Compliance Standards, Health Plans Institute of America 2020
  • Lead Coordinator, Medicare Community Enrollment Day, 2022, Columbus
  • Member, Texas Association of Health Insurance Professionals, 2016 – Present
  • Member, American Association for Medicare Supplement Insurance (AAMSI) 2024 – Present
  • Board Member, Local Senior Caregiver Professionals Group Phoenix, 2023 – 2018
  • Agency Partner, Medicare Rights Center Advocacy Network 2019 – 2018
  • Participant, Annual Medicare Enrollment Congress (AMEC), 2019, Portland
  • Regional Coordinator, Community Medicare Awareness Program, 2020
  • Licensed Agent, State Insurance Regulatory Board - North Carolina, License #2, 2015 – Present

Certifications

  • Certified Insurance Operations Professional (CIOP)
  • Microsoft Certified Systems Engineer (MCSE)
  • Registered Health Underwriter (RHU)
  • Medicare Marketing Guidelines Certification
  • Medicare Chronic Care Management Certification
  • CMS Fraud, Waste, and Abuse (FWA) Training
  • HIPAA Privacy & Security Compliance Training
  • State-Specific Life and Health Certification Texas
  • Certified Senior Advisor (CSA)
  • Microsoft Office Specialist (MOS)

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