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Skills

  • Digital enrollment platform usage
  • Accounting systems and controls
  • Medicare product knowledge
  • Accounting remittances
  • Regulatory filings
  • Client base expansion
  • Client education and consultation
  • General accounting
  • Budgeting
  • Claims resolution expertise

Work Experiences

  • Conducted over 6 Supplement workshops.
  • Achieved recognition in 2019.
  • Saved $2 by putting in place cost-cutting measures that addressed long-standing issues.
  • Achieved 54% growth in regional market share.
  • Collaborated with healthcare providers.
  • Conducted proactive follow-ups.
  • Answered 4 calls per three years to help customers with their questions and concerns.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Achieved a 75% increase in new Medicare enrollees.
  • Achieved a 63% satisfaction rate.

Summaries

  • Achieved a 72% satisfaction rate.
  • Achieved 64% conversion rate on new plan enrollments.
  • Achieved 44% gain over monthly sales targets.
  • Accounting systems and related computer software programs, such as Power BI and Adobe Creative Suite, are second nature to me.
  • Achieved a client retention rate of 85%.
  • Dedicated to increasing profits, lowering accounting errors, and streamlining accounting processes.
  • Medicare Sales Representative who is results-oriented and has a track record of keeping finances up-to-date and accurate.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • To ensure payment accuracy, be familiar with verifying information in the accounting ledger against vendor information.
  • Medicare Sales Representative with 10 years of successful client relations and strategic planning experience.

Accomplishments

  • Generated 11 in additional revenue by targeting high-value demographics using advanced segmentation tools.
  • Conducted 11 Medicare Advantage and Medicare Supplement workshops in Boston, increasing community awareness and capturing 32% new policy enrollments.
  • Initiated and led educational workshops in partnership with local non-profits, reaching 8 elderly community members and enrolling 47% into Medicare programs.
  • Secured inclusion of process into procedure, resulting in 26% increase in eligible coverage options for plan participants.
  • Managed personalized Medicare plan consultations for over 18 seniors, helping to achieve 15% client satisfaction rate.
  • Increased referral volume from local health clinics by 67% by building transparent relationships with clinic staff and establishing ongoing education efforts.
  • Utilized procedure to track and manage 9 Medicare sales leads, reducing lead aging time by 63% %.
  • Collaborated closely with underwriters and adjusters to expedite Medicare claims resolutions, reducing overall claim wait times by 17 days.
  • Resolved product issue through consumer testing.
  • Exceeded quarterly sales targets by aligning product offerings to individual client needs, driving a 78% spike in Medicare Advantage enrollments.

Affiliations

  • Rotary International
  • Member, Health Insurance Producers Association
  • Accredited Member, Life Insurance and Market Research Association (LIMRA)
  • Association for Supply Chain Management (APICS)
  • Member, National Council on Aging (NCOA)
  • Licensed Insurance Agent, Ohio Board of Insurance
  • Society of Women Engineers
  • International Association of Administrative Professionals
  • Freemason
  • National Association of Health Underwriters (NAHU)

Certifications

  • SHRM Senior Certified Professional (SHRM-SCP)
  • Medicaid & Medicare Specialist Certification
  • Certified Senior Health Specialist (CSHS)
  • Certified Long-Term Care (CLTC) Insurance Specialist
  • Certified Public Accountant (CPA)
  • First Aid/CPR Certified
  • Salesforce
  • SHRM Certified Professional (SHRM-CP)
  • NAIC Medicare Supplement Training Certification
  • Life and Health Insurance License system

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