Sonia E. Heredia
Clayton,NM
Summary
Passionate and results-driven Individual/Medicare Insurance Agent with over 9 years of experience. Bilingual in English and Spanish. In-depth knowledge of the requirements and qualifications for Medicaid, Colorado Health Insurance Marketplace, and other state and federal programs. Highly adept at managing busy calendars, regulatory compliances, data management, building reputation, and presenting a positive public image. Ability to use a variety of software programs, Experienced in a variety of administrative roles requiring scheduling, verifying credentials and documentation, and ensuring compliance with policies and procedures.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Individual/Medicare Insurance Agent
Martin Insurance Group
Carbondale, CO
10.2019 - Current
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options
- Assisted applicants in evaluating their eligibility for Marketplace and Medicaid programs
- Provided fair and impartial information to guide them through application and enrollment process
- Provided education on health coverage options, as well as information about tax credits and cost-sharing subsidies
- Assisted in completion of customers' Marketplace and Medicaid initial applications, updates to their accounts in event of income fluctuations or changes in household, and renewing coverage during appropriate renewal periods
- Provide excellent ongoing service and support to applicants/clients
- Serve as liaison between patient, hospital, and governmental agencies
- Participate in ongoing, comprehensive training programs as required
- Maintained focus and awareness while working in highly fast-paced and continuously evolving environment.
- Contacted insurance companies to discuss and resolve unpaid claims and incorrectly paid claims.
- Met with Medicare customers to provide information about available products and policies.
- Conducted annual reviews of existing policies to update information.
- Collected, analyzed and validated agency commissions.
- Enrolled over 200 new clients and renewed over 100 clients in new policy with different carrier.
- Used salesforce to maintain over 800 candidate files and file notes
Bilingual Patient Advocate
Valley View Hospital, Meddata Inc
Glenwood Springs, CO
08.2015 - 08.2019
- Worked with uninsured hospital patients to connect them with programs that will cover their medical expenses
- Assisted uninsured applicants with screening process for different federal, state or county medical and disability programs that would assist them in getting their medical needs met
- Conducted screening in Spanish and English and provided advocacy and coordination with different county agencies to facilitate enrollment in Medicaid or other medical assistance programs as available
- Assisted applicants in completing appropriate applications and following through until approved
- Provide advocacy and referrals to outside agencies and programs
- Served as compassionate liaison between patient, hospital facility, and government agencies
- Established trusting, supportive, collaborative relationships with patients, their families, and providers.
- Responded to patient concerns and questions with compassionate and knowledgeable service.
- Utilized knowledge of available resources to help patients select appropriate courses and obtain relevant support.
- Assisted patients in understanding individual rights and responsibilities in regards to care, coverage and payment.
Health Coverage Guide
Eagle County
Eagle, CO
09.2013 - 06.2015
- Assisted applicants in evaluating their eligibility for Marketplace and Medicaid programs
- Provided fair and impartial information to guide them through application and enrollment process
- Provided education on health coverage options, as well as information about tax credits and cost-sharing subsidies
- Assisted in completion of customers' Marketplace and Medicaid initial applications, updates to their accounts in event of income fluctuations or changes in household, and renewing coverage during appropriate renewal periods
- Coached applicants using action-planning model based on motivational interviewing techniques
- Established healing relationships with patients and families
- Effectively resolved problems and conflicts.
- Planned and implemented community outreach and events to provide education on individual health insurance and subsidies.
- Managed over 10 appointments per day during open enrollment.
- Used coordination and planning skills to achieve results according to schedule.
Education
Colorado Law Enforcement Training Academy Certificate -
Colorado Mountain College
Glenwood Springs, CO12.2009
Certified Dental Assistant and Dental X-Ray Technician -
School of Dental Assisting
Edwards, CO09.2002
High School Diploma -
Battle Mountain High School
Edwards, CO06.1994
Skills
- Excellent written and oral communication, conflict resolution, and interpersonal skills
- Excellent planning, organizational, and networking skills
- Adept at solving problems with speed and efficiency
- Able to prioritize and generate results to achieve objectives within time and budgetary expectations
- Comfortable working with any level of management
- Ability to multitask and keep calm under pressure
- Self-Motivated
- Documentation and paperwork
- Cultural Awareness
- Proficiency in Microsoft Office Suite (Word, Excel and Outlook), Google Docs and Salesforce
- Licensed Insurance Agent
Certification
- Health/Life Insurance License - 11/01/2019-Present
- Certified Medicare Specialist - 07/01/2020-Present
Languages
Spanish
Native or Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
“Success is liking yourself, liking what you do, and liking how you do it.”
― Maya Angelou
Timeline
Individual/Medicare Insurance Agent
Martin Insurance Group
10.2019 - Current
Bilingual Patient Advocate
Valley View Hospital, Meddata Inc
08.2015 - 08.2019
Health Coverage Guide
Eagle County
09.2013 - 06.2015
Colorado Law Enforcement Training Academy Certificate -
Colorado Mountain College
Certified Dental Assistant and Dental X-Ray Technician -
School of Dental Assisting
High School Diploma -
Battle Mountain High School
- Health/Life Insurance License - 11/01/2019-Present
- Certified Medicare Specialist - 07/01/2020-Present
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