Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ahsan Murtaza

Summary

Dependable and highly motivated individual with over 3 years of experience in the Business/Healthcare industry. Desire to take on new challenges and further my career. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Contracting and Communications

South Bay Health and Insurance Services
Chula Vista, CA
05.2021 - Current
  • Oversaw, collected and organized performance data to assist brokers and agents with high caliber guidance in contracting and certifying with major health plans (United Health Care, Wellcare, Humana, Anthem, etc.) in order for them to be qualified and prepared to gain medicare cliental leading to increasing work flow efficiency.
  • Designed and created monthly comprehensive financial reports for leadership to review and analyze agent financial performance.
  • Monitor agent adherence to carrier certification requirements to ensure compliance and prevent financial setback.
  • Cultivate strong relations with agents and serve as their point of contact to help address health plan challenges.
  • Liaised between major healthcare carriers (including Humana) and agents to allow for clear transfer of data, when an agent is joining our company from another medicare agency. This includes structured communication and different polices and forms for each health plan when onboarding the agent.
  • Actively updated both company’s interfaces (Policy Keeper & Agentcubed) & 23 different health plan portals with Licenses, Certifications, Payment Methods, Recruit Agency Agreement Contracts & Confidential Agent Information to have the agents active with their contracted health plans at all times, as well as for being structured/organized.
  • Spearheaded an effort to ensure agent renewals (License Renewals, Errors and Omissions Form Renewals, Annual AHIP Certifications) are provided to the carriers in a timely manner to avoid financial implications.
  • Following up on emails regarding the Contracting and Communications Department while communicating clearly to provide the best service for the field agents.
  • Maintained or updated business intelligence tools, databases or dashboards.

Licensed Insurance Agent

South Bay Health and Insurance Services
  • Pursued continued professional development through insurance workshops, course and webinars for 23 different healthcare carriers.
  • Explained various top health plan options (Anthem, Scan, Alignment, United Health Care, Humana, Wellcare, etc.) to prospective clients, provided high level of service by carefully explaining details about documents that best fit client's needs
  • Researched insurance plans to find good options for clients, analyzed customer needs and provided best options, upselling products and services.
  • Pursued new clients through various marketing strategies; business cards and flyers at various doctor offices to grow existing book of business.

Broker Executive Support

Professional Real Estate and Mortgage
San Diego, CA
06.2019 - 01.2021
  • Set up appointments for clients to meet with Broker and Agents
  • Assisted in organizing and filing paperwork for the company
  • In charge of cold calls, followed up on leads with clients Inserting information into database.
  • Promoted company on different social media platforms to gain clients

Education

Bachelor of Arts - Business Administration and Management

California State University - San Bernardino

Skills

  • Proficient in Microsoft Excel, Word, etc (Pivot table, Vlookup)
  • Policy Keeper/Agent Cubed (SBHIS Software)
  • Project Management
  • Teamwork
  • Problem Solving
  • Time Management
  • Verbal and Written Communication
  • Detail-Oriented
  • Adaptability

Certification

  • Lean Six Sigma Green Belt - In progress
  • California and Florida Department of Insurance: Life, Accident and Health License, Authorized to sell life insurance and health insurance under an insurance agency, contracted with major healthcare carriers (Aetna, Anthem, Alignment, Humana, Scan, Simply Healthcare, United Health Care, Wellcare, etc.)
  • FEMA: IS-29.A: Public Information Officer Awareness Define emergency public information and the importance of being proactive. Able to describe the types of written products used in public information activities.
  • FEMA: IS-241.B: Decision Making and Problem Solving Identify attributes associated with an effective decision maker, to evaluate when group decision making is a good approach, and to create methods for making a group’s decision-making process more effective.

Timeline

Contracting and Communications

South Bay Health and Insurance Services
05.2021 - Current

Broker Executive Support

Professional Real Estate and Mortgage
06.2019 - 01.2021

Licensed Insurance Agent

South Bay Health and Insurance Services

Bachelor of Arts - Business Administration and Management

California State University - San Bernardino
Ahsan Murtaza