Alexis Baker
Dallas,TX
Summary
Licensed Benefits Advisor with strong focus on delivering impactful results and fostering team collaboration. Proven ability to navigate complex benefits programs, ensuring optimal solutions for clients. Skilled in communication, needs assessment, and problem-solving. Adaptable to changing requirements and reliable in high-pressure environments.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Licensed Benefit Advisor
Willis Towers Watson
Dallas, TX
06.2025 - Current
- Developed and implemented comprehensive Medicare sales strategies to enhance customer engagement and retention.
- Sold over 100 Medicare plans during the Annual Enrollment Period.
- Analyzed customer feedback to refine service offerings, ensuring alignment with client expectations and industry standards.
- Developed a deep understanding of various Medicare plans and regulations to provide expert advice to clients in need of guidance.
- Enhanced customer retention rates by proactively addressing any issues or concerns regarding their Medicare plans.
- Assisted individuals transitioning from employer-sponsored health coverage to Medicare during retirement planning processes.
- Conducted thorough needs assessments for each client, recommending the most suitable Medicare plans based on their unique requirements.
- Resolved client inquiries and concerns promptly, ensuring their satisfaction with chosen Medicare plans.
Benefits Specialist
Everise
McGregor, TX
12.2024 - 02.2025
- Created positive relationships with customers by providing friendly, helpful service throughout all interactions.
- Provided detailed explanations of benefits when necessary to ensure customer satisfaction.
- Utilized knowledge of insurance policies and procedures to determine coverage eligibility.
- Provided advice and assistance to customers regarding their claims.
- Documented detailed notes about each interaction with the customer.
- Mentored junior team members, fostering a collaborative environment for ongoing professional development.
- Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
Medicare Sales Agent
Everise
McGregor, TX
08.2024 - 12.2024
- Facilitated smooth transitions between different types of health insurance plans when necessary.
- Provided guidance on how customers can maximize their benefits while minimizing costs associated with their plan.
- Conducted ongoing reviews of current policies to determine if changes needed to be made based on changing circumstances or regulations.
- Researched and analyzed customer's needs to provide tailored solutions for their individual health insurance requirements.
- Developed expertise in selling health insurance plans, including Medicare Advantage and Supplemental policies.
Pharmacy Care Associate
Everise
McGregor, TX
02.2024 - 08.2024
- Verified customer payment information and processed credit card payments.
- Managed customer accounts, resolving billing discrepancies in a timely manner.
- Provided excellent customer service by responding quickly to any questions or concerns they may have had about their orders.
- Provided excellent customer service to pharmacy customers, resolving any issues in a timely manner.
- Adhered to all HIPAA regulations while handling confidential information.
Field Technology Support Agent
Everise
McGregor, TX
01.2024 - 02.2024
- Provided excellent customer service, demonstrating strong communication and interpersonal skills.
- Built positive relationships with customers through consistent follow-up communications.
- Utilized problem-solving abilities to troubleshoot customer issues promptly and professionally.
- Successfully handled escalated calls with patience and understanding.
Medicare Sales Agent
Everise
McGregor, TX
09.2023 - 12.2023
- Maintained up-to-date knowledge of industry regulations, policies, and procedures.
- Organized promotional events such as seminars or webinars in order to raise awareness about insurance products.
- Built rapport with clients by listening attentively to their needs and responding promptly with appropriate solutions.
- Demonstrated excellent communication skills in order to explain complex insurance information to customers in an easy-to-understand manner.
- Developed strong communication and interpersonal skills to effectively engage with clients, answer questions, and explain the advantages of Medicare plans.
- Educated clients on Medicare options, ensuring informed decision-making regarding their healthcare coverage.
- Conducted comprehensive needs assessments to identify optimal Medicare plans for clients.
Case Manager
Percepta
Houston, TX
05.2022 - 06.2023
- Efficiently take inbound calls from Ford Motor Company customers and assist with Financial Assistance request, Repair Assistance requests, Lemon Law/Buyback Request, and Part Delay issues.
- Participated in team meetings to discuss case management strategies for individual cases.
- Educated clients on available community resources and how to access them effectively.
- Maintained accurate records of client progress and documentation of all contacts with clients.
- Conducted regular follow-ups to evaluate client satisfaction and adjust care strategies as needed.
- Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
- Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
- Advocated for client rights when interacting with external agencies or institutions, ensuring fair treatment at all times.
Case Manager
McKesson
Irving, TX
09.2021 - 01.2022
- Maintained accurate records of client progress and documentation of all contacts with clients.
- Maintained clients' records by reviewing case notes and logging events and progress.
- Performed benefit investigations for 10-12 patients each day to verify benefits.
- Review any documents that were uploaded and contacted healthcare provider about any missing documents.
- Facilitated communication between clients, families, and service providers to enhance support networks.
- Conducted regular follow-ups to evaluate satisfaction and effectiveness of services provided.
Chat Technical Support Agent
Brinks Home Security
Farmers Branch, TX
10.2020 - 02.2021
- Adhered strictly to corporate guidelines when communicating with customers online or over phone.
- Utilized remote access tools to assist customers with complex problems.
- Maintained up-to-date knowledge on existing products, services and procedures.
- Analyzed root cause of recurring technical issues and created solutions accordingly.
- Documented troubleshooting processes to improve knowledge base accuracy and efficiency.
- Resolved technical issues for customers, ensuring prompt and effective solutions.
- Provided exceptional customer support via phone and chat, enhancing user satisfaction.
- Analyzed issues to identify troubleshooting methods needed for quick remediation.
Benefits Verification Specialist
Blue Cross Blue Shield of Texas
Richardson, TX
08.2019 - 07.2020
- Maintained detailed records of customer interactions for future reference and follow up actions.
- Demonstrated strong communication skills while interacting with customers via phone.
- Quote health insurance benefits off a benefit matrix layout. (Co-Pay, Deductible, Co-Insurance Benefit Level, Out-of-Pocket Maximum, and Maximum Limit).
- Accept member/provider calls regarding status of authorizations, any updates regarding authorizations, and if approved, how many units/days have been approved.
- Reviewed patient eligibility and benefit information to facilitate timely access to services.
- Conducted benefits verifications to ensure accuracy and compliance with policies.
- Resolved customer inquiries through effective communication and problem-solving techniques.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Education
High School Diploma -
Corsicana High School
Corsicana, TX01-2014
BBA - Human Resources Management
Strayer University
Herndon, VA 06-2027
Skills
- Call Management
- Communication Skills
- Technical Support
- Customer Service
- Decision Making
- Effective Communication
- Computer Literacy
- Attention to Detail
- Outbound Calling
- Healthcare benefits
- Data Entry
- Active Listening
- De-Escalation Techniques
- Microsoft PowerPoint
- Written Communication
- Follow-up Skills
- Positive Attitude
- Call Center Experience
- Problem Solving
- Goal oriented
- Strong interpersonal skills
- Teamwork and collaboration
- Leadership skills
- Reliability
Accomplishments
Collaborating with PLW Coaches as a Proctor in assisting upcoming agents with getting licensed as a Medicare Sales Agent at WTW.
Certification
Licensed Insurance Agent
Timeline
Licensed Benefit Advisor
Willis Towers Watson
06.2025 - Current
Benefits Specialist
Everise
12.2024 - 02.2025
Medicare Sales Agent
Everise
08.2024 - 12.2024
Pharmacy Care Associate
Everise
02.2024 - 08.2024
Field Technology Support Agent
Everise
01.2024 - 02.2024
Medicare Sales Agent
Everise
09.2023 - 12.2023
Case Manager
Percepta
05.2022 - 06.2023
Case Manager
McKesson
09.2021 - 01.2022
Chat Technical Support Agent
Brinks Home Security
10.2020 - 02.2021
Benefits Verification Specialist
Blue Cross Blue Shield of Texas
08.2019 - 07.2020
High School Diploma -
Corsicana High School
BBA - Human Resources Management
Strayer University