Alma Mendoza
Porter Ranch,CA
Summary
Driven Licensed Health Agent from Covered California, excelled in client consultations and compliance monitoring, enhancing customer engagement and adherence to HIPAA. Leveraged analytical thinking and sales skills to outperform competitors, achieving a significant competitive advantage. Expert in health insurance sales and building lasting client relationships.
Overview
4
4
years of professional experience
Work History
Licensed Health Agent
Covered California
10.2020 - Current
- Met with clients to assess financial means and discuss benefits requirements.
- Prepared customized recommendations for plans to meet particular needs.
- Adhered to HIPAA and other compliance standards with all information and activities.
- Helped consumers enroll in private and marketplace plans.
- Educated clients on insurance policies and procedures.
- Conducted annual reviews of existing policies to update information.
- Evaluated competitors' products and services to gain competitive advantage.
Education
High School Diploma -
Cleveland High School
Northridge, CA06.1996
Skills
- Following up with clients
- Compliance Monitoring
- Claims Processing
- Preparing quotes
- Managing customer relations
- Sales skills
- Client Relationship Building
- Follow-up skills
- Healthcare regulations
- Customer Engagement
- Client Prospecting
- Problem-Solving
- HIPAA Compliance
- Analytical Thinking
- Customer follow-up
- Administrative Functions
- Insurance Practices
- Active Listening
- Decision-Making
- Relationship Building
- Client Consultations
- Quotes and sales
- Health Insurance Sales
- Critical Thinking
- Multitasking Abilities
Languages
English
Full Professional
Spanish
Full Professional
Licenses
- Life Only License
- Health Insurance License
- P&C License
Timeline
Licensed Health Agent
Covered California
10.2020 - Current
High School Diploma -
Cleveland High School
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