Angelica Tolosa
Henderson,Nevada
Summary
Proactive professional with extensive experience in eligibility and insurance sectors. Skilled in problem-solving, attention to detail, and delivering exceptional customer service, consistently assisting clients in understanding their insurance coverage and ensuring compliance with regulations.
Overview
1
1
Certification
10
10
years of professional experience
Work History
Eligibility Specialist
American Exchange
Chattanooga, Tennessee
2024.05 - 2026.07
- Coordinated with internal and external teams to resolve eligibility inquiries.
- Maintained accurate records of client interactions and eligibility determinations.
- Assisted clients in understanding insurance policies and coverage options.
- Responded to inquiries and answered questions, ensuring comprehensive understanding of eligibility processes for clients.
- Followed up with applicants on pending documents or outstanding issues, facilitating timely resolution of application statuses.
- Utilized database systems to track client information and manage case files effectively.
- Reviewed and updated policies to ensure adherence to current regulations.
- Maintained confidential patient documentation to prevent data compromise and comply with HIPAA regulations.
- Kept accounts receivable tracking database current with relevant client information, collection, and billing progress and program changes.
ACA and Medicare Insurance Agent
Unified Health
Jordan, Utah
2022.03 - 2024.05
- Conducted needs assessments to identify suitable insurance solutions for clients.
- Maintained up-to-date knowledge of Medicare policies and industry changes.
- Identified opportunities for cross-selling additional policies or services.
- Maintained accurate records of all customer interactions, including contact information, policy changes, payment histories.
- Performed careful reviews of applicant data to ascertain compliance with eligibility criteria for economic assistance.
- Assisted clients in understanding insurance policies and coverage options.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
Life Insurance Agent
Apex Insurance Telesales
Las Vegas, Nevada
2020.01 - 2022.03
- Educated clients on policy features, benefits, and terms of coverage.
- Conducted thorough assessments to determine client eligibility for various insurance products.
- Evaluated current financial situation of clients before recommending any policy changes.
- Upsold products to policyholders and potential new clients.
- Provided ongoing support to clients during the claims process and policy updates.
- Maintained accurate records of client interactions and policy details in CRM systems.
Loan Processor
Dollar Loan Center
Las Vegas, Nevada
2016.04 - 2020.01
- Reviewed and verified borrowers' income and credit reports to prepare documents for underwriting.
- Evaluated loan applications for creditworthiness and compliance with regulations.
- Verified applicant information through credit reports and financial documents.
- Reviewed loan applications for completeness and accuracy.
- Monitored compliance with federal and state lending regulations.
- Maintained organized electronic files for all loan documentation.
Education
Bachelor of Science -
College of Southern Nevada
Las Vegas, NV2016-06
Skills
- Eligibility determination
- HIPAA compliance
- Insurance regulations
- Case management
- Client engagement strategies
- CRM systems
- Data management techniques
- Attention to detail
- Effective communication
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Certification
- Active Life and Health Insurance License
Timeline
Eligibility Specialist
American Exchange
2024.05 - 2026.07
ACA and Medicare Insurance Agent
Unified Health
2022.03 - 2024.05
Life Insurance Agent
Apex Insurance Telesales
2020.01 - 2022.03
Loan Processor
Dollar Loan Center
2016.04 - 2020.01
Bachelor of Science -
College of Southern Nevada