Sales Specialist of Auto, Boat, Motorcycle and RV insurance policies
Facilitated sales of insurance products and services. Give insurance quotes, answer questions about insurance policies, and assist with the renewal of policies. Identified customer’s needs and closed deals after making necessary negotiations. Handle customer complaints, provide appropriate solutions and alternatives to fully resolve their issue the first time, follow up to ensure resolution. Answer inquiries from policyholders and educate customers on available options. Meet personal and customer service team sales targets and call handling quotas. Navigating multiple computer applications while interacting with the client. Provide exceptional customer service.
Progressive Auto Service (TTEC)
12.2024 - 04.2025
Managed high volume of customer calls, maintaining calm and professional demeanor.
Utilized CRM software to manage customer interactions and follow up on sales opportunities.
Resolved customer complaints, ensuring customer satisfaction and loyalty.
Built rapport with customers through empathetic listening and understanding their unique needs or preferences.
Boosted sales revenue by identifying customer needs and recommending appropriate products or services.
Increased customer satisfaction by addressing and resolving complex issues effectively.
Producer Sales Agent/IBC Commercial
Independence Blue Cross
08.2024 - 12.2024
Assisted call-in customers with questions and orders.
Expanded client base by diligently prospecting new leads and effectively presenting product offerings.
Boosted referral rates by cultivating positive relationships with satisfied customers who were eager to recommend our products/services to others.
Achieved top performer status within the company due to consistent high sales numbers.
Increased sales revenue by consistently meeting and exceeding sales targets.
Improved overall customer satisfaction by promptly addressing concerns and providing tailored solutions.
Identified new areas of opportunity within existing accounts by offering additional products or services based on their needs analysis results.
Leveraged CRM software to efficiently track leads, manage contacts, and monitor progress toward goals.
Progressive Auto Service (TTEC)
02.2024 - 08.2024
Medicare Sales Agent
United Health Care(TTEC)
08.2023 - 12.2023
Achieved high customer satisfaction by maintaining a professional and friendly demeanor during sales interactions.
Increased Medicare plan enrollments by effectively presenting and explaining plan options to potential clients.
Assisted individuals transitioning from employer-sponsored health coverage to Medicare during retirement planning processes.
Resolved client inquiries and concerns promptly, ensuring their satisfaction with chosen Medicare plans.
Developed personalized sales presentations tailored to each client''s unique needs, resulting in increased conversion rates and overall success as a Medicare Sales Agent.
Negotiated contracts on behalf of clients for optimal pricing structures with various insurance providers involved in Medicare offerings.
Helped eligible low-income seniors access financial assistance programs that reduce out-of-pocket healthcare expenses associated with Medicare plans.
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.
Medicare Expert
Medicare Gurus
12.2022 - 07.2023
Sales Agent
Humana DMS
06.2022 - 11.2022
DMS Sales Agent conducts selling activities related to inbound and outbound calls.
CDI Specialist
Jefferson Health
03.2021 - 04.2022
Reviews medical records with precision concurrently for completeness in the documentation of diagnostic and procedural information for compliance to CMS
Provides real-time intervention education when needed to promote correct coding, regulatory compliance, and correction of documentation discrepancies. Accurately records activity in CDI software tracking tool.
Attends continuing education meetings, related to coding and CDI to maintain skills and stay abreast of coding guideline changes and best practice CDI
Complete concurrent and retrospective reviews of patient records to evaluate documentation to assign the principal diagnosis, pertinent secondary diagnoses, postadmission complications, and procedures for accurate Diagnosis-Related Group (DRG) assignment and Case Mix Index (CMI), risk of mortality, and severity of illness.
Queries physicians for incomplete, inconsistent unclear, or conflicting documentation to
Clarify and resolve conflicting information in the medical
Record before discharge and or
Billing.
Maintains a record of the review and query activities and other appropriate records.
Reconcile DRG mismatch with coding staff before submission of cases for billing.
Communicate with coding staff on clarification of clinical criteria.
Optum/UnitedHealth Care
09.2016 - 03.2022
Licensed insurance agent providing professional and expert customer service.
6 years of experience in Health Insurance and claim processing.
Worked under the direct supervision of the Supervisor, Manager, and Director of Operations Quality Auditing, responsible for the timely and accurate review of various tasks.
Review members and Provider call to evaluate for compliance and accuracy. Provide credible results and recommendations based on call components and business requirements.
Meet all required metrics including production and quality.
Provided expert and professional customer service to customers and agents. Provide accurately
Medicare Supplement Plan, Medicare prescription drug plan Part
Coverage plans, benefits, quotes, and enrolled them in the best coverage available.
Process application, payments, endorsement, corrections, and cancellations.
Prepare necessary paperwork to process insurance sales and renewals.
Take inbound calls of members and providers, and assist them by addressing inquiries, which may include benefits and eligibility, claims, and payment
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation
Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies
Proficient use of Microsoft programs, including Outlook, Microsoft Excel, Word, medical terminology, and related Medicare, and Medicaid health care experience.
Medical Assistant/Clinical Documentation
IC Laser Eye Care
09.2015 - 09.2016
Manage heavy Patient volume including telephone triage, appointment scheduling, and patient referral
Patient data entry accurately in their records so doctors and insurance companies can refer to them
Clinical documentation Use CPT codes to identify medical, surgical, radiological, laboratory, and diagnostic services
Assisted with routine checks and diagnostic testing by collecting and processing specimens
Information, symptoms, and allergies
Compiled necessary documents for surgical billing packages
Completed clinical procedures and gathered patient data for interpretation by the physician
Internal Medicine Physician
Mayo Newhall Hospital
10.1998 - 04.2013
Examine patients and ensure proper care and disease prevention and diagnosis, treatment, and recovery
Analyze records, reports, test results, or examination information to diagnose medical conditions of the patient to support documentation in the record.
Analyze test data or images to inform diagnosis or treatment
Provide and manage long-term, comprehensive medical care, including diagnosis and nonsurgical treatment of diseases, for adult patients.
Treat chronic diseases or disorders.
Directed patients on medication use and lifestyle modifications to improve health
Counseled patients on newly diagnosed health conditions and maintenance of existing conditions
Attended appointments with 50 different patients per day
Conducted rounds to monitor patient progress and recovery
Education
MD - Medicine
Universidad Technological De Santiago
06.1998
Skills
EMR
Epic
Expert working knowledge HIPPA and PHI
Insurance Companies
MS
Customer Service
Siebel
Breeze
Salesforce
Word Excel
Power point
Strong written and verbal communication skills
3M
Certification
License number 786933 / NPN 18099591
Certification Insurance
Certification CDI Apprenticeship
Certification COVID-19 Contact Tracing John Hopkins Maryland
Restorative Certified Nursing Assistant at Wesley Enhanced Living Pennypack ParkRestorative Certified Nursing Assistant at Wesley Enhanced Living Pennypack Park