Experienced in Medicare sales with a strong background in customer service and health insurance compliance. Responded promptly to client inquiries regarding Medicare options, ensuring accurate information was provided to assist in decision-making. Maintained a comprehensive understanding of policy details and performed quality assurance checks on applications, leading to improved customer satisfaction. Developed and implemented tailored Medicare plans for clients, adhering to CMS regulations while enhancing member retention through proactive support.
Overview
10
10
years of professional experience
Work History
Lead Eligibility Medicare Representative
Cigna
Woodland Hills, California
09.2024 - Current
Responded promptly to inquiries regarding product availability, pricing, and features.
Performed quality assurance checks on existing policies as well as new applications.
Attended regular training sessions to stay abreast of changes in the industry.
Identified opportunities for improvement based on customer feedback received during consultations.
Communicated with clients regarding their Medicare insurance needs and options.
Advised customers about the best practices for managing their health care expenses within budget constraints.
Reviewed documents submitted by customers prior to enrolling them into a plan.
Assisted in resolving any issues or concerns related to Medicare policies.
Provided guidance on how to file claims accurately with the appropriate government agencies.
Maintained accurate records of client interactions, including notes from phone calls and emails.
Explained complex medical terms and concepts in simple language to ensure understanding by customers.
Developed and implemented Medicare plans for individual customers, ensuring that all requirements were met.
Responded to member questions regarding plan benefits and provisions.
Provided beneficiaries with information about plan benefits and eligibility determinations.
Handled new enrollments by entering customers' data and reviewing information.
Presented existing and prospective customers with valuable service or product information to aid in decision-making.
Surpassed sales goals through implementation of successful marketing strategies.
Excelled in exceeding daily credit card application goals.
Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
Supported sales team members to drive growth and development.
Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
Medicare Sales Agent
Blue Shield of CA
Woodland, California
06.2015 - Current
Maintained Medicare book of business
Provides members with constant resolutions to issues and concerns
Enrolled new referred members
Retained members by going above and beyond
Adhering to CMS Regulations
Medicare Sales Representative
Imperial Healthplan
Los Angeles, CA
10.2024 - 05.2025
Maintained detailed records of customer interactions including contact information, preferences, requests and feedback.
Created customized presentations for prospects highlighting the benefits of enrolling in a Medicare plan.
Evaluated current policies annually to assess need for changes or updates based on changing client needs.
Medicare Sales Agent
Ehealth
Gold River, California
07.2022 - 05.2023
Provided product information and answered questions about Medicare services.
Maintained accurate records of sales activities and customer interactions.
Generated leads through cold calling prospective clients for Medicare services.
Followed up with clients regularly to ensure satisfaction and address any issues.
Developed and implemented sales strategies to increase Medicare enrollment.
Utilized CRM software tools to track sales progress throughout the process.
Assisted customers with selecting appropriate plans based on their needs.
Created detailed reports on customer feedback for management review.
Collaborated with marketing teams to create effective campaigns for Medicare products.
Resolved customer complaints quickly and professionally.
Advised customers on various aspects of their health insurance policies.
Presented and clearly explained insurance policy options based on clients' needs and goals.
Explained advantages, disadvantages and features of policies to promote sales of Medicare plans.
Explained coverage options to potential policyholders, answering questions or concerns.
Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
Medicare Sales Agent
Platinum Choice Health Care
Boca Raton, Florida
07.2020 - 06.2022
Medicare Sales Agent
Health Net
Woodland Hills, California
03.2018 - 07.2020
Utilized CRM software tools to track sales progress throughout the process.
Maintained accurate records of sales activities and customer interactions.
Assisted customers with selecting appropriate plans based on their needs.
Followed up with clients regularly to ensure satisfaction and address any issues.
Resolved customer complaints quickly and professionally.
Advised customers on various aspects of their health insurance policies.
Provided product information and answered questions about Medicare services.
Created detailed reports on customer feedback for management review.
Explained advantages, disadvantages and features of policies to promote sales of Medicare plans.
Monitored clients' insurance coverages to ensure changing needs were met.
Medicaid/Medicare Eligibility Specialist at Centauri Health Solutions Inc - Human ArcMedicaid/Medicare Eligibility Specialist at Centauri Health Solutions Inc - Human Arc