Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Medicare Advisor
Chapter
Fort Worth, TX
05.2024 - Current
Educated clients on their benefits, coverage limits, and rights under the Medicare program, empowering them to make informed decisions about their healthcare needs,
Managed high volume caseloads while maintaining strict adherence to deadlines and quality standards.
Provided timely responses to inquiries from clients, healthcare providers, and colleagues regarding Medicare policies and procedures.
Participated in ongoing professional development opportunities to stay current with industry trends and maintain expertise in the field of Medicare management.
Provided constructive feedback to peers and management during regular team meetings, fostering an environment of continuous growth and development.
Handled escalated calls from dissatisfied customers with professionalism and tact, ultimately resolving issues efficiently.
Medicare and Health Insurance Specialist
Farmers Insurance
Benbrook, TX
04.2024 - 05.2024
Helped current clients with their Medicare Insurance, such as - claims issues, conference calls, rate shopping and plan enrollments
Adhered to company policies and procedures while representing the organization
Built relationships with customers through active listening and friendly interactions.
Senior Sales Agent / Sales Coach
Boomer Benefits
Fort Worth, TX
04.2021 - 04.2024
Identified potential customers, established relationships and completed enrollments, and cross sell other types of Insurance
Trained junior staff members on best practices for lead generation and qualification techniques
Generated periodic reports highlighting sales performance metrics such as revenue growth rates or market share gains
Maintained the top producer role for over three years, while coaching colleagues, creating training programs, and training new hires
Developed comprehensive knowledge of company products, services, pricing structures and industry trends to effectively meet customer needs.
Plan Enrollment Specialist
Boomer Benefits
Fort Worth, TX
01.2020 - 04.2021
Created, maintained and updated training for the Plan Enrollment and Customer Service teams
Completed enrollments on Medicare Prescription Drug Plans, Medicare Advantage Plans and Medicare Supplement Plans
Compiled data for reports on enrollment trends, demographics and retention rates
Supported colleagues by providing assistance during peak enrollment periods
Reviewed applications for accuracy before submitting to appropriate entities for processing.
Client Service Team Representative
Boomer Benefits
Fort Worth, TX
06.2019 - 01.2020
Established clear expectations for performance levels within the team, holding members accountable for results through ongoing feedback loops.
Collaborated with cross-functional teams to optimize workflows, resulting in streamlined processes and improved efficiency.
Advocated for proper resource allocation towards critical projects, ensuring successful completion without compromising other responsibilities.
Developed strong working relationships with key stakeholders across various departments, promoting collaboration and teamwork throughout the organization.
Enhanced team productivity by streamlining communication channels and implementing efficient task allocation strategies.
Championed process improvements that increased operational efficiency within the department while reducing costs.
Provided exceptional customer service, resolving dealer issues quickly and effectively.
Delivered outstanding customer service by addressing golfer concerns promptly and professionally.
911 Dispatcher
Westover Hills Police Department
Fort Worth, TX
10.2017 - 06.2019
Dispatched appropriate resources to respond to emergency situations promptly
Demonstrated effective problem-solving skills while managing multiple incoming calls
Continuously updated knowledge base on current policies, procedures, and technology changes
Managed stressful situations in a calm, composed manner while remaining professional at all times
Operated a workstation comprised of multiple computer systems, telephone systems, and geographical mapping tools
Adhered to established protocols and procedures when handling 911 calls
Assessed crisis situations and determined the best course of action.