Christopher Delgado

• The Medicare Supervisor is responsible for ensuring that our brokers are trained and prepared to serve our clients with the utmost respect and knowledge of Medicare, Life Insurance, and Retirement Options.
• This role is 50% Supervisor and 50% Producing Agent
• Promoted culture of customer focus, product knowledge and production solutions to build loyal customer base.
• Coached staff on strategies to enhance performance and improve customer relations.
• Resolved customer complaints efficiently and professionally.
• Conducted in-depth reviews of medical prescriptions and procedures to evaluate risk levels effectively.
• Collaborated with medical professionals and internal teams to gather and assess critical information.
• Ensured compliance with company guidelines, industry standards, and client needs.
• Delivered accurate underwriting decisions within specified timeframes.
• Stayed within all HIPAA and other Compliance laws

• This position worked with Medicare clients who are on Medicaid, Medi-Cal, and Medicare. To be efficient in this position, you have to be very patient, a great listener, and have professional customer service etiquette. This consists of listening to their specific needs, inputting prescriptions, doctors, and other value benefits included in their plan.
• Followed up with customer to identify and resolve service, account, or technical issues and maintain satisfaction.
• Maintained high closing ratio with a low cancellation rate throughout my time with Everquote
• The company closed this division, that's why I had to find other Employment
• Stayed within HIPPA and other Compliance Rules

• Educated seniors who are transitioning to Medicare. Went from A to Z with them during our presentation, went over Part B Premium, IRMAA, Medigap Plans, Medicare Advantage, and Dental Plans.
• Maintained a high customer service rating of over 95% net promoter score, enrolled over 500 clients in one year, and handled over 2,000 phone calls.
• I consistently lead my team of 20 agents, with client referrals and a 39% closing ratio.
• Part of a three-man team that achieved 30% over goal each and every month to help the business be attractive for Series A funding of $15 million.
• Consistently maintained all HIPAA and compliance rules, so I was compliant with every client I spoke with.
• Maintained strong relationships with clients and colleagues to ensure seamless underwriting processes.

• Handled new enrollments by entering customers' data and reviewing information.
• Handled inbound and outbound calls to verify patient appointments.
• Conversed with people from different cultures daily, providing high level of respect and patience with each interaction.
• Collaborated with other departments to ensure accurate data entry of customer information into the system.
• Monitored changes in regulations related to Medicare plans and updated internal procedures as needed.
• Verified customer eligibility for certain types of health care coverage under Medicare programs.
• Processed applications for Medicare plans and insurance policies.
• Provided beneficiaries with information about plan benefits and eligibility determinations.
• Maintained all conversation were Compliant within the HIPAA and Federal rules

• Adhered strictly to ethical standards when selling insurance policies. HIPAA and state and federal compliance.
• Ensured that all paperwork was completed correctly prior to submission for approval.
• Consistently handled a large volume of inbound calls (75-100) per day to assist clients with their life insurance and health insurance needs.
• Exemplified superior level of service and earned recognition as one of the highest-rated agent and top producer

• Specialized in providing life insurance solutions to our Employee Benefit Division, business owners, and employees.
• Specialized in field underwriting for all life insurance policies, large or small.
• Assisted clients in understanding the health ratings that insurance carriers will provide
• Worked with the Underwriting Division with several different Insurance Carriers to get clients Approved

• Cultivated strong professional relationships with life insurance and key clients to drive long-term business development.
• Developed and significantly grew assigned territory using strong engagement and marketing skills.
• Specialized in building relationships with internal and external partners, with a goal of increasing sales.

Communicate via phone or email to every agent that is contracted with us.

Assist them in producing additional premium via Fixed Indexed Annuities or Life Insurance premium.

Train agents on the benefits of Fixed Indexed Annuities and Life Insurance for their clients.

Work one-on-one with several agents on maximizing their Book of Business and finding Living Benefit and LTC solutions for their clients.