Damian Morton
Medicare Advisor
Farmers Branch,USA
Summary
Result driven and experienced Medicare Advisor with 5+ years of expertise in enrollment process premium billing and reconciliation. Demonstrated skills in overseeing and guiding direct staff, ensuring compliance with company-wide procedures, and state, federal, and internal audits. A proven track record of driving market share by identifying and cultivating new opportunities, stakeholders to design solutions , maintaining compliance with state and federal laws, and executing risk assessments.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Medicare Advisor
Willis Towers Watson
Boston, MA
03.2022 - Current
- Achieved top 10 ranking in 5 months of productivity, with track record of successfully placing over 800 applications.
- Produced zero allegations while servicing 100% placement rate of all business submissions.
- Efficiently processed high volume of benefit transactions using CMS.
- Conducted need analysis to gather necessary information to make informed recommendations on health care.
- Implemented workplace compliance training to mitigate liability risks and endure effective operations.
- Demonstrated expertise in experimental system, leading to increased efficiency and processes of 10% in new business.
Managing Member of Start-Up
Quantum Assurance
Allen, TX
11.2021 - 03.2022
- Increased department performance through thorough review and collaboration with leadership resulting in streamlined processes, procedures, and practices.
- Boosted client satisfaction through active engagement and creating tailored experiences in order to provide relevant solutions.
- Implemented strategies by collaborating with management and over 100 sales team members to ensure quality of services provided and to maximize quantity of services available to clients.
- Contributed to company’s success by developing strategic plans and delivering exceptional services to clients through effective planning and follow-up processes.
- Responsible agents completing continued education, training, and licensing requirements.
Financial Advisor
Bankers Life & Casualty Insurance
Grand Prairie, TX
11.2020 - 11.2021
- Recognized as top sales agent by producing highest amount of premiums in first year.
- Proactively acquired and developed diverse portfolio of new clients, increasing business revenue by 35%.
- Demonstrated strong analytical skills, conducting thorough assessments of client needs and delivering beneficial insurance solutions to meet their specific requirements.
- Honored as most trusted expert, providing valuable guidance and advice to clients to help protect their assets.
Insurance Broker
Symmetry Financial Group
Dallas, TX
06.2019 - 11.2020
- Determined client particular needs fact finding to obtain financial goals; determining extent of current coverage and investments; ascertaining long term goals.
- Successfully executed sales goals and business strategy throughout coverage area.
- Strategized with clients to coordinate protection plans while informing clients of long term implementations by calculating quotes and rates for immediate coverage.
- Conducted research from 30 different carriers providing clients with best coverage for financial goals.
Independent Insurance Producer
Freedom Equity Group
Euless, TX
09.2016 - 06.2019
- Recognized as agent of year recruiting over 30 new agents to build team.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Delivered effective , informative financial presentations to large groups over 300 in efforts two build lucrative client base and improve customers financial knowledge and well being.
- Recommended type and amount of coverage based on analysis of customers' circumstances using effective sales techniques.
Education
Bachelor Of Arts - Psychology and Communication
Stephen F Austin State University
Nacogdoches, TXSkills
- Enrollment Management and Oversight
- Staff Coaching and Mentoring
- Compliance Monitoring and Enforcement
- Reporting and Data Analysis
- Process Improvement and Implementation
- Proficient in MS Office
- Health Insurance
- Negotiation
- Communication and Presentation Skills
- Problem-Solving and Issue Resolution
- Collaboration and Partnership Building
- Documentation
- Time Management
- Marketing Strategy
- Customer Relationship Management
- Medicare and Medicaid Knowledge
- Risk Mitigation
- Account Management
Certification
- Life, Accident, Health and HMO
- AHIP Certification
- Fraud, Waste, Abuse
- Medicare, Medicare Advantage and Compliance
Timeline
Medicare Advisor
Willis Towers Watson
03.2022 - Current
Managing Member of Start-Up
Quantum Assurance
11.2021 - 03.2022
Financial Advisor
Bankers Life & Casualty Insurance
11.2020 - 11.2021
Insurance Broker
Symmetry Financial Group
06.2019 - 11.2020
Independent Insurance Producer
Freedom Equity Group
09.2016 - 06.2019
Bachelor Of Arts - Psychology and Communication
Stephen F Austin State University
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