Debra Ann Romano
Olivebridge
Summary
Dynamic Licensed Medicare Insurance Agent with a proven track record at Advocate Health Advisors, excelling in community engagement and client education. Recognized for strong presentation skills and exceptional customer service, enhancing client satisfaction through tailored insurance solutions. Adept at problem-solving, ensuring clients receive optimal coverage and support for their unique needs.
Overview
7
7
years of professional experience
Work History
Medicare Insurance Agent
Advocate Health Advisors
01.2020 - Current
- Conducted thorough needs assessments for each client, identifying suitable plan options based on individual requirements and financial capabilities.
- Educated potential customers through community outreach events, increasing awareness of available Medicare insurance options.
- Enhanced client satisfaction by providing knowledgeable guidance on Medicare plan options and enrollment procedures.
Farmers Insurance Agent
Dennis Launer Agency
05.2019 - Current
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
Personal Care Assistant
Independent Home Care
01.2018 - Current
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Built strong relationships with clients to deliver emotional support and companionship.
- Improved client comfort by providing exceptional personal care and maintaining a clean, safe environment.
- Contributed to a positive home atmosphere by engaging clients in conversation and recreational activities tailored to their interests.
- Recognized and reported abnormalities or changes in patients' health status to case manager.
- Supported clients with mental support and physical activities to accomplish quality of life and sustain needs.
Education
Experimental Psychology/Statistics For Soc Science
SUNY Empire State College
Saratoga Springs, NYBachelor of Science - Criminal Justice/Sociology
Marist College
Poughkeepsie, NY05-2004
Associate of Science - Criminal Justice
Ulster County Community College
Stone Ridge NY01-2001
Skills
- Medicare
- Enrollment processing
- Community engagement
- Enrollee qualification
- Strong presentation skills
- Customer service
- Problem-solving abilities
- Reliability
- Excellent communication
- Active listening
Timeline
Medicare Insurance Agent
Advocate Health Advisors
01.2020 - Current
Farmers Insurance Agent
Dennis Launer Agency
05.2019 - Current
Personal Care Assistant
Independent Home Care
01.2018 - Current
Experimental Psychology/Statistics For Soc Science
SUNY Empire State College
Bachelor of Science - Criminal Justice/Sociology
Marist College
Associate of Science - Criminal Justice
Ulster County Community College
Similar Profiles
TANIIA JONESTANIIA JONES
Healthcare Customer Service Representative at Advocate Health AdvisorsHealthcare Customer Service Representative at Advocate Health Advisors
Brianna RichardsonBrianna Richardson
Insurance Broker at Advocate Financial Partners/Pacific AdvisorsInsurance Broker at Advocate Financial Partners/Pacific Advisors
Joelle EspinosaJoelle Espinosa
Director, Office of Civil Rights at Advocate Health (formerly Advocate Aurora Health)Director, Office of Civil Rights at Advocate Health (formerly Advocate Aurora Health)
Leon KellerhouseLeon Kellerhouse
Tech Assistant at WJCSTech Assistant at WJCS
Jennaleigh FishJennaleigh Fish
Clinical Mental Health Counseling Intern at Orchard Hills Mental Health CounselingClinical Mental Health Counseling Intern at Orchard Hills Mental Health Counseling