Deidre Jordan
Georgia
Summary
Experienced healthcare and insurance professional with expertise in Medicare, Medicaid, and Senior Services. Proven ability to exceed sales targets, build client relationships, and maintain compliance with industry regulations.
Overview
16
16
years of professional experience
Work History
GP Telesels Agent Flex • M&R Sales • United HealthCare
07.2022 - Current
- Currently Licensed in 48 States through October 2027.
- Maintain Georgia State requirements via Continuing Education Courses.
- Maintain up-to-date knowledge of Medicare, Medicare Advantage Plans, and Medicare Part D to best serve customers and maximize sales potential via certifications and on-going trainings.
- Maintain compliance with HIPAA regulations.
- Develop strategic relationships with existing customers by learning preferences and managing regular communications.
- Consistently exceed sales targets by effectively communicating benefits of various Medicare insurance and Dental plans. Exceed sales goals from Nov. 2022 to Dec. 2025- (Avg.150% sales rates).
- Conduct daily client assessments to match Medicare plans to individual needs, ensuring compliance with eligibility requirements.
- Aid Medicare recipients; i.e. retirees, etc., with education and enrollment in Medicare Supplements and Advantage Plans, Prescription Drug Plans, Dental Plans, and AARP Memberships. Submit enrollment forms via EDI transfers.
- Follow CMS and UnitedHealthcare’s guidelines when reviewing applicant data to determine eligibility for economic assistance. Determine valid Election Periods using Salesforce/MIRA.
- Increase customer satisfaction by promptly addressing inquiries and providing accurate product information and plans rates.
- Define financial needs by asking probing questions from new prospects and existing coverage. Align new products and services with long-term goals; retaining the member as a life-long customer.
- 40hrs/wkly
Licensed Insurance Agent • WFG
10.2021 - 06.2022
- Assisted individuals, families, and small businesses with acquiring health, vision, life, and dental insurance.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- 20 hrs/wkly
Substitute Teacher • Henry County Schools
03.2019 - 05.2020
- Followed classroom lesson plans left by the class teacher to continue student education and reinforce core concepts.
- Diversified classroom instruction and group activities to successfully support students with unique strengths and learning styles.
- 35hr/wkly
Independent Contactor • Live Ops
01.2018 - 01.2019
- Helped a large volume of Bath and Body Works customers via inbound calls with a purchases and issues concerning product replacement and refunds.
- 20-30hrs/wkly
Team Assistant • Pruitt Health
06.2017 - 08.2018
- Supported prior authorization workflows by collecting, reviewing, and tracking required documentation for skilled services, referrals, and durable medical equipment.
- Utilize EMR system to enter and update patient or project information in an accurate and timely fashion, ensuring that status reports are complete for tracking of progress, deadlines, and compliance with federal guidelines. Scheduled home Skilled RN, LPN, PT, OT, OTA, ST, and CNA visits for 12 clinical staff.
- Coordinate patient referrals with insurance providers, medical specialists, and Private Practices based on patient need, while correctly documenting activities related to referrals and interactions with patients in federal record systems to assure continuity of care and compliance with regulatory requirements.
- 40hrs/wkly
Supervisor • Private Duty
08.2010 - 02.2017
- Coordinated non-clinical care operations for senior patients by scheduling skilled clinical visits for over 20 field staff, supporting timely access to services and continuity of care.
- Supported referral intake and follow-up processes by maintaining familiarity with medical codes, tracking referrals, and coordinating with hospitals and discharge planners to ensure smooth transitions of care.
- Participated in daily Interdisciplinary Team (IDT) meetings to review scheduled and missed visits, identify service gaps, and support follow-up on new and potential referrals from acute care facilities.
- Managed non-clinical case support functions including scheduling, billing coordination, communication workflows, and documentation tracking to support patient services and operational efficiency.
- Tracked claims activity and assisted corporate billing teams with semi-monthly billing cycles, resolving held claims and completing billing adjustments to ensure timely reimbursement.
- Coordinated invoicing and vendor relationships for medical supplies and durable medical equipment (DME), ensuring seniors received necessary non-clinical support resources.
- Maintained strict confidentiality of patient, staff, and organizational information in compliance with HIPAA and company privacy policies.
- Ensured compliance with regulatory and organizational standards, including CMS, OSHA, and JCAHO requirements, while supporting audits and documentation accuracy.
- Supported onboarding, credential tracking, and ongoing compliance for staff, including licensure verification, background checks, and employment documentation.
- Provided training, onboarding, and ongoing mentorship to staff, reinforcing customer service excellence, performance expectations, and patient-centered support practices.
- Collaborated with HR and payroll teams to coordinate employee scheduling and payroll-related processes, supporting workforce stability and service delivery.
- Managed budgets and logistical planning for clinical scheduling, employee meetings, conferences, and operational events, ensuring efficient use of resources.
- 40hrs/wkly
Education
Licensed Life, Health, Accidental Death & Disability Agent -
Xcel Solutions
Masters of Business Administration - Health Care Management
University of Phoenix
Tempe, AZBachelor of Science Business Administration - Management
Alabama State University
Montgomery, ALSkills
- Microsoft Office Suites
- Marketing Campaigns
- Consultative Selling Techniques
- Sales Documentation
- Customer Account Management
- Upselling Products and Services
- Inbound and Outbound Calling
- Policy and Procedure Adherence
- Medicare/Medicaid Knowledge
- Contact Management Systems
- Salesforce CRM/Citrix/MIRA
- Loyalty Programs
- Schedule Management
- HIPAA Compliance
- Hospice Care/Home Healthcare/
- Senior Services
Accomplishments
- Overall Performance Rating for 2025, 4-Meets Expectations.
- “You are a top Sales Agent, self-reliant, and your dedication to managing time and resources effectively, is greatly appreciated.” - Previous Supervisor
Honors
Nov.2024-Jan. 2025- Delta/Medicare Top 10% Sale Agent, Aug. 2024- 40% Club for June and at Spot 4 leading for the year., July-Dec. 2024- Top 3 Highest No. of Delta Dual Appointed Enrollments and Performance, April 2025- AARP Membership Rate, May 2024- Sold the most RX plans, 2023- You are outstanding and Top metrics in 2023, 2024- Our Team was among the highest in Sales and VS Rates
Continuing Education Courses 2025-2027
- Elderly Financial Abuse
- Home Health, Skilled Nursing Facility, and Hospice Care Benefits
- Medicare Advantage and Medicare Part D
- Health Insurance Programs for Seniors
- Medigap: Today's Medicare Supplement Policies
Timeline
GP Telesels Agent Flex • M&R Sales • United HealthCare
07.2022 - Current
Licensed Insurance Agent • WFG
10.2021 - 06.2022
Substitute Teacher • Henry County Schools
03.2019 - 05.2020
Independent Contactor • Live Ops
01.2018 - 01.2019
Team Assistant • Pruitt Health
06.2017 - 08.2018
Supervisor • Private Duty
08.2010 - 02.2017
Masters of Business Administration - Health Care Management
University of Phoenix
Bachelor of Science Business Administration - Management
Alabama State University
Licensed Life, Health, Accidental Death & Disability Agent -
Xcel Solutions