GHL
Licensed healthcare and benefits professional with 10+ years of experience spanning client advocacy, benefits coordination, and direct care. Adept at orchestrating scheduling, prescriptions, prior authorizations, claims, and referrals while delivering concierge-level support to clients and providers. Promoted to Co-Team Leader at AON for performance and team support. Known for meticulous documentation, proactive problem-solving, and clear communication. Currently pursuing a BS in Healthcare Administration (Information Management).
Serve as primary liaison for clients navigating Medicare coverage; simplify complex policies and ensure smooth enrollment.
Assist clients with application review, appointment scheduling, prescriptions, prior authorizations, claims processing, referrals, and resolution of concerns across multiple channels.
Maintain accurate documentation of client profiles and interactions in CRM systems to ensure compliance and continuity of service.
Provide comprehensive support throughout insurance applications, coordinating with underwriting teams to ensure accuracy and clarity.
Respond to inquiries and proactively follow up on application steps, resulting in high client satisfaction and strong conversion results.
Leverage CRM tools to track engagement and improve follow-up, leading to measurable increases in client retention and satisfaction.
Proactively recommend tailored solutions aligned with client needs, supporting both customer satisfaction and business growth.
Delivered high-touch support for employee benefits enrollment, ensuring clear understanding and satisfaction.
Collaborated with HR partners and vendors to streamline communication and resolve complex benefits inquiries.
Provided personalized, empathetic assistance, improving employee confidence in benefit selections.
Maintained detailed and accurate records in compliance with internal protocols and industry standards.
Educated employees on the full value of benefit packages, increasing participation and contributing to upselling opportunities and profitability.
Promoted to Co-Team Leader (2018–2019): trained new hires, supported peers on escalated cases, and assisted management with workflow oversight during peak enrollment periods.
Provided direct care across hospital, long-term care, and rehabilitation settings with an emphasis on safety, dignity, and responsiveness.
Supported providers with documentation, scheduling, patient preparation, and communication to streamline clinical workflows.
Built strong rapport with patients and families; anticipated needs and addressed concerns to improve overall experience.
Licensed Life & Health Insurance Agent (Georgia)
AHIP Certified
GHL
Microsoft Office
Convoso