Professional Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Community Service

Jane Chen

Senior Med. Solutions, Inc.
Chandler,AZ
1
Certificate
23
Years of experience

Healthcare Professional with extensive experience in managing patient interactions and resolving complex inquiries, leading to enhanced patient satisfaction. Delivered effective support in healthcare settings through strong communication and problem-solving skills, ensuring adherence to protocols and efficient service delivery. Committed to patient advocacy and education while maintaining professionalism in fast-paced environments.

Work History

Medicare Broker

5 Years 10 Months
Senior Med. Solutions, Inc. | 09.2020 - Current
  • Negotiated contracts to optimize client portfolio performance and satisfaction.
  • Analyzed market trends to identify investment opportunities and mitigate risks.
  • Collaborated with clients to develop tailored financial strategies that align with goals.
  • Led client presentations, effectively communicating complex information in an accessible manner.
  • Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
  • Developed a reputation for integrity and ethical conduct within the brokerage community, leading to increased trust from clients and colleagues alike.
  • Prepared contracts and related documentation according to strict standards.
  • Completed training programs to remain updated and further develop proficiency of important industry information.

Sales Associate

4 Years 8 Months
Sysco Food Services of Arizona | 03.2003 - 11.2007
  • Provided exceptional customer service to enhance client satisfaction and loyalty.
  • Assisted in inventory management, ensuring accurate stock levels and timely replenishment.
  • Collaborated with team members to streamline order processing and improve workflow efficiency.
  • Developed product knowledge to effectively communicate features and benefits to customers.

Life and Health Insurance Agent

9 Years 4 Months
World Financial Group, Inc. | 09.2012 - 01.2022
  • Guided clients through health insurance options to ensure informed decision-making.
  • Developed comprehensive insurance plans tailored to individual client needs and preferences.
  • Educated clients on policy details, coverage options, and benefits for optimal understanding.
  • Streamlined application processes to enhance client experience and reduce processing time.
  • Educated clients on the intricacies of their health insurance policies, empowering them to make informed decisions.
  • Provided comprehensive customer service to drive client satisfaction.
  • Responded to customer inquiries regarding health insurance coverage and policies to assist with informed decision-making.

Education

Bachelor of Science - Business Administration in Finance

Arizona State University | Mesa, AZ | 12-2012

Skills

Medicare knowledge
Health insurance knowledge
Medicare enrollment
Compliance adherence
Policy review
Sales strategy
Financial planning
Client education
Relationship management
Relationship building
Trustworthiness

Accomplishments

  • Resolved product issue through consumer testing.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Certification

  • Health License - 09/30/2026
  • Certified Medicare Broker, Senior Med. Solutions, LL - current
  • life Insurance License- 09/30/2026

Languages

English
Professional Working
Chinese (Mandarin)
Native or Bilingual
Taiwanese dialect
Native or Bilingual

Timeline

Medicare Broker

Senior Med. Solutions, Inc.
09.2020 - CurrentRead More

Life and Health Insurance Agent

World Financial Group, Inc.
09.2012 - 01.2022Read More

Sales Associate

Sysco Food Services of Arizona
03.2003 - 11.2007Read More

Arizona State University

Bachelor of Science from Business Administration in Finance
Read More

Community Service

ENGINEERING PROJECTS IN COMMUNITY SERVICE (EPICS), SUSTAINABILITY DIRECTOR/HISTORIAN, 2015-08, 2016-12, Design CAD drawings of a prosthetic terminal for single-armed lacrosse players, Design a ramp for a Project CURE facility for forklifts to be mobilized onto trucks, Design a sustainable bathroom to be built in a neighborhood park
Jane Chen