Jennifer Velez
Woodbridge,NJ
Summary
Dynamic and results-oriented leader with extensive experience in administration, financial counseling, and healthcare finance. Proven expertise in strategic planning, operational management, and client relationship development. Adept at leading teams, driving efficiency, and fostering a culture of excellence. Seeking a Director-level position to leverage broad industry knowledge, analytical prowess, and leadership acumen to achieve organizational goals.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Life Insurance Broker
Impact Legacy Group
Springfield, MO
09.2023 - Current
- Provided informed advice to clients on optimal coverage options, leveraging comprehensive knowledge of insurance products, market trends, and regulations.
- Built and sustained strong client relationships through personalized service and exceptional communication.
- Customized insurance policies to meet the specific needs and financial goals of clients.
- Conducted thorough needs analyses to present tailored insurance solutions, achieving high client satisfaction.
- Delivered seamless client experiences, ensuring efficient and effective service delivery.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Calculated premiums and established payment methods.
Medicaid Eligibility Specialist
CBIZ
Elizabeth, NJ
10.2014 - 10.2021
- Maintained high standards of accuracy in managing and inputting critical data.
- Developed pivot charts to illustrate revenue trends, supporting strategic decision-making.
- Processed 15 charity care and presumptive Medicaid applications weekly, ensuring timely submissions.
- Fostered strong partnerships with management, hospital staff, and caseworkers to enhance operational efficiency.
- Performed careful reviews of applicant data to ascertain compliance with eligibility criteria for economic assistance.
- Assisted individuals with the completion of complex paperwork related to their application process.
- Maintained positive working relationship with fellow staff and management.
- Informed applicants of other agencies providing useful or related assistance.
- Attended training sessions, seminars and workshops related to Medicaid programs.
Senior Eligibility Specialist
A.R.M.D.S
Elizabeth, NJ
07.2006 - 01.2014
- Supervised and mentored a team of three, fostering a high-performance culture.
- Generated daily productivity reports and implemented strategies to boost team efficiency.
- Managed high-value inpatient accounts exceeding $20,000, ensuring prompt application submissions and follow-ups.
- Assisted in training new hires, streamlining onboarding, and enhancing team productivity.
- Reviewed applications for eligibility and determined whether applicants met the criteria to receive benefits.
- Explained eligibility details and affordability options to patients with kindness and respect.
- Maintained confidential patient documentation to prevent data compromise and comply with HIPAA regulations.
- Conversed with people from different cultures daily, providing high level of respect and patience with each interaction.
- Responded to client inquiries and concerns and escalated complex problems to department supervisors.
- Explained reasons behind application denials and recommended further action.
Education
High School Diploma -
Union County Vocational-Technical Schools
Scotch Plains07-2007
Skills
- Continuing education
- Insurance industry acumen
- Underwriting
- Industry trend awareness
- Financial planning
- Goal-oriented mindset
- Strategic Leadership: Skilled in guiding teams and driving organizational success through innovative strategies
- Operational Management: Expertise in streamlining operations, ensuring regulatory compliance, and maximizing productivity
- Client Relationship Development: Strong track record of cultivating long-lasting relationships with clients and stakeholders
- Financial Expertise: Proficient in revenue analysis, insurance solutions, and complex financial decision-making
- Technical Proficiency: Advanced skills in Microsoft Excel, Microsoft Outlook, OneSourcePassport, and insurance verification processes
Languages
English
Professional
Spanish
Professional
Certification
- Life Producer License
References
References available upon request.
Timeline
Life Insurance Broker
Impact Legacy Group
09.2023 - Current
Medicaid Eligibility Specialist
CBIZ
10.2014 - 10.2021
Senior Eligibility Specialist
A.R.M.D.S
07.2006 - 01.2014
High School Diploma -
Union County Vocational-Technical Schools
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