Jodi Greene
Largo,FL
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
10
10
years of professional experience
Work History
Medicare Sales Agent
EasyHealth
Beverly Hills (Remote), CA
02.2022 - 02.2022
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Identified additional products and services in line with existing clients' benefit objectives to increase revenue.
- Explained advantages, disadvantages and features of policies to promote sales of Medicare plans.
- Implemented and designed effective marketing strategies to adjust and sell insurance contracts.
CMSA
Humana
St. Petersburg, FL
09.2019 - 01.2022
- Enrollment of Medicare & Medicaid members into the HAH SNP program. Working collaboratively with clinical staff to ensure members received all community benefits available. Exceeding daily metric of enrolling a minimum of 10 members per day.
- Created and maintained accurate and confidential patient files according to regulatory mandates.
- Adhered to HIPAA requirements to safeguard patient confidentiality.
- Helped patients complete paperwork and explained processes and procedures.
Dining Room Supervisor
Brookdale Senior Living Facility
Seminole, FL
07.2018 - 08.2019
- Adhered to and enforced health and safety standards regarding food preparation, serving and storage.
- Checked dining and serving areas to verify proper cleanliness and readiness for guests.
- Supervised activities of dining room staff to maintain service levels and support guest needs.
- Reported staff performance, inventory, overall dining room needs and special events information to Food and Beverage Director.
- Reviewed closing reports at end of shifts and corrected mistakes.
Customer Care Specialist
Humana
St. Petersburg (Remote), FL
11.2011 - 07.2018
- Addressed incoming customer inquiries and offered productive solutions, increasing customer satisfaction ratings.
- Maintained high satisfaction rating with customers by providing exceptional service and support.
- Surpassed quality target by working through scripted response plans and applying personal knowledge
- Documented customer correspondence in CRM to track requests, problems and solutions.
Education
Certificate of Completion - Life & Annuities
Central Insurance School
Clearwater, FL12.2020
Skills
- Verbal and Written Communication
- Client Prospecting
- CRM Software
- Call Center Customer Service
- Medicare Compliance
- Group Presentations
- Quality Assurance Requirements
- Service-Oriented
- Insurance Policy Sales
- Persuasive Negotiation
Timeline
Medicare Sales Agent
EasyHealth
02.2022 - 02.2022
CMSA
Humana
09.2019 - 01.2022
Dining Room Supervisor
Brookdale Senior Living Facility
07.2018 - 08.2019
Customer Care Specialist
Humana
11.2011 - 07.2018
Certificate of Completion - Life & Annuities
Central Insurance School
Similar Profiles
HECTOR I. ORTIZ REYESHECTOR I. ORTIZ REYES
Patient Connection Specialist at EasyHealthPatient Connection Specialist at EasyHealth
Aura MoralesAura Morales
Contact Center Learning and Development Consultant at EasyHealthContact Center Learning and Development Consultant at EasyHealth
Colin McSweeneyColin McSweeney
Pool Technician at Clear Tech PoolsPool Technician at Clear Tech Pools