Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Timeline
Generic

Jonathan Vardon

Tampa,FL

Summary

Dedicated and goal-driven Medicare Specialist Agent with 2+ years of experience in conducting Medicare consultations, identifying customer needs, and recommending best options. Highly skilled at providing exceptional customer service, conducting consultations via phone, and utilizing negotiation techniques. Adept at managing customer relations, analyzing data, and overseeing collections.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Medicare Specialist Agent

Healthcare Solutions Direct, LLC
05.2023 - Current
  • Recommend suitable Medicare products by actively listening to client needs, enhancing client satisfaction by 70% and retention by 84%.
  • identified client Medicare needs through effective fact-finding questions, resulting in streamlined processes and significant time-saving.
  • Based on the answers, each individual will receive a recommendation, which may include Medigap/Supplement plans, MAPD, or MA plans.
  • In some instances, additional products such as dental, vision, and hearing (DVH) are also recommended.

Customer Service Advocate II (temporary)

Concentrix
08.2022 - 05.2023
  • By actively listening to client needs, I recommend suitable Medicare products, enhancing client satisfaction by 60% and retention by 70%.
  • identified client Medicare needs through effective fact-finding questions, resulting in streamlined processes and significant time-saving.
  • Based on the answers, each individual will receive a recommendation, including MAPD or MA plans.
  • In some instances, additional products such as dental, vision, and hearing (DVH) are also recommended.

Residential inbound Sales Agent

Spectrum Communications
08.2019 - 06.2022
  • Managed existing accounts, processed orders, and established new accounts by coordinating service installations to fit customers' schedules.
  • Additionally, reached out to current and potential sales outlets, as well as other industry partners.
  • Offered customers a variety of Spectrum products, including channel packages, sports and language channels, Apple TV, and DVR services.

Sales Associate - Specialist Personal Vacation Advisor

Walt Disney World Travel Operations
02.2015 - 08.2019
  • Assist with securing a resort reservation at Walt Disney World Resort, also guiding guests through accommodation options and providing essential information about their stay.
  • Addressed their questions about park attractions to enhance their experience with the Walt Disney World Theme Parks, allowing me to address any general inquiries related to them.
  • As a specialist, I focused solely on new booking sales calls to maximize every sales opportunity.

Education

Associate's Degree - Business Administration

Hillsborough Community College
Tampa, FL
05.2011

Skills

    Medicare Consultation, Customer Service, Customer Relationship Management (CRM), Cold Calling, Product Knowledge, Communication

Certification

Licensee: 2-40 HEALTH Issued 08/22/2022/ Appointed? Yes

August 2022 to Present

Additional Information

Microsoft Office Passport, Avaya Health Management Services (HMS) Various Computer Applications, Collections Customer Relations, Accounts Receivable Insurance Claims, Multi-Line Phone Operations Customer Relations Data Analysis

Timeline

Medicare Specialist Agent

Healthcare Solutions Direct, LLC
05.2023 - Current

Customer Service Advocate II (temporary)

Concentrix
08.2022 - 05.2023

Residential inbound Sales Agent

Spectrum Communications
08.2019 - 06.2022

Sales Associate - Specialist Personal Vacation Advisor

Walt Disney World Travel Operations
02.2015 - 08.2019

Associate's Degree - Business Administration

Hillsborough Community College

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