Jose Vasquez
Bronx,NY
Summary
Dedicated Medicare Specialist with 20 years' experience excelling in community outreach and client retention. Proven success in surpassing monthly quotas and cultivating robust client relationships. Proficient in Medicare/Medicaid, MLTC/MAP, with expertise in document management, schedule coordination, and impactful marketing strategies. Bilingual in English and Spanish, committed to delivering exceptional client service and fostering trust with community and healthcare partners. Ready to leverage extensive knowledge and strong communication skills to drive outstanding results in the Medicare role, ensuring unparalleled support for individuals and families in need of comprehensive insurance coverage.
Overview
26
26
years of professional experience
Work History
Medicare & Marketplace Broker
Self-employed
08.2024 - Current
- Educated clients on various health insurance carriers and coverages, helping them make informed decisions
- Developed and maintained relationships with exciting clients and identify new prospects to increase sales
- Established and maintained marketing locations at community centers, supermarkets, pharmacies, doctor's offices
- Provided excellent customer service and ensuring all CMS polices and regulations are in compliance
- Providing education on Medicare/Medicaid/MLTC and provided health insurance through the NYSOH
Medicare Core Representative
Healthfirst Health
01.2022 - 03.2024
- Drive membership growth by acquiring new members while also meeting aggressive retention targets
- Work directly with community-based organizations, providers, sales locations and other sources to develop self-generated referral channels resulting in increased enrollments
- Identify potential member and design plans to educate them on the available benefits plans features that are tailored to the member's needs and eligibility
- Ensure a superior customer experience through consistent and timely service, follow-up, and plan benefits reviews
- Ensure the right member is in the right plan
- Deliver effective sales presentation to consumer groups, individual prospect and community or provider partners
- Ensure all documentation is complete, comprehensive, clear, appropriately filled out including application, application confirmation form, scope of appointment and application submission form, and salesforce
Medicare Specialist
Metroplus Health Plan
01.2013 - 10.2022
- Educating and enrolling potential beneficiaries to make an informed choice on the line of business that fits their needs
- Providing beneficiaries education on Medicare, Medicaid, MLTC and Map product lines
- Executed outreach to establish enrollments with prospective members and developing marketing locations at community centers, hospitals, doctor's offices and pharmacies
- Maintained a schedule of appointments and potential leads
- Sustaining and exceeded monthly quotas
- Building relationships in the community and serving as a point of contact for potential and current members
- Providing excellent customer service ensuring all CMS and company policies and regulations are in compliance
Retention Specialist
Affinity Health Plan
01.2001 - 12.2005
- Worked with clients to meet their needs and goals while preserving a positive client relationship
- Provided clients with all necessary information to make informed choices about their insurance needs
- Counseled clients on enrollment of themselves and their children into Medicaid, Child Health Plus and Family Health Plus programs
- Performed outreach to build relationships with doctor's offices, schools, community centers, health clinics, hospitals, welfare and food stamps offices
- Assisted clients in filling out renewal applications and other documents
- Maintained professional integrity and customer focus while meeting and exceeding monthly quotas
Marketing Representative
Wellcare of NYC
01.1999 - 12.2001
- Developed, planned and implemented outreach and marketing strategies to establish relationships with interested candidates, leading to membership growth, increased retention and strengthened community awareness
- Assisted families and individuals in applying for free or low-cost health insurance options
- Compiled documents to ensure full and accurate application for Child Health Plus Enrollees
- Utilized strong communication skills to provide direct member outreach through multiple channels
- Maintained necessary inventory levels of marketing materials, documents and informational packets
Education
Diploma -
Bronx Adult Learning Center
01.2006
Skills
- Microsoft Excel
- Microsoft Words
- PowerPoint
- Epaces
- MarX
- SalesForce
Timeline
Medicare & Marketplace Broker
Self-employed
08.2024 - Current
Medicare Core Representative
Healthfirst Health
01.2022 - 03.2024
Medicare Specialist
Metroplus Health Plan
01.2013 - 10.2022
Retention Specialist
Affinity Health Plan
01.2001 - 12.2005
Marketing Representative
Wellcare of NYC
01.1999 - 12.2001
Diploma -
Bronx Adult Learning Center
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