Kerri Gast
North Olmsted,OH
Summary
Experienced Licensed Medicare Benefit Advisor as well as seasoned CSR (20yrs) and has been in the Medicare Sales and Enrollment field for about 8 years now and really enjoy helping the clients through the complete process involved with Medicare Benefits and their transition. Authorized to work in the US for any employer.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Medicare Insurance Agent
Yourwayinsurance
North Olmsted, OH
01.2025 - 02.2026
- Educated clients on Medicare plans, ensuring understanding of coverage options and benefits.
- Analyzed client needs to recommend tailored insurance solutions for optimal healthcare coverage.
- Conducted comprehensive market research to stay updated on industry trends and competitor offerings.
- Facilitated enrollment processes, guiding clients through paperwork and regulatory requirements efficiently.
- Conducted thorough needs assessments for each client, identifying suitable plan options based on individual requirements and financial capabilities.
- Enhanced client satisfaction by providing knowledgeable guidance on Medicare plan options and enrollment procedures.
- Boosted company reputation through consistent delivery of reliable, trustworthy advice to clients navigating the Medicare insurance market.
- Increased overall efficiency by implementing time-saving strategies for managing daily tasks and client followups.
- Streamlined the application process for clients, ensuring accurate and timely submission of required documentation.
- Contributed to a positive work environment through proactive collaboration and open communication with colleagues and management staff alike.
- Leveraged strong problem-solving skills to address complex client inquiries and resolve issues in a timely manner.
- Developed a loyal client base by fostering trust and rapport with each individual, leading to numerous referrals and long-term business relationships.
Medicare Broker
HealthPlanOne
North Olmsted, OH
06.2023 - 12.2024
- Guided seniors in selecting optimal Medicare options based on individual medical and prescription needs while minimizing financial costs.
- Ensured cohesive integration of all areas for enhanced clarity and functionality.
- Facilitated client enrollment in health insurance plans, ensuring compliance with regulations and guidelines.
- Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
- Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
- Adapted quickly to changing market conditions, adjusting client strategies accordingly while maintaining open lines of communication throughout periods of uncertainty.
- Developed a reputation for integrity and ethical conduct within the brokerage community, leading to increased trust from clients and colleagues alike.
- Developed and maintained strong relationships with clients to ensure satisfaction.
- Advised clients on optimal health insurance plans based on individual needs.
- Negotiated favorable terms for clients during transactions, maximizing their profits in both buying and selling scenarios.
Licensed Benefit Advisor
AON / Alight
North Olmsted, OH
08.2021 - 06.2023
- Medicare
- Med Sup
- MAPD
- PDP
- DVH
- Sales
- CSA
- Conducted thorough needs assessments, enabling tailored solutions for each client''s unique requirements.
- Organized detailed records pertaining to each client's progress regarding claims management, policy updates, and enrollment status.
- Utilized advanced data analysis tools to identify potential areas of improvement within client benefits packages, maximizing value while minimizing cost.
- Enhanced client satisfaction by providing personalized benefit plans and recommendations.
- Increased customer retention through timely follow-ups and continuous support for their benefit needs.
- Established lasting relationships with clients by consistently delivering exceptional service and maintaining open lines of communication.
Licensed Insurance Agent/Customer Service Representative
DialAmerica
Middleburg Heights, OH
12.2017 - 09.2021
- Licensed Insurance Agent for Elder plan/Home first and Member and Provider services representative for the 5 Burroughs of NYC for members that have Medicare/Medicaid insurance as well as participating providers.
- Field inbound calls from current members
- Including, but not limited to, assisting members with authorizations, medical supplies, transportation, Personal Care Workers, home care arrangements, liaison between members and their Care Managers/ Coordinators.
- Work collaboratively with Participating Providers.
- Verify membership, prior authorizations, eligibility, claim status and follow up inquiries.
- Additional experience includes knowledge of the following insurance coverage types: Medicare supplements, Medicare Advantage, prescription, drug, vision, and dental plans.
- Address client concerns and needs as needed.
- Enroll client(s) in appropriate health coverage plan.
- Follow-up with client(s) regarding customer experience.
- Analyzed customer needs to provide customized insurance solutions.
Education
Associate's degree - Paralegal Studies
Ohio Business College-Sheffield
Sheffield Lake, OH12.2015
Skills
Outside sales
Cold Calling
Legal Research
Research
Transcription
Insurance Sales
Legal Drafting
Problem-solving
Flexibility
Team Work
Reliability
Microsoft Outlook
Proofreading
Adobe Acrobat
Personal Assistant Experience
Case Management
Customer service
Calendar Management
Writing Skills
Negotiation
English
QuickBooks
Insurance Verification
Clerical Experience
Typing
Data entry
Computer literacy
Medicare
Sales administration
Sales
Analysis skills
Retail sales
Outside sales
Certification
- Insurance Producer License
- Life & Health Insurance License
Timeline
Medicare Insurance Agent
Yourwayinsurance
01.2025 - 02.2026
Medicare Broker
HealthPlanOne
06.2023 - 12.2024
Licensed Benefit Advisor
AON / Alight
08.2021 - 06.2023
Licensed Insurance Agent/Customer Service Representative
DialAmerica
12.2017 - 09.2021
Associate's degree - Paralegal Studies
Ohio Business College-Sheffield