LACIE RECHTERMAN

• Developed and maintained comprehensive knowledge of Medicare plans and options to assist clients effectively.
• Educated clients on benefits, coverage details, and enrollment processes for ancillary and hospital indemnity plans.
• Conducted personalized consultations to identify client needs and recommend suitable healthcare solutions.
• Established strong relationships with clients, ensuring ongoing support throughout their enrollment journey.

• (Temporary job) stocked merchandise from trucks to shelves
• Assisted customers with items/needs within the store
• achieved weekly store goals for designing floor plans to meet revenue

• Assist participants who decide to use their HRA enroll into a Medicare plan.
• Educate on protection plans that give a financial cushion.
• Create a positive experience for the participants aging in/retiring process.

▪ Receive inbound and outbound calls on auto dialer

▪ Obtain customer information by their authorization to assist them in enrolling into a Medicare Health Insurance plan

▪ Help/guide and console people by allowing them to tell their story to gain their trust for the lengthy enrollment process

▪ Perform inspections in accordance with the regulations of the Department of Health and Human Services

▪ Travel within Texas to site inspections and performed requested job description ▪ CMS Certified Inspector

• I purchase my own leads through the agent CRM
• Obtain client's personal information with their consent over the phone or in person
• Underwrite the policy that best fits their budget and needs
• Follow Up with clients to maintain business and client needs

• Received, controlled, recorded, and processed all incoming and outgoing shipments of supplies, correspondence and packages, and miscellaneous equipment
• Conducted demographic survey, and documented reports; Researched assigned areas and prepared plans
• Conducted residents' interviews and filled census forms according to the information provided

• Coached and motivated hundreds of clients in their achievement of personal goals and objectives for choosing or changing careers, improving relationships, setting goals and determining priorities
• Helped clients pinpoint the challenges or obstacles that prevented them from successfully maneuvering through a season in their life
• Provided insight, suggestions, new ideas and action steps for clients that aided them to more clearly make decisions and facilitate change
• Coached clients through life transitions of personal loss, grief, and emotional pain and relational upheaval

• Assisted in helping the dental hygienist with periodic exams, x-rays, and patient education
• Assisted in bone grafts, sinus lifts, implants, and root canals, cosmetic and general dentistry
• Assisted the dentist in four handed cosmetic dentistry

• Maintained warehouse stocked with parts in a controlled environment
• Received, stored and issued military equipment
• Completed safety classes to on National War and Terrorism