Lisa Morvillo
Mount Vernon,NY
Summary
Insurance agent with over 15 years of experience in client relations and healthcare compliance. Expertise in Medicare regulations and insurance sales, effectively educating clients on coverage options while upholding ethical standards. Skilled in analyzing client needs and utilizing CRM software for lead management. Aiming to apply extensive healthcare and customer service background in a pharmaceutical sales position.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Insurance Agent
Bankers Conseco Life Insurance Company
New Rochelle, NY
03.2025 - 06.2025
- Calling leads daily and booking home appointments
- Attending field appointments with fellow agents and mentors
- Completed AHIP Medicare certification
- Analyzed client needs and recommended appropriate coverage options to ensure comprehensive protection
- Participated in training programs to stay up-to-date on changes in Medicare regulations and compliance requirements
- Maintained a high level of professionalism and integrity while adhering to ethical standards set by the industry
- Educated clients on the features, benefits, and coverage details of various Medicare insurance plans
- Utilized CRM software to track client interactions, manage leads, and maintain accurate records of policies sold
- Demonstrated expertise in Medicare regulations and guidelines to ensure compliance with all applicable laws
- Managed product presentations to effectively showcase features and benefits
Lab Processor
WESTMED Medical Group
Purchase, NY
03.2021 - 07.2024
- Ensured that all processing performed under his/her supervision is according to established, approved procedures and quality control policies
- Investigated and resolved problems having to do with the pending list
- Double checked to make sure results are in chart in EMR for those labs that send results via fax if departments themselves are not tracking them
- Performed add on testing in Harvest as requested by the Physicians and responded to Physician flags in EMR
- Plated throat swabs in the evening
- Complied with all WMG policies and OSHA regulations related to safety, cleanliness and infection control
- Processed hematology and chemistry samples.
Home Health Aide
Horizon Home Care Services
Monsey, NY
05.2018 - 02.2021
- Supervised medication administration, personal hygiene and other activities of daily living
- Observed patients vital signs and medication reactions
- Maintained clean and well-organized environment to promote client happiness and safety
- Supported patients by providing housekeeping and laundry services
Office Administrator
Westchester Fireplace
Elmsford, NY
03.2007 - 03.2018
- Handled requests for information, delegating tasks to appropriate employee to optimize customer service
- Developed long-term budgets covering office supplies and equipment maintenance to meet organizational demand
- Oversaw project planning tasks, collaborating with the owner to provide optimal coverage across operations areas
- Backed up human resources department in handling benefit paperwork, employee incident reports and data entry to maximize team productivity
- Managed daily administrative tasks, including answering phone calls, responding to emails, and organizing meetings
Education
Associate's Degree - Clinical Laboratory Science
Bronx Community College
Bronx, NY06.2014
Bachelor's - Biology
Pace University
Pleasantville, NY01.2007
Skills
- Microsoft Office proficiency
- Client education strategies
- Problem solving
- Attention to detail
- Communication skills
- Sales techniques
- Medical terminology expertise
- Customer relationship management
- Lead generation
- Product presentation
Certification
Life & Health Insurance License, NY
Timeline
Insurance Agent
Bankers Conseco Life Insurance Company
03.2025 - 06.2025
Lab Processor
WESTMED Medical Group
03.2021 - 07.2024
Home Health Aide
Horizon Home Care Services
05.2018 - 02.2021
Office Administrator
Westchester Fireplace
03.2007 - 03.2018
Associate's Degree - Clinical Laboratory Science
Bronx Community College
Bachelor's - Biology
Pace University
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