Summary
Overview
Work History
Education
Skills
Timeline
Generic

Mandi Jones

Mount Vernon,IN

Summary

Enthusiastic Medicare Insurance Advisor eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of Insurance products and training in Medicare Supplement, Advantage and Prescription Drug plans. Motivated to learn, grow and excel in all aspects of Medicare.

Overview

15
15
years of professional experience

Work History

Master Advocate

My Plan Advocate
08.2023 - Current
    • Improved customer satisfaction by promptly addressing insurance inquiries and resolving issues.
    • Enhanced client retention through exceptional customer service and consistent follow-up on claims.
    • Educated clients on policy changes and updates, ensuring their understanding of insurance options.
    • Reduced client frustrations by providing clear explanations of complex policy terms and conditions when needed.
    • Expanded company''s client base through referrals from satisfied customers and targeted marketing efforts aimed at specific demographics.
    • Ensured regulatory compliance by staying current with industry laws, regulations, and standards while updating company procedures accordingly.
    • Answered customer questions regarding deductibles.

Senior Tax Analyst

H&r Block Inc.
12.2013 - Current
  • Attended continuing education and courses to increase professional expertise and obtain knowledge of updated tax laws and compliance criteria.
  • Prepared and reviewed federal and state tax returns to comply with corporate submission requirements.
  • Interpreted and applied federal and state tax codes for personal taxes.
  • Professionally negotiated and dealt with taxpayers in confrontational situations.
  • Recommended financial solutions in relation to tax implications.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.

Medicare Insurance Advocate

Everquote
09.2020 - 07.2023
  • Explained features, advantages and disadvantages of various policies to promote insurance sales.
  • Interviewed prospective clients to discuss any existing coverage and obtain data about their health to find them the right coverage.
  • Provided quotes and promoted products for Medicare Supplement, Prescription, and Advantage plans.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.

Life Insurance Agent

Globe Life Liberty National
04.2020 - 08.2020
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Provided coverage option information to assist clients in protecting assets.
  • Promoted Globe Life's products and services using upselling and other sales strategies.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
  • Approached potential clients by using direct marketing techniques, including mailings and phone contacts.

Sales Consultant

Expressway Ford
04.2019 - 04.2020
  • Outlined sales, warranty and service procedures.
  • Met customers on lot and in showroom to discuss available vehicles and options.
  • Completed registration paperwork and sales documentation.
  • Negotiated vehicle prices and secure financing for customers.
  • Offered each customer top-notch, personal service and polite support to boost sales and customer satisfaction.
  • Qualified and followed-up on potential new customer leads.
  • Greeted customers upon arrival to dealership and engaged in conversation to uncover specific purchasing needs and budget.
  • Made car recommendations based on preferences and outlined benefits of each car option.
  • Maintained contact with established customers to confirm satisfactory experience and encourage repeat and referral business.

Activity Director Assistant Manager

Tyler's Place
10.2009 - 09.2017
  • Transported patients to and from treatment areas using wheelchairs and assistive devices.
  • Obtained client medical history, including medication information, symptoms and allergies.
  • Conducted preliminary evaluations, including measuring weight, temperature and blood pressure, and documented results with accuracy.
  • Oversaw day-to-day activities of residents in Group Home facility.
  • Increased employee performance and job satisfaction to strengthen retention and engagement.
  • Helped with planning schedules and delegating assignments to meet coverage and service demands.
  • Mentored team members to enhance professional development and accountability in workplace.

Education

GED -

Wabash Valley College
Mount Carmel IL
05.2002

Skills

    • Marketing initiatives
    • Prospecting Clients
    • Market Strategy
    • Client Service
    • Local, state and federal tax returns
    • Finance
    • Relationship building
    • Appointment Setting
      • Account management
      • Document preparation
      • Quality Improvement
      • Sales
      • Scheduling
      • Client Retention
      • Client Account Management

Timeline

Master Advocate

My Plan Advocate
08.2023 - Current

Medicare Insurance Advocate

Everquote
09.2020 - 07.2023

Life Insurance Agent

Globe Life Liberty National
04.2020 - 08.2020

Sales Consultant

Expressway Ford
04.2019 - 04.2020

Senior Tax Analyst

H&r Block Inc.
12.2013 - Current

Activity Director Assistant Manager

Tyler's Place
10.2009 - 09.2017

GED -

Wabash Valley College

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Mandi Jones