María-José Mendoza
Ocala
Summary
Detail-oriented broker management professional with extensive experience in coordinating marketing strategies and ensuring compliance. Proven ability to manage agent records effectively while orchestrating impactful seminars. Successfully drove growth in Medicare Advantage plan adoption across multiple regions. Strong focus on results and operational efficiency.
Overview
31
31
years of professional experience
Work History
BROKER MANAGER / CONTRACTING MANAGER
Vertex Brokerage Group LLC.
Ocala
08.2019 - Current
- Educated clients about Medicare Advantage options available from multiple companies in South and Central Florida.
- Coordinated scheduling and oversight of agents' seminars and special events to enhance agent engagement and training.
- Oversaw ordering and distribution of marketing materials for home appointments and events to support agent outreach efforts.
- Updated and organized agents' personal information and licensing records to ensure compliance and accessibility.
CARRER AGENT
Humana Medical Health Plan.
Ocala
07.2018 - 08.2019
- Marketed Medicare Advantage plans in South and Central Florida.
OFFICE MANAGER / INDEPENDENT BROKER-AGENT
Senior Health Plus, Inc.
Ocala
10.2008 - 06.2018
- Specialized in marketing multiple Medicare Advantage companies in South and Central Florida.
- Ensured agents' personal information and licensing requirements remained current.
- Oversaw ordering and distribution of marketing materials, ensuring timely availability for appointments and events.
- Ensured agents' personal information and licensing requirements remained current.
- Specialized in marketing multiple Medicare Advantage companies in South and Central Florida.
BOOKKEEPER / OFFICE MANAGER
South Broward Housing
Hollywood
12.2005 - 12.2006
- Managed accounts payable and accounts receivable to maintain financial records.
- Prepared daily general ledger entries, ensuring accuracy for month-end reports.
- Processed weekly payroll for office staff and maintenance crew punctually.
- Supervised office staff, ensuring timely completion of daily tasks.
- Coordinated daily activities of maintenance crew, enhancing operational workflow.
FRONT DESK / BOOKKEEPER / OFFICE MANAGER
Ana Maria Camarotti, D.M.D
Key West
01.2003 - 08.2005
- Scheduled patient appointments and managed check-in/check-out processes to streamline patient flow.
- Processed accounts payable and accounts receivable transactions efficiently.
- Processed accounts payable and accounts receivable transactions efficiently.
- Administered weekly payroll to ensure timely employee compensation.
- Supervised practice staff to ensure efficient daily operations and service delivery.
CUSTOMER SERVICE / INSURANCE AGENT
Atlantic Pacific Insurance
Key West
01.2002 - 01.2003
- Streamlined communication by efficiently answering office telephone, enhancing client satisfaction.
- Provided daily customer service support, resolving client inquiries to ensure a positive experience.
- Processed insurance endorsements and quotes daily, facilitating timely service for clients.
BOOKKEEPER / OFFICE MANAGER
Millennium Express
Miami
01.2000 - 01.2002
- Managed accounts payable and accounts receivable functions to maintain cash flow and financial accuracy.
- Processed daily general ledger entries to support accurate month-end reporting.
- Executed weekly payroll for office staff and outside sales representatives.
- Supervised office staff daily to enhance operational efficiency and team productivity.
FRONT DESK / ACCOUNTING DEPT. / ASST. V.P INTERNATIONAL DEPT.
Pharmed Group Corp.
Miami
01.1995 - 01.2000
- Executed three-way matching of system entries and processed weekly check runs to ensure accurate financial reporting.
- Compiled daily and end-of-month department reports to track performance and inform strategic decisions.
- Answered multi-line headquarters telephone system efficiently.
- Scheduled daily meetings for vice president to enhance productivity.
- Managed outside sales presentations and events to strengthen client relationships and boost product visibility.
- Coordinated and supervised outside sales presentations and special events to enhance client engagement and promote products.
Education
Real Estate License - Real Estate
State of Florida Division of Real Estate
Florida09-2017
FLORIDA LICENSE 215 INS LIFE, HEALTH AND ANNUITIES -
Florida Department of Financial Services
Florida10-2009
COMPUTATION, DATE ENTRY AND BUSINESS ADMINISTRATION -
Business Technology Institute
US12-1991
BUSINESS ADMINISTRATION / ACCOUNTING -
Miami Dade Community College
USSkills
- Microsoft Office Suite
- QuickBooks Proficiency
- Typing speed: 57 WPM
References
References available upon request
Volunteer Experience
AUXILIARY VOLUNTEER, Munroe Regional Medical Center, Ocala, Florida, 09/01/12, 10/01/12, Sharpened interpersonal skills from interacting with diverse populations professionally., Provided support to staff members by completing special assignments and tasks., Socialized with patients to relieve stress and feelings of loneliness., Restocked patient rooms to help doctors and nurses care for patients.
Languages
- English
- Spanish
Timeline
BROKER MANAGER / CONTRACTING MANAGER
Vertex Brokerage Group LLC.
08.2019 - Current
CARRER AGENT
Humana Medical Health Plan.
07.2018 - 08.2019
OFFICE MANAGER / INDEPENDENT BROKER-AGENT
Senior Health Plus, Inc.
10.2008 - 06.2018
BOOKKEEPER / OFFICE MANAGER
South Broward Housing
12.2005 - 12.2006
FRONT DESK / BOOKKEEPER / OFFICE MANAGER
Ana Maria Camarotti, D.M.D
01.2003 - 08.2005
CUSTOMER SERVICE / INSURANCE AGENT
Atlantic Pacific Insurance
01.2002 - 01.2003
BOOKKEEPER / OFFICE MANAGER
Millennium Express
01.2000 - 01.2002
FRONT DESK / ACCOUNTING DEPT. / ASST. V.P INTERNATIONAL DEPT.
Pharmed Group Corp.
01.1995 - 01.2000
Real Estate License - Real Estate
State of Florida Division of Real Estate
FLORIDA LICENSE 215 INS LIFE, HEALTH AND ANNUITIES -
Florida Department of Financial Services
COMPUTATION, DATE ENTRY AND BUSINESS ADMINISTRATION -
Business Technology Institute
BUSINESS ADMINISTRATION / ACCOUNTING -
Miami Dade Community College