Independent Licensed Medicare Insurance Broker 4 Months Gold Benefits | 04.2026 - Current
Licensed agent selling Medicare Advantage plans; educate and enroll Medicare-eligible clients.
Conduct needs assessments to match clients to plans (coverage, providers,prescriptions).
Complete accurate enrollments and maintain CRM records; manage renewals and AEP outreach.
Coordinate with carriers for member support, claims, and appeals.
Maintain CMS/compliance, HIPAA adherence..
Key skills: Medicare product knowledge, consultative sales, customer service, documentation.
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Licensed Health Insurance Sales Agent 2 Years Healthcare Solutions | 01.2023 - 01.2025
Enrolled clients in ACA and ancillary health insurance plans through consultative sales approach, ensuring personalized coverage fit.
Enrolled clients into ACA and ancillary health insurance plans using a consultative sales approach.
Submitted 86 applications in one week (company record)
Top 5 out of 70 agents in first year
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Licensing & Contracting Management 5 Years Health Insurance Innovations, Inc. | 01.2018 - 01.2023
Oversaw insurance licensing and contracting processes for agents nationwide, ensuring adherence to regulatory standards. Evaluated licensing applications and supporting documentation to ensure regulatory compliance and minimize errors. Collaborated with carriers, state agencies, and internal departments to effectively resolve licensing issues and streamline processes. Trained new employees on licensing procedures and documentation standards. Produced compliance reports and monitored renewal deadlines. Show Description
Patient Coordinator 3 Years Tampa General Hospital | 01.2015 - 01.2018
Verified insurance eligibility and secured prior authorizations and precertification to facilitate patient access to necessary services. Reviewed medical documentation to ensure compliance with insurance criteria for approvals. Communicated authorization decisions to patients, providers, and insurance companies. Maintained accurate patient records to support billing processes and ensure seamless claims submission. Show Description
Patient Care Coordinator 5 Years Moffitt Cancer Center | 01.2010 - 01.2015
Coordinated insurance benefits, eligibility verification, and prior authorizations to ensure timely access to oncology care. Maintained accurate documentation to support claims and facilitate insurance approvals. Collaborated with providers and insurance carriers to effectively resolve coverage issues and enhance patient care. Delivered exceptional customer service while maintaining regulatory compliance. Show Description