MARLIN VERA

• Communicated with people from various cultures and backgrounds on application process.
• Developed and coordinate presence in local community to help generate new enrollments to increase in estimate of 5 to 20%.
• Identified service gaps and located needed housing and work placement resources for individuals.
• Worked with clients to improve life choices and maximize benefits of programs.
• Followed guidelines when reviewing applicant data to determine eligibility for economic assistance.
• Determined needed and relevant interventions based on each client's cognitive abilities and current needs.
• Scheduled appointments with applicants to gather information and explain benefits processes.
• Educated potential participants on available services and processes to engage in program.
• Interviewed applicants and explained scope of different available benefits.
• Reviewed applications for different aid programs and determined which qualification criteria for individuals.
• Developed extensive fact-checking and research skills as result of continuously reviewing different programs and options.
• Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.

• Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
• Met with customers to provide information about available products and policies.
• Finalized sales and collected necessary deposits.
• Conducted annual reviews of existing policies to update information.
• Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
• Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
• Remained impartial in order to advise clients based on circumstances.
• Created sources for continuous client referrals within community and with businesses using extensive networking skills.
• Met and exceeded revenue goals through generating new leads by 5 - 20% and identifying new clients.
• Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
• Demonstrated respect, friendliness and willingness to help wherever needed.
• Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
• Maintained energy and enthusiasm in fast-paced environment.

• Market MetroPlus Medicare line of business on-site at hospitals, senior centers, assisted living facilities, community events and other sites as designated.
• Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
• Met with customers to provide information about available products and policies.
• Conducted annual reviews of existing policies to update information.
• Carried out day-day duties accurately and efficiently.
• Demonstrated respect, friendliness and willingness to help wherever needed.
• Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
• Maintained energy and enthusiasm in fast-paced environment.
• Created sources for continuous client referrals within community and with businesses using extensive networking skills.
• Disclosures and provisions of MetroPlus Health Plan (Medicare product).
• Conduct home visits, and personalized appointments as needed to complete enrollment process.
• Understand covered benefits, non-covered benefits, exclusions and exemptions.
• Complete applications and field reports such as Presumptive Eligibility reports, and personnel forms (time sheets, expense reports, etc.) in timely and accurate manner.
• Conduct and participate in telemarketing / outreach efforts as required.
• Develop presence in local community to help generate new enrollments increasing prospecting process for 10% estimated.
• Making presentations to large groups of seniors.

• In Charge of 100% sales department and distributions routes.
• Responsible for administrative daily sales transactions of company.
• Assist with logistics of delivery and received merchandise.
• Direct negotiator of imports department with Latin America providers; Creation of new client relations and keeping good standings of current client's accounts.
• Identify potential customers; organize sales presentations and closing of sales.
• Assistance during process of negotiations with vendors in Latin America.
• Trained and developed new hires in company processes, product knowledge, customer service and selling techniques.
• Implemented up-selling strategies such as recommending accessories and complementary purchases to boost revenue.
• Boosted sales by conferring with customers to evaluate purchase requirements and recommend best-fit company offerings.

• Provided guidance and assistance to re-certify member's healthcare coverage for Medicaid, CHP, EP and QHP, Medicare or Complete Care as well as adding on additional eligible family members.
• Worked collaboratively within team to identify and develop business within assigned territories.
• Partnered with various communities to organize events within sales territory, including but not limited to health fairs, parades, holiday-themed events, trade show expos, hospital orientations, provider sponsored events as well as health-related theme events.
• Prospected for new customers in target areas or demographics to bring in new business.
• Set up new customer accounts and updated existing profiles with latest information.
• Adhered to standards of quality and service as well as all compliance requirements.
• Developed positive relationships with management, customers and peers through exceptional interpersonal skills and demonstrated integrity.
• Worked independently with minimal supervision.
• Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
• Built relationships with customers and community to promote long term business growth.
• Contributed to team objectives in fast-paced environment.
• Worked with sales team to collaboratively reach targets, consistently meeting or exceeding in at least 15% personal quotas.
• Established and maintain relationships with local Community organizations to promote Healthfirst benefits.

• Advised customers on making decisions regarding health care packages, carefully matching customers with most appropriate products and services.
• Ranked as top 5% performer among other employees continuously.
• Presented Elderplan Benefit Packages to 65+ population in order to enroll eligible participants into plan in accordance with Elderplan & MJHS strategic goals.
• Introduces Elderplan Benefits packages to prospects in their homes & at other locations in Community.
• Continuously enrolled members in accordance with Elderplan, Medicare + Choice, Medicaid, New York State and AAHP Guidelines
• Established and maintained relationships with local community organizations to promote Plan benefits in community.
• Responsible for scheduling face-to-face meetings with Hospitals, IPA's, FQHC's and community providers to identify issues and ensure plan visibility. Alert DSE of claim/rate related issues and follow up with results.
• Liaised between clients and internal staff to resolve problems involving access, payment of bills and eligibility issues concerning medical care.
• Developed ongoing, profitable relationships with clients, meeting or exceeding monthly sales goals while continually maintaining professional image of agency.
• Educated clients on products over phone or face-to-face presentations, highlighting changes in policies offered or advantages over competitor services.
• Honed professional and technical knowledge by attending educational workshops, reviewing professional publications and staying in tune with changes internal to company.

• Maintained effective and lasting vendor relationships through dynamic communication, collaboration and intelligent questioning skills.
• Identified new and more cost-effective suppliers through participation in industry networking events, purchasing advantageous packages and cutting costs.
• Researched new vendors and partners to obtain most cost-effective pricing for goods.
• Input all data into system using Fund-eZ and recorded order updates.

Accounts Payable:

• Processed invoices and journal entries with efficiency and accuracy, resulting in decreased discrepancies.
• Input 100 % of financial data and produced financial reports using program Fund-eZ.
• Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
• Prepared month-end closing entries for detailed reporting and recordkeeping.
• Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
• Prepared and mailed invoices to customers, processed payments and documented account updates.
• Oversaw office accounting functions such as AP/AR and payroll to keep finances accurate and current.
• Reported financial data and updated financial records in ledgers and journals.