Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Accomplishments
Timeline
Hi, I’m

Melvin Patillo

Westfield,IN

Summary

A reliable and experienced professional with a 16-year track record of success in client relations, sales, data management, and logistics. Recognized for exceptional problem-solving skills and the ability to devise effective solutions. Possesses outstanding communication abilities, both written and verbal, with a client-centric approach that spans multiple industries. A quick study with a talent for adapting to new challenges and environments.

Overview

17
years of professional experience
1
Certification

Work History

HPOne

Medicare Benefit Advisor
07.2023 - 07.2024

Job overview

  • Leveraged CRM tools for efficient tracking of over 1,000 client interactions, ensuring timely follow-ups and effective communication throughout sales cycle.
  • Maintained up-to-date knowledge of industry trends, legislation, and competitor offerings to provide accurate information to clients and maintain competitive edge in market.
  • Worked closely with underwriting team to expedite approval processes for new applications, reducing wait times for clients seeking coverage.
  • Increased sales revenue by consistently meeting and exceeding monthly targets for new enrollments.

Senior Choice Plans

Health Life Insurance Agent
09.2022 - 04.2023

Job overview

  • Maintained clients through personalized acquisition and retention strategies
  • Acquired over 29 new products and service knowledge for promotional efforts and client engagements
  • Leveraged strong analytical skills to evaluate potential clients'' needs, recommend suitable coverage options, and tailor policy offerings accordingly.
  • Demonstrated exceptional communication skills when explaining complex policy details to clients, resulting in increased understanding of their coverage options.

Mideast Delivery Solutions

Contracted Medical Driver
04.2022 - 08.2022

Job overview

  • Delivered over 500 pharmaceuticals and narcotics safely to far-located LTC facilities
  • Used handheld device to scan orders, obtain route information, and navigate
  • Minimized delays by keeping vehicles well-maintained and properly fueled, and determining best route in any given road condition.

American Courier

Medical Courier
03.2017 - 03.2022

Job overview

  • Performed daily collection of medical 50 or more specimens from several companies and hospitals on designated routes
  • Developed solid relationships with all clients
  • Achieved delivery targets with efficient routes and organized schedule management.
  • Ensured patient confidentiality by properly handling sensitive medical documents and specimens during transport.
  • Upheld compliance with HIPAA regulations while managing confidential patient information during deliveries.

WILLIAMS LEA TAG/ DRINKER BIDDLE & REATH

Office Service Assistant
01.2012 - 03.2017

Job overview

  • Generated and assembled 30,000 or more reprographics and sensitive documents for next-day trials, litigation review, and meetings
  • Created procedures, manuals, and forms
  • Handled high volumes of incoming calls and emails
  • Imputed large volumes of data, scanned, indexed, and stored records
  • Navigated highly stressful situations to support office workflow.

Marsh & McLennan Company

Office Service Associate
11.2009 - 11.2012

Job overview

  • Performed administrative tasks, daily reports, mail distribution to 7 departments , copy/print services, and large scan jobs
  • Assisted in account receivable
  • Assisted with reception coverage
  • Set up conference rooms
  • Managed multiple phone lines and visitor check-ins
  • Handled furniture configuration and food/beverages setup.

Pitney Bowes/CNA

Office Service Associate
06.2007 - 10.2009

Job overview

  • Prepared outgoing packages and coordinated pickups and deliveries
  • Distributed incoming mail from shipments, couriers and postal delivery to 10 departments within organization.
  • Trained staff members in processes and procedures
  • Proofread and edited correspondence, reports, and files.

Education

South Suburban College
South Holland

Some College (No Degree)

Skills

  • Policy analysis
  • Risk evaluation
  • File maintenance
  • Clean driving record
  • Microsoft Office
  • Customer relations
  • Problem resolution
  • Written communication

Certification

Life and Health License

HIPPA and BBP Certified

Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Documented and resolved CMS mistake which led to client being able to get a policy.

Timeline

Medicare Benefit Advisor

HPOne
07.2023 - 07.2024

Health Life Insurance Agent

Senior Choice Plans
09.2022 - 04.2023

Contracted Medical Driver

Mideast Delivery Solutions
04.2022 - 08.2022

Medical Courier

American Courier
03.2017 - 03.2022

Office Service Assistant

WILLIAMS LEA TAG/ DRINKER BIDDLE & REATH
01.2012 - 03.2017

Office Service Associate

Marsh & McLennan Company
11.2009 - 11.2012

Office Service Associate

Pitney Bowes/CNA
06.2007 - 10.2009

South Suburban College

Some College (No Degree)
Melvin Patillo