Mercedes Herrera
Miami,Fl
Summary
Dedicated and detail-oriented Licensed Medicare Agent Enrollment Specialist with 11 years of experience serving the South Florida community. Seeking to influence knowledge of Medicare plans to assist clients in making informed decisions and ensure compliance with healthcare guidelines. A responsible and committed professional that takes ownership with a proven record of success.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Benefit Consultant
Healthsun Health Plans
04.2013 - Current
- Guide beneficiaries through the eligibility process of Medicare and the various Advantage plans available in their service area. Additionally, respond members questions & concerns regarding the complete enrollment process.
- Conduct Needs Assessment to understand members healthcare necessities to best guide and recommend the most suitable plan that best fits their needs.
- Spearhead the enrollment applications process from end to end, providing all pertinent information to ensure there's seamless and efficient process. Educate members on deadlines & enrollment periods to ensure target dates are met.
- Addressing and resolving any questions or concerns Medicare beneficiary may have regarding their enrollment or coverage.
- Complete all certifications & trainings to ensure all licenses are current with state and national requirements.
- Conduct grass roots events at community centers, tabletops, senior buildings & more.
- Provide a strong customer service engagement to current members at provider offices to ensure member satisfaction and retention levels are met.
Sales Producer
M Group Insurance
04.2011 - 03.2012
- Responsibilities include: calling policy holders to explain the terms and conditions of the policies, calculate premiums, customize the insurance programs which also covers a variety of risks and helped the clients
- Sell various insurance products to individual or business
- Developed and maintained new accounts
- Manage High Volume Appointments, customer calls, company/customer emails, and walk INS
- Sold and Service Auto policies statewide for 5 carriers (Progressive, Travelers, Foremost, Mercury, Infinity)
- Process payments, and maintain/organized records on spreadsheets
- Assist & guide Client throughout claims process.
Sales Producer/CSR
Allstate Insurance
11.2007 - 04.2011
- Call on policyholders to deliver, explain policy, & to analyze insurance programs
- Calculate premiums and establish payment method
- Explain features, advantages and disadvantages of various policies to promote sale of insurance plans
- Developed and maintained the new accounts
- Ensure that the requirements are fulfilled
- Obtain and provide information when claims are made
- Assisted with all office duties, reports, work orders
- Manage High Volume Appointments, customer calls, company/customer emails, and walk INS
- Responsible for Servicing and retaining Auto client policies
- Sold and Serviced Auto & Commercial policies
- Completed daily cancellation list, endorsements, RMBC requirements.
Title Examiner/ Processor
Miller Title
07.2003 - 09.2007
- Examined documents posted in the public records and the tax/appraiser record associated with specific property
- Searched public records and examine title to determine legal condition of the property and examined copies of records, such as deeds, mortgages, liens, judgments, vital statistics, and plat and map books to determine ownership, encumbrances and to verify legal description of the property
- Determine the impact of any recorded instrument in the chain of title such as deeds, liens, judgments
- Completed Title examination of Homes, evaluated public records
- Prepared Title Commitment for banks and Brokers
- Obtained Bank payoffs, prepared Pre HUD-1 for Brokers
- Prepared Title Insurance Policy once Deeds & Mortgages were recorded.
Education
Bachelor of Science - Supervision And Management
Miami Dade College
Miami, FL08.2015
Diploma -
Felix Varela Senior High School
Miami, FL06.2003
Skills
- Detail-oriented with focus on accuracy and compliance
- Proficient in Medicare Advantage & Part D products
- Excellent communication and interpersonal skills
- Benefits Strategy Development
- Benefits Explanation, enrollment process and retention focused
- Written and oral communication
- Problem-Solving
- Teamwork and Collaboration
Certification
- Licensed 240 Health Insurance Agent 2013
- Licensed 220 General Lines Agent 2012
- Licensed CSR Insurance Agent (440)2009
References
REFERENCES UPON REQUEST
Timeline
Benefit Consultant
Healthsun Health Plans
04.2013 - Current
Sales Producer
M Group Insurance
04.2011 - 03.2012
Sales Producer/CSR
Allstate Insurance
11.2007 - 04.2011
Title Examiner/ Processor
Miller Title
07.2003 - 09.2007
Bachelor of Science - Supervision And Management
Miami Dade College
Diploma -
Felix Varela Senior High School
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