Perform thorough Medicare sales needs analysis via phone with clients, including educating the client about Medicare if required, identifying matching plans and services, through use of outbound dialing technology
Close sales and underwrite policies for clients, completing applications accurately via computer systems
Fully understand, abide by and stay current with all Center for Medicare and Medicaid Services (CMS) rules and regulations as they pertain to duties assigned
Tranzact
02.2023 - 12.2024
Perform thorough Medicare sales needs analysis via phone with clients, including educating the client about Medicare if required, identifying matching plans and services, through use of outbound dialing technology
Close sales and underwrite policies for clients, completing applications accurately via computer systems
Fully understand, abide by and stay current with all Center for Medicare and Medicaid Services (CMS) rules and regulations as they pertain to duties assigned
Selectquote
06.2022 - 12.2022
Perform thorough Medicare sales needs analysis via phone with clients, including educating the client about Medicare if required, identifying matching plans and services, through use of outbound dialing technology
Close sales and underwrite policies for clients, completing applications accurately via computer systems
Fully understand, abide by and stay current with all Center for Medicare and Medicaid Services (CMS) rules and regulations as they pertain to duties assigned
SoFi
01.2022 - 06.2022
A dedication to delivering exceptional customer service
People-focused: committed to teamwork, resolving issues efficiently, and developing long-term relationships
Prior experience in customer service, financial services knowledge a consumer banking, preferably servicing checking, debit card, savings, CD, IRA, and trust accounts
Health IQ
03.2021 - 12.2021
Perform thorough Medicare sales needs analysis via phone with clients, including educating the client about Medicare if required, identifying matching plans and services, through use of outbound dialing technology
Close sales and underwrite policies for clients, completing applications accurately via computer systems
Fully understand, abide by and stay current with all Center for Medicare and Medicaid Services (CMS) rules and regulations as they pertain to duties assigned
Determined customer’s financial service needs and prepared proposals that addressed those needs
HP One
02.2019 - 03.2020
Perform thorough Medicare sales needs analysis via phone with clients, including educating the client about Medicare if required, identifying matching plans and services, through use of outbound dialing technology
Close sales and underwrite policies for clients, completing applications accurately via computer systems
Fully understand, abide by and stay current with all Center for Medicare and Medicaid Services (CMS) rules and regulations as they pertain to duties assigned
Health Plan Services
10.2018 - 01.2019
Sell health and ancillary (Life, Vision, etc.) insurance products to plan individual Under consumers in a call center environment:
Support both inbound (90%) and outbound calls to Consumer prospects through market driven and plan campaigns
Analyze prospect needs and match to plan product solutions
Conduct plan comparison and analysis for existing members seeking new solutions
Determine product eligibility based on age, county, health status and customer’s expressed needs
Allstate
Winter Haven, FL
02.2018 - 08.2018
Meet new business production goals and objectives as established
Develop insurance quotes, makes sales presentations, and closes sales
Treat each customer contact as a cross and up-sell opportunity including financial products
Foster strong relationships with our customers to maintain a high level of client retention and product loyalty
Grow sales revenue by utilizing phone, email and potential client lists
Prospects for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases
Sales Agent
Capital Staffing/Florida Blue
Jacksonville, FL
08.2017 - 12.2017
Sell health and ancillary (Life, Vision, etc.) insurance products to plan individual Under 65 consumers in a call center environment:
Support both inbound (90%) and outbound calls to Consumer prospects through market driven and plan campaigns
Analyze prospect needs and match to plan product solutions
Conduct plan comparison and analysis for existing members seeking new solutions
Determine product eligibility based on age, county, health status and customer’s expressed needs
Facilitate application process; advise customers of eligibility and follow established procedures to adhere to department and federal guidelines
Present and explain recommended product solutions, including benefits, features, company services, operation processes, present alternatives as appropriate
TD Bank Loan Operations
Jacksonville, FL
06.2014 - 05.2017
Processed Insurance Check Endorsements
Account Receivables
Post Sales Reports
Finalized Car Sales
Processed Credit Disputes
Maintained Inventory of Repossessed Cars
Processed Chargeback and Buybacks for Auto Auctions
Accounts Payable
Customer Service Agent/Carecore National
Bluffton, SC
06.2011 - 04.2015
Process Clinical Certifications for radiologists from physician offices and /or imaging center and imaging center collection demographic information and entering data
Processes review of service request notifications that not do require certification or medical necessity
Substitute Teacher Duval Board of Education
Jacksonville, FL
04.2003 - 03.2011
Instruct students, using various teaching methods, such as lecture and demonstration
Credit Analyst/Bank of America
Jacksonville, FL
10.2001 - 04.2003
Contact applicant or creditors to resolve questions regarding application information and to request specified information for loan application
Analyzes applicant's financial status, credit, and property evaluation to determine feasibility of granting loan
Approves loan within specified limits or submits application to credit analyst for verification and recommendation
Credit/Customer Service/Homeside Lending Inc.
Jacksonville, FL
02.1995 - 10.2001
Communicated with customer via the telephone and written correspondence in response to their mortgage accounts
Explained escrow analysis, tax payments and other issues
Investigated discrepancies in reports and records and confers with personnel in affected departments to ensure accuracy and compliance with procedures
Senior Regional Aerospace Medical Technician at United States Department of the Navy - Unmanned Patrol Squadron NineteenSenior Regional Aerospace Medical Technician at United States Department of the Navy - Unmanned Patrol Squadron Nineteen