Perla Varela
Conroe,TX
Summary
Experienced with client relationship management, delivering comprehensive Medicare plan knowledge to assist clients in making informed decisions. Uses tailored sales strategies to meet individual client needs and drive successful outcomes. Knowledge of Medicare regulations ensures compliance and fosters trust among clients.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Medicare Sales Agent
E-Telequote Inc
01.2021 - Current
- Licensed life and health insurance representative providing Medicare Advantage, Medicare Supplement and Prescription drug plans to a diverse national customer base
- Holding appointments with the nations largest Medicare Providers and licensed in 40 plus states my need-based consultive sales approach serves both English and Spanish speaking clients in a compliant manner abiding by the guidelines outlined by the Centers of Medicare and Medicaid Services (CMS)
- Leading my peers with sales in the top 10 percent achieving monthly sales objectives while maintaining quality requirements outlined by the health plans as well as sustaining a pay through/retention rate over 75 percent
Medicare Advisor
Gold Kidney Of Arizona
02.2023 - 03.2025
- Licensed health Insurance representing Gold Kidney in Arizona state via remote
- I am assisting, educating, guiding the population about the opportunities of a healthcare plan for chronic special needs individuals that qualify for these services
- Educated patients on their benefits, coverage limits, and rights under the Medicare program, empowering them to make informed decisions about their healthcare needs.
- Served as an internal resource for coworkers seeking guidance on complex or challenging Medicare-related situations, promoting a collaborative work environment.
- Handled escalated calls from dissatisfied customers with professionalism and tact, ultimately resolving issues efficiently.
- Maintained up-to-date knowledge of Medicare regulations, contributing to compliant department operations.
- Provided constructive feedback to peers and management during regular team meetings, fostering an environment of continuous growth and development.
- Assisted clients with completion of applications and paperwork.
- Interviewed applicants and explained scope of different available benefits.
- Reviewed applications for different aid programs and determined which qualification criteria for individuals.
- Followed guidelines when reviewing applicant data to determine eligibility for economic assistance.
- Scheduled appointments with applicants to gather information and explain benefits processes.
Office and Cash Manager
Sallyport Commercial Finance, LLC
09.2014 - 11.2019
- Responsible for organization operations and direct management of 15 employees to include financial and regulatory activities of this asset-based lender, including the oversight of the funding functions as well monitoring of the daily balances in excess of six million dollars for more than twelve Deposit Account Control Agreements (DACA) business bank accounts as well as oversee the account payable and receivables from domestic and foreign offices
- Additional duties include the maintenance of this lender's annual budget, contract reviews and leading the executive board meetings and the performance dashboard for Sallyport's CEO and COO
- Tasked with the hiring, development and management of the departmental staff including human resources functions such as performance reviews, selection of employees' health and retirement benefits and Sallyport's policy and procedures, talent acquisitions and retention functions
- Enhanced cash flow by implementing efficient cash management processes and procedures.
- Provided regular updates to senior management on cash management activities, progress against targets, and areas of potential risk or opportunity.
- Reduced discrepancies in cash handling by conducting regular audits and providing staff training.
Business Development Officer
Porter Billing Services
08.2012 - 08.2014
- Opened Porters first Houston metroplex office
- Reporting to the Vice President driving new business and account management functions
- Additional duties include sales development of transportation division in the southwest region, implementing marketing initiatives and managed Porters' CRM as well as incoming contracts in collaboration with the operations team
Business Development Representative
Riviera Finance
03.2006 - 07.2012
- Launched Riviera's first transportation factoring lending office in El Paso, TX
- Exceeded first year sales objectives over the sales of 10 established offices by more than 133 percent making the El Paso office launch model the new company standard for new offices opening across the United States and Mexico
- Other duties included hiring, orientation and training of the staff in the El Paso office, management of our Houston office and El Paso's business portfolios
- The offices under my leadership lead the organization in sales revenue for four consecutive years
Education
Master of Business Management -
University of Phoenix
01.2006
Bachelor of Business Administration -
University of Phoenix
01.2004
Skills
- Goal oriented
- Product presentation
- Cold calling
- Persuasion techniques
- Enrollment processing
- Medicare
- Objection handling
- Eligibility determination
- Performance tracking
- Lead conversion
- Enrollee qualification
- Teamwork
- Problem-solving
- Problem-solving abilities
- Reliability
Accomplishments
- Achieved monthly goals by completing enrollments with accuracy and efficiency.
- Achieved Marketing through effectively helping with Spanish Commercials for marketing in the social media realm.
- Used Microsoft Excel to develop enrollment tracking spreadsheets.
Certification
- Human Resources Certification, University of Phoenix, 01/01/05
- Translator English/Spanish, 01/01/04
- Notary Public
- Life, Accident, Health and HMO Agent License, 2571720
Languages
Spanish
Full Professional
English
Full Professional
Timeline
Medicare Advisor
Gold Kidney Of Arizona
02.2023 - 03.2025
Medicare Sales Agent
E-Telequote Inc
01.2021 - Current
Office and Cash Manager
Sallyport Commercial Finance, LLC
09.2014 - 11.2019
Business Development Officer
Porter Billing Services
08.2012 - 08.2014
Business Development Representative
Riviera Finance
03.2006 - 07.2012
Bachelor of Business Administration -
University of Phoenix
Master of Business Management -
University of Phoenix