Experienced Medicare insurance professional with a strong focus on regulatory compliance, client relations, and accurate policy processing. Trusted for clear guidance, timely support, and dependable service.
Overview
6
6
years of professional experience
Work History
Licenced Insurance agent
Your way Medicare
Venice, FL
03.2026 - 08.2026
Advised Medicare clients on plan options at Your Way Medicare.
Processed enrollments, adhering to Medicare guidelines and carrier requirements for compliance.
Collected applicant details to ensure accuracy in policy applications.
Updated client records in CRM systems to facilitate effective follow-up support.
Licenced Insurance agent
Medicare Basics
Clearwater, Florida
07.2020 - 02.2026
Advised Medicare clients on optimal plan options, enhancing client understanding and satisfaction.
Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
Assisted clients with billing inquiries, payment processing, and resolved customer service issues to ensure smooth operations.
Responded promptly to customer inquiries via phone calls or emails in a professional manner.