Shanee Warren
Experienced Medicare Sales Professional
Kingstree
Summary
Dynamic Medicare Insurance Agent with a proven track record at Pyramid Consulting Inc, excelling in client enrollment and compliance manageme
nt. Adept at needs analysis and relationship building, I leverage strong problem-solving skills to enhance customer satisfaction and drive renewals, ensuring clients receive optimal coverage tailored to their unique circumstances.
Overview
9
9
years of professional experience
2
2
Certifications
Work History
Medicare Insurance Agent
Pyramid Consulting Inc
Kingstree
09.2024 - Current
- Educated clients on Medicare plan options and benefits, enhancing their understanding and decision-making.
- Guided Medicare customers in selecting appropriate insurance plans, ensuring alignment with their individual needs.
- Assisted clients with enrollment and application processes.
- Advised clients on how best to use their coverage effectively by understanding their individual circumstances.
- Analyzed client needs and recommended suitable products to meet their requirements.
- Cultivated relationships with existing customers, leading to increased renewals and referrals.
- Maintained compliance with Medicare regulations and company policies.
- Conducted research to ensure compliance with applicable regulations and laws governing Medicare insurance.
- Collaborated with team members to improve service delivery methods.
- Demonstrated knowledge of health care reform initiatives as they relate to Medicare coverage options.
Health Insurance Producer
Results CX
Remote
06.2022 - 10.2023
- Facilitated Medicare and Medicaid insurance plan sales, enhancing client understanding and satisfaction
- Identified and pursued new market opportunities, driving growth in health insurance sales
- Create and maintain relationships with insurance carriers to stay up-to-date with the latest Health Insurance plans and offerings in the market
- Build and maintain relationships with healthcare providers to ensure a seamless claims process for customers
- Give accurate information on DSNP plans
- Verify Eligibility for DSNP plans
- Achieved top QA score on team by developing key assessment skills
Tax Preparer
Sitel/ Intuit
REMOTE
12.2021 - 02.2022
- Identified potential tax deductions and credits, maximizing client tax savings.
- Proactively updated knowledge of tax laws and regulations to ensure accurate, compliant tax preparation.
- Maintain up-to-date knowledge of tax laws, regulations, and changes to ensure accurate and compliant tax preparation.
- Maintain confidentiality of client information and ensure proper handling of sensitive data
- Delivered exceptional customer service by promptly responding to client inquiries and professionally addressing concerns.
Lead Direct Support Provider
Braodstep Academy
Georgetown
06.2019 - 09.2021
- Conducted training sessions for new direct support staff, equipping them with essential knowledge of their roles and responsibilities.
- Developed and implemented training programs for direct support providers to enhance their skills and knowledge in supporting individuals with disabilities.
- Oversaw daily activities for a group of 30 boys and managed a team of 10 staff to ensure a safe environment.
- Collaborated with community organizations to enhance support and opportunities for individuals with disabilities.
- Collaborate with external organizations and community resources to develop partnerships and expand services for individuals with disabilities.
- Coordinated and facilitated regular staff meetings, fostering communication and collaboration within the direct support team.
- Conduct regular performance evaluations for direct support providers to ensure high-quality care is being provided to individuals with disabilities.
- Manage and update individualized service plans for each client, ensuring that goals and objectives are being met.
Customer Service Agent
Transcom
Remote
08.2017 - 06.2019
- Resolved customer inquiries and issues, delivering exceptional service and enhancing customer satisfaction.
- Provide outstanding customer service and resolve customer issues in a timely and professional manner
- Handled customer complaints with empathy and patience, ensuring positive experiences and fostering customer loyalty.
- Identified opportunities to improve customer service and satisfaction, communicating actionable suggestions to management.
- Stay up-to-date with industry trends and best practices in customer service
- Develop and maintain knowledge of company products and services to effectively assist customers
Education
Associate of Applied Science - Medical Office Administration
Virginia College
Florence, SC06.2017
Skills
- Medicare options
- Enrollment assistance
- Compliance management
- Enrollee qualification
- Eligibility determination
- Enrollment processing
- Insurance terminology
- Needs analysis
- Needs assessment
- Application assessment
- Customer relationship management
- Customer service excellence
- Effective communication
- Conflict resolution
- Decision-making
- Research and analysis
- Product knowledge enhancement
- Time management
- Team collaboration
- Training program development
- Government program knowledge
- Relationship building
- Active listening
- Decision-making
- Problem solving
- Active listening
- Decision-making
Personal Information
Age: 39
Certification
Health Insurance Producer
Accomplishments
- Supervised team of 10 staff members.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Monetary Transactions - Managed cash, check, credit, and automatic debit card transactions with flawless accuracy.
- Monetary Transactions - Handled cash, check, credit and automatic debit card transactions with 100% accuracy.
- Telephone Service - Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
Timeline
Medicare Insurance Agent
Pyramid Consulting Inc
09.2024 - Current
Health Insurance Producer
Results CX
06.2022 - 10.2023
Tax Preparer
Sitel/ Intuit
12.2021 - 02.2022
Lead Direct Support Provider
Braodstep Academy
06.2019 - 09.2021
Customer Service Agent
Transcom
08.2017 - 06.2019
Associate of Applied Science - Medical Office Administration
Virginia College