Stephanie Swisher

Licensed in CA, TX, OH, SC, NC, AL, VA, WV, TN, GA, CO, PA

• Assisted in processing policy applications and managing client accounts efficiently.
• Collaborated with team members to streamline communication processes and enhance service delivery.
• Analyzed client needs and recommended suitable coverage plans to maximize satisfaction.
• Managed follow-ups on claims and inquiries, ensuring timely resolutions for clients.
• Implemented quality assurance measures to improve compliance with industry regulations and standards.
• Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
• Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.

• Licensed in HI, VA, WV, OH, TX, SC; and compliant with CMS and state regulations
• Contracted with major carriers including UnitedHealthcare, Humana, Aetna, Wellcare, Anthem, Devoted
• Demonstrate expertise in Medicare Advantage (MA), Medicare Advantage Prescription Drug (MAPD)
• Assisted enrollment based on LIS eligibility, Medicaid level and chronic conditions. C-SNP (Chronic Special Needs Plans), & D-SNP (Dual Eligible Special Needs)
• Executed needs-based assessments & enrolled clients in appropriate plans during AEP, OEP, SEP, & initial enrollment periods using CRM & Database tools
• Interpreted plan summaries to confirm coverage levels, deductibles, and co-pays. Experienced with carrier-specific guidelines for Medicare Advantage claims
• Verified In-Network Doctors, Clinics, Hospitals; on carrier portals.
• Maintain up-to-date knowledge of plan benefits, eligibility guidelines, and carrier-specific requirements
• Utilize CRM tools and Medicare enrollment platforms (e.g., SunFire, MARx) to manage client data and applications
• Remote

• Delivered excellent customer service in a fast-paced retail environment, assisting 50+ customers per shift
• Handled cash, credit, and mobile transactions with 100% accuracy and compliance with store policies
• Trained in company point-of-sale (POS) system and inventory management procedures
• Resolved customer concerns efficiently while maintaining a positive brand experience
• Collaborated with team members to meet daily sales and store performance goals