Tracye Cato

• Utilized CRM tools to track client interactions, follow-ups, and progress toward enrollment goals efficiently.
• Streamlined the enrollment process with efficient documentation and data entry, reducing processing time.
• Helped eligible low-income seniors access financial assistance programs that reduce out-of-pocket healthcare expenses associated with Medicare plans.
• Developed a deep understanding of various Medicare plans and regulations to provide expert advice to clients in need of guidance.

• Self-motivated, with a strong sense of personal responsibility.
• Worked effectively in fast-paced environments.
• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.

Medicare Sales agent , Give members who are seeking a plan change or according to what SEP that they are qualified for, helping individuals that turn 65 or older to get into a Medicare Plan