Dynamic and results-driven insurance professional with over 10 years of experience in healthcare insurance sales and customer service. Proven track record of success in high-pressure environments, with a focus on delivering exceptional customer experiences and driving sales growth. Adept at managing high call volumes and utilizing multiple computer applications simultaneously while maintaining attention to detail. Committed to resolving member inquiries with empathy and compassion, ensuring a seamless enrollment experience.
Florida Licensed Health Insurance Agent (2-40): Expertise in guiding clients through the complexities of health insurance options, assessing individual needs, and recommending suitable plans. Skilled in explaining different plans and eligibility criteria, ensuring clients receive coverage that aligns with their budget and lifestyle. Proficient in maintaining compliance with CMS guidelines and remaining up-to-date on changes in the health insurance landscape.
Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.
Overview
16
16
years of professional experience
Work History
Medicare Enrollment Specialist
Aetna, a CVS Health Company
09.2022 - Current
Successfully handled high call volumes during the Annual Enrollment Period (AEP), completing over 150 Medicare enrollment applications, establishing myself as a top agent.
Reviewed clients' healthcare plans and assessed their needs, providing tailored recommendations for supplemental insurance options, including prescription drug, vision, and dental policies.
Demonstrated exceptional multitasking abilities by utilizing multiple computer applications simultaneously within a production-based environment, ensuring accuracy and efficiency.
Resolved issues and inquiries from members with empathy, fostering strong relationships and enhancing overall customer satisfaction.
Senior Medicare Sales Representative
GoHealth
04.2022 - 08.2022
Assisted Medicare-eligible seniors with health plan enrollments, expertly guiding them through the process with a consultative sales approach.
Managed high volumes of inbound and outbound calls, connecting individuals with suitable Medicare products tailored to their specific needs.
Ensured compliance with all regulations while achieving 100% customer happiness through effective sales closure.
Licensed Insurance Agent & Broker
Independence Blue Cross
07.2020 - 04.2022
Sold Individual Health and Dental insurance policies to new and existing clients, identifying additional needs to optimize product offerings.
Utilized active listening skills to address member inquiries compassionately, ensuring a positive customer service experience.
Followed up diligently with prospects to process sales and renewals, resulting in a significant increase in client retention.
Licensed Telesales Agent - Medicare
E-Telequote Insurance
Fort Lauderdale
02.2019 - 07.2020
Conducted thorough interviews with prospective clients to evaluate their existing Medicare policies and provide optimal coverage recommendations.
Developed meaningful relationships with clients, consistently exceeding production expectations and enhancing overall sales performance by over 20%.
Addressed customer service needs efficiently, ensuring a seamless experience throughout the enrollment process.
Licensed Insurance Agent & Broker, Direct Sales
Florida Blue
Doral
08.2018 - 01.2019
Sold Individual and Medicare Health and Dental insurance policies, while processing applications both off-market and on the marketplace.
Provided exceptional customer service and adhered to insurance standards and regulations, ensuring compliance and accuracy.
MEDICAL BILLING/COLLECTIONS SPECIALIST (REMOTE)
CONIFER HEALTH SOLUTIONS (ARISE)
04.2017 - 02.2018
Resolved client billing issues and reduced accounts receivable delinquency through effective customer service and timely follow-up on payment arrangements.
Ensured accurate entry of demographic, billing, and clinical information to maintain data integrity.
Patient Care Representative
Univita Healthcare
Miramar
07.2012 - 05.2015
Verified insurance eligibility for a range of services, coordinating authorizations and resolving customer concerns with a focus on patient satisfaction.
Vacation Planner/Sales
Norwegian Cruise Line
Miami
03.2010 - 11.2012
Initiated conversations through calls, texts and approved communication channels to drive sales, acting on leads and/or prospects.
Present cruise products and make travel recommendations.
Establish and maintain customer relationships by delivering excellent customer service, meeting customer needs and expectations to meet/exceed sales goals.
Maintain the Customer Relationship Management (CRM) database and build relationships with new/existing guests in order to close sales.
Intake Coordinator/Customer Service
U.S. Medical Supply
Doral
01.2012 - 06.2012
Managed the initial setup for new customer sales and ensured compliance with patient eligibility and authorization processes.
Developed new business and new accounts with a strong customer service background.
Customer Service Benefits Specialist
ADP TotalSource
Miami
02.2009 - 07.2009
Assisted members with HR-related inquiries, providing accurate information regarding medical, vision, and dental insurance.
Provided customer service and advocates for the benefit participant to resolve complex claim, eligibility and coverage issues.
Act as a facilitator between the employee/participant and health, welfare, retirement and voluntary program vendors.
Provided assistance to employees trying to enroll online in benefits programs.
Served as a resource for internal and external HR partners and employees to insure benefits matters in a Reduction in Force situation are understood and executed properly.
Education
Bachelor of Science - Business Administration, Marketing
Florida International University
07-2029
Skills
Sales techniques
Customer relationship management
Problem solving
Healthcare industry
Medicare
Objection handling
Cross-selling proficiency
Up-selling techniques
Eligibility determination
Enrollment processing
Excellent communication
Organizational skills
Telephone etiquette
Task prioritization
Interpersonal skills
Research skills
Professional demeanor
Needs assessment
Teamwork and collaboration
Goal setting
Continuous improvement
Resourcefulness
Documentation and paperwork
Reliability
Multitasking ability
Adaptability
Initiative-taking
Lead conversion
Timeline
Medicare Enrollment Specialist
Aetna, a CVS Health Company
09.2022 - Current
Senior Medicare Sales Representative
GoHealth
04.2022 - 08.2022
Licensed Insurance Agent & Broker
Independence Blue Cross
07.2020 - 04.2022
Licensed Telesales Agent - Medicare
E-Telequote Insurance
02.2019 - 07.2020
Licensed Insurance Agent & Broker, Direct Sales
Florida Blue
08.2018 - 01.2019
MEDICAL BILLING/COLLECTIONS SPECIALIST (REMOTE)
CONIFER HEALTH SOLUTIONS (ARISE)
04.2017 - 02.2018
Patient Care Representative
Univita Healthcare
07.2012 - 05.2015
Intake Coordinator/Customer Service
U.S. Medical Supply
01.2012 - 06.2012
Vacation Planner/Sales
Norwegian Cruise Line
03.2010 - 11.2012
Customer Service Benefits Specialist
ADP TotalSource
02.2009 - 07.2009
Bachelor of Science - Business Administration, Marketing
SENIOR MANAGER, NETWORK CONTRACTING at Aetna, a CVS Health Company (First Health Network)SENIOR MANAGER, NETWORK CONTRACTING at Aetna, a CVS Health Company (First Health Network)