Enhanced customer satisfaction by efficiently addressing and resolving Medicare-related inquiries.
Provided exceptional support to Medicare beneficiaries, guiding them through coverage options and plan details.
Managed a high volume of inbound calls, adeptly navigating multiple systems while maintaining focus on customer needs.
Assisted in enrollment processes for new beneficiaries, providing clear guidance through each step for seamless transitions into coverage plans.
Maintained strong working knowledge of Medicare regulations, ensuring accurate information dissemination to clients.
Educated customers on preventative care measures, promoting overall health and wellness among beneficiaries.
Improved call center performance by consistently maintaining a high level of professionalism and productivity.
Medicare Sales Agent
HealthSherpa
05.2023 - 02.2024
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.
Enhanced customer retention rates by proactively addressing any issues or concerns regarding their Medicare plans.
Consistently met or exceeded sales targets by employing effective sales strategies and techniques tailored to individual client needs.
Licensed Medicare Sales Agent
SelectQuote Insurance Services
08.2021 - 05.2022
Appointed in 19 states
Met monthly sales goals including applications submitted & conversion rate
Presented products and programs to potential prospects, including Medicare Advantage, Medicare Supplements, Prescription Drug Plans and Specialty
Supported the marketing, enrollment and educational efforts of the Medicare and Individual Programs
Educated Medicare-eligible individuals while adhering to company policies, National Association of Insurance Commissioners (NAIC) guidelines and CMS regulations
Won over $200 in prizes /AEP season.
Family Service Counselor
Dignity Memorial/SCI
11.2020 - 04.2021
Held self-accountable for prospecting a minimum of 1-2 hours each day
Networked and built community and civic relationships
Explained and presented presentations to families served and referred families
Maintained and tracked activity levels to ensure productivity
Responded to client inquiries in a timely, respectful, sensitive and professional manner
Developed an understanding of each family's unique needs and offers solutions that provide value to them
Stayed in touch with families to ensure satisfaction
Prepared for all appointments and performed all procedures with professionalism and attention to detail
Earned the right to gain referrals to offer protection to family members, and the family's relatives and friends, by educating them on the benefits of pre-planning
Salesforce database trained and utilized daily
SALES award received for achievements in first 2 months employed.
Business Supervisor
The Midland Group
01.2017 - 05.2019
Supervised employees to oversee their interaction with patients/staff, evaluate performance, and make sure they are meeting daily needs of hospital
Managed the relationship between hospital and directly deal with any issues/complaints
Participated in meetings to evaluate our numbers on a monthly basis
Housed in Banner Health hospital to be available to patients, billing, and case management directly
Obtained and analyzed confidential information and medical records
Interviewed patients and medical personnel to make independent evaluations for public benefits
Used independent judgment to select the best application options from any available public benefit source to improve Midland and patient financial circumstances
Utilized hospital database to review billing issues/codes to initiate proper balances be paid thru public benefits
Liaison between Midland and Banner Health hospitals.
Victim Advocate
Victim Outreach Incorporated
03.2015 - 06.2016
Provided liaison and coordination between multiple Police Departments in Jefferson County, mental health professions, rape crisis centers and case follow-up
24-Hour On-Scene Response at the Request of Law Enforcement
Reviewed and assessed violent crime reports as reported to the police by crime victims, witnesses, etc
Contacted victims of violent crimes (particularly domestic violence); provided information regarding legal process, resources (i.e
Shelter care, treatment and education programs, legal assistance, financial aid), and the investigation process
Kept statistical records of victim contacts
Assisted clients in filling out and filing protective orders; attended protective order hearings and other court proceedings with client
Provided emotional support and crisis intervention for victims of crime
Obtained restitution information from victims and provided alternate means for the victim to be compensated for damages incurred as a result of criminal behavior
Coordinated and networked with other crime victim advocacy programs.
Intake Specialist
Larimer County
02.2014 - 02.2015
Received incoming calls or walk-ins, taking incident reports of suspected child or adult abuse/neglect
Followed a prescribed format to ensure that pertinent information is elicited during interviews for determining the severity of risk to children/adults
Screened incident reports, assess urgency, and immediately forwarded reports indicating a high degree of risk to a supervisor for action
Provided brief (immediate) crisis intervention, as necessary, and make referrals to service providers
Provided information to parents and/or reporting citizens on reporting procedures and appropriate courses of action regarding the reported incident
Reviewed case records and prepared correspondence, summaries, and case histories for distribution to appropriate parties
Conducted in-office interviews/casework, making basic assessments of need and developing appropriate recommendations for referrals and action prior to submission for supervisor approval
Screened juveniles ticketed in Larimer County; completed background check to determine eligibility and contact/collaborate with law enforcement and prepare all legal appropriate paperwork for juveniles who would be facing a judge for hearing
Met with juveniles and families for Diversion Intake; collected information and discussed barriers/issues with thorough overview of what next steps are best offering community resources as well.
Case Manager
Larimer County
09.2012 - 02.2014
Provide different levels of supervised parenting time for families in Child Protective Services and makes decisions to terminate visit, when necessary
Responsible in building rapport with parents to support them with parenting, goal-setting, life skills, and engagement with their children
Make oral reports of visitations with Case Workers and written reports are documented through TRAILS
Responsible in identifying needs of the family and helping connect with community resources
Escort and transport children to supervised parenting time at DHS, community, or in the parent's home
Ability to acknowledge the needs and safety of children in interactions with parents
Ability to prioritize responsibilities of documentation, meetings with supervisors and social workers, managing a case load of visitations, along with consistent communication with foster/kin parents, parents, and all social service parties involved.
Education
Bachelor Of Science - Family Studies & Human Development
University of Arizona
Tucson, AZ
Skills
Call center experience
Data entry proficiency
Medicare knowledge
Complaint Handling
Fluent Bilingualism
Problem-Solving
Records Review
CRM Systems
Eligibility Determination
Timeline
Medicare Customer Service Representative
HealthSherpa
02.2024 - Current
Medicare Sales Agent
HealthSherpa
05.2023 - 02.2024
Licensed Medicare Sales Agent
SelectQuote Insurance Services
08.2021 - 05.2022
Family Service Counselor
Dignity Memorial/SCI
11.2020 - 04.2021
Business Supervisor
The Midland Group
01.2017 - 05.2019
Victim Advocate
Victim Outreach Incorporated
03.2015 - 06.2016
Intake Specialist
Larimer County
02.2014 - 02.2015
Case Manager
Larimer County
09.2012 - 02.2014
Bachelor Of Science - Family Studies & Human Development