Yesenia Henriquez
Allentown,PA
Summary
Ambitious Insurance Agent and tax prepare with 10 years of hands-on experience verifying transaction information, obtaining payment authorizations and scheduling and preparing disbursements. First-rate expert at customer communication, data entry and organization. Diligent and meticulous professional commended for quickly and accurately learning new procedures. Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
17
17
years of professional experience
Work History
Enrollment Broker
Maximus
10.2022 - Current
- Streamlined the enrollment process for increased client convenience and improved turnaround times.
- Assisted clients in selecting appropriate health plans based on their needs
- Demonstrated excellent customer service skills by actively listening to client needs and providing tailored solutions in a timely manner.
- Maintained a high level of product knowledge to provide accurate information and support to customers.
- Enhanced customer satisfaction by providing efficient enrollment services and addressing concerns promptly.
- Visiting multiple applicants daily to complete documents and records accurately and confidentially to maintain compliance with HIPAA regulations.
Tax Preparer
Self Employed Services
01.2016 - Current
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation
- Maintained complete records of client tax returns and supporting documentation in secured areas
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits
- Facilitated communication between clients and tax authorities
- Increased client satisfaction by providing accurate and timely tax preparation services.
Insurance Agent
Health Markets
01.2018 - 12.2019
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations
- Developed and maintained long-term relationships with policyholders and small business entities
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
- Determined client needs and financial situations by listening and scheduling fact-finding appointments
- Approached potential clients by using direct marketing techniques, including mailings and phone contacts
- Obtained underwriting approval by completing application for coverage
Enrollment Associate
Fidelis Care
10.2008 - 06.2014
- Communicated effectively via telephone, email and in person with prospective customers
- Updated, entered and reviewed customer data
- Reviewed applications for different aid programs and determined which qualification criteria for individuals
- Performed various administrative functions, including filing paperwork, delivering mail, sorting mail, office cleaning and bookkeeping
- Prepared monthly, weekly and daily logs using Microsoft Office Suite
- Managed quality assurance review on Medicaid family health plus and child health plus applications
Field Marketing Representative
Fidelis Care
04.2007 - 10.2008
- Verified qualification for health plan , assisted consumers in selecting appropriate health plans with desired benefits
- Researched potential clients and markets to prepare for appointments
- Performed cold-calling and follow-ups with leads to secure new revenue
- Identified prospect needs and developed appropriate responses along with information on suitable products and services
- Worked alongside retail representatives to boost sales by enhancing product presentations and advertising collateral
- Maximized business potential by providing excellent customer service and ensuring 90% client retention
Education
Associate Of Science - Medical Insurance Billing
Micropower Career Institute, Manhattan
New York, NY01.2002
High School
University of The State of New York
New York, NY12.1996
Skills
- Accident Health and Life (Insurance Licensed)
- Active listening
- Insurance industry Knowledge
- Attention to detail
- Bilingual English/ Spanish
- Tax return preparation
- Empathy and understanding
- Computer proficiency
- Customer service expertise
- Problem-solving abilities
Languages
Spanish
Native or Bilingual
Timeline
Enrollment Broker
Maximus
10.2022 - Current
Insurance Agent
Health Markets
01.2018 - 12.2019
Tax Preparer
Self Employed Services
01.2016 - Current
Enrollment Associate
Fidelis Care
10.2008 - 06.2014
Field Marketing Representative
Fidelis Care
04.2007 - 10.2008
Associate Of Science - Medical Insurance Billing
Micropower Career Institute, Manhattan
High School
University of The State of New York
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