Yesenia Morales

The role involves greeting patients and families, ensuring accurate registration, and updating patient information in the electronic health record system. The individual answers phone calls, directs them appropriately, and verifies insurance details. They explain financial requirements, collect co-pays, and manage patient payments. The role also includes scheduling, rescheduling, and canceling appointments, maintaining daily activity logs, assisting with chart preparation, filing records, and offering excellent customer service. They protect patient confidentiality, comply with healthcare standards and regulations, and contribute to team efforts. Additional duties include serving as a chaperone when needed and performing other assigned tasks.

• Answered calls in a polite and professional manner, and handled approximately 100 calls daily
• Resolved customer complaints via phone, email, or mail, to ensure high levels of satisfaction
• Assisted with Prior Authorizations, policy, and account changes, or escalated appropriately
• Help providers with claims information
• Help find doctors in network since policy are international
• Help the missionaries find a clinic that accepts Aetna International network
• Help sending Letter of Guarantee of payment and Verifications of benefits letter

• Handled 100+ inbound calls daily and assisted clients in choosing the appropriate health plan to suit their needs
• Maintained effective and organized files on all members
• Correlated with potential clients in completing the application on-exchange and off-exchange
• Obtained referrals from members
• Sold Medicare Advantage and Prescription plans and promoted Medicare programs to upcoming eligible members
• Coordinated and processed application of potential clients in CMS
• Licensed health insurance agent that guided Medicare/Medicaid recipients on choosing a Medicare health plan that best suited them according to their needs
• Received incoming calls and sold Medicare Advantage and Prescription plans
• Coordinated with clients in completing the application and ensured proper processing with CMS

• Handled 100+ inbound calls daily and assisted clients in choosing the appropriate health plan to suit their needs
• Maintained effective and organized files on all members
• Correlated with potential clients in completing the application on-exchange and off-exchange
• Obtained referrals from members
• Sold Medicare Advantage and Prescription plans and promoted Medicare programs to upcoming eligible members
• Coordinated and processed application of potential clients in CMS
• Licensed health insurance agent that guided Medicare/Medicaid recipients on choosing a Medicare health plan that best suited them according to their needs
• Received incoming calls and sold Medicare Advantage and Prescription plans
• Coordinated with clients in completing the application and ensured proper processing with CMS

• Handled 100+ inbound calls daily and assisted clients in choosing the appropriate health plan to suit their needs
• Maintained effective and organized files on all members
• Correlated with potential clients in completing the application on-exchange and off-exchange
• Obtained referrals from members
• Sold Medicare Advantage and Prescription plans and promoted Medicare programs to upcoming eligible members
• Coordinated and processed application of potential clients in CMS
• Licensed health insurance agent that guided Medicare/Medicaid recipients on choosing a Medicare health plan that best suited them according to their needs
• Received incoming calls and sold Medicare Advantage and Prescription plans
• Coordinated with clients in completing the application and ensured proper processing with CMS

• Evaluate credit worthiness by processing loan applications and documentation within specified limits
• Interview applicants to determine financial eligibility and feasibility of granting loans
• Determine all applicable ratios and metrics and set up debt payment plans
• Communicate with clients either to request or to provide information
• Justify decisions (approvals/rejections) and report on them
• Complete loan contracts and counsel clients on policies and restrictions
• Update job knowledge on types of loans and other financial services
• Maintain and update account records
• Assess customer needs, explore all options and introduce different types of loans
• Develop referral networks, suggest alternate channels and cross-sell products and services to accomplish quotas
• Go the 'extra mile' to build trust relationships, customer loyalty and satisfaction throughout the underwriting process
• Operate in compliance with laws and regulations and adhere to lending compliance guidelines

• Handled 100+ inbound calls daily and assisted clients in choosing the appropriate health plan to suit their needs
• Maintained effective and organized files on all members
• Correlated with potential clients in completing the application on-exchange and off-exchange
• Obtained referrals from members
• Sold Medicare Advantage and Prescription plans and promoted Medicare programs to upcoming eligible members
• Coordinated and processed application of potential clients in CMS
• Licensed health insurance agent that guided Medicare/Medicaid recipients on choosing a Medicare health plan that best suited them according to their needs
• Received incoming calls and sold Medicare Advantage and Prescription plans
• Coordinated with clients in completing the application and ensured proper processing with CMS

• Assisted patients in applying for Medicaid benefits and assisted with follow up for state interview and documentation submission
• Assisted patients in updating health insurance plans to a company accepted by the clinic
• Assisted in primary care physician updates
• Reached out to pharmacies for medication prior authorization and coordinated authorizations for patient procedures

• Handled 100+ inbound calls daily and assisted clients in choosing the appropriate health plan to suit their needs
• Maintained effective and organized files on all members
• Correlated with potential clients in completing the application on-exchange and off-exchange
• Obtained referrals from members
• Sold Medicare Advantage and Prescription plans and promoted Medicare programs to upcoming eligible members
• Coordinated and processed application of potential clients in CMS

• Answered calls in a polite and professional manner, and handled approximately 100 calls daily
• Resolved customer complaints via phone, email, or mail, to ensure high levels of satisfaction
• Assisted with Prior Authorizations, policy, and account changes, or escalated appropriately

• Licensed health insurance agent that guided Medicare recipients on choosing a Medicare health plan that best suited them according to their needs
• Received incoming calls and sold Medicare Advantage and Prescription plans

• Assisted clients in choosing the appropriate health plan to suit their needs
• Maintained effective and organized files on all members for proper tracking
• Coordinated with potential clients in completing the application and underwriting process
• Followed up to ensure proper insurability for all members

• Handled 100+ inbound calls daily and assisted clients in choosing the appropriate health plan to suit their needs
• Maintained effective and organized files on all members
• Correlated with potential clients in completing the application on-exchange and off-exchange
• Obtained referrals from members
• Sold Medicare Advantage and Prescription plans and promoted Medicare programs to upcoming eligible members
• Coordinated and processed application of potential clients in CMS
• Licensed health insurance agent that guided Medicare/Medicaid recipients on choosing a Medicare health plan that best suited them according to their needs
• Received incoming calls and sold Medicare Advantage and Prescription plans
• Coordinated with clients in completing the application and ensured proper processing with CMS

• Maintained effective case management of assigned member files
• Responsible for conducting ongoing outreach services in conjunction with the state to low-income Medicare beneficiaries enrolled in a contracted Managed Care Organization (MCO) or Medicare Advantage plan
• Coordinated with outreach clients in completing the application and qualifying processes for Medicare Savings Programs/Medicaid
• Conducted intake services based up incoming correspondence and/or telephone inquiries
• Analyzed/assessed clients for state Medicare eligibility criteria for Medicare Savings Programs
• Conducted outreach activities by telephone for initial analysis and assessment for eligibility for Medicare Savings Programs/Medicaid