Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Yuleisy Fernandez

Queens,NY

Summary

Enthusiastic corporate communication professional seeking to leverage experience in promoting companies in positive way and developing mass communications messages.

Results-driven Medicare Sales Agent known for high productivity and efficient task completion. Specialize in navigating complex healthcare policies, crafting tailored insurance solutions, and building lasting client relationships. Excel in communication, problem-solving, and adaptability, leveraging these skills to meet diverse client needs and exceed sales targets consistently.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Medicare Sales Agent

Healthfirst
New York, New York
04.2024 - Current
  • Drive membership growth by acquiring new members while also meeting aggressive retention targets.
  • Conducts telemarketing activities, both inbound and outbound to respond to inquiries, generate appointments, and follow-up on leads, referrals, and re-marketing opportunities
  • Work directly with community-based organizations, providers, sales locations, and other sources to develop self-generated referral channels resulting in increased enrollments.
  • Identify potential members and design plans to educate them on the available benefits plans and features that are tailored to the member’s needs and eligibility.
  • Ensure the right member is in the right plan.
  • Deliver effective sales presentation to consumer groups, individual prospects and community or provider.
  • Strictly adhere to all CMS regulations and marketing guidelines.
  • Ensure all documentation is complete, comprehensive, clear, appropriately filled out including Application, Application Confirmation Form, Scope of Appointment and Application Submission Form, and Salesforce.
  • Develop and present strategic and tactical business acquisition plans for implementation throughout the year.

Medicare Advisor

Centene - Wellcare
New York, NY
04.2023 - 03.2024
  • Deliver effective sales presentation to consumer groups, individual prospects and community or provider partners
  • Strictly adhere to all CMS or Centers for Medicare & Medicaid Services regulations
  • Ensure all documentation is complete, comprehensive, clear, appropriately filled out including Application, Application Confirmation Form, Scope of Appointment and Application Submission Form, and Salesforce
  • Responsible for identifying, educating, and enrolling prospective Medicare Advantage (MA) beneficiaries in the appropriate MA plan based on prospect’s needs and qualifications
  • Market Advantage on-site at hospitals, senior centers, assisted living facilities, community events and other sites as designated
  • Conducts telemarketing activities, both inbound and outbound to respond to inquiries, generate appointments, and follow-up on leads, referrals, and re-marketing opportunities
  • Attend and participate in sales meetings, training programs, conventions, and special events

Medicaid Facilitator Enroller (PHSP)

Healthfirst
Manhattan, NY
05.2021 - 03.2023
  • Identify and educate potential members on all aspects of the plan including answering questions regarding plan's features and benefits
  • Responsible for identifying and assisting current members who are due to recertify their healthcare coverage for Medicaid, EP, QHP and CHP by completing member's annual recertification application including adding on additional eligible family members
  • Assist members with selecting a Primary Care Physician (PCP) using the Healthfirst provider directory via the provider search tool
  • Maintain adequate Book of Business (BOB) while adhering to the BOB policies and procedures
  • Review all applications prior to submitting to NYSOH marketplace
  • Complete a Conflict of Interest (COI) form and Marketplace Facilitated Enroller Disclosure & Applicant Authorization Form (PII) via Docusign for every enrollment encounter
  • Recommend process improvement and advise management of any proposed recommendations that can make a workflow or process more efficient.

Health Benefit Representative

Fidelis Care
Queens, NY
11.2018 - 03.2021
  • Identify prospective enrollees, determine eligibility and educate potential members on all aspects of the product
  • Facilitate the continuance of health insurance, and offer assistance with recertification
  • Ensure all required documents are collected for the NYSOH application
  • Enroll members to Medicaid, Child Health Plus, Essential Plans, HARP and Qualify Health Plans
  • Complete applications in a timely and accurate manner
  • Develop a presence in the local community to help generate enrollments and to serve as a point of contact
  • Responsible for meeting and/or exceeding company goals
  • Establish and maintain good working relationships with internal and external business partners
  • Offer outstanding customer service.

Intake Coordinator

Fidelis Care, MLTC
Queens, NY
05.2017 - 11.2018
  • Coordinate all aspects of Intake process
  • This includes but is not limited to scheduling appointments, explaining the enrollment process to potential members, retrieving completed evaluations from nurse's assessment
  • Ensure continuity and quality service both internally and to potential members with the Long Term Care Program
  • Ensure that referrals are appropriately and effectively processed through communication and follow-up with all relevant parties
  • Safeguard information in relationship to individuals receiving services, including clinical, program and family information
  • Complete all necessary paperwork, documentation, and follow-up as required
  • Conducts pre-screenings to determine member's eligibility for services
  • Performs other related duties as requested by the supervisor.

Education

Bachelors Degree - Corporate Communications, Operations Management

Baruch College
Manhattan

Skills

  • Corporate Communications
  • Demonstrated Sales Skills
  • Knowledge of zoom, e-mail, calendar, route, fax, scan and Adobe Reader
  • Business Decision
  • Promotions and Advertising
  • Community Relationship Building
  • Time Management
  • Critical Thinking
  • Supervision & Leadership
  • Team Management

Certification

  • License/Certification: State Accident and Health Insurance Agent License. License Number: LA-1773291

Languages

  • English, Professional
  • Spanish, Native/ Bilingual

Timeline

Medicare Sales Agent

Healthfirst
04.2024 - Current

Medicare Advisor

Centene - Wellcare
04.2023 - 03.2024

Medicaid Facilitator Enroller (PHSP)

Healthfirst
05.2021 - 03.2023

Health Benefit Representative

Fidelis Care
11.2018 - 03.2021

Intake Coordinator

Fidelis Care, MLTC
05.2017 - 11.2018

Bachelors Degree - Corporate Communications, Operations Management

Baruch College
Yuleisy Fernandez