Medicare Health Insurance Agent
Hi, I’m
Yvonne Jones
Lancaster,CA
Summary
Licensed Medicare health insurance agent providing direct client services to seniors so as to determine their eligibility for Medicare/Medicaid health benefits.
By contacting potential customers using a scope of appointment and if approved, compliance has been done which gives me the ability to speak with them regarding their Medicare health plan.
My job of gathering their information and utilizing a secure system enables me am able to help them find the right plan that meets their needs and budget.
If the client is satisfied with the plan, enrollment begins. My duties are to prepare them for their new plan and provide them with all necessary information.
Overview
6
3
Property Manager
10
Years of customer service
Work History
Exceptional Biz 247 Insurance Agency
Medicare Health Insurance Agent
01.2017 - Current
Job overview
- Through use of technology I am able to meet clients face to face via zoom once approved for appointment.
- Schedule appointments compliantly via scope of appointments for Medicare clients.
- Educate clients about health insurance coverage options, benefits and costs.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Provide Medicare health insurance plans to meet individualized client needs.
- Once client approves of plan enrollment begins.
MHC Management Inc.
Property Manager
07.2021 - Current
Job overview
- Successfully resolve conflicts with tenants
- Enforce park rules and regulations
- Handle tenant complaints promptly and appropriately, calling in repairmen, and other support services.
- Complete final move-out walk-throughs with tenants to identify required repairs.
- Follow up on delinquent tenants and coordinated collection procedures.
- Maintain original leases and renewal documents in digital format for property management office.
- Process rent payments using CRM software
- Prepare monthly budget reports for corporate office.
- Balance monthly petty cash and credit card expenses for park.
- Administered operations to handle needs of more than 500 tenants across 185 property units
Education
A.D. Banker & Company , Overland Park, KS
No Degree from Insurance
05.2021 - 06.2021
University Overview
- Completed course work for health & life insurance agents 2012
John F Kennedy , Granada Hills, CA
High School Diploma
06.1977
University Overview
- Completed certification for Business Administration
Skills
- Medicare/Medicaid Knowledge
- Excellent customer service
- Schedule compliant appointments
- Scope of appointment-Medicare
- Conduct client needs assessment
- Explaining Benefits of health plan
- Consultative selling techniques
- Client satisfaction-approval
- Product health insurance placement
Timeline
Property Manager
MHC Management Inc.
07.2021 - Current
A.D. Banker & Company
No Degree from Insurance
05.2021 - 06.2021
Medicare Health Insurance Agent
Exceptional Biz 247 Insurance Agency
01.2017 - Current
John F Kennedy
High School Diploma
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