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medicare enrollment specialist resume example with 11+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Summary

Compassionate Medicare Insurance Agent/Advocate motivated to positively impact program operations and participant success with diligent support. Well-trained in all things Medicare with dedication to continuously enhancing strategies and optimizing assistance. Highly organized and hardworking with strong attention to detail. Adept at working effectively unsupervised and quickly mastering new skills.

Skills
  • Telephone Etiquette
  • Advocacy and Counseling
  • Program Understanding and Advisement
  • Knowledgeable in CRM
  • Applicant Support and Service
  • Application Assessment
  • Recordkeeping and Data Input
  • Planning & Organizing
  • Organizational Skills
  • Computer Skills
  • Problem Resolution
  • Reliable & Trustworthy
  • Microsoft Office
  • Training & Development
  • Conflict Resolution
  • Customer Service
  • People Skills
  • Flexible Schedule
  • Relationship Building
  • Basic Math
  • Friendly, Positive Attitude
  • Active Listening
  • Data Management
  • Critical Thinking
  • Good Work Ethic
Experience
Medicare Enrollment Specialist, 09/2021 - Current
Concentra Santee, CA,
  • Explained advantages, disadvantages and features of policies to promote sales of Medicare plans.
  • Contacted policyholders to explain policies, analyze insurance options and suggest changes and additions to policies.
  • Interacted with senior population and conducted presentations at churches, centers and homes to sell and promote Medicare products.
  • Implemented and designed effective marketing strategies to adjust and sell insurance contracts.
  • Utilized CRM, Microsoft Office, LeadAdvantage Pro, and Search & Save to complete and submit sales activity reports and plans.
  • Explained eligibility details and affordability options to patients with kindness and respect.
  • Answered questions and responded to inquiries to deliver high level of service to patients.
  • Maintained positive working relationship with fellow staff and management.
  • Performed careful reviews of applicant data to ascertain compliance with eligibility criteria for economic assistance.
  • Conducted interviews with applicants, explaining benefits process and which programs were available.
  • Informed applicants of other agencies providing useful or related assistance.
  • Maintained confidential patient documentation to prevent data compromise and comply with HIPAA regulations.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Understood and followed oral and written directions.
Property and Casualty Insurance Agent, 05/2019 - 09/2021
Beacon Insurance Advisors City, STATE,
  • Rewrote and reinstated insurance policies, following underwriting and business rules.
  • Responded to inquiries and explained product features and service advantages to potential customers.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
  • Upsold products to policyholders and potential new clients.
  • Offered policy guidance and management to promote asset protection.
  • Exceeded company sales goals for new policies.
  • Exceeded assigned sales and retention targets each quarter by upselling insurance products.
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Achieved repeat business and referrals through personalized services.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Developed appropriate quotes based on risk information.
  • Sought out new clients and developed clientele by networking to find new customers.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
  • Contacted underwriters and submitted forms to obtain binder coverage.
  • Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
  • Strengthened traceability by developing organization systems for keeping records, reports and agendas.
  • Greatly improved office operations by reducing backtracking of work through creation of material movement process.
Property and Casualty Insurance Agent, 05/2011 - 02/2019
Strate Insurance Group, LLC City, STATE,
  • Rewrote and reinstated insurance policies, following underwriting and business rules.
  • Responded to inquiries and explained product features and service advantages to potential customers.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
  • Upsold products to policyholders and potential new clients.
  • Offered policy guidance and management to promote asset protection.
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Achieved repeat business and referrals through personalized services.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Developed appropriate quotes based on risk information.
  • Sought out new clients and developed clientele by networking to find new customers.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
  • Contacted underwriters and submitted forms to obtain binder coverage.
  • Strengthened traceability by developing organization systems for keeping records, reports and agendas.
  • Improved data collection accuracy by structuring systems for desktop spreadsheets.
Education and Training
Bachelor of Arts: Art Education And Psychology , Expected in 12/1993
-
Maryville College - Maryville, TN
GPA:
Status -
Certifications
  • Licensed P & C, Life and Health - 2011 to Present
,

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Resume Overview

School Attended

  • Maryville College

Job Titles Held:

  • Medicare Enrollment Specialist
  • Property and Casualty Insurance Agent
  • Property and Casualty Insurance Agent

Degrees

  • Bachelor of Arts

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