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Juan
Office Manager- Life and Medicare Insurance
Contato
Competências
Demonstrated experience with IT.
Demonstrated experience with Word processing.
Demonstrated experience with Spanish.
Demonstrated experience with Event sales.
Demonstrated experience with Patient scheduling systems.
Formação acadêmica
Idiomas
Resumo
Office Manager- Life and Medicare Insurance open to new opportunities
Experiência
Office Manager- Life and Medicare Insurance
Qualified new clients and assisted with enrollment applications for Medicaid, Medicare Savings Programs, Medicare, Social Security benefits, and Part D Extra Help, increasing client acquisition rates. Directed all operational aspects including distribution operations, customer service, administration, and sales, ensuring seamless daily office functions. Assessed local market conditions and identified current and prospective sales opportunities, contributing to business growth
Broker Manager - Life and Medicare Insurance
Directed all operational aspects including distribution operations, customer service, human resources, administration, and sales, optimizing workflow efficiency. Assessed local market conditions and identified current and prospective sales opportunities, driving increased revenue. Developed forecasts, financial objectives, and business plans to support organizational growth. Managed budget and allocated funds appropriately, ensuring financial targets were met. Located areas of improvement and proposed corrective actions to meet challenges and leverage growth opportunities, consistently meeting goals and metrics
Customer Service Representative –Bilingual
Assisted customers with insurance needs such as adding/deleting vehicles and drivers, processing renewals, cancellations, reinstatements, and payments, consistently meeting productivity and quality standards. Built trust by understanding unique customer needs and resolving them effectively and efficiently, improving customer satisfaction
Rep I Call Center Med D - Bilingual
Assisted Medicare Part D members with prescription refills and resolved member needs, enhancing member satisfaction. Educated members on Prescription Drug Plans, Explanation of Benefits, and plan changes during Open Enrollment or Special Election Periods, increasing plan understanding. Coordinated with members, doctors, providers, and pharmacists on Pre Authorizations, Step Therapy, Appeals, and Grievances, maintaining accurate records and improving resolution times
Customer Service Representative – Bilingual
Provided excellent customer service to Members, Providers, Agents, and Brokers, ensuring high satisfaction rates. Assisted in application completion, reviewed eligibility results, compared health plans, and enrolled clients in private Health Insurance, streamlining the enrollment process. Responded to all inquiries consistent with confidentiality and privacy policies, referring callers to alternate sources when appropriate. Handled escalated calls or issues concerning eligibility and claim appeals, resolving complex inquiries efficiently
Coordinator- Technical Support I/FinancialServices/QA Analyst/Operations Manager
Produced daily, weekly, and monthly reports of call monitoring evaluations, identifying areas of opportunity for agents and improving service quality. Provided coaching and training based on monitored calls, enhancing agent performance. Delivered exceptional customer service and technical support for voice and data products, maximizing productivity within a large call center environment. Troubleshot hardware and software issues, identifying network/application problems to ensure prompt resolution
Manager
Demonstrated knowledge of food, beverages, supervisory duties, service techniques, and guest interactions, ensuring high service standards. Continually monitored restaurant operations and took appropriate action to ensure food quality and service standards were consistently met. Built sales forecasts and schedules to reflect desired productivity targets, optimizing labor costs. Developed and maintained a staff that provided hospitality and professional service while adhering to policies and business initiatives. Communicated effectively and used strong interpersonal skills to establish positive relationships with guests and employees