Medicare Benefits Advisor - Inside Sales Agent

• Sep 2020 - Present

Client Manager

• Jul 2017 - Jun 2020

At The Horton Group, I work in the Individual/Medicare department providing health insurance information and assisting our clients through the enrollment process. I am licensed in the state of Illinois to sell Medicare products offered by private health insurance companies. I am passionate in educating people about health insurance especially those that are transitioning into Medicare. With the many options that are offered in the market, I am always happy to help find the plan that fits their… Show more At The Horton Group, I work in the Individual/Medicare department providing health insurance information and assisting our clients through the enrollment process. I am licensed in the state of Illinois to sell Medicare products offered by private health insurance companies. I am passionate in educating people about health insurance especially those that are transitioning into Medicare. With the many options that are offered in the market, I am always happy to help find the plan that fits their individual need.

Client Analyst

• Feb 2017 - Jul 2017

Provide excellent customer service. Assist Client Managers with benefit implementation. Review/research/archive claim inquiries reported by employees.

Licensed Agent

• Mar 2013 - Sep 2016

Participated in multi-client teams to deliver customer service in health benefits. Managed a book of business selling Medicare Health Insurance to Medicare eligible individuals. Expert Knowledge in Medicare health products provided by different insurance carriers (Aetna, Cigna, Humana, BCBS, Silver Script) Appointed with 20 carriers and licensed in 6 states. Facilitated a Customer Service Elite training class with 90+ Benefit Advisors. Facilitated virtually utilizing WebEx. Trained a new hire… Show more Participated in multi-client teams to deliver customer service in health benefits. Managed a book of business selling Medicare Health Insurance to Medicare eligible individuals. Expert Knowledge in Medicare health products provided by different insurance carriers (Aetna, Cigna, Humana, BCBS, Silver Script) Appointed with 20 carriers and licensed in 6 states. Facilitated a Customer Service Elite training class with 90+ Benefit Advisors. Facilitated virtually utilizing WebEx. Trained a new hire onboarding class on job requirements (Medicare/CRM System). Provided face-to-face Spanish translation assistance to client’s employees.

Customer Service Representative

• Sep 2012 - Mar 2013

Processed electronic enrollments. Counseled participants on health & welfare benefits (HSA, FSA, COBRA). Provided benefit information via web (i.e. E-Gains). Effectively utilized company systems to provide information to participants.

Director Of Development

• Jul 2010 - Aug 2012

Organized and executed a financial aid/tuition plan for the school families. Created incentives for perspective families to build enrollment. Used various marketing strategies to build and maintain relationships with new & current families. Maintained good stewardship with school donors. Organized and executed a financial aid/tuition plan for the school families. Created incentives for perspective families to build enrollment. Used various marketing strategies to build and maintain relationships with new & current families. Maintained good stewardship with school donors.

Bank Teller

• Jul 2010 - Jul 2011

Provided excellent customer service by enthusiastically engaging in conversations with customers and right fitting them to products that best fit their need. Completed successful transactions with the most effective procedures for the security of our customers. Provided excellent customer service by enthusiastically engaging in conversations with customers and right fitting them to products that best fit their need. Completed successful transactions with the most effective procedures for the security of our customers.