Julian Lopez

Medicare Education at CareFree Management Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Fort Myers, Florida, United States, US
Languages
  • Spanish Professional working proficiency

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Credentials

  • 2-40 Health Insurance Agent License
    Florida Department of Financial Services
    Feb, 2020
    - Oct, 2024

Experience

  • CareFree Management Ltd
    • United Kingdom
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Medicare Education
      • Jul 2021 - Present

      •Answered nearly 60 calls daily from customers inquiring about company services, billing issues, or general support. •Executed quality client relations through fast responsiveness, reliability, assurance, and professionalism. •Responded to telephone inquiries within the set departmental staffing and time parameters. •Implemented feedback from supervisors to enhance growth and performance. •Maintained knowledge of plan benefits for commercial insurance, Medicare, & Medicaid. •Answered nearly 60 calls daily from customers inquiring about company services, billing issues, or general support. •Executed quality client relations through fast responsiveness, reliability, assurance, and professionalism. •Responded to telephone inquiries within the set departmental staffing and time parameters. •Implemented feedback from supervisors to enhance growth and performance. •Maintained knowledge of plan benefits for commercial insurance, Medicare, & Medicaid.

  • Advocate Health Advisors
    • United States
    • Insurance
    • 100 - 200 Employee
    • Insurance Agent
      • Jun 2020 - Jul 2021

      •Generated new business via telephone, networking, and other lead sources. •Applied and maintained knowledge of underwriting guidelines of sales protocol for 6 carriers in 10 States. •Grew business and drastically improved profitability by identifying new target markets, establishing and nurturing customer relations, and creating innovative strategies. •Prepared complete and accurate applications for underwriting and ensured proper delivery of policy to client. •Generated new business via telephone, networking, and other lead sources. •Applied and maintained knowledge of underwriting guidelines of sales protocol for 6 carriers in 10 States. •Grew business and drastically improved profitability by identifying new target markets, establishing and nurturing customer relations, and creating innovative strategies. •Prepared complete and accurate applications for underwriting and ensured proper delivery of policy to client.

  • TRANZACT
    • United States
    • Advertising Services
    • 700 & Above Employee
    • Benefits Coordinator
      • Nov 2018 - Jun 2020

      •Mentored associates on a 1-on-1 basis to review account results and develop a plan to improve performance. •Negotiated with clients to resolve account delinquencies, earning client trust while maintaining company loyalty. •Balanced the needs of multiple customers simultaneously in a fast-paced environment. •Maintained detailed administrative and procedural processes while managing a wide variety of customer service issues in order to improve accuracy, efficiency, and satisfaction for several insurance companies. Show less

Education

  • Cypress Lake High School

Community

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