Licensed Benefit Advisor
Current• Licensed Insurance Agent Health and Life licenses (IL), CMS certified for Medicare sales, fully certified for Federal Insurance Marketplace, licensed 44 states • Assumed the management of the Member Services Department as Team Lead, managed staff of 16 Member Services Agents thru the 2014 Federal Marketplace Health Insurance Open Enrollment period. Responsibility included escalations for compliance, legal and customer service issues, 300-500 calls per day. Managed Customer complaints, personnel issues and special projects. • Team Leader for H&R Block Campaign, organized the department start-up, training and management of 35 entry-level phone-based sales representatives using H&R Block’s standard of excellence• Pre-licensing Training Instructor, trained 400+ candidates (8 classes) through a 1-week pre-licensing education and coaching curriculum pursuant of their Illinois Health Insurance License—passing rate of 78% (2 times testing).• Member Services Agent assisting brokerage’s clients in enrollment, Federal Marketplace and insurance company issues, including selling ancillary products and other insurance needs to these clients• Sold on the 2013 H & R Block dedicated team; selling ACA insurance plans to HRB identified clients. 200+ plans in 12 weeks.• Sold Medicare products for 5 week during 2013 Annual Enrollment, including Medigap, Medicare Advantage and PDP (part D plans). Closed 55 plans in 30 days.• Organized special project for contact with plan enrollees with enrollment problems (information and insurance company issues) related to December 2013 initial FFM sign-up—over 1,000 application resolved.