Customer Service Administrative Assistant

Summary

Over ** years experience - Administrative Assistant, Customer Service in the Individual Health, Covered California, Medicare & Small Group Industry.

Skills and Training

MS Word & Excel Outlook Customer Service

Accounts Receivable/Payable Medicare.gov Individual / Senior Sales

Webinars Many Platforms Medicare Advantage/Prescription Drug EZLynx Customer Service Database

Employee Navigator Sales Force Quotit

Prepare Census for Quoting Analyze Benefits/Quotes Life & Health Licensed / 1997

Employment Summary

eHealth Insurance - Remote Medicare Sales

06/2021 – 9/2023

Remote Medicare Sales Representative

Medicare Phone Sales

CIF Insurance, Inc. - Huntington Beach, CA

06/2019 - 02/2021

Office Assistant - Producer

Administrative Assistant, Covered California Sales, Individual Sales, Customer Service & Small Group

Account Manager

Moore Benefits, Inc. - Irvine, CA

01/18 - 06/18

Office Assistant

Reception

Process mail

Input commission data into Excel spreadsheet

Label files

Other various administrative duties

Azonic Insurance Agency, Inc. - Newport Beach, CA

03/07 - 5/16

Administrative Assistant

Reception - Phones 4-6 lines, messages, schedule appointments

Billing, Claims, and answer benefits questions (Customer Service)

Prepare quotes for Small Group Renewals

Prepare quotes for Individual Medical clients and prospects

Prepare quotes for Senior Medical and Prescription Drug clients and prospects

Contact, review and renew Individual Medical policies

Contact, review and renew Senior Medical and Prescription Drug policies

Contact, review and renew Small Group Policies

Office Manager - order supplies, maintain office equipment

Prepared office move and set up at new location

Tax & Financial Group - Newport Beach, CA

03/99 - 01/05

Small Group Service Representative

Prepare Quotes, Spreadsheets, Prepare Enrollment Material, Underwriting New Business, Process

Employee Applications, Customer Service Issues (claims, billing, eligibility, COBRA)

Education: High School Graduate - Life & Health License 1997 - Continuing ED to maintain License

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