Service Representative Rep

FRANCESCA ROMERO

520-***-**** · cellphone

************@*****.***

I have a desire to serve the community by helping them to understand what type of insurance plan they qualify for based on their medical, financial and personal needs. I want to be the Good difference in customer service they can trust.

EXPERIENCE

JUNE 2022 – DEC 2022 AEP

LICENSCED INSURANCE AGENT, Health IQ

During Annual Enrollment my responsibilities were to qualify, perform a needs assessment and introduce customer to a suitable medicare plan for enrollment.

SEPT 2021 – MAY 2022 AEP/OEP

LICENSED INSURANCE AGENT, Transact

My responsibilities for AEP and OEP were to qualify and enroll medicare recipients for a suitable medicare plan based on their medical, financial and personal needs.

Mar 2020 – August 2021

Customer Service Rep, FARMERS INSURANCE KEVIN VANDERSLICE AGENCY

As customer service representative my role was to direct (schedule appointment) prospective customers and their questions to a licensed agent for assistance.

July 2018 – Feb 2020 AEP

Benefits Advisor, AON RETIREE HEALTH EXCHANGE/ C-3

As a Benefits Advisor my role was to welcome new retirees to medicare healthplans transitioning from their place of employment. Assess their medical, financial and personal needs and enroll customer in a suitable health plan.

Oct 2013 – Feb 2018

CLINICAL CERTIFIED HEMODIALYSIS TECHNICIAN, FRESENIUS HEALTH CARE

As a CCHT my responsibilities included monitoring patients as their received their dialysis treatment and reported information to registered nurse.

EDUCATION

2018

LICENSED LIFE & HEALTH INSURANCE AGENT ARIZONA RESIDENT

1985

DIPLOMA, CANTERBURY CAREER COLLEGE MEDICAL ASSISTING TRAINING

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