Melva Donegal
ATLANTA,GA
Summary
Dedicated candidate eager to leverage knowledge in social services and program development. Skilled in running social services initiatives and developing policies and procedures. Collaborative and committed to addressing social issues to improve quality of life in marginalized communities.
Overview
12
12
years of professional experience
Work History
Case Manager
Ace Care management
06.2024 - Current
- Supervise and ensures the proper implementation of health care plans for members enrolled in the EDWP Elderly and Disabled Waiver Program
- Ensure service providers comply with the organization's health care plans for each member, proposing changes as necessary to improve or stabilize members' health conditions
- Facilitates effective communication between members and service providers, ensuring all relevant information is shared and understood
- Establishes and maintains efficient work relations with all stakeholders involved in members' care
- Assists members in making informed decisions by advocating for their clinical status and treatment options
- Conducts monthly and as-needed phone evaluations of members' health conditions and needs
- Performs quarterly and as-needed physical visits to evaluate members' health conditions post-COVID-19
- Participates in weekly meetings to discuss and resolve member issues, facilitating members' needs
- Follows professional standards as outlined by the organization's protocols, rules, and regulations, as well as those stipulated by the Department of Community Health.
Insurance Agent
Self Employed
08.2021 - 05.2024
- Performing needs analyst with client to find out what policy plan would be beneficial to their needs
- Once applicant decides on a plan I would process enrollment via a web base system
- Established strong customer relationships with regular outreach and follow-ups to maintain high satisfaction rate
- Expanded client base with powerful marketing, cold calling and referral management
- Responded to customer inquiries and issues, maintaining sound sales practices
- Prospected and scheduled quota of new client appointments per week
- Collaborated with colleagues to reach business goals, maximize leads and generate sales opportunities
- Explained different options to prospective clients and recommended suitable insurance policies
- Interviewed and obtained all required information to quote prospective clients
- Met and consistently exceeded monthly and quarterly insurance sales goals through detailed product and service knowledge
- Scheduled on-site visits and presentations to connect with new, established and potential clients
- Contacted policyholders and modified plans to reflect changing requirements and preferences
- Maintained clients through personalized acquisition and retention strategies
- Networked at events and dinners to obtain new clients
- Increased revenue by seeking out and capitalizing on new sales opportunities
- Checked compensation and payouts for fairness to clients and insurers
- Developed marketing strategies to compete with insurance companies
- Sold common and specialized policies to businesses and individuals
- Cross-checked and met policy requirements to fast-track request processing.
Benefit Specialist
USI
12.2019 - 08.2021
- Handled daily inquiries from employees regarding explanation of benefit package and plan details including medical, dental, vision, life, short and long term disability
- Assisted employees with claims process and escalated claims issues
- Entered payroll and benefits adjustments for overpayment and collection and communication to employees
- Processed payroll and benefits deductions accurately and timely into payroll system
- Maintained data integrity by verifying documents prior to upload
- Documented and maintained administrative procedures for benefit processes
- Acted as first point of contact for payroll and benefit inquiries
- Worked with internal staff and vendors to resolve difficult or sensitive insurance problems and related documentation
- Administered benefits system for 500+ employees, including multiple healthcare and insurance programs
- Identified relevant occupational trends through ongoing research, helping outline worker requirements based on industry changes and interrelated activities.
Administrative Assistant
A1-TOYOTA
04.2015 - 03.2016
- Answering incoming calls, forwarding to the right party, greeting and assisting visitors or customers
- Preparing and distributing daily management reports, accepting and processing
- Routed messages, coordinated appointments and directed personnel to various departments
- Monitored lobby access, security parameters and visitor documentation
- Directed numerous calls per day to appropriate recipients using multi-line system
- Treated visitors with friendly, approachable attitude
- Recorded inquiries, complaints and comments as well as action taken
- Scheduled appointments and documented updates in scheduling software
- Anticipated guest needs, delivering exceptional customer service to exceed expectations
- Answered questions regarding company pricing and policies
- Documented discussions, messages and actions taken to process inquiries and maintain thorough records
- Delivered skilled administrative support for diverse daily staff needs and special projects
- Upheld office security standards, checking in guests and issuing badges
- Transcribed handwritten or dictated information to create professional business correspondence
- Input new transactions and reconciled accounts to keep business finances current
- Scheduled and managed meeting spaces for staff
- Reviewed applications, determined eligibility and notified individuals of approval or rejection for programs
- Operated telephone switchboard to take messages and schedule appointments
- Used accurate calculations and current service details to prepare quotes for staff
- Organized master calendar, scheduling appointments, meetings and events for staff.
Independent Agent
Life insurance
10.2012 - 10.2014
- Prospecting and meeting with potential clients and evaluating their insurance needs
- Sale of Health & Life Insurance
- Built loyal clientele and sought out new business development opportunities with networking and referrals
- Helped customers to safeguard assets with catered insurance policies and strategic coverage adjustments
- Scheduled appointments with prospective customers to provide consultative advice
- Networked with other industry professionals to develop rapport and maintain favorable partnerships
- Generated new business and cross-sold existing customers to exceed sales goals
- Delivered superior customer service by explaining insurance products, suggesting policy updates and guiding sales process to address customer needs
- Assisted with closing process by coordinating with inspectors, lenders and escrow companies to obtain documents and clear issues
- Prepared representation contracts, purchase agreements and closing statements.
Education
Associate of Science (A.S.) - Business Administration -
Gateway Community College
New Haven, Connecticut06.2017
Skills
- Microsoft Word
- Excel
- Leadership
- Communication
- Problem solving
- Client Retention
- Customer Service
- Lead Development
- Account Management
- Client Relations
- Policy Renewals
- Leads Prospecting
- Customer Follow-Up
- Insurance Product Promotion
- Cross-Selling and Upselling
- Territory Expansion
- Referral Pipeline Maintenance
- Business Planning
- Policy Writing
- Risk Mitigation
- Deductible Expense Identification
- Legal Codes
- Client Account Management
- Operations Management
- Revenue Generation
- Regulatory Compliance
- New Client Acquisition
- Verbal And Written Communication
- Good Judgment
- High Volume Environments
- Case Management
References
Available on request.
Timeline
Case Manager
Ace Care management
06.2024 - Current
Insurance Agent
Self Employed
08.2021 - 05.2024
Benefit Specialist
USI
12.2019 - 08.2021
Administrative Assistant
A1-TOYOTA
04.2015 - 03.2016
Independent Agent
Life insurance
10.2012 - 10.2014
Associate of Science (A.S.) - Business Administration -
Gateway Community College
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