Theresa Victoria Ingram
Augusta
Summary
Efficient Medicare Enrollment Specialist known for high productivity and ability to complete tasks swiftly. Specialize in navigating complex enrollment systems, understanding Medicare policies, and providing clear, empathetic communication with clients. Excel in problem-solving, adaptability, and maintaining confidentiality, ensuring smooth enrollment processes and client satisfaction.
Overview
13
13
years of professional experience
Work History
Medicare Enrollment Specialist
Exact Medicare
Remote
12.2024 - Current
- Facilitated the enrollment process for Medicare beneficiaries, ensuring accurate and timely completion of applications.
- Managed Medicare enrollment procedures, streamlining application processes for enhanced efficiency.
- Processed Medicare enrollment applications, maintaining compliance with regulatory standards and timelines.
Life Coach
Minister Theresa Victoria Minitries
Augusta ( Remote)
10.2017 - Current
- Met with clients to understand individual needs and develop personalized counseling plans.
- Followed appropriate methodology to deliver optimum counseling meeting individual needs.
- Utilized a variety of techniques such as cognitive-behavioral therapy, mindfulness, and positive psychology to assist clients in achieving their objectives.
- Utilized tests and activities to determine unique client skills and passions.
Medicare Enrollment Specialist
TranzAct
Fort Lee (remote)
05.2024 - 01.2025
- Responded to customer inquiries related to their enrollment status or other issues.
- Explained eligibility details and affordability options to patients with kindness and respect.
- Participated in training sessions designed to increase understanding of new policies or procedures related to enrollment processes.
- Researched customer inquiries regarding eligibility for Medicare programs.
- Maintained current knowledge of all applicable laws governing the Medicare program.
Life Insurance Advisor
Assurance IQ
06.2023 - 01.2024
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Developed marketing strategies to compete with other individuals or companies selling insurance.
Life Insurance Advisor
Insurance Supermarket
Miami (remote)
10.2022 - 02.2023
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Sold life insurance policies via telephone.
- Calculated premiums and established payment methods.
- Upsold products to policyholders and potential new clients.
- Exceeded company sales goals for new policies.
Senior Sales Life Insurance Representative
Primerica
05.2012 - 10.2022
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Communicated with clients to understand needs and identify best policies for each case.
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Exceeded company sales goals for new policies.
- Contacted prospective customers to present information and explain available services.
- Provided leadership and training for new agents regarding industry best practices and company policies.
Education
Some College (No Degree) - Women's Ministry
Open Ministry
Remote11-2016
Some College (No Degree) - Life Sciences
Life Coach Insitute
RemoteSome College (No Degree) - Teacher Aide
Penn Foster Career School
Scranton, PASkills
- Customer service
- Sales strategies
- CRM software
- Medicare knowledge
- Eligibility assessment
- Problem solving
- Upselling
- Industry regulations
- Life insurance
- Regulatory compliance
- Client assessment
- Customer follow-up
- Quotes and sales
- Professionalism and ethics
- Licensed insurance agent
Timeline
Medicare Enrollment Specialist
Exact Medicare
12.2024 - Current
Medicare Enrollment Specialist
TranzAct
05.2024 - 01.2025
Life Insurance Advisor
Assurance IQ
06.2023 - 01.2024
Life Insurance Advisor
Insurance Supermarket
10.2022 - 02.2023
Life Coach
Minister Theresa Victoria Minitries
10.2017 - Current
Senior Sales Life Insurance Representative
Primerica
05.2012 - 10.2022
Some College (No Degree) - Women's Ministry
Open Ministry
Some College (No Degree) - Life Sciences
Life Coach Insitute
Some College (No Degree) - Teacher Aide
Penn Foster Career School