Whitley Perry
Durham
Summary
Team-oriented Health Care Professional with extensive knowledge in Insurance laws and regulations. With over 10 years experience as a Benefit Administrator. Excellent background in customer service, exceeding client expectations from initial contact through post sales follow up. Analytical and organized with the proven ability to identify client needs. Possess a Health Insurance License in 35 states.
Overview
14
14
years of professional experience
Work History
Group Operations Specialist Role (Fulfillment)
Gusto
09.2024 - 01.2025
- Maintain high quality standards by following necessary processes to meet our carrier requirements.
- Intake customer health insurance selections for renewals and new plans, and work directly with the health insurance carrier to input necessary documentation and information to meet application requirements.
- Efficiently and accurately process health insurance selections on behalf of our customers handling both the submission and approval of carrier orders.
- Respond to follow up requests from both our carrier partners and customer facing teams when additional information is needed or changes need to be made.
- Provide both internal and external partners with excellent customer service by proactively ensuring all necessary information is quickly and accurately managed allowing us to deliver customer health insurance benefits by their effective date.
- Maintain high quality standards by following necessary processes to meet our carrier requirements.
- Thorough understanding of all health insurance carrier partner requirements and portals in order to process new and renewal health insurance carrier orders.
Licensed Medicare Sales Agent
Assurance IQ
09.2021 - 06.2024
- Present products and programs to potential prospects, including Medicare Advantage, Medicare Supplements, Prescription Drug Plans and Specialty.
- Develop product presentation and Educate Medicare-eligible individuals while adhering to company policies, National Association of Insurance Commissioners (NAIC) guidelines and CMS regulations.
- Utilize a consultative sales approach to determine needs, make plan presentations, handle obstacles and close the sale over the phone.
- Make outbound calls to prospective members to follow up on questions.
- Conducts daily productivity tracking and provides reports on business generated through all activities.
- Meet and exceed sales quotas, compliance requirements, and department/manager expectations.
Benefits Consultant/Licensed Health Insurance Agent
Go Health
08.2020 - 01.2021
- Conducted fact-finding assessments to create sales presentations for client engagement.
- Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.
- Sold/enrolled individuals in medical, dental, and vision health plans over the phone.
- Sold on exchange(marketplace) and off exchange health insurance plans.
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
- Prepared reports on enrollment statistics and discussed how to improve enrollment procedures during team meetings.
Benefit Administrator
Aon Hewitt
02.2011 - 07.2018
- Ability to accurately and effectively communicate plan rules and provisions to Participants, beneficiaries and other interested parties in a clear, concise and professional manner.
- Responsible for processing pension benefit applications, deceased participant files, and death benefit applications.
- Coordinates coverage with the health benefits team.
- Requests and processes stop payments and ACH deletions/reversals.
- Processes voids, check replacements and requests reimbursement for overpayments.
- Facilitates distribution requests for participants and beneficiaries from the money purchase pension plan.
- Worked through various Human Resource issues such as recruiting, benefits processing, compensation, system accesses and reporting with 12 major clients.
Education
Bachelor of Science - Healthcare Management
University of Phoenix
Tempe, AZ06-2026
Pre-licensing Certificate of Completions - Accident And Health/Life Producer
A.D Banker & Company
08.2020
Skills
- 75wpm/96% accuracy
- Microsoft Office Suite-Excel, PowerPoint, Excellent, Word, outlook
- Strong Multi-tasking skills
- CSPro
- Salesforce
- Strong Communication skills
- Accounts Payable, System Administrator
- Five9
- Data entry
- Human Resource
- Multi-tasking
- Payroll
- Seminars
- Insurance sales strategy
- Email marketing
Certifications and Licenses
- Illinois Health Insurance License(Licensed in 35 states) 2020-Present
- CMS(Centers for Medicare and Medicaid services) Certificate 2020-Present
- AHIP Certificate 2021-Present
Timeline
Group Operations Specialist Role (Fulfillment)
Gusto
09.2024 - 01.2025
Licensed Medicare Sales Agent
Assurance IQ
09.2021 - 06.2024
Benefits Consultant/Licensed Health Insurance Agent
Go Health
08.2020 - 01.2021
Benefit Administrator
Aon Hewitt
02.2011 - 07.2018
Pre-licensing Certificate of Completions - Accident And Health/Life Producer
A.D Banker & Company
Bachelor of Science - Healthcare Management
University of Phoenix
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