Valerie Mondie
Memphis,TN
Summary
Diligent Caregiver focused on providing optimal support to clients through personalized assistance and care required to manage diverse medical conditions. Proficient in organizing medications, doctor appointments and personal activities. Caring, organized and friendly with excellent interpersonal skills.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Retiree Benefit Counselor
Randstad/ Mercer
07.2023 - 12.2023
- Helping retirees that are being transitioned from EGP to individual plans
- Reviewing individual plans and helping them determine which plan would best meet their needs for medical coverage
- Performing at least two counseling sessions with client and their spouse, completing their enrollment into MAPD or Medicare Supplement Plan
- Explaining and reviewing their health reimbursement plans and how their coverages would work for them
- Confirming their enrollment and documenting into company system.
- Developed and maintained detailed records of employee benefit data, ensuring accurate reporting for internal and external stakeholders.
- Analyzed and evaluated existing compensation and benefits programs and recommended improvements.
ACA Health Insurance
American Health Reform
03.2023 - 06.2023
- Current active health and life insurance license
- AHIP/ACA certifications
- Act as main point of contact for clients to assist them in enrolling in an insurance plan
- Client intake of information
- Helping clients to receive income premium assistance.
Benefit Educator
DirectPath Health
10.2022 - 02.2023
- Help employees choose most suitable benefits package, inform them of crucial program aspects and options, and assist them with enrollment process
- Enter and regularly update employee data using HRIS software to create comprehensive staff records
- Verify all employee data is complete and accurate
- Advise senior management on creation of benefits programs that are suited to employees' specific needs
- Assist employees with claims and queries, help them fill out and submit forms, and follow up on claims on employees' behalf
- Conduct employee surveys to determine their preferences and requirements, and suggest improvements to benefits schemes accordingly.
Licensed Health Insurance Agent Team Lead
Digital Media Solutions
08.2021 - 05.2022
- Manage large amounts of inbound and outbound calls in a timely manner
- Follow communication "scripts" when handling different topics
- Identify customers' needs, clarify information, research every issue and provide solutions and/or alternatives
- Seize opportunities to upsell products
- Build sustainable relationships and engage customers by taking extra mil
- Keep records of all conversations in call center database in a comprehensible way
- Frequently attend educational seminars to improve knowledge and performance level
- Meet personal/team qualitative and quantitative targets.
Licensed Health Insurance Agent
e-Telequote Insurance
03.2021 - 05.2021
- Manage large amounts of inbound and outbound calls in a timely manner
- Follow communication "scripts" when handling different topics
- Identify customers' needs, clarify information, research every issue and provide solutions and/or alternatives
- Seize opportunities to upsell products when they arise
- Build sustainable relationships and engage customers by taking the extra mile
- Keep records of all conversations in our call center database in a comprehensible way
- Frequently attend educational seminars to improve knowledge and performance level
- Meet personal/team qualitative and quantitative targets.
Licensed Health Insurance Agent
BroadPath Healthcare Solutions/ Arkanas Blue Cross Blue Shield
09.2020 - 12.2020
- Medicare Advantage, Medicare Supplements, and Market Place enrollments
- Meeting with new clients to explain differences in Medicare Advantage plans and Medicare Supplement plans and assist them in enrolling in a healthcare plan that best meets their health care needs
- FFM trained and in completing enrollments in on exchange plans.
Licensed Health Insurance Agent
Carefree Direct
05.2019 - 09.2020
- Manage large amounts of inbound and outbound calls in a timely manner
- Follow communication "scripts" when handling different topics
- Identify customers' needs, clarify information, research every issue and provide solutions and/or alternatives
- Seize opportunities to upsell products when opportunity arises
- Build sustainable relationships and engage customers by taking extra mile
- Frequently attend educational seminars to improve knowledge and performance level
- Meet personal/team qualitative and quantitative targets.
Licensed Health Insurance Agent
Connexion Point
06.2018 - 03.2019
- Manage large amounts of inbound and outbound calls in a timely manner
- Follow communication "scripts" when handling different topics
- Identify customers' needs, clarify information, research every issue and provide solutions and/or alternatives
- Seize opportunities to upsell products
- Build sustainable relationships and engage customers by taking extra mile
- Keep records of all conversations in call center database in a comprehensible way
- Frequently attend educational seminars to improve knowledge and performance level
- Meet personal/team qualitative and quantitative targets.
Client Services Representative
Ciox Health
05.2017 - 05.2018
- Receives incoming requests for information and responds to requests by opening mail, assisting walk-ins and telephone inquires, and retrieving facsimile inquires in a timely manner
- Date stamps all requests and highlights pertinent data to facilitate processing
- Validates requests and authorizations for release of medical information according to HIPPA guidelines and established procedures
- Completes release of information requests including retrieving patients medical charts and returning charts, copying/scanning medical records accurately and correctly according to request, established procedures standards of quality; and electronically transmit records
- Provides excellent customer service by being attentive, respectful and professional at all times; insures understanding of customer request and follows-through as promised; being proactive in identifying and addressing member concerns, or problems.
Quality Assurance Technician
Dayco Products, LLC
09.2016 - 04.2017
- Complete hourly production reports for production, to include percentage averages for all packers
- Audit product through out entire packaging process to insure product meets clients specifications
- Verify final product count is accurate and packaged correctly
- Assist packers in meeting department daily production.
Packer/Quality Assurance Tech
Pyramid Staffing
04.2016 - 09.2016
- Insure product is packaged according to client specifications and meet hourly production
- Complete hourly reports for shift in kitting department
- Verify product count is accurate for order; verify product is package with correct labeling and product.
Office Manager
CLC Tax Service
01.2015 - 04.2016
- Open office daily; complete client intake forms, enter client information into system
- Prepare and e-file client taxes, print checks and disburse checks to clients.
Patient Care Rep/ Closing Specialist
Aerotek
03.2011 - 11.2014
- Perform prior authorizations, communicate with patients, doctors offices, and insurance companies to obtain authorizations for patient to receive speciality drugs
- Input data into computer system to generate authorizations
- Review HUD 1 Settlement Statements for accuracy, order wire transfers for closings, reconcile files
- Schedule closings, complete audits and scan files into back office for corporate office.
Mortgage Loan Originator
Empire Mortgage
05.2000 - 02.2011
- Interviewing potential mortgage applicants
- Gathering and evaluating applicant's background financial information
- Submitting mortgage applications on behalf of borrowers
- Following the application process through to end, including appraisal and underwriting
- Providing continued assistance to borrower during and after application process.
Education
Associates in Business Adminstration -
Southern University
Shreveport, LA05.1986
General Studies -
Southwood High School
Shreveport, LA05.1983
Skills
- CUSTOMER SERVICE
- RETAIL SALES
- MULTITASKING
- ORGANIZATIONAL SKILLS
- Customer Support
- Call Center
- CSR
- Customer Care
- Health Insurance
- Sales Experience
- Intake Experience
- Insurance Sales
- Retail Management
- Upselling
- Insurance Verification
- HIPAA
- Negotiation
- Office Management
- Inside Sales
- Cold Calling
- Quality Assurance
- Store Management Experience
- Loan Officer Experience
- Salesforce
- Loan Origination
- Pharmacy Technician Experience
- Tax Experience
- Credit Analysis
- Fair Housing Regulations
- DocuSign
- Recruiting
- Relationship management
- Google Docs
- Sales
- Presentation skills
- Team management
- Document management
- Customer service
- Insurance sales
- Typing
- Windows
- Information management
- Quality assurance
- Adobe Acrobat
- Medical records
- Leadership
- Licensed Home for Aged/Assisted Care Living Facility Administrator Department of Health State of Tennessee
- Licensed Group by Department of Mental Health and Substance Abuse
- Inside sales
- Telemarketing
- Retail sales
- POS
- Cold calling
- Sales management
- Direct sales
- Supervising experience
- Office management
- Driving
- Time management
- Organizational skills
- Computer skills
- Care plans
- Mentoring
- Microsoft Access
- Training & development
- Tax experience
- CRM software
- Microsoft Office
- Communication skills
- Search engines
- B2B sales
- Social media management
- SharePoint
- Analysis skills
- Customer support
Certification
- Life & Health Insurance License, 11/01/18, 12/01/24
- Driver's License, 05/01/18, 05/01/26
- Insurance Producer License
- CPR Certification
Additional Information
- CORE COMPETENCIES
- National Career Readiness Cert
- Maintaining Accurate Records
- Insure Order Specs
- PTCB Certified
- Multitasking
- Team oriented worker
- Excellent Customer Service
- Organizational Skills
- Retail Store Management
Assessments
- Customer service - Proficient, 09/01/22
- Supervisory skills: Motivating & assessing employees - Proficient, 12/01/20
- Work style: Professionalism - Proficient, 01/01/23
- Work style: Reliability - Proficient, 01/01/23
- Administrative assistant/receptionist - Proficient, 02/01/24
- Inside sales - Proficient, 12/01/20
- Customer service - Proficient, 01/01/21
- Sales fit - Proficient, 06/01/21
- Sales skills - Proficient, 06/01/23
- Marketing - Proficient, 05/01/22
- Sales skills - Proficient, 05/01/22
- Customer focus & orientation - Proficient, 06/01/23
- Sales skills - Proficient, 10/01/20
- Customer focus & orientation - Proficient, 05/01/22
- Call center customer service - Proficient, 09/01/22
- Attention to detail - Proficient, 09/01/22
- Delivery driver - Proficient, 11/01/23
- Project timeline management - Proficient, 12/01/20
- Work style: Conscientiousness - Proficient, 09/01/22
- Data entry: Attention to detail - Proficient, 12/01/23
- Sales skills - Proficient, 12/01/22
- Business math - Proficient, 12/01/23
- Teamwork: Interpersonal skills - Proficient, 01/01/24
Military Service
Army, United States, E-4, 11/01/83, 11/01/85
State Licensure
State of Tennessee Department of Mental Health and Substance Abuse (Mental Health Supportive Living)
State of Tennessee Department of Health (Residential/Institutional Home Administrator)
State of Tennessee Department of Insurance and Commerce (Life and Health Insurance)
Timeline
Retiree Benefit Counselor
Randstad/ Mercer
07.2023 - 12.2023
ACA Health Insurance
American Health Reform
03.2023 - 06.2023
Benefit Educator
DirectPath Health
10.2022 - 02.2023
Licensed Health Insurance Agent Team Lead
Digital Media Solutions
08.2021 - 05.2022
Licensed Health Insurance Agent
e-Telequote Insurance
03.2021 - 05.2021
Licensed Health Insurance Agent
BroadPath Healthcare Solutions/ Arkanas Blue Cross Blue Shield
09.2020 - 12.2020
Licensed Health Insurance Agent
Carefree Direct
05.2019 - 09.2020
Licensed Health Insurance Agent
Connexion Point
06.2018 - 03.2019
Client Services Representative
Ciox Health
05.2017 - 05.2018
Quality Assurance Technician
Dayco Products, LLC
09.2016 - 04.2017
Packer/Quality Assurance Tech
Pyramid Staffing
04.2016 - 09.2016
Office Manager
CLC Tax Service
01.2015 - 04.2016
Patient Care Rep/ Closing Specialist
Aerotek
03.2011 - 11.2014
Mortgage Loan Originator
Empire Mortgage
05.2000 - 02.2011
Associates in Business Adminstration -
Southern University
General Studies -
Southwood High School
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