Elizabeth An

Supervised daily activities of licensed agents and customer service representatives, managing a team of 10-20 employees. Responsible for scheduling, approving timecards, and coaching sales agents to drive new sales and ensure operational efficiency.

Established and maintained positive business relationships, negotiating favorably and building consensus to achieve desired results. Understood and interpreted regulatory concerns including HIPAA, CMS rules, and ERISA, while managing data entry and appeals processing.

Conducted omni-channel sales discussions and enrolled eligible prospects for individual and Medicare plans during various election periods. Followed up on leads, ensured member satisfaction, and maintained knowledge of product portfolios and CMS Medicare Marketing Guidelines.

Performed receptionist and clerical duties, supporting efficient communication and information flow within the department. Processed patient admissions, maintained complete patient records, and coordinated patient appointments for procedures and treatments.

Supervised team activities by reviewing KPIs, managing assignments, and providing a positive customer experience. Coached and motivated 24 Telephonic Enrollment Agents, ensuring quality assurance, compliance, and adherence to sales targets.

Qualified individuals and families for health insurance plans, performing full sales cycles and closing sales calls. Managed inbound customer inquiries, achieving a 43% conversion rate with 90 applications submitted per month.

Conducted insurance plan demos and managed the full sales cycle from qualifying leads to closing sales. Handled inbound customer inquiries and consistently closed 2-3 sales per day for Medicare AEP, OEP, and SEP periods.

Managed technicians' schedules, created cost-effective routes, and acted as a liaison between technicians and customers. Coordinated dispatch, maintained on-call schedules, and updated customer information.

Performed general clerical duties including photocopying, faxing, mail distribution, and filing. Coordinated and maintained records, created documents using Microsoft Office, and managed office policies and procedures.

Grade: 3.7

Currently pursuing a Bachelor of Science in Healthcare Coordination through Arizona State University's online program. Graduated in May 2025.

Completed high school education and obtained a High School Diploma from Washington High School.