At WTW, I supported Medicare sales and enrollment by helping beneficiaries evaluate Medicare Advantage and prescription drug plans. I conducted needs assessments, explained coverage and eligibility, and facilitated enrollments in line with CMS regulations and company guidelines.
At eHealth, I educated potential customers about Medicare plans, used CRM software to track leads and interactions, and conducted needs assessments to identify suitable options. I’m also expanding my knowledge of individual tax preparation through Intuit Academy coursework, including practice with Form 1040, filing statuses, credits, and deductions.
