
Melissa Percell
Independent Insurance Agent

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About me
Life and Health Producer/Employee Benefits Enrollment Specialist - on site or remote in 23 states. AL, AR, DC, FL, IA, KS, IL, MI, MN, MO, NC, NE, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WI
Education

LOMA
-FLMA Level 1 Insurance Fundamentals2014 LOMA 311 Business Law for Financial Service Professionals (In Progress)2014 LOMA 291 Improving the Bottom Line: Insurance Company Operations2012 LOMA 281 Meeting Customer Needs with Insurance and Annuities

Worth County High School
1987 - 1998High School General EducationActivities and Societies: Track, Band, FFA, Art Club, Youth Group Outside of General High School courses, I completed courses in Business Law, Sales, Accounting and Public Speaking.

Columbia College
2002 - 2003Financial Planning and ServicesCompleted Financial Services and Business Courses focusing on Mortgages, Real Estate, Insurance and Investments and Management to further my knowledge in the field.
Experience

Self Employed Insurance Industry
Jul 2005 - Dec 2020Independent Insurance AgentReview life and health insurance needs of clients, underage and overage, with the availability of products offered by multiple insurance companies, based on field underwriting of health issues and health history. Provide service to new and existing clients.

Physicians Mutual
Apr 2009 - Feb 2013Division Office CoordinatorRecruiting & Contracting, Agent Training, Compliance, Bookkeeping, New Business, Policy Owner Services, Marketing & Advertising, Community Involvement, Agent Incentives, Monthly-Quarterly - Annual planning, Sales and Producer Reports...

Jackson County, MO
Sept 2009 - Sept 2013Public NotaryNotarize Documents, Personal and Business

Colonial Life
Feb 2013 - Mar 2017Employee Benefits EnrollerPresent and Enroll Core and Supplemental Benefits to Employees through conducting group presentations as well as one on one counseling sessions. Member of National Enrollment Team.Colonial Life Supplemental Benefits include: Whole Life, Universal Life, Term Life, Critical Illness, Cancer, Disability including Mental Health, Accident, Dental and Medical Bridge Insurance Coverages.

Self-employed
Mar 2013 - nowMental Health Billing & Credentialing Specialist
Forrest T. Jones & Company
Mar 2014 - Apr 2015Retirement Market Relationship SpecialistI provided inside sales support for four advisors which includes inside sales, participating in outside sales enrollments as needed, reviewing and completing transfer paperwork prior to processing, administrative support to Missouri school districts for whom we provide retirement plan compliance, and participant review scheduling. In addition, I provide support for the Medicare department as needed during times of Annual and Open Enrollments by reviewing applications prior to processing.

Healthcare Provider Needs Based Contracting
Nov 2014 - nowCredentialing, Consulting, Claims Auditing, Patient Account Reviews and Billing ServicesNew and Continued Provider Credentialing, Office Re-Organization and New Office Set-Up Consultation, Out-sourced and In-House Claims Auditing, Outstanding Patient Account Reviews and Payment Plan Negotiations, Patient Insurance Policy Reviews and Education with Optional Re-Writes to More Suitable In-Network Policies and Billing Services.

Public Notary
Sept 2015 - nowWorth County, MOCertified and Bonded through September 13, 2019 Notary # 15649624Leases, Legal Documents, Medical Records, Private Contracts, Sports Documents and all other documents requiring Notary Stamp and Signature. Available for group notary and transportation for on-site notarizing.

Colonial Life
May 2021 - nowEmployee Benefits EnrollerAccepting Enrollment Opportunities via Zoom or In-person, commission or Per Diem. Resident MO Non-resident IA, NE, KS (in process).
Licenses & Certifications

2013-2014 ACA Individual Marketplace and SHOP Certified

2014-2015 ACA Individual Marketplace and SHOP Certified

CMS Medicare Part B Billing Certification

Life and Health Insurance Licensed (MO/KS)

Long Term Care Partnership

Series 65 Investment License
Volunteer Experience
Job Trainer for Physically and Mentally Handicapped
Issued by Advent Enterprises
Associated with Melissa PercellCoordinator: ASF Gold Sponsorship/Annual ASF Stroke Walk
Issued by Physicians Mutual
Associated with Melissa PercellJuvenile Diabetes Foundation- Member of Event Planning Team
Issued by Forrest T. Jones
Associated with Melissa Percell
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