Melissa Percell

Melissa Percell

Independent Insurance Agent

Followers of Melissa Percell822 followers
location of Melissa PercellDenver, Missouri, United States

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  • Timeline

  • 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 Fundamentals

      2014 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 - 1998
      High School General Education

      Activities 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 - 2003
      Financial Planning and Services

      Completed 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 2020
      Independent Insurance Agent

      Review 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 2013
      Division Office Coordinator

      Recruiting & 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 2013
      Public Notary

      Notarize Documents, Personal and Business

    • Colonial Life

      Feb 2013 - Mar 2017
      Employee Benefits Enroller

      Present 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 - now
      Mental Health Billing & Credentialing Specialist
    • Forrest T. Jones & Company

      Mar 2014 - Apr 2015
      Retirement Market Relationship Specialist

      I 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 - now
      Credentialing, Consulting, Claims Auditing, Patient Account Reviews and Billing Services

      New 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 - now
      Worth County, MO

      Certified 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 - now
      Employee Benefits Enroller

      Accepting 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
      Advent EnterprisesAssociated with Melissa Percell
    • Coordinator: ASF Gold Sponsorship/Annual ASF Stroke Walk

      Issued by Physicians Mutual
      Physicians MutualAssociated with Melissa Percell
    • Juvenile Diabetes Foundation- Member of Event Planning Team

      Issued by Forrest T. Jones
      Forrest T. JonesAssociated with Melissa Percell