Summary
Overview
Work History
Education
Websites
Timeline
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Cole Vercelli

Chicago

Summary

Dynamic Licensing Coordinator with a proven track record at OneDigital Advanced Health, achieving a 98% pass rate for licensing exams. Skilled in regulatory compliance and adept at cross-functional collaboration, I excel in data management and effective communication, ensuring timely licensing operations for over 500 employees.

Overview

3
3
years of professional experience

Work History

Licensing Coordinator

OneDigital Advanced Health
01.2024 - Current
  • Reviewed and verified licensing applications for accuracy and completeness.
  • Appointed newly licensed employees with eight health insurance carriers.
  • Taught material to new hires to prepare them for the Health Insurance General and State Licensing exams.
  • Helped 551 out of 562 total new hires pass the Health Insurance General and State Licensing Exam in 2024, achieving a 98% passing rate.
  • Tracked the status of applications and licenses, ensuring timely renewals and follow-ups for over 500 employees in 2024.
  • Partnered with cross-functional teams, including compliance, recruiting, and HR, to ensure seamless licensing operations.
  • Summarize licensing data in a way that is productive for those inside and outside of the compliance department.
  • Knowledge and proficiency with state regulatory agency software, and filing requirements.
  • Maintain accurate documentation, reports, and tracking systems for licensing activities.
  • Assist with any other administrative tasks, as required by the licensing team.

Licensed Insurance Agent

OneDigital Advanced Health
06.2023 - 01.2024
  • Assist Medicare recipients by providing them solutions to their medical, dental, vision, pharmaceutical, and general healthcare needs
  • Manage multiple CRM's and research tools simultaneously through effective organization and multitasking
  • Interview prospective clients to learn about their needs, discuss any existing coverage, then present and clearly explain insurance policy options based on those stated needs
  • Build and maintain a book of business through effective use of inbound and outbound leads, and consistent client follow up
  • Achieve high levels of enrollments (300+) through extensive product knowledge, thorough compliance procedures and skillful sales strategy
  • Ended Annual Enrollment Period (October 15-December 7) with 190 sales and 34% conversion rate of inbound leads

Operations Team Member

Llama Naturals
06.2022 - 08.2022
  • Shipped packages of natural vitamins and received on average 3,000 bottles of goods weekly under the guidance of the company's procedures
  • Created and updated Excel spreadsheets detailing the latest piece weight and average bottle weight information regarding the product
  • Observed and executed quality control procedures on every vitamin bottle daily
  • Demonstrated self-reliance by meeting and exceeding workflow needs

Education

Bachelor of Arts - Business

Carthage College
Kenosha, WI
05.2023

Timeline

Licensing Coordinator

OneDigital Advanced Health
01.2024 - Current

Licensed Insurance Agent

OneDigital Advanced Health
06.2023 - 01.2024

Operations Team Member

Llama Naturals
06.2022 - 08.2022

Bachelor of Arts - Business

Carthage College

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Cole Vercelli