Summary
Overview
Work History
Education
Skills
Timeline
Generic

Yoelcidni Estrada

Chicago

Summary

Detail-oriented, client-focused professional with experience in retail, hospitality, museum operations, and insurance, primarily in customer service and team support roles. Quick to learn new systems and processes, with a strong ability to adapt to changing environments. Seeking a role where strong communication, operational accuracy, and relationship management skills can contribute to organizational success, with opportunities for long-term growth in customer service, operations, or administrative support, with the goal of advancing into a leadership or management position.

Overview

3
3
years of professional experience

Work History

Licensed Medicare Sales Agent

DH Insurance Group
Boca Raton
09.2025 - 01.2026
  • Served as primary point of contact for Medicare-eligible clients, providing guidance on Medicare Advantage options and coverage details
  • Assessed client needs, including health, budget, and coverage requirements, to recommend appropriate plans
  • Assisted with approximately 60–100 Medicare enrollments per month, ensuring accurate documentation and application processing
  • Resolved client inquiries with professionalism, clarity, and empathy in a high-volume call environment
  • Maintained an average 95%+ QA/compliance score while adhering to CMS and company regulations
  • Conducted outbound follow-up outreach to re-engage prospects and support enrollment opportunities

Benefits Consultant

OneDigital Advanced Health
Chicago
07.2023 - 09.2025
  • Managed inbound and outbound client communication to support policy inquiries, application follow-ups, and retention activities
  • Utilized multiple systems to verify eligibility, process sensitive data, and maintain accurate client records
  • Used book-of-business tools to track applications, monitor status updates, and identify documentation requirements
  • Documented audit findings using quality assurance scorecards to evaluate performance and support compliance improvement initiatives
  • Collaborated with internal teams to improve workflow efficiency and client service outcomes
  • Scheduled client appointments for benefits discussions and follow-up support

Internship

Batavia Depot Museum
Batavia
09.2022 - 12.2022
  • Performed collections rehousing by constructing archival storage mounts and custom-fitted boxes to support artifact preservation and museum storage standards
  • Cataloged donated artifacts in the PastPerfect database to ensure accurate collections records, documentation, and tracking
  • Conducted inventory audits of museum archives to verify completeness and identify missing or misclassified items
  • Accessioned, labeled, and processed artifacts to ensure accurate identification and proper recordkeeping
  • Provided high-quality photographic and digital documentation of permanent collection objects for archival records
  • Updated collection records by adding new acquisitions, tracking location and condition status, and assisting with deaccession processes when necessary

Education

Bachelor of Arts - History & Museum Studies

Aurora University
Aurora, IL
12.2022

Skills

  • Bilingual Communication (English/Spanish)
  • Customer Service & Client Support
  • Inbound & Outbound Call Handling
  • Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
  • Application Processing & Eligibility Verification
  • De-escalation & Conflict Resolution
  • Cross-Functional Team Collaboration
  • Compliance & Regulatory Adherence
  • Client Relationship Management
  • Time Management & Organizational Skills
  • Licensed Health, Life & Accident Insurance Producer

Timeline

Licensed Medicare Sales Agent

DH Insurance Group
09.2025 - 01.2026

Benefits Consultant

OneDigital Advanced Health
07.2023 - 09.2025

Internship

Batavia Depot Museum
09.2022 - 12.2022

Bachelor of Arts - History & Museum Studies

Aurora University
Yoelcidni Estrada