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Juan Rosa
juanrosafdez@gmail.com | 617.838.6861
OBJECTIVE: To deliver excellent administrative service and apply my experience and knowledge.
EDUCATION: State licensed for Health & Life Insurance in all 50 States.
Bachelor of Science in Criminal Justice, pending graduation
University of Massachusetts, Boston, MA
RELEVANT EXPERIENCE
Mercer Market Place, Norwood, MA October 2014 – Present
Bilingual Benefits Counselor
 Accurately review and provide benefits information with members regarding their health
insurance plan summary, including Life, AD&D, STD and LTD.
 Inform clients of wellness incentive program and other supplemental insurances, which consists
of accident insurance, critical illness and hospital indemnity.
 Counsel clients on COBRA, ERISA, and HIPAA regulations.
 Provide any assisting enrolling members in their benefits.
 Responsible for solving comprehensive issues regarding the member’s benefits.
Health Connector Dell, Boston, MA Nov. 2013–October2014
Accounts Receivable Billing Specialist & Customer Service Representative
 Enrollment and billing of Health Insurance of Massachusetts State programs.
 Responsible for investigating payment checks without names or insurance ID and apply them to their
respective subscriber account.
 Collaborate in teams to produce quality reports and attend staff meetings.
 Served as a resource to other team members for billing questions and processes.
American Income Life Insurance, Burlington, MA May 2013 – July 2013
Life Insurance Agent & Supervisor
 Contacted clients to offer the insurance products and show various options for insurance coverage.
 Collected medical record data and collected oral swaps for health insurability purposes.
 Handled personal client medical information in a confidential and organized matter.
 Attended weekly staff meetings and submitted written reports to General Manager.
 Participated in daily trainings and recruiting practices.
OTHER WORK EXPERIENCE
Fernandez Liquors III, Roxbury, MA February 2008 – October 2014
Sales Associate
 Received invoices and processed supplies from arriving merchandise to update system inventory
 Handle concerns and complains in person or via phone when manager was unavailable.
 Greeted customers, promoted available sales and deals and managed the cash register.
SKILLS
 Spanish fluent.
 Strong organizational and multi-tasking skills.
 Excellent communicator.
 Microsoft Office.
 Ability to work in diverse client populations with a positive attitude and ethical behavior

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Juan Carlos Rosa Resume2

  • 1. Juan Rosa juanrosafdez@gmail.com | 617.838.6861 OBJECTIVE: To deliver excellent administrative service and apply my experience and knowledge. EDUCATION: State licensed for Health & Life Insurance in all 50 States. Bachelor of Science in Criminal Justice, pending graduation University of Massachusetts, Boston, MA RELEVANT EXPERIENCE Mercer Market Place, Norwood, MA October 2014 – Present Bilingual Benefits Counselor  Accurately review and provide benefits information with members regarding their health insurance plan summary, including Life, AD&D, STD and LTD.  Inform clients of wellness incentive program and other supplemental insurances, which consists of accident insurance, critical illness and hospital indemnity.  Counsel clients on COBRA, ERISA, and HIPAA regulations.  Provide any assisting enrolling members in their benefits.  Responsible for solving comprehensive issues regarding the member’s benefits. Health Connector Dell, Boston, MA Nov. 2013–October2014 Accounts Receivable Billing Specialist & Customer Service Representative  Enrollment and billing of Health Insurance of Massachusetts State programs.  Responsible for investigating payment checks without names or insurance ID and apply them to their respective subscriber account.  Collaborate in teams to produce quality reports and attend staff meetings.  Served as a resource to other team members for billing questions and processes. American Income Life Insurance, Burlington, MA May 2013 – July 2013 Life Insurance Agent & Supervisor  Contacted clients to offer the insurance products and show various options for insurance coverage.  Collected medical record data and collected oral swaps for health insurability purposes.  Handled personal client medical information in a confidential and organized matter.  Attended weekly staff meetings and submitted written reports to General Manager.  Participated in daily trainings and recruiting practices. OTHER WORK EXPERIENCE Fernandez Liquors III, Roxbury, MA February 2008 – October 2014 Sales Associate  Received invoices and processed supplies from arriving merchandise to update system inventory  Handle concerns and complains in person or via phone when manager was unavailable.  Greeted customers, promoted available sales and deals and managed the cash register. SKILLS  Spanish fluent.  Strong organizational and multi-tasking skills.  Excellent communicator.  Microsoft Office.  Ability to work in diverse client populations with a positive attitude and ethical behavior