Addison Beverly
Granite Bay,CA
Summary
Dynamic leader with extensive experience in strategic account management and team collaboration at Aetna Medicare Solutions/CVS Health. Achieved significant client loyalty through innovative strategies, resulting in a doubling of Medicare eligible members for an IPA. Recognized for exceptional motivational leadership and superior time management skills, fostering strong client relationships and driving substantial sales growth.
Overview
21
21
years of professional experience
1
1
Veteran USMC
Work History
Business Development Manager
Aetna Medicare Solutions/CVS Health
, California
06.2022 - Current
- Responsible as the Community Lead Generator for 13 Northern California Counties
- Plan and facilitate Medical Eligible outreach activities, special events and presentations to generate sales leads in support of direct in-House Direct Sales Agents, (Field Service Representatives), and independent Broker/Agents
- Supporting two + Broker Managers with Broker/Agent Orientation, Training and field support
- Key driver of sales for the #1 Field Service Representative in the company and the #1 Broker Manager in the company.
- Doubled the Medicare Eligible Members for an Independent Physicians Association (IPA) in service area
- Currently servicing 10 hospitals and medical groups with onsite weekly Broker engagements events.
- Member Sacramento Association of Health Underwriters (SAHU), Member SAHU California Legislative Committee
- California Insurance CE Qualified for Veterans Benefits with Medicare
Regional Sales Director
U.S. Retirement & Benefits Partners Group/Chimienti & Associates
, Northern California
03.2021 - 05.2022
- Offering single source solutions for employee benefits, administration, compliance and technology
- Delivering USRBP value proposition to Educational, Governmental, Healthcare, Non-profit, and Corporate Employers
- Specializing in worksite employee benefits and HR support
- Expanded USRBP presence in Northern California
- Implemented and exceed goals in both K-12 schools employee benefits and Corporate Employee Benefits and Retirement Plans
Remote Benefit Counselor, Team Leader
MERCER/MARSH & MCLENNAN COMPANY
06.2020 - 02.2021
- Delivering innovative solutions for the health and wellness needs of major clients and their employees in the US
- Coordinating the efforts of a Team of Licensed Benefits Counselors through a remote platform using SalesForce CRM and Soft Phone Five9 cloud contact center software
- Engaged inbound employee calls for the delivery of employer directed Core Health Benefits, Spending Accounts, Voluntary and Supplemental Benefits through open enrollment and ongoing employee servicing
- Zoom, Skype Chat, MS Teams tools utilized for Team Training, Communication, and Support
- Met and/or exceeded all goals for Individual/Team metrics for Customer Satisfaction, Quality, Scheduling Adherence, and Call Volume
Certified Presenter/Agent OEP
United Health Care California
, California
01.2018 - 01.2020
- Serviced and solicited new clients through Bankers Life/CNO Financial Group for United Health Care Medicare Advantage, Medicaid and Medicare Supplements for OEP 2018
- Life and Health licensed, HIPAA certified
- United Health Care Certified Group Presenter/Agent for group orientation Medicare Advantage/Medicaid enrollment options with United Health Care in Northern California
Life & Health General Insurance Agent
American Income Life Insurance Company
Waco, USA
01.2012 - 01.2014
- Company Overview: Waco, Texas
- Analyzed market trends to determine customer needs, volume potential, price schedules, and discount rates
- Applied product, industry, and market knowledge to make coverage recommendations
- Consistently exceeded all sales and performance goals that led to efficient operation
- Promoted and marketed services, resulting in expanded sales territory
- Grew business and drastically improved profitability by identifying new target markets, establishing and nurturing customer relations, and generating creating innovative strategies
- Evaluated leads obtained through direct referrals, lead databases, and cold calling
- Signed up and promoted new local labor unions for employee insurance benefits
- Waco, Texas
Insurance Agent
New York Life Insurance Company
Roseville, California
01.2011 - 01.2013
- Developed client leads and implemented marketing strategies to retain new clients
- Established customer-focused, needs-based review process to educate customers about insurance options
- Scheduled appointments to market insurance policies and collect premiums
- Exceeded monthly targets for enrollments and always maintained excellent quality standards in highly regulated field
- Interviewed prospective clients to discuss client's financial situation and insurance protection needs
- Recognized as #1 Referral Agent for AARP customer leads referred to New York Life
Regional Sales Manager
IndyMac Bank Wholesale Non-Prime/Prime Lending
Sacramento, California
01.2004 - 01.2009
- Responsible for increasing loan production and ROI, hiring, training and managing Business Development Managers (BDM's) in Northern California, Oregon, Washington, Arizona, and Nevada
- Established team goals and projections for loan volume, customer penetration, customer activity, and BDM objectives
- Responsible for managing BDM's by providing marketing tools and having accountability measurements in place
Education
Business Administration Studies -
Golden Gate University
San Francisco, CASkills
- Strategic Account Oversight
- Key Client Engagement
- Collaborative Team Management
- Inclusive Marketing Strategies
- Recruiting
- Consultative Sales Expertise
- Client Loyalty Strategies
- Strategic Initiative Planning
- Talent Development
- Motivational Leadership
- Sales strategy
- Customer relationship management
- Brokerage Training
- Event Coordination
- Relationship Building
- Effective Time Management
Certification
- California Department of Insurance Life Accident & Health, 0B41470
- Active Life Accident & Health Licensed, 20+ States, NPIR National Insurance Producer Registry #2616345
- E&O Insurance, Zurich American Insurance Company, EOC540134817
- Long Term Care Certification
- Fixed Annuity Certification
- HIPAA Certification, 2025
- AHIP Certification, 2025
- Veteran USMC
Quote
Rule No. 1: Never lose money. Rule No. 2: Never forget rule No.1
Warren Buffett
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Business Development Manager
Aetna Medicare Solutions/CVS Health
06.2022 - Current
Regional Sales Director
U.S. Retirement & Benefits Partners Group/Chimienti & Associates
03.2021 - 05.2022
Remote Benefit Counselor, Team Leader
MERCER/MARSH & MCLENNAN COMPANY
06.2020 - 02.2021
Certified Presenter/Agent OEP
United Health Care California
01.2018 - 01.2020
Life & Health General Insurance Agent
American Income Life Insurance Company
01.2012 - 01.2014
Insurance Agent
New York Life Insurance Company
01.2011 - 01.2013
Regional Sales Manager
IndyMac Bank Wholesale Non-Prime/Prime Lending
01.2004 - 01.2009
- California Department of Insurance Life Accident & Health, 0B41470
- Active Life Accident & Health Licensed, 20+ States, NPIR National Insurance Producer Registry #2616345
- E&O Insurance, Zurich American Insurance Company, EOC540134817
- Long Term Care Certification
- Fixed Annuity Certification
- HIPAA Certification, 2025
- AHIP Certification, 2025
- Veteran USMC
Business Administration Studies -
Golden Gate University
Associationmemberships
- SHRM-Society for Human Resource Management, 2024
- NAHU- National Association of Health Underwriters, 2024
- Sacramento Chapter of Health Underwriters, 2022
- CAHIP-California Agents & Health Insurance Professionals, 2024
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