Experienced and client-focused insurance professional with deep expertise in Medicare and a proven record of top-tier sales performance—ranked in the top 5 for seven consecutive years. Skilled in building strong client relationships, ensuring regulatory compliance, and delivering personalized service. Proficient in CRM platforms, with a track record of mentoring team members, and driving improved sales results through effective coaching and support.
Conducted needs-based assessments to align clients with appropriate Medicare and supplemental plans.
Delivered exceptional service through inbound and outbound calls, prioritizing education and retention.
Oversaw complex insurance cases across multiple states, ensuring accurate documentation and timely resolutions.
Coordinated third-party billing while managing outbound communications and follow-up systems.
Managed claims and documentation for CMS and private insurance carriers efficiently.