Summary
Overview
Work History
Education
Skills
Timeline
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Amber Marshall

Amber Marshall

Provo,UT

Summary

Licensed health insurance agent with expertise in aligning business solutions with client needs, resulting in enhanced account growth and retention. Proficient in CMS systems and Broker office operations, consistently surpassing sales targets. Strong ability to foster relationships with business customers to drive strategic initiatives.

Overview

6
6
years of professional experience

Work History

Licensed Health Insurance Agent

HealthPlanOne
Trumbull, CT
09.2022 - Current
  • Possesses extensive insight into insurance markets, funding alternatives, networks, and benefit plan options.
  • Exceeded monthly sales by an average of 10%.
  • Facilitated interaction with customers across multiple programs, while ensuring clear communication.
  • Connected with customers to evaluate shifting requirements, and recommend updated offerings.
  • Ranked in the top 5% of sales consistently.
  • Guided dialogues with prospective clients to uncover financial needs and analyze present coverage.
  • Achieved top sales performance during the Annual Enrollment Period (AEP), earning the company’s prestigious President’s Award for exceptional results.

Senior Benefits Consultant

GoHealth
Lindon, UT
05.2022 - 08.2022
  • Explained advantages, disadvantages and features of policies to promote sales of Medicare plans.
  • Clarified coverage options for potential policyholders, addressing questions and concerns
  • Assessed clients' insurance coverages to align with evolving needs.
  • Utilized Five9 and Broker Office to complete and submit sales activity reports and keep a book of business.
  • Communicated with policyholders to elucidate policies, review insurance choices, and suggest revisions and extensions to policies.
  • Evaluated and pursued sales leads obtained through Inbound calls, direct referrals, and outbound calls.

Child Development Specialist

Move
Orem, UT
03.2019 - 05.2022
  • Helps develop a service plan which appropriately addresses the child and family concerns.
  • Conducts ongoing assessment in all areas of development.
  • Educates the parents on the child's development status. Through reflective listening and communication, helps parent gain skill and confidence in expressing their child's strengths and needs.
  • Maintain accurate caseload lists, appointment schedules and primary provider tracking sheets.
  • Implement individual activities at home visits to teach families strategies that they can carry out to enhance their child's development and make progress.

Education

Bachelor of Science - Behavioral Science, Psychology

Utah Valley University
01.2017

Skills

  • Medicare Compliance
  • CMS systems
  • Broker Office
  • Microsoft Office
  • Insurance Sales
  • Five9 phone systems
  • Salesforce
  • Landscape
  • Microsoft teams
  • Consultative Sales Approach

Timeline

Licensed Health Insurance Agent

HealthPlanOne
09.2022 - Current

Senior Benefits Consultant

GoHealth
05.2022 - 08.2022

Child Development Specialist

Move
03.2019 - 05.2022

Bachelor of Science - Behavioral Science, Psychology

Utah Valley University

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