
Accomplished Sales Manager offering high performance leading development and implementation of superior sales strategy. Proven track record of identifying and creating profitable business opportunities, qualifying authentic prospects and cultivating strong partnerships. Demonstrated expertise in team leadership and development.
I have over 3 years of AEP and OEP sales management experience.
I have a very high success rate of hitting all KPI and sales goals for my teams by over 150%.
Sales Management experience in both U65 and Medicare. Hardworking and driven sales management professional equipped to revitalize sales operations and align procedures to maximize profits and client acquisition. Successful at improving sales procedures to streamline and strengthen processes. Multifaceted leader with analytical and diligent approach to building and leading strong teams.
Assisted in hiring, developing and growing Medicare Retention Sales Team. Created training material needed for training Customer Care and Retention Agent within zoom platform classes
Managed, coached, mentored, and evaluated performance of agents while establishing expectations and corrective actions.
Created database filters and queries with Excel to pull numbers and created charts needed to run and inform team.
Assessed most current practices and procedures, identified and developed/implemented opportunities for improvement.
Controlled work queue distribution for department and facilitated communications between departments.
Reduced existing customer churn through inbound and outbound retention efforts while managing consultative retention and sales conversations. Drove renewals by executing retention and follow-up strategies and conducted calls to close business.
Assisted the Marketing team with branding, word placement and layout of website, mailers and other product display.
Managed the internal customer email account for clients who had questions and concerns about their plan.
Managing the process for the development and implementation/execution of onboarding enhancements and innovations cross functionally and with our provider partners
§ Working with leadership to establish vision on strategy for retention program including KPI goals and roadmaps to execute retention strategies.
Managed, trained and coached individuals working with both Medicare and IFP clients with a focus on providing outstanding customer service.
Lowered cancelled applications by providing the best in customer care relations of current account.
Audits case management team assessments and client development
Assisted internal department with best routing for clients calling or emailing needs with the goal to improve customer relationship.
Creatively figure out way to make our agents more successful and increase their utilization of the plan by understanding their needs and goals.
Identify opportunities for process improvement with the department, share findings with leadership, and implement changes to improve efficiencies.
Providing Income strategy goals and sharing with the agents best practices to reach these goals by implementing the KPI"s
Executed and created strategic sales plans to expand customer base and extend global reach.
Life and Health License
Claims Adjuster License