Bernard P Sage
Lake Mary
Summary
Laser focused and dedicated professional Salesperson and Manager with many years of experience providing superior customer service in several sales arenas and business lines. Seasoned, intelligent and efficient working team player seeking to continue my customer service experience within a progressive organization. Fully proficient in all aspects of remote incoming and outgoing call handling. Seeking to continue my sales and customer service excellence.
Overview
13
13
years of professional experience
Work History
Senior Benefits Consultant II
Go Health LLC
Orlando
02.2021 - Current
- Provided assistance to assist Medicare beneficiaries identify their needs and entitlements and select the correct partner plan and educate them on Medicare.
- Communicated effectively via email, phone and zoom with plan participants and carriers to identify and resolve issues pertaining to health and welfare benefits.
- Explained advantages, disadvantages and features of policies to promote sales of Medicare plans.
- Conversed with people from different cultures daily, providing high level of respect and patience with each interaction.
- Explained eligibility details and affordability options to patients with kindness and respect.
- Conducted interviews with applicants, explaining benefits process and which programs were available.
- Maintained confidential patient documentation to prevent data compromise and comply with HIPAA regulations.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Displayed strong telephone etiquette, effectively handling difficult calls.
Member Service Operations Advocate
Results for Humana
Blue Bell
12.2020 - 02.2021
- Maintained strong knowledge base of product options and sales promotions to better serve every customer.
- Helped members resolve account problems and navigate internal systems to handle routine needs.
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- Processed customer account changes using Mentor and CRM.
- Offered exceptional customer service to differentiate and promote company brand.
- Evaluated customer account information to assess current issues and determine potential solutions.
- Managed customer conflicts and challenging situations by staying calm and accessing internal tools to develop strategic solutions.
Licensed Insurance Agent
Humana {AEP}
Work From Home
09.2020 - 12.2020
- Exceeded company sales goals for new policies.
- Upsold products to policyholders and potential new clients.
- Drove client retention by increasing savings opportunities and identifying premium discounts.
- Analyzed customer needs and provided best options, upselling products and services.
- Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Engaged customers and provided high level of service by carefully explaining details about documents.
Licensed Health and Life Insurance Agent
Bankers Life Insurance Company Of America
Orlando
04.2020 - 09.2020
- Communicated with clients to understand needs and identify best policies for each case.
- Pursued continued professional development through insurance workshops, course and webinars.
- Upsold products to policyholders and potential new clients.
- Analyzed customer needs and provided best options, upselling products and services.
- Skillfully and patiently explained coverage options to potential policyholders, answering all questions or concerns.
Internet Sales Manager
Seminole Toyota
Sanford
10.2019 - 03.2020
- Negotiated product sales and trade-in deals for maximum profit.
- Maintained relationships and followed up with customers.
- Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
- Set and exceeded sales goals.
- Supported all sales team members to drive growth and development.
- Utilized on line applications to take videos of current inventory and walk around recorded presentations and distributed them to potential clients.
Certified Mobility Consultant
MobilityWorks
Orlando
10.2018 - 10.2019
- Collected, tracked and evaluated current business and market trend data.
- Performed detailed NEEDS analysis of potential clients to determine the most effective equipment to provide them with a perfect solution
- Received and distributed incoming internet leads, made initial phone contact with potential clients to establish rapport and set initial demonstration appointments to introduce them to the company and the available solutions to their new normal. Presentations were either at the dealership or in most cases at the clients home.
- Improved profit margins by streamlining operations and workflow.
- Improved profitability of the dealership by 35 percent by using advanced sales techniques and modifying the on site inventory.
Director of E-Commerc
Autonation Honda
Sanford
10.2012 - 09.2018
- Established sales goals and strategies that contributed to increased growth in sales and profitability.
- Updated procedures to increase productivity and maximize new and used car sales.
- Proudly promoted 7 team members to management
- Elevated team performance via strategic planning and coaching in areas of prospecting, sales and value-added presentations.
- Consistently exceeded sales goals using consultative and value-driven approach.
- Evaluated employee progress and compliance while identifying areas for additional coaching by monitoring daily performance.
Education
MBA - Organizational Management
University Of Phoenix
Tempe, AZBachelor of Science - Communications
University Of Alaska Anchorage
Anchorage, AKSkills
- Insurance and sales strategy
- Team training and development
- Client account management
- Fierce customer follow-up
- Multitasking and Prioritization
- Dedicated customer service
- De-escalation Techniques
- Social media savvy
- MS Office Suite including Word, Excel, Teams
- Extremely comfortable using Zoom and other Virtual Interviewing customer service and sales platforms
- Calm and Professional Under Pressure
- Building Customer Trust and Loyalty
- Responding to Difficult Customers
Timeline
Senior Benefits Consultant II
Go Health LLC
02.2021 - Current
Member Service Operations Advocate
Results for Humana
12.2020 - 02.2021
Licensed Insurance Agent
Humana {AEP}
09.2020 - 12.2020
Licensed Health and Life Insurance Agent
Bankers Life Insurance Company Of America
04.2020 - 09.2020
Internet Sales Manager
Seminole Toyota
10.2019 - 03.2020
Certified Mobility Consultant
MobilityWorks
10.2018 - 10.2019
Director of E-Commerc
Autonation Honda
10.2012 - 09.2018
MBA - Organizational Management
University Of Phoenix
Bachelor of Science - Communications
University Of Alaska Anchorage