Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Brad Bahan

Lincoln,CA

Summary

Dynamic leader with a proven track record at U.S. Medicare Solutions, driving $8M EBITDA growth. Expert in strategic planning and relationship building, I excel in enhancing team performance and achieving sales targets. Recognized for cultivating partnerships and implementing innovative solutions that significantly improved operational efficiency and market presence.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Managing Parner- CEO

U.S. Medicare Solutions
San Diego, CA
06.2022 - 07.2025
  • Sold Medicare Health Insurance for all the major carriers nationwide, as well as additional products such as Hospital Indemnity, Life Insurance, Prescription drug plans
  • Oversaw financial management and resource allocation for optimal operational efficiency.
  • Cultivated partnerships with stakeholders to strengthen community health initiatives.
  • Directed compliance efforts with federal regulations and industry standards in healthcare.
  • Facilitated training and development programs for staff to enhance service quality.
  • Analyzed market trends to identify opportunities for business growth and expansion.
  • Developed and implemented strategic business plans to increase company profitability.
  • Negotiated contracts with vendors and partners to secure competitive pricing for marketing.
  • Represented the organization at conferences, events, and networking activities as needed.
  • Assessed financial performance of the organization on a regular basis and identified areas for improvement.
  • Exceeded sales goals through upselling and cross-selling within existing client base as well as strategically attracting new business. This gave us an $8m EBITDA for the last 12 months.
  • Started the business with 10 employees, and over the course of 3 years, was able to grow the business to one of the largest Medicare insurance brokerages, with just over 300 full-time employees.
  • Oversaw P&L, operations, compliance, financial planning, payroll, recruiting, retention, sales team, leadership team, partnerships, and yearly projections.

Senior Manager, Medicare Sales

Lending Tree
Sacramento, CA
07.2020 - 06.2022
  • Sold Medicare Health Insurance for all the major carriers nationwide
  • Managed project timelines and resources to support organizational goals and objectives.
  • Evaluated performance metrics to identify areas for improvement in project execution.
  • Managed a team of 200+ employees by providing guidance, setting goals and objectives, delegating tasks, and monitoring performance.
  • Collaborated with external vendors to negotiate contracts that met company requirements while minimizing costs.
  • Leadership role in planning annual budgets for each department based on forecasted sales volumes.
  • Participated in recruitment initiatives by interviewing potential candidates and selecting suitable hires.
  • Implemented new technologies, such as CRM tools, and quoting platforms to streamline business processes.

Sales Supervisor

Ehealthinsurance
Sacramento
06.2017 - 07.2020
  • Sold health insurance, Medicare, pharmacy plans, prescription drug plans, pet insurance, telemedicine, accident, and hospital indemnity plans.
  • Trained agents, sales knowledge, and how to follow a sales process.
  • Created a special CRM for our department.
  • Adapted to new market trends, and built new relationships with carriers to offer new services to our customers.
  • Supported sales team by monitoring daily operations and providing information and procedural guidance to staff.
  • Grew the department 2x. This department had its highest revenue year over year from 2018 to 2020.

Sales Representative

Ehealthinsurance
Sacramento, CA
04.2013 - 06.2017
  • Sold ACA health insurance, dental, vision, telemedicine, and Medicare.
  • Top producer, year over year, from 2013 to 2017.
  • Won President's Club in 2013, 2014, 2015, and 2016 out of 100+ sales reps.
  • Continuously maintained 150%+ of the goal by building relationships, getting referrals, and cross-selling additional products.

Education

Bachelor of Arts -

Sacramento State
Sacramento, CA
01-2014

Skills

  • Strategic planning
  • Relationship building
  • Problem solving
  • Leadership and people development
  • Teamwork
  • Excellent communication
  • Sales expert

Certification

  • Accident, Health, and Life Insurance License

Timeline

Managing Parner- CEO

U.S. Medicare Solutions
06.2022 - 07.2025

Senior Manager, Medicare Sales

Lending Tree
07.2020 - 06.2022

Sales Supervisor

Ehealthinsurance
06.2017 - 07.2020

Sales Representative

Ehealthinsurance
04.2013 - 06.2017

Bachelor of Arts -

Sacramento State

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