Brandon Golden

• Utilized CRM tools to track client interactions, follow-ups, and progress toward enrollment goals efficiently.
• Streamlined the enrollment process with efficient documentation and data entry, reducing processing time.
• Helped eligible low-income seniors access financial assistance programs that reduce out-of-pocket healthcare expenses associated with Medicare plans.
• Developed a deep understanding of various Medicare plans and regulations to provide expert advice to clients in need of guidance.
• Educated clients on insurance policies and procedures.

• Preformed daily loading and unloading of work van
• Delivered products to accounts daily
• Preformed sanitation services
• Up-sold both products and services to clients
• Prospecting new accounts
• Setting up new accounts
• Authorized to work in the US for any employer

Completed all training modules and online classes for the position

• Completed field training with manager in 2 days
• Deliver pamphlets and signage to businesses in territory
• Address any issues clients may have
• Report any issues client may have with their merchant processor

• Trained with mentors to learn basic operations
• Constantly completed learning modules ahead of schedule
• Basic phone operator for the first few weeks
• Transitioned to helping live clients with tech issues within 6 weeks
• Walked clients through any programming issues

• Trained for 6 weeks with mentors at training store
• Coached associates as needed
• Preformed all management duties
• Learned basic functions for all departments
• Ran day to day operations in store

• Preformed opening and closing duties
• Lead division in marketing to clients
• Coached agents when needed
• Helped agents reach their mandatory goals
• Helped clients find the right level of coverages