Brianna Mathison
Charlotte,NC
Summary
Dynamic professional with extensive experience in client management, contract negotiation, sales and marketing. Consistently exceeding ambitious targets. Recognized for a strong commitment to team collaboration and adaptability, effectively responding to evolving business needs while fostering a culture of integrity and determination. Strong interpersonal skills, facilitating the development of loyal customer relationships, driving results and contributing to overall business success. Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Market Agent
Longevity Health Plan
04.2024 - 04.2025
- Delivered on-site Medicare sales presentations in 28 long-term care facilities, educating residents and responsible parties on plan options.
- Implemented new facility launches and collaborated with Clinical and Operational teams to ensure compliance-aligned service delivery.
- Tailored communication strategies to different client segments, improving engagement.
- Surpassed monthly enrollment targets consistently; contributed to market growth in under-penetrate facilities
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
Licensed Medicare Advisor
Chapter Advisory LLC
06.2022 - 02.2024
- Managed approximately 30 incoming calls, emails and meetings per day.
- Provided tailored health benefit guidance based on individual client needs, income, and retirement plans.
- Demonstrated compliance and CMS-informed ethical sales practice in every client interaction.
- Increased client satisfaction by efficiently addressing and resolving Medicare-related concerns.
- Cultivated partnerships with local healthcare providers, further strengthening referral networks and providing more comprehensive services for clients.
Licensed Insurance Agent / Team Lead Support
TZ Insurance Solutions LLC
09.2020 - 05.2022
- Worked cross-functionally with data analysts, media producers, and PR teams on marketing strategies.
- Represented the company in a televised daytime segment focused on Medicare education and generating leads for increased ROI.
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
- Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
- Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Inside Sales Representative
Red Ventures
10.2015 - 09.2018
- Delivered real-time needs analysis and provided bundled recommendations to optimize customer value.
- Increased sales revenue by building strong relationships with clients and providing insightful product recommendations.
- Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
- Determined needs, delivered solutions, and overcame objections through consultative selling skills.
- Used CRM software to maintain detailed contact logs and account records.
Skills
- Health, Medicare & Supplemental Insurance
- Data Analytics & Performance Insights
- CMS Compliance & Regulatory Strategy
- Account Management & Client Retention
- Consultative Selling & Plan Optimization
- Cross-Functional Collaboration (Analysts, PR, Media)
- Professional networking
- Financial document preparation
- Business development
- Contract negotiation
Certification
- Health Insurance License – Active
- Accident Insurance License – Active
- Long-Term Care Supplement Insurance License – Active
- Central Piedmont Community College – Psychology & Public Communication
- Superior School of Real Estate – Ballantyne, NC
Timeline
Market Agent
Longevity Health Plan
04.2024 - 04.2025
Licensed Medicare Advisor
Chapter Advisory LLC
06.2022 - 02.2024
Licensed Insurance Agent / Team Lead Support
TZ Insurance Solutions LLC
09.2020 - 05.2022
Inside Sales Representative
Red Ventures
10.2015 - 09.2018
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