Summary
Overview
Work History
Education
Skills
Certification
Volunteer Experience
Timeline
Hi, I’m

Bridgett Robinson

Medicare Sales Representative
Nashville,TN
Bridgett Robinson

Summary

Accomplished and Energetic Sales Representative offering demonstrated success identifying prospects and converting leads into customers. Superior communication skills, understanding of client needs and sales closing rates. Recognized for creativity and resourcefulness in meeting and exceeding sales, revenue and profit goals.

Overview

12
years of professional experience
1
Certification

Work History

Humana

Medicare Sales Representative
10.2023 - Current

Job overview

  • Maintained up-to-date knowledge of industry trends, legislation, and competitor offerings to provide accurate information to clients and maintain a competitive edge in the market.
  • Consistently met compliance standards for Medicare sales activities, ensuring adherence to state and federal regulations.
  • Streamlined application processes for potential clients, resulting in improved client acquisition rates.
  • Increased sales revenue by consistently meeting and exceeding monthly targets for new enrollments.
  • Coordinated outreach initiatives targeting specific demographics or geographic regions, increasing overall brand visibility within target markets.
  • Built strong relationships with healthcare providers to ensure seamless coordination of plan benefits and coverage details.
  • Participated in ongoing training programs to stay current on product offerings, industry regulations, and best practices in Medicare sales.
  • Assisted clients with the completion of enrollment forms, ensuring accuracy and compliance with regulatory requirements.
  • Collaborated with marketing team to create targeted promotional materials that effectively communicated plan benefits to prospective clients.
  • Enhanced customer satisfaction by addressing and resolving Medicare-related inquiries promptly and accurately.
  • Leveraged CRM tools for efficient tracking of client interactions, ensuring timely follow-ups and effective communication throughout the sales cycle.
  • Developed personalized sales strategies to match individual client needs with optimal Medicare plans, maximizing enrollment opportunities.
  • Maintained detailed records of client communications, sales activities, and progress toward goals for regular reporting to management.
  • Conducted informative seminars and presentations on Medicare options, leading to increased community awareness and interest in available plans.
  • Collaborated with other sales representatives on team-building initiatives, sharing best practices and strategies for continued success in the field.
  • Managed a portfolio of existing clients, conducting regular check-ins to assess satisfaction levels and address any concerns or issues promptly.
  • Utilized data-driven insights to refine sales approach, targeting key demographics with tailored messaging that resonated with potential clients.
  • Provided exceptional customer service during annual enrollment periods, assisting clients with plan changes or updates as needed.
  • Analyzed customer needs to provide customized insurance solutions.
  • Calculated premiums and established payment methods for sales.
  • Collected premiums on or before effective date of coverage.
  • Finalized sales and collected necessary deposits.
  • Conducted research and identified market trends to develop better strategies for sales.
  • Researched and identified potential new markets.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Evaluated competitors' products and services to gain competitive advantage.
  • Monitored customer feedback and identified areas of improvement.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Conducted annual reviews of existing policies to update information.
  • Negotiated contracts and terms of sale with potential customers.
  • Identified and solicited sales prospects in agency databases.
  • Met with customers to provide information about available products and policies.
  • Educated clients on insurance policies and procedures.
  • Worked closely with underwriting team to expedite approval processes for new applications, reducing wait times for clients seeking coverage.
  • Identified cross-selling opportunities within existing client base by reviewing plan usage data and identifying areas where additional coverage may be beneficial.
  • Designed presentations and marketing materials to promote insurance products.
  • Developed and implemented promotional strategies to increase customer base.

Guided Medicare

Broker
09.2021 - Current

Job overview

  • As a Medicare Sales Representative I sell Medicare health plan products such as Medicare Advantage, Medigap and DSNP plans, educate potential prospects on our services in a field setting
  • Our additional products include: Life, Annuity, Dental, Vision, Prescription Drug Plans and more
  • In this field position I cultivate and build relationships with potential clients and external business
  • I partner with communities we serve through telephone, virtual and face to face interactions with individuals and groups we serve.

Humana

Medicare Sales Representative
07.2019 - 09.2021

Job overview

  • As a Medicare Sales Representative (career agent) I sold Medicare health plan products such as Medicare Advantage, Medigap and DSNP plans
  • I also educated potential prospects on our services in a field setting
  • Our additional products include: Life, Annuity, Dental, Vision, Prescription Drug Plans, and more
  • In this field position I cultivated and built relationships with potential clients and external businesses
  • In the field I partnered with communities we serve through telephone, virtual and face to face interactions with individuals and groups we serve.

City of Ocala Recreation and Parks

Therapeutic Recreation Program Supervisor
05.2017 - 07.2019

Job overview

  • Recreation Program Development/Implementation for Active Adults 50+ and for Persons with Disabilities of all ages
  • Customer Service, Management of Equipment and Facilities, Financial Responsibilities, Marketing/Public Relations, Record Keeping, Supervision and Training of Staff and Volunteers.

Palm Garden Health and Rehabilitation

Life Enrichment Director
08.2016 - 05.2017

Job overview

  • Develop calendar of events, oversee assistants with implementation of activities for residents and patients, documentation including MDS, conduct assessments, care plans, quarterly notes, plan large events, work with outside community contacts/resources to provide top quality life enrichment activities, i.e
  • To music, art, spiritual, pet therapy and community outings, work with other department heads to provide the best possible services for the physical, emotional and spiritual overall well being to those served.

Methodist Rehabilitation Center

Certified Therapeutic Recreation Specialist (CTRS) for Traumatic Brain Injury Program
01.2016 - 07.2016

Job overview

  • Provide evaluation of recreational/leisure interests, determine level of functioning, areas of remediation and treatment plan
  • Develop and implement treatment plan, utilize therapeutic interventions to accomplish goals
  • Document daily and weekly progress notes and provide community based outings.

Peavey Electronics

Corporate Wellness Director (Peavey Wellness Program)
02.2015 - 01.2016

Job overview

  • Responsible for overall health and wellness of Peavey employees through educational programs, presentations and hands on workshops
  • Implement healthy practices through competitions with incentives and proven business wellness programs
  • Personal trainer for executive personnel on a daily basis to include fitness programs, nutrition and exercise classes
  • Analyze their health and wellness to determine needs
  • Research trends related to wellness programs, and recommend strategies to address current deficiencies, collaborate with management representatives, human resources and marketing staff to design, promote and implement a comprehensive overall health and wellness plan
  • Design and propose individual healthy living programs, classes, events and lectures, coordinate the scheduling of wellness events to include screenings and presentations
  • Develop specific, objective means to evaluate program effectiveness and adopt plans as necessary to improve results.

Alliance Healthcare

Psychiatric Acute Hospital, CTRS
05.2014 - 02.2015

Job overview

  • Work with acute and sub acute adults, male and female adolescents, geriatrics and detox patients, assess patients, write master treatment plans, facilitate groups i.e
  • Expressive therapy, experiential interventions, art therapy, music therapy, social skills, coping skills, write recreation therapy progress notes on each individual, provide individuals with leisure education/resources, discharge planning.

Millcreek of Pontotoc

Director of Recreation Therapy Department, CTRS
07.2012 - 05.2014

Job overview

  • Develop and implement program planning, intake assessments, develop specialized individual treatment plans
  • Plan and implement diverse activities and outings, implement recreational therapy interventions
  • Make daily documentation on each patient, provide patients with leisure and recreation resources and education upon discharge.

Education

The University of Southern Mississippi
Hattiesburg, Mississippi

Bachelors of Science in Therapeutic Recreation
01.2011

University Overview

Minor: Psychology

Oak Grove High School
Hattiesburg, Mississippi

01.1999

Skills

  • Enrollment processing
  • In-depth product knowledge
  • Community Engagement
  • Objection handling
  • Performance Tracking
  • Eligibility Determination
  • Networking capabilities
  • Up-selling techniques
  • Critical Thinking
  • Customer follow-up
  • HIPAA Compliance
  • Client needs analysis
  • Relationship Building
  • Data Entry
  • Customer Complaint Resolution
  • Policy Changes
  • Sales Reporting
  • Customer Referrals
  • Marketing Strategy Development
  • Client Prospecting

Certification

  • Certified Therapeutic Recreation Specialist (CTRS)
  • First Aid
  • CPR
  • AED
  • Life, Health and Annuities 215 License, TN, FL, MS

Volunteer Experience

  • Corporate Wellness Director for Peavey Electronics; speaker at 2015 Mississippi Business Groups on Health Conference for “Healthier Workplaces and Healthier Communities in Mississippi” held in Jackson, MS
  • CTRS Presenter at Alliance Healthcare Center 2014 Fall Conference
  • The ARC House (Assisted Living Facility for Persons with Disabilities)
  • Emeritus at Pine Meadow (Alzheimer’s unit)
  • Surveyed intercollegiate wheelchair basketball players and fans in Dallas, TX
  • Surveyed wheelchair rugby players and fans in Birmingham, AL at Lakeshore Foundation

Timeline

Medicare Sales Representative

Humana
10.2023 - Current

Broker

Guided Medicare
09.2021 - Current

Medicare Sales Representative

Humana
07.2019 - 09.2021

Therapeutic Recreation Program Supervisor

City of Ocala Recreation and Parks
05.2017 - 07.2019

Life Enrichment Director

Palm Garden Health and Rehabilitation
08.2016 - 05.2017

Certified Therapeutic Recreation Specialist (CTRS) for Traumatic Brain Injury Program

Methodist Rehabilitation Center
01.2016 - 07.2016

Corporate Wellness Director (Peavey Wellness Program)

Peavey Electronics
02.2015 - 01.2016

Psychiatric Acute Hospital, CTRS

Alliance Healthcare
05.2014 - 02.2015

Director of Recreation Therapy Department, CTRS

Millcreek of Pontotoc
07.2012 - 05.2014

The University of Southern Mississippi

Bachelors of Science in Therapeutic Recreation

Oak Grove High School

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Bridgett RobinsonMedicare Sales Representative