Carmen Pankratz
Reedsville,US
Summary
Professional with comprehensive experience in Medicare sales, delivering impactful results through effective strategies and agent engagement. Known for strong focus on team collaboration, adaptability, and achieving goals in dynamic environment. Skilled in client relationship management, needs assessment, and compliance with industry regulations. Reliable, flexible, and driven to contribute to organizational success.
Overview
25
25
years of professional experience
Work History
Medicare Sales Representative
WPS Health Insurance
10.2017 - Current
- Maintain up-to-date knowledge of industry trends and competitor offerings to provide accurate information to agents, maintaining a competitive edge in the market.
- Facilitation of training and onboarding of new agents as well as assisting agents with customer facing Seminars.
- Worked closely with our retiree exchange partners, conducting annual training as well as ongoing assistance and troubleshooting throughout the year.
- Additional responsibilities include mentoring new team mates, project participation as a subject matter expert representing the agency team.
- Led multiple projects and agent training events.
Individual Account Manager / Team Lead
Ansay & Associates
06.2015 - 10.2017
- Was responsible for the Agency Individual book of business including all Individual lines - Health, Life, Medicare and ancillary lines
- Resolved complex customer issues in a timely manner while maintaining positive relationships with clients
- Managed a portfolio of accounts by providing timely support and guidance
- Cultivated strong client relationships through proactive communication and problem-solving
- Team Lead required oversite of the rest of the Benefits team in the Green Bay office
Medical Benefit Analyst
Schneider National
04.2012 - 03.2015
- Was the primary liaison for the company to our health plan provider
- Provided customer service support to employees regarding their questions about benefits coverage and eligibility criteria
- Developed and maintained benefit plan documents, summaries of benefits, and provider directories to ensure accuracy and complia
- Assisted with the development and implementation of wellness initiatives designed to promote healthy lifestyles among employees
Small Group Sales and Renewal Underwriting
Humana
12.1999 - 04.2012
- Renewal Underwriter, 4/2007-4/2012
- Assessed risk of existing business
- Consulted on renewal business with agents and internal sales
- Sales Coordinator, Quality Review, Project Analyst: 12/1999 - 4/2007
- Processed and implemented new small business cases from agents
- Built and maintained agent relationships as a primary contact for questions and service issues
- Quality Review required in depth review of submitted cases - auditing the quality of new business submissions for the company
- Project Analyst required leadership and collaboration with other departments in the company to build out and maintain the companies forms and systems
Education
Associates Degree - Business Administration and Management
Concordia University-Wisconsin
Green Bay, WI12.2013
Skills
- Insurance Industry Knowledge
- Service Quality
- Medicare Knowledge
- Group Presentation Skills
- Consultative Sales Approach
- Six Sigma - Yellow Belt Certification
References
References available upon request
Timeline
Medicare Sales Representative
WPS Health Insurance
10.2017 - Current
Individual Account Manager / Team Lead
Ansay & Associates
06.2015 - 10.2017
Medical Benefit Analyst
Schneider National
04.2012 - 03.2015
Small Group Sales and Renewal Underwriting
Humana
12.1999 - 04.2012
Associates Degree - Business Administration and Management
Concordia University-Wisconsin
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