Summary
Overview
Work History
Education
Skills
Timeline
Generic

Carol Adames

Winter Haven,FL

Summary

I have been a Medicare Sales agent since 2010 and love working with seniors, providers and communities. I enjoy helping others. I have developed many relations with brokers/agents/ providers/community leaders and seniors. I am very proud of the reputation I have acquired in the Medicare Sales and Out reach position. Resourceful Specialist offering expertise in problem-solving, data analysis and customer service. Adept at quickly learning new technologies and processes for driving success. Proven track record of successfully managing multiple projects and developing innovative solutions.

Overview

14
14
years of professional experience

Work History

Medicare Sales Representative

Simply Health Care Plans
2018.01 - Current
  • Conduct Sales presentations at communities, seminars, in home appointments, providers office in order to steer business towards the company. I would create and carry out different marketing events at different locations. Developed relations with providers/ community leaders and seniors.. Generate my own leads.
  • Consistently met compliance standards for Medicare sales activities, ensuring adherence to state and federal regulations.
  • Built strong relationships with healthcare providers to ensure seamless coordination of plan benefits and coverage details.
  • Coordinated outreach initiatives targeting specific demographics or geographic regions, increasing overall brand visibility within target markets.
  • Developed personalized sales strategies to match individual client needs with optimal Medicare plans, maximizing enrollment opportunities.
  • Conducted informative seminars and presentations on Medicare options, leading to increased community awareness and interest in available plans.
  • Leveraged CRM tools for efficient tracking of client interactions, ensuring timely follow-ups and effective communication throughout the sales cycle.
  • 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.
  • Maintained detailed records of client communications, sales activities, and progress toward goals for regular reporting to management.
  • Assisted clients with the completion of enrollment forms, ensuring accuracy and compliance with regulatory requirements.
  • Participated in ongoing training programs to stay current on product offerings, industry regulations, and best practices in Medicare sales.
  • 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.
  • Enhanced customer satisfaction by addressing and resolving Medicare-related inquiries promptly and accurately.
  • 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.
  • Identified cross-selling opportunities within existing client base by reviewing plan usage data and identifying areas where additional coverage may be beneficial.
  • Managed a portfolio of existing clients, conducting regular check-ins to assess satisfaction levels and address any concerns or issues promptly.
  • Collaborated with marketing team to create targeted promotional materials that effectively communicated plan benefits to prospective clients.
  • Educated clients on insurance policies and procedures.
  • Analyzed customer needs to provide customized insurance solutions.
  • Met with customers to provide information about available products and policies.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Monitored customer feedback and identified areas of improvement.
  • Evaluated competitors' products and services to gain competitive advantage.
  • Researched and identified potential new markets.
  • Conducted research and identified market trends to develop better strategies for sales.

Senior Out Reach Specialist

Village Medical
2022.12 - 2024.02

Create relations with brokers/agents/communities in order to coordinate events and help in the growth of clinic. Coach Junior outreach, work out the Junior Out Reach calendar and mine. Establish communication between agents and Junior outreach, work with the new patient reports and follow up on all leads, coordinate appointments for potential patients. Scout for new locations and new relations in the communities.

  • Conducted thorough research to identify trends and inform decision-making for business growth initiatives.
  • Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
  • Optimized supply chain management, resulting in reduced delivery times and increased inventory accuracy.
  • Managed budgets effectively, consistently staying within financial constraints while maximizing resource allocation for optimal results.
  • Organized large-scale events, ensuring seamless execution of logistics, registration, catering, and venue management.
  • Increased sales revenue with targeted marketing campaigns and strategic product positioning.
  • Spearheaded innovative product development initiatives that increased market share and profitability margins.
  • Devised and implemented strategies to optimize digital marketing campaigns.
  • Gathered, organized and input information into digital database.
  • Collected, arranged, and input information into database system.
  • Evaluated customer needs and feedback to drive product and service improvements.
  • Conducted regular reviews of operations and identified areas for improvement.
  • Created and managed project plans, timelines and budgets.
  • Devised and implemented processes and procedures to streamline operations.
  • Evaluated staff performance and provided coaching to address inefficiencies.
  • Frequently inspected production area to verify proper equipment operation.
  • Supported creation of detailed, technical financial models to value potential acquisition targets.
  • Followed all company policies and procedures to deliver quality work.
  • Collaborated with cross-functional teams to achieve project goals on time and within budget.
  • Implemented new training programs for staff, leading to higher employee retention rates and better overall performance.
  • Championed the adoption of new software tools that streamlined workflows across multiple departments.
  • Monitored industry trends to adapt strategies accordingly.
  • Led successful sales presentations to prospective clients, resulting in increased partnerships and collaboration opportunities.
  • Transformed underperforming departments with strategic planning efforts focused on process improvement.
  • Negotiated favorable contracts with vendors, securing high-quality products at competitive prices.
  • Launched successful marketing campaigns that drove brand awareness among target audiences.
  • Optimized customer experience by delivering superior services and effectively troubleshooting issues.

Medicare Sales Representative

Florida Blue
2020.07 - 2021.04
  • Market and create relations in New area for Florida Blue. Generate leads/ do seminars, work events, do sales presentation. Work with providers
  • Built strong relationships with healthcare providers to ensure seamless coordination of plan benefits and coverage details.
  • Developed personalized sales strategies to match individual client needs with optimal Medicare plans, maximizing enrollment opportunities.
  • Conducted informative seminars and presentations on Medicare options, leading to increased community awareness and interest in available plans.
  • 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.
  • Enhanced customer satisfaction by addressing and resolving Medicare-related inquiries promptly and accurately.
  • Managed a portfolio of existing clients, conducting regular check-ins to assess satisfaction levels and address any concerns or issues promptly.
  • Analyzed customer needs to provide customized insurance solutions.
  • Monitored customer feedback and identified areas of improvement.
  • Evaluated competitors' products and services to gain competitive advantage.
  • Researched and identified potential new markets.

Medicare Sales Representative

Triple S Medicare Advantage
2010.10 - 2017.11

As a medicare Sales agent I would work different tabletops/ generate leads in order to grow my book of business/ market and create events with providers. Establish relations with the providers and communities

  • Built strong relationships with healthcare providers to ensure seamless coordination of plan benefits and coverage details.
  • Developed personalized sales strategies to match individual client needs with optimal Medicare plans, maximizing enrollment opportunities.
  • Conducted informative seminars and presentations on Medicare options, leading to increased community awareness and interest in available plans.
  • 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.
  • Enhanced customer satisfaction by addressing and resolving Medicare-related inquiries promptly and accurately.
  • Managed a portfolio of existing clients, conducting regular check-ins to assess satisfaction levels and address any concerns or issues promptly.
  • Analyzed customer needs to provide customized insurance solutions.
  • Monitored customer feedback and identified areas of improvement.
  • Evaluated competitors' products and services to gain competitive advantage.
  • Researched and identified potential new markets.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Designed presentations and marketing materials to promote insurance products.

Education

High School Diploma -

Franklin D. Roosevelt High School
Brooklyn, NY
06.1980

Skills

Coaching and train personnel when they come on board to the Medicare field, Excellent at recreating and maintain relations with communities, agents, seniors, providers. I love to innovate and create new strategies in order to grow the company I work for. I generate my own leads and coordinate events. I am very organized, responsible and a very hard worker who is willing to take any challenge given to me

  • Customer Relations
  • Documentation Management
  • Management collaboration
  • Teamwork and Collaboration
  • Self Motivation
  • Time Management
  • Multitasking Abilities
  • Excellent Communication
  • Problem-solving abilities
  • Organizational Skills

Timeline

Senior Out Reach Specialist

Village Medical
2022.12 - 2024.02

Medicare Sales Representative

Florida Blue
2020.07 - 2021.04

Medicare Sales Representative

Simply Health Care Plans
2018.01 - Current

Medicare Sales Representative

Triple S Medicare Advantage
2010.10 - 2017.11

High School Diploma -

Franklin D. Roosevelt High School
Carol Adames