CHLOE J. HART
Fort Worth
Summary
Encouraging and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Medicare Advisor
Chapter
04.2024 - Current
- Advise clients on selecting and enrolling in Medicare plans based on individual needs and preferences
- Provide ongoing customer service for plan-related inquiries, ensuring smooth transitions and client satisfaction
- Stay current on Medicare policies and regulations to ensure clients receive accurate, compliant advice
Senior Sales Agent/Sales Coach
Boomer Benefits
04.2021 - 03.2024
- Led and mentored a team of sales agents, helping them achieve their sales goals and improve performance
- Trained new hires on upselling techniques, customer engagement, and sales best practices
- Managed lead distribution, tracked progress, and facilitated follow-up communication with potential clients
- Consistently met or exceeded personal sales targets for Medicare and health insurance products
- Utilized CRM software to track leads and follow-up communications, ensuring a high close rate
Sales Agent
Boomer Benefits
04.2021 - 03.2024
- Sold Medicare Advantage and Prescription Drug Plans, guiding clients through the enrollment process
- Built strong client relationships, identifying their unique healthcare needs and recommending appropriate coverage
Plan Enrollment Specialist
Boomer Benefits
01.2020 - 04.2021
- Assisted clients in enrolling in Medicare Prescription Drug Plans, ensuring all necessary information was provided
- Reviewed clients' medication lists and preferred pharmacies to make informed recommendations on the best plans
- Helped resolve issues related to coverage and prescriptions, ensuring client satisfaction
Customer Service Representative
Boomer Benefits
06.2019 - 01.2020
- Addressed client inquiries regarding coverage, claims, and medical coding issues in a timely manner
- Conducted conference calls to resolve complex problems and ensure clients understood their plans
- Maintained accurate records of client interactions and provided follow-up as necessary
911 Dispatcher
Westover Hills Police Department
10.2017 - 03.2019
- Handled all inbound911 emergency calls, dispatching officers, fire, and EMS teams to appropriate locations
- Utilized TCOLE protocols to ensure proper response during high-stress, critical situations
- Provided clear and concise communication in emergency situations, assisting first responders as needed
Education
Diploma - undefined
Western Hills High School
01.2016
Skills
- CRM Software
- Management
- Training
- Attention to Detail
- Problem Solving Skills
- Customer Service
- Communication
- Active Listening
- Organizational Skills
- Detail Oriented
- Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Insurance Quote & Enrollment Platforms
- Sales and leadership development courses
Certification
- Licensed to Sell Health Insurance in All50 States
- Texas Health, Life, Accident, Property & Casualty Insurance License
- TCOLE Certified (Texas Commission on Law Enforcement)
- Medicare Sales Certifications
Timeline
Medicare Advisor
Chapter
04.2024 - Current
Senior Sales Agent/Sales Coach
Boomer Benefits
04.2021 - 03.2024
Sales Agent
Boomer Benefits
04.2021 - 03.2024
Plan Enrollment Specialist
Boomer Benefits
01.2020 - 04.2021
Customer Service Representative
Boomer Benefits
06.2019 - 01.2020
911 Dispatcher
Westover Hills Police Department
10.2017 - 03.2019
Diploma - undefined
Western Hills High School
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