Christy Mathis
Taylors,USA
Summary
Dynamic professional with extensive expertise in client relations, negotiations, and closing sales, consistently driving high-impact results. Proven ability to foster team collaboration while navigating complex challenges with strategic insights. Strong skills in risk management and regulatory compliance enhance the capacity to deliver exceptional outcomes. Recognized for reliability and flexibility in fast-paced environments, ensuring alignment with organizational goals and client expectations.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Benefit Consultant
Senior Life Insurance Company
Thomasville, GA
06.2025 - Current
- Analyzed employee benefits data to ensure compliance with regulations and improve program effectiveness.
- Developed and maintained strong relationships with clients to foster loyalty and retention.
- Assisted in policy renewals, ensuring timely processing and accuracy of documentation.
- Conducted risk assessments to identify coverage needs and recommend appropriate policies.
- Assisted clients in evaluating benefit plans, providing tailored recommendations based on their needs and objectives.
- Coordinated open enrollment sessions, facilitating discussions to clarify benefits offerings and address employee inquiries.
Licensed ACA Sales Agent
Enhance Health
Clearwater, FL
10.2024 - 12.2024
- Highest grossing enrollment team at Enhance Health
- Increased referral business and referral sales by over 30% from previous year
- Doubled the value of company leads by maximizing opportunities and creating new sales from existing book of business
- Successfully obtained and maintained a valid health insurance license, ensuring compliance with state regulations
- Built strong relationships with clients by actively listening to their needs and concerns, resulting in 25% customer retention rate
- Effectively communicated complex insurance terms and policies in a clear and concise manner to ensure client understanding
- Analyzed client demographics and healthcare needs to recommend suitable health insurance plans tailored to individual requirements
- Utilized CRM software to track client interactions, update policy information, and schedule follow-up appointments as necessary
- Assisted clients in completing applications accurately and efficiently, minimizing errors that could lead to delays or denials of coverage
- Participated in team meetings to discuss sales strategies, share best practices, and collaborate on overcoming challenges faced during the sales process
Telesales Engagement Representative
Spectraforce Technologies
Raleigh, NC
07.2024 - 09.2024
- This is a remote seasonal position for Guidewell
- Developed and maintained a strong understanding of product features and benefits to effectively communicate with potential customers
- Built rapport with customers through active listening, empathy, and personalized communication
- Managed a large volume of outbound calls daily, maintaining a high level of productivity and efficiency
- Provided accurate product information and pricing details to customers in a clear and concise manner
- Collaborated with the marketing team to develop targeted campaigns for specific customer segments
- Participated in ongoing training sessions to enhance product knowledge and improve sales techniques
Licensed Medicare Agent
Niche Market Insurers
Greenville, SC
03.2024 - 07.2024
- Experience with Medicare Part C and Prescription Drug Plan Enrollment
- Educated clients on the features, benefits, and coverage details of various Medicare insurance plans
- Provided personalized consultations to clients, assessing their healthcare needs and recommending appropriate Medicare insurance options
- Assisted clients in completing enrollment applications accurately and efficiently
- Resolved customer inquiries, concerns, and complaints promptly to ensure high levels of customer satisfaction
- Conducted regular follow-ups with existing clients to review their coverage needs and identify opportunities for cross-selling or upselling additional policies
- Participated in training programs to stay up-to-date on changes in Medicare regulations and compliance requirements
- Maintained detailed records of client interactions, transactions, and communications using CRM software
- Managed a pipeline of leads, prioritizing follow-ups based on potential sales opportunities
- Built strong relationships with insurance carriers to stay updated on plan changes, pricing updates, and industry trends
- Assisted clients in completing enrollment applications accurately and efficiently
- Resolved customer inquiries, concerns, and complaints promptly to ensure high levels of customer satisfaction
- Provided personalized consultations to clients, assessing their healthcare needs and recommending appropriate Medicare insurance options
- Participated in training programs to stay up-to-date on changes in Medicare regulations and compliance requirements
- Maintained detailed records of client interactions, transactions, and communications using CRM software
- Managed a pipeline of leads, prioritizing follow-ups based on potential sales opportunities
- Maintained a high level of professionalism and integrity while adhering to ethical standards set by the industry
Consumer Advocate II
HealthSherpa
Sacramento, CA
02.2023 - 02.2024
- Consumer Advocate II.
- Currently licensed in 38 non-resident states and 1 resident state (SC)
- Maintained accurate records of all client interactions, policies sold, premiums collected, and commissions earned
- Provided exceptional customer service by promptly addressing inquiries or concerns raised by clients
- Managed a high volume of inbound calls from prospective clients seeking insurance quotes or information
- Collaborated with team members to share best practices, overcome challenges, and achieve departmental goals
- Negotiated competitive rates from multiple carriers while ensuring adequate coverage for clients' unique needs
- Maintained confidentiality of sensitive client information according to privacy regulations
- Attended regular training sessions provided by insurance carriers to stay updated on product knowledge
- Educated clients on policy features, exclusions, deductibles, and premiums to help them make informed decisions about their insurance needs
Licensed Insurance Agent
Randstad
Colorado
07.2022 - 02.2023
- Successfully obtained and maintained a valid health insurance license, ensuring compliance with state regulations
- Provided expert guidance to clients on various health insurance plans, explaining coverage options, benefits, and costs
- Managed a high volume of incoming calls from prospective clients, addressing inquiries promptly and professionally
- Effectively communicated complex insurance terms and policies in a clear and concise manner to ensure client understanding
- Maintained confidentiality of client information and adhered to HIPAA regulations when handling sensitive medical records or personal data
- Consistently met or exceeded monthly sales targets by proactively prospecting new clients and upselling additional coverage options
- Assisted clients in navigating online portals or mobile applications provided by insurance carriers for accessing policy information, finding healthcare providers, or submitting claims electronically
- Educated clients on the importance of preventive care services covered under their policies, promoting overall wellness and cost savings in the long run
Outbound Telemarketer Small Business Sales Rep
Spectrum
Simpsonville, SC
10.2021 - 04.2022
- Developed and maintained customer relationships through effective communication strategies.
- Executed outbound calls to promote products and services, enhancing brand visibility.
- Analyzed customer feedback to refine sales scripts, improving conversion rates.
- Resolved customer inquiries, fostering trust and encouraging repeat business opportunities.
- Made 100 cold calls per day resulting in client base growth
- Cold called over 100 potential customers per day to help with marketing efforts and increase sales.
- Overcame objections from potential clients by confidently addressing concerns and providing relevant information.
- Reached out to former customers for re-engagement initiatives, successfully re-establishing connections that led to renewed business opportunities.
- Utilized CRM software for tracking customer interactions, leading to improved account management.
- Built rapport with customers by actively listening to their needs and offering tailored solutions.
Customer Service Representative
Concentrix
Greenville, SC
06.2021 - 09.2021
- Customer Service Advocate for Aetna Medicare until February of 2021
- Promoted to Aetna Public and Labor accounts
- Customer service advocate for employer accounts
- Duties- assist members with their health insurance policy
- Order replacement ID card
- Check benefits and claims
- Tracking Complaints and Appeal
- HIPPA Compliance Laws
- WAH experienced
- Claims Experience (Medicare)
- Provided policy and service information
- Assisted customers with a warm and professional attitude
- Answered general questions
Sales Lead Keyholder
Boost Mobile Store
Greenville SC
10.2015 - 06.2018
- Led daily sales operations, ensuring optimal customer service and product knowledge across team.
- Assisted in inventory management, optimizing stock levels to meet customer demand efficiently.
- Developed promotional displays and merchandising strategies to enhance product visibility.
- Provided exceptional customer service, enhancing client satisfaction and loyalty.
- Collaborated with team members to optimize sales strategies and improve store performance.
- Managed returns, exchanges and refunds in accordance with store policy.
- Built relationships with customers to encourage repeat business.
- Provided expert advice on mobile devices, enhancing customer satisfaction and loyalty.
- Assisted customers in troubleshooting technical issues, improving device performance and usability.
- Collaborated with marketing teams to develop promotional strategies for new mobile launches, increasing visibility.
- Opened, shelved and merchandised new products in visually appealing and organized displays for optimal sales promotions.
- Managed efficient cash register operations.
- Stayed updated on the latest industry trends and product releases, offering informed advice to customers.
- Maintained confidentiality and security of sales records and operational reports.
- Balanced cash registers at end of shift and filled out necessary reports.
- Managed the store during the absence of higher-level supervisors, maintaining smooth daily operations and meeting sales goals.
- Opened and closed store at proper times for reliable services.
- Swept and mopped floor, wiped windows and fixtures after closing to maintain organized and tidy store.
Education
Vocational Education and Training - Health Insurance Producer
Centers For Medicare And Medicaid Services
01.2026
High school diploma - undefined
Southside High School
Greenville, SC05.2003
Skills
- Customer service (7 years)
- Insurance sales
- Google Docs
- Phone etiquette
- Computer Operation
- Customer relationship management
- Microsoft Excel
- Medicare
- Sales
- Telemarketing
- Outbound sales
- POS
- Microsoft Word
- HIPAA
- Management
- Microsoft Outlook
- Cold Calling
- Communication skills
- Customer service
- Microsoft Office
- Upselling
- Account Management
Certification
- Life & Health Insurance License July 2022 to Present
- Insurance Producer License July 2022 to Present
- Public and Labor Accounts
- Medicare Training Certification February 2021 to Present
- Driver's License January 2023 to January 2031
Languages
English - Expert
Timeline
Benefit Consultant
Senior Life Insurance Company
06.2025 - Current
Licensed ACA Sales Agent
Enhance Health
10.2024 - 12.2024
Telesales Engagement Representative
Spectraforce Technologies
07.2024 - 09.2024
Licensed Medicare Agent
Niche Market Insurers
03.2024 - 07.2024
Consumer Advocate II
HealthSherpa
02.2023 - 02.2024
Licensed Insurance Agent
Randstad
07.2022 - 02.2023
Outbound Telemarketer Small Business Sales Rep
Spectrum
10.2021 - 04.2022
Customer Service Representative
Concentrix
06.2021 - 09.2021
Sales Lead Keyholder
Boost Mobile Store
10.2015 - 06.2018
High school diploma - undefined
Southside High School
Vocational Education and Training - Health Insurance Producer
Centers For Medicare And Medicaid Services
Additional Information
AHIP Certification 2025