Courtney Lefew
Mulberry,FL
Summary
Results-driven Senior Sales Associate with extensive experience in Medicare sales, skilled in assessing customer needs and providing customized plan recommendations. Proven ability to build strong client relationships while delivering exceptional service that enhances customer satisfaction. Known for agility in adapting to changing environments and leveraging excellent communication skills to engage effectively with diverse audiences. Committed to driving sales growth and fostering long-term client loyalty through a consultative approach.
Overview
8
8
years of professional experience
Work History
Senior Licensed Medicare Agent
My Health Agent Angel
Tampa, FL
05.2025 - 12.2025
- Provided comprehensive education on insurance products, enhancing clients' understanding of their coverage options.
- Boosted client satisfaction through the provision of tailored insurance solutions designed to meet unique needs.
- Ensured customer satisfaction by consistently delivering timely and accurate information regarding policy updates and renewals.
- Enhanced client satisfaction through rapid response to inquiries and proactive identification of client needs.
Senior Licensed Agent
Care Connect Advisors
Tampa, FL
06.2024 - 04.2025
- Nurtured client relationships, ensuring consistent communication and support to build trust and loyalty over time.
- Executed detailed tracking of client interactions and transactions, prioritizing confidentiality and compliance with industry regulations.
- Enhanced client satisfaction and retention by effectively assessing needs and proposing suitable coverage options.
- Facilitated communication with carriers to ensure timely resolution of discrepancies encountered during policy issuance.
Insurance Sales Agent
Ensurem
Tampa, FL
02.2022 - 06.2024
- Executed sales strategies that resulted in consistently meeting or exceeding monthly sales goals.
- Provided comprehensive education on insurance products, enhancing clients' understanding of their coverage needs.
- Strategically managed a portfolio of 200+ clients, ensuring high levels of satisfaction and retention.
- Cultivated client relationships and achieved above-target sales by implementing strategic outreach and personalized insurance solutions.
Medicare Sales Agent
GoHealth
Tampa, FL
07.2020 - 02.2022
- Guided seniors through healthcare plan options to enhance understanding and facilitate informed choices.
- Analyzed various Medicare plans and regulations to offer informed advice and support to clients seeking assistance.
- Executed lead generation strategies by identifying and engaging potential clients through networking events and referral channels.
- Provided support to individuals navigating the shift from employer-sponsored health coverage to Medicare, enhancing their retirement planning experience.
- Enhanced operational efficiency by streamlining enrollment procedures and minimizing processing time.
- Diligently pursued up-to-date industry insights through regular attendance at professional development training sessions and webinars.
Front Desk / Dispatcher
Respitek, Inc
Tampa, FL
03.2018 - 10.2019
- Resolved customer inquiries and concerns regarding DME products and services, enhancing overall satisfaction and service quality.
- Developed and delivered training sessions on the correct use, cleaning, and storage of DME items, enhancing safety and compliance.
- Engaged with healthcare professionals to ensure effective selection and application of suitable DME products, enhancing patient care.
- Managed resolution of customer complaints to enhance satisfaction and strengthen client relationships.
Education
Currently Attending - Medical Billing
Hillsborough Community College
Tampa, FL2025 Certification -
AHIP
OnlineHealth Insurance License -
State of Florida
Skills
- Performance Tracking
- Referral pipeline management
- Problem-solving
- Customer service and care
- Positive attitude
- Problem-solving skills
- Organizational skills
- Relationship building
- Customer complaint resolution
- Customer needs determination
- Conflict resolution
- Ensuring customer satisfaction
Timeline
Senior Licensed Medicare Agent
My Health Agent Angel
05.2025 - 12.2025
Senior Licensed Agent
Care Connect Advisors
06.2024 - 04.2025
Insurance Sales Agent
Ensurem
02.2022 - 06.2024
Medicare Sales Agent
GoHealth
07.2020 - 02.2022
Front Desk / Dispatcher
Respitek, Inc
03.2018 - 10.2019
2025 Certification -
AHIP
Health Insurance License -
State of Florida
Currently Attending - Medical Billing
Hillsborough Community College