Medicare Sales Agent with extensive expertise in Medicare products and regulations. Proven track record of enhancing sales strategies and client engagement, leading to increased customer satisfaction. Strong communication and problem-solving skills, coupled with a solid grasp of healthcare industry trends.
Overview
10
10
years of professional experience
2
2
Certifications
Work History
Life & Health Medicare Sales Agent - W2 1099
Various Agencies, FMOs, and National Carriers - Including Aetna, Cigna, Delta Dental, Humana, UnitedHealthcare
, US
09.2015 - 01.2026
Conducted consultative, needs-based sales for Medicare, ACA, Life, Ancillary, and Final Expense, clearly explaining complex options and aligning recommendations with client budgets, providers, prescriptions, and long-term goals.
Demonstrate stellar phone prowess as an active listener and confident communicator, consistently converting inbound and outbound leads through clear explanations, empathy, and strong objection handling.
Navigate multiple systems, CRMs, and carrier portals simultaneously, moving between conversations and tasks without losing details, while documenting every interaction accurately.
Provide white-glove customer service before and after the sale, resolving billing, network, and benefit questions to maintain high retention and positive customer sentiment.
Prospect and develop new business via outbound campaigns, digital leads, grassroots efforts, and referrals, consistently hitting or surpassing sales targets and contributing to six-figure earning potential.
Use Salesforce, Dynamics 365, and proprietary CRMs to track pipeline, follow-ups, compliance requirements, and production metrics, keeping workflows organized and audit-ready.
FMOs Bloom, Int
Omni-Channel Insurance Sales Customer Support Specialist
Remote Call Center
, US
09.2015 - 11.2025
Manage phone, email, chat, and SMS interactions to support policyholders and prospects, delivering seamless experiences across channels while meeting handle-time, quality, and conversion goals.
Apply strong task-switching skills to juggle multiple conversations, systems, and priorities, closing tickets and sales efficiently without sacrificing accuracy.
Take ownership of outcomes by staying until the job is done-supporting teammates, troubleshooting system issues, and resolving complex customer cases with patience and professionalism.
Demonstrate curiosity and initiative by digging for root causes, escalating when appropriate, and suggesting process improvements that reduce friction for customers and the team.
Embrace schedule flexibility, including evenings and Sundays, and reliably step into open shifts to support volume spikes such as AEP OEP and special campaigns.
Education
CDL Class A - Logistics, Materials, and Supply Chain Management
KLLM TRUCKING
01.2024
Some College (No Degree) - Paralegal Studies
Myers/Chancellor University
Skills
Needs-based sales
Medicare regulations
Customer relationship management (CRM)
Customer Retention
Consultative sales approach
Active listening
Effective communication
Persuasive negotiation
Enrollment processing
Up-selling techniques
Lead conversion
Consultative sales approach
Languages
English, Native
Certification
Life & Health Licensed in 22 States
Timeline
Life & Health Medicare Sales Agent - W2 1099
Various Agencies, FMOs, and National Carriers - Including Aetna, Cigna, Delta Dental, Humana, UnitedHealthcare
09.2015 - 01.2026
Omni-Channel Insurance Sales Customer Support Specialist
Remote Call Center
09.2015 - 11.2025
CDL Class A - Logistics, Materials, and Supply Chain Management