David Bleckert
Herriman,UT
Summary
Experienced professional with a strong background in customer interactions and service solutions. Skilled in conflict resolution, communication, and problem-solving, resulting in high levels of customer satisfaction and loyalty. Collaborative team player who seamlessly adapts to changing needs and consistently prioritizes efficient and empathetic service to achieve results. Noted for reliability and a proactive approach in meeting customer and organizational goals.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Medicare Sales Agent
Compare My Plans
05.2024 - 01.2025
- Utilized CRM tools to track client interactions, follow-ups, and progress toward enrollment goals efficiently.
- Streamlined the enrollment process with efficient documentation and data entry, reducing processing time.
- Helped eligible low-income seniors access financial assistance programs that reduce out-of-pocket healthcare expenses associated with Medicare plans.
- Developed a deep understanding of various Medicare plans and regulations to provide expert advice to clients in need of guidance.
Medicare Insurance Agent
True Choice Agency
08.2019 - 04.2024
- Interviewed applicants and explained scope of different available benefits.
- Documented all communication with applicants and inputted information into system using.
- Communicated with people from various cultures and backgrounds on application process.
Medicare Insurance Agent
Go Health
09.2018 - 08.2019
- Interviewed applicants and explained scope of different available benefits.
- Communicated with people from various cultures and backgrounds on application process.
- Organized over 5 mock interview seminars to develop interview strategies and communication skills.
- Documented all communication with applicants and inputted information into system using .
Auto Sales Consultant
Murdock Hyundai Murray
07.2018 - 10.2018
- Accompanied customers and demonstrated performance features on test drives.
- Consulted with sales and finance managers to negotiate sales price, trade-in allowance, license fee, discounts, and financing or lease options on vehicle.
- Drove team revenue totals by bringing in top sales numbers.
- Qualified buyers by matching requirements and interests to various car or truck models and discussing finance options.
Medicare Insurance Agent
Connexion Point
03.2018 - 07.2018
- Interviewed applicants and explained scope of different available benefits.
- Communicated with people from various cultures and backgrounds on application process.
- Documented all communication with applicants and inputted information into system using.
Medicare Sales Agent
Futurity First Financial
11.2017 - 03.2018
- 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.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Medicare Sales Agent
Health Plans/Katch Insurance Agency
08.2016 - 10.2017
- 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.
Education
High School Diploma -
Viewmont High
06.1977
Skills
- Effective communication skills
- Dependable and Responsible
- Good Telephone Etiquette
- Critical Thinking
- Active Listening
- Flexible and Adaptable
Certification
- Certified Medicare sales, Aetna, Anthem BCBS, Humana, UHC, Wellcare.
- Licensed in 40 states
- 2025 AHIP
Timeline
Medicare Sales Agent
Compare My Plans
05.2024 - 01.2025
Medicare Insurance Agent
True Choice Agency
08.2019 - 04.2024
Medicare Insurance Agent
Go Health
09.2018 - 08.2019
Auto Sales Consultant
Murdock Hyundai Murray
07.2018 - 10.2018
Medicare Insurance Agent
Connexion Point
03.2018 - 07.2018
Medicare Sales Agent
Futurity First Financial
11.2017 - 03.2018
Medicare Sales Agent
Health Plans/Katch Insurance Agency
08.2016 - 10.2017
High School Diploma -
Viewmont High
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