David Lapetina
Madison,WI
Summary
Accomplished Senior Benefits Consultant at GoHealth, adept in healthcare industry knowledge and multitasking, I have consistently maintained a QA above 90%. My proactive approach in benefits explanation and performance management led to a 94% carrier application success rate, showcasing my ability to exceed sales goals and effectively communicate complex information.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Senior Benefits Consultant III
GoHealth
07.2021 - Current
- Inbound and Outbound call handling for Medicare Beneficiaries , recommended Medicare Advantage or Prescription drugs plans following a detailed needs assessment and processed enrollment applications .
- Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
- Maintained a QA above 90 % for the last two years .
- .Maintained a 94 % Carrier application success rate one of the highest on the program .
Direct Sales Representative
Better Life / National Mutual Benefit
06.2020 - 07.2021
- Handled Inbound and Outbound calls from Prospects , recommended products based on Prospects needs , and processed applications via e-signatures .
- Recommended and implemented process improvements , which resulted in increasing Sales by 20 % .
- Achieved aggressive monthly quota of net premiums $ 30,000 consistently.
Direct Marketing Sales Agent
Humana
07.2018 - 05.2020
- Inbound and Outbound Call handling for Medicare eligible Individuals , recommended Medicare Advantage , Medicare Supplement , and individual dental and vision plans based on needs assessments , and processed enrollment applications .
- Exceeded all sales during the Annual Enrollment Period in 2018 with 135 % to goal of Medicare Advantage plan enrollments .
- Ranked # 14 out of 110 Sales Agents in President Club Standings during the Annual Enrollment Period in 2019 .
Consumer Sales Representative
CUNA Mutual Group
10.2016 - 07.2018
- Inbound call handling from Credit Union Members , and other Consumers recommend life insurance products based on needs assessments and processed applications via voice signatures and e-signatures .
- HQ award winner in Quarter 1 and Quarter 2 in 2017 for outstanding performance .
- Exceeded goal of $ 90,000 per Quarter with an average of $ 146,000 per Quarter .
Sales Consultant
Car Max
04.2016 - 11.2016
- Guided Customers their shopping experience by discovering their needs and budget , and provided a Customer tailored recommendation to find the perfect vehicle for each Customer .
- Exceeded sales goals with an average of 15 vehicle's sold month above the monthly goal of 10 .
Inside Sales Associate
West Corporation
04.2010 - 03.2016
- Outbound cold calling to large corporations to prospective Clients ( Owners , CEOs/Presidents , CFOs. and Controllers ) to schedule appointments with American Express local Business Managers to explore Corporate Card solutions .
- 2 time STAR Award winner for the Middleton location in September 2010 and November 2014 .
- Top 10 Sales Associate in the history of the program with 1300 scheduled appointments over a 6 year career .
Education
Bachelor of Arts - Economics
University of Wisconsin - Madison
Madison, WI12.1990
Skills
- Healthcare Industry Knowledge
- Multitasking
- Active Listening
- Written and oral communication
- Attention to Detail
- Benefits Explanation
- Performance Management
- Key Performance Indicators
Certification
- Active Health Insurance licenses in 30 Sates
- Active Life Insurance licenses in 10 States
Timeline
Senior Benefits Consultant III
GoHealth
07.2021 - Current
Direct Sales Representative
Better Life / National Mutual Benefit
06.2020 - 07.2021
Direct Marketing Sales Agent
Humana
07.2018 - 05.2020
Consumer Sales Representative
CUNA Mutual Group
10.2016 - 07.2018
Sales Consultant
Car Max
04.2016 - 11.2016
Inside Sales Associate
West Corporation
04.2010 - 03.2016
Bachelor of Arts - Economics
University of Wisconsin - Madison