DeAnna Phillips

• Managed client communications and coordinated care plans for diverse health needs.
• Maintained accurate records within electronic health systems for compliance purposes.
• Facilitated enrollment processes for new members through effective outreach strategies.
• Provided customer service to clients through phone and email communication.
• Developed customer relationships and ensured satisfaction with services.

• Achieved sales goals through effective client engagement and product recommendations.

Guided clients through sales processes to identify optimal products at competitive prices.

• Developed tailored insurance solutions aligned with client needs and preferences.
• Facilitated client understanding of Medicare benefits and enrollment procedures.
• Generated ancillary product sales by identifying additional client needs during consultations.

• Fast paced call center based medicare sales. Marketing supplements, prescription drug and medicare advantage plans. Focused, fast paced selling, across multiple states and carriers. Fluctuating between level 1 and level 2 sales making my sales goals each month a&as required to maintain level with ancillary cross sales goals maintaining occupancy of 85%
• Remote
• Assisted clients in understanding Medicare options and benefits.
• Conducted thorough needs assessments for potential policyholders.
• Educated seniors on healthcare coverage through personalized consultations.

• Maintain book of business, Commercial lines including international Imports of Liquor, logging industry and manufacturing. Personal lines, auto/home with Farmers, Bristol West, Foremost and 36 other partners to underwrite a wide variety of business, including collectors vehicles, high value homes and underwriting hard to insure areas/risks.

• Maintain book of business, set appointments, learn company products and cross sell.

• Managed 4 revenue centers within business and built a fifth branching into catering. Also developed and marketed company logo products from t-shirts to jams, jellies and butters. Managed hotel bookings, restaurant menu, staff scheduling, hiring/terminations, inventory management and controls for all revenue centers Also responsible for managing terminations with Department of Labor to determine unemployment eligibility and state law compliance.