Duntov Robinson

• Maintained detailed records of client communications, sales activities, and progress toward goals for regular reporting to management.
• Assisted clients with the completion of enrollment forms, ensuring accuracy and compliance with regulatory requirements.
• Leveraged CRM tools for efficient tracking of client interactions, ensuring timely follow-ups and effective communication throughout the sales cycle.
• Provided exceptional customer service during annual enrollment periods, assisting clients with plan changes or updates as needed.
• Maintained up-to-date knowledge of industry trends, legislation, and competitor offerings to provide accurate information to clients and maintain a competitive edge in the market.
• Identified cross-selling opportunities within existing client base by reviewing plan usage data and identifying areas where additional coverage may be beneficial.
• Consistently met compliance standards for Medicare sales activities, ensuring adherence to state and federal regulations.
• Conducted informative seminars and presentations on Medicare options, leading to increased community awareness and interest in available plans.
• Increased sales revenue by consistently meeting and exceeding monthly targets for new enrollments.
• Enhanced customer satisfaction by addressing and resolving Medicare-related inquiries promptly and accurately.
• Participated in ongoing training programs to stay current on product offerings, industry regulations, and best practices in Medicare sales.
• Developed personalized sales strategies to match individual client needs with optimal Medicare plans, maximizing enrollment opportunities.

• Followed through with leads to close sales over phone, in office and during external consumer engagements.
• Expanded market reach by conducting thorough industry research and identifying potential new clients.
• Provided written and oral feedback on market conditions, goal attainment and performance appraisals.
• Streamlined sales processes by utilizing CRM software, improving efficiency and time management skills.
• Monitored personal sales activities to maintain compliance with internal policies and applicable government regulations.
• Contributed to event marketing, sales and brand promotion.
• Maintained current knowledge of evolving changes in marketplace.
• Achieved or exceeded company-defined sales quotas.
• Expanded customer base through cold calling, networking, and relationship building.
• Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.
• Conducted product demonstrations to educate customers on features, benefits, and competitive advantages.
• Increased repeat business by fostering trust-based relationships with key accounts through regular communication.
• Utilized CRM software to manage client information, track leads, and monitor sales progress.
• Exceeded sales targets through effective planning and goal setting.
• Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.

• Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
• Managed client relationships through regular check-ins and updates on project progress.
• Developed and maintained strong client relationships, ensuring high levels of satisfaction and repeat business.
• 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.
• Enhanced customer retention rates by proactively addressing any issues or concerns regarding their Medicare plans.
• Implemented effective cold-calling strategies to generate leads and expand the client base in a highly competitive market.
• Maintained up-to-date knowledge of industry changes through ongoing professional development training sessions and webinars.
• Educated seniors on available government assistance programs, helping them make informed decisions about healthcare coverage.
• Maximized sales opportunities, actively identifying new leads through referrals and networking events.
• Increased Medicare plan enrollments by effectively presenting and explaining plan options to potential clients.
• Conducted thorough needs assessments for each client, recommending the most suitable Medicare plans based on their unique requirements.
• Assisted individuals transitioning from employer-sponsored health coverage to Medicare during retirement planning processes.
• Generated leads through cold-calling, networking and other outreach methods.
• Analyzed customer needs to provide customized insurance solutions.
• Met with customers to provide information about available products and policies.

Insurance companies represented: Aetna/CVS Health, Anthem, Humana, Medico, Medical Mutual, Mutual of Omaha, Transamerica and UnitedHealthcare

• Monitored industry trends to stay current on best practices in benefits design and administration.
• Organized annual benefits fairs, providing employees with opportunities to learn about their options directly from vendors.
• Managed open enrollment periods, ensuring timely communication of benefit updates and assisting employees with their selections.
• Streamlined benefits administration processes for increased efficiency and improved employee experience.
• Utilized CRM tools to track client interactions, follow-ups, and progress toward enrollment goals efficiently.
• 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.
• Enhanced customer retention rates by proactively addressing any issues or concerns regarding their Medicare plans.
• Consistently met or exceeded sales targets by employing effective sales strategies and techniques tailored to individual client needs.
• Implemented effective cold-calling strategies to generate leads and expand the client base in a highly competitive market.
• Collaborated with team members on marketing initiatives, driving brand awareness and attracting new clients.
• Maximized sales opportunities, actively identifying new leads through referrals and networking events.
• Hosted informational seminars at senior centers and other community events to educate potential clients about Medicare options and benefits.
• Built strong relationships with clients for long-term success by providing exceptional customer service and support.
• Increased Medicare plan enrollments by effectively presenting and explaining plan options to potential clients.
• Conducted thorough needs assessments for each client, recommending the most suitable Medicare plans based on their unique requirements.
• Resolved client inquiries and concerns promptly, ensuring their satisfaction with chosen Medicare plans.
• Generated leads through cold-calling, networking and other outreach methods.