Highly motivated professional with years of diverse experience. I possess exceptional skills in connecting with clients and customers, which allows me to effectively present them with solutions tailored to their needs. Additionally, I have a proven track record of executing tasks efficiently and in a timely manner.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Licensed Medicare Advisor
Ignitist Inc.
Remote
05.2022 - Current
Educate qualified Medicare beneficiaries about their eligibility and enrollment options among various insurance carriers
Answer inbound calls from pre-qualified customers looking for Medicare coverage
Contact existing plan-holders to inform them of new or additional benefits available to maximize their coverage via outbound calls
Guide beneficiaries through the plan selection and application process and serve as subject matter expert for Medicare plan enrollments
Abide by all Federal, State, and the Center for Medicare and Medicaid Services (CMS) regulations, remaining compliant at all times
Successfully meet daily, weekly, and monthly sales goals
Performs other related duties as assigned
Maintain a high level of customer satisfaction
Process applications for Medicare plans and insurance policies
Licensed Medicare Sales Agent
Compass Health Agency
(Remote), Orlando, FL
04.2021 - 04.2022
Perform detailed Medicare insurance sales needs analysis via phone with clients, including educating the client about Medicare, identifying matching plans, services, and assisting through the enrollment process
Provide accurate information thoroughly in a professional and timely manner
Close sales and underwrite policies for clients, completing applications accurately
Fully understand, abide by and stay current with all Center for Medicare and Medicaid Services (CMS) rules and regulations as they pertain to duties assigned
Work with supervisors, managers, training staff, and customer service representatives
Develop and implement sales strategies to increase Medicare enrollment.
AmeriHealth New Jersey/Contemporary Staffing Solutions
Remote
08.2020 - 02.2021
Advise clients on health insurance options, including coverage and cost
Sales (80%): Present and explain recommended product solutions, including benefits, features, company services, operation process; present alternatives as appropriate
Generate customer sales via qualified inbound calls/outbound opportunities based off client expectations
Identify and cross-sell prospects on various product offerings
Respond to customer inquiries regarding product offerings
Deliver quality customer experience through a knowledgeable, positive and professional interaction
Help customer select appropriate health solutions by identifying and overcoming buying obstacles
Drive growth by exceeding sales goals and objectives
Exceed all company and client driven metrics for sales revenue, retention rates and service level expectations
Compliance (20%): Strive to resolve customer issues on the first call and log all information
Follow compliant sales scripts, and compliance procedures
Research and resolve disputes and problems within established guidelines
Complete, process and maintain applicable paperwork and records
Facilitate correct application process
Customer Service Representative/Licensed Life Insurance Agent
Rainey Insurance Agency Inc
(Hybrid) Laurelton, NY
03.2020 - 08.2020
First point of contact with current and potential clients that enters the Allstate Exclusive Rainey Insurance Agency Inc
Greet and engage guests of the establishment with a welcoming smile/demeanor
Assess needs and answer questions in regards to Auto, Life, and Homeowners Insurance as it relates to Allstate policies
Manage multiple telephones lines, answering general questions, taking payments, making minor changes to client files and transferring calls to the correct person/extension
Contact newly insured clients to complete their onboarding process
Speak with current and potential clients about Life Insurance packages offered by All State, and set appointment for them to review quotes geared to their specific needs and situation
Complete various tasks as assigned
Perform all tasks described above and more remotely, due to the Covid-19 Pandemic, which resulted in a Statewide stay at home order
LICENSED LIFE INSURANCE AGENT (MARYLAND)
American Income Life
Lanham, MD
02.2019 - 03.2020
Explain and enroll labor and credit union members in benefits and insurance products
Identify potential clients with provided leads as well as from client referrals
Develop and maintain relationships with current customers and provided service and maintenance of renewal policies
Ensure appropriate follow-up with members and clients to gain necessary information
Prepare complete and accurate applications so that they were satisfactory for the underwriting process, with monthly gross sales ranging from $5,000 to $20,000
Develop and implement sales strategies to increase customer base for life insurance products.
Achieved highest sales production in May 2019 with $20,000
Received recognition and prizes from agency managers, as well as from the corporate office for my efforts and achievements
Education
Bachelor of Arts - Human Resources Management
Saint Leo University
03-2026
Skills
Customer Service
Organizational Skills
Training & Development
Communication skills
Task Prioritization
Problem-solving abilities
Written Communication
Excellent Communication
Certification
Licensed in various states
AHIP Medicare Certification
Life & Health Insurance License (07/01/23 - 07/01/25)
Florida 2-15 Life and Health Insurance License
Timeline
Licensed Medicare Advisor
Ignitist Inc.
05.2022 - Current
Licensed Medicare Sales Agent
Compass Health Agency
04.2021 - 04.2022
Licensed Telesales Health Insurance Agent
AmeriHealth New Jersey/Contemporary Staffing Solutions
08.2020 - 02.2021
Customer Service Representative/Licensed Life Insurance Agent