ELISHA CARSON

Manage and service 150+ Medicare client accounts with high conversion rates. Conduct Medicare consultations, needs assessments, and plan reviews virtually and in-home. Improved client retention by 75% through structured follow-up and relationship nurturing. Increased engagement 30% using digital tracking tools and CRM optimization. Guided seniors using Assumptive and Summary Close techniques to support confident decisions in Medicare Advantage and Medicare Supplement Products.

• Developed personalized insurance solutions to enhance client satisfaction and retention.
• Consulted clients to assess insurance needs and recommend suitable coverage options.
• Educated clients on policy features, benefits, and claims processes for informed decision-making.
• Maintained comprehensive records of client interactions and policy changes for compliance purposes.
• Provided ongoing support during claims process, ensuring timely communication between clients and insurers.
• Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.

Delivered Medicare and health insurance consultations tailored to member needs. Exceeded sales targets through prospecting, outreach, and account management. Strengthened policy renewals and upgrades through proactive reviews. Maintained accurate CRM documentation and compliance.

• Provided expert guidance on insurance products, ensuring clients understood coverage options and benefits.
• Developed tailored insurance solutions based on client needs, enhancing customer satisfaction and retention.
• Utilized CRM systems to manage client accounts, track policy renewals, and streamline communication processes.
• Conducted thorough risk assessments to identify potential liabilities and recommend appropriate coverage adjustments.
• Implemented process improvements that increased policy issuance efficiency by optimizing workflow practices.

Managed benefits enrollment for hundreds of employees with empathy and precision. Educated employees on plan options, coverage details, and timelines. Improved satisfaction by delivering clear and supportive communication. Used call and data insights to support training improvements. Travel to various client locations to provide face to face and high-touch support.

• Guided prospective employees through enrollment processes and program selection.
• Developed personalized communication strategies to enhance engagement with applicants.
• Conducted informative presentations at various events to showcase employer benefits package offerings and increase employee awareness.
• Enhanced employee enrollment by conducting thorough and personalized counseling sessions.
• Met with customers to provide information about available products and policies.
• Worked with personnel to collaboratively reach enrollment targets, consistently meeting or exceeding personal quotas.