Frank Scotto
Castle Rock,Colorado
Summary
I have consistently been a top-producing agent since entering the Medicare field.
At Rocky Mountain Health Plans I was the highest producing agent, out producing the next highest agent by 20%.
At SelectQuote, I qualified for the President's Club twice. This is an honor for the top 5% of agents.
At Assurance and IFG, I was within the top 10% and 20% respectively
Overview
16
16
years of professional experience
Work History
Medicare Sales Agent
Self Employed through Assurance and IFG
Castle Rock, Colorado
02.2023 - Current
- Fielded inbound call transfers from Medicare recipient prospects.
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Assisted customers with selecting appropriate plans based on their needs.
- Enrolled prospects into appropriate Medicare Advantage and Medicare Supplement plans.
- Provided follow up support to maximize retention and generate referrals.
Medicare Sales Agent
SelectQuote
Centennial, CO
08.2018 - 01.2023
- Fielded inbound call transfers from Medicare recipient prospects.
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Assisted customers with selecting appropriate plans based on their needs.
- Enrolled prospects in appropriate Medicare Advantage and Medicare Supplement plans
- Actively followed up and pursued prospects who did not enroll on the first call.
- Provided follow-up support to maximize retention and generate referrals.
- Identified additional products and services in line with existing clients' benefit objectives to increase agency revenue.
Medicare Sales Agent
Rocky Mountain Health Plans
Greewood Village, CO
07.2016 - 08.2018
- Insurance Company Captive Agent
- Presented and clearly explained Medicare Cost Plans insurance policy options based on clients' needs and goals.
- Contacted policyholders to explain policies, analyze insurance options and suggest changes and additions to policies.
- Enrolled prospects into appropriate plans.
Insurance Broker
Self Employed
Denver, CO
01.2009 - 06.2016
- Independent life and health insurance agent
- Worked within a financial planning firm as their in house insurance specialist
- Coordinated Insurance recommendations within the framework of a comprehensive financial plan.
Education
Bachelor of Arts - Business Administration
SUNY At Fredonia
Fredonia, NY05-1990
Skills
- Lead conversion
- Client needs analysis
- Referral pipeline management
- Strong presentation skills
- Objection handling
Timeline
Medicare Sales Agent
Self Employed through Assurance and IFG
02.2023 - Current
Medicare Sales Agent
SelectQuote
08.2018 - 01.2023
Medicare Sales Agent
Rocky Mountain Health Plans
07.2016 - 08.2018
Insurance Broker
Self Employed
01.2009 - 06.2016
Bachelor of Arts - Business Administration
SUNY At Fredonia
Similar Profiles
Veronica ManningVeronica Manning
Quality Checker at Sysco IfgQuality Checker at Sysco Ifg
Dawn SilvaDawn Silva
General Assistant at IFGGeneral Assistant at IFG
Raditya Kevin WisnumurtiRaditya Kevin Wisnumurti
Dealer And Cash Management Officer at IFG - LifeDealer And Cash Management Officer at IFG - Life