Gregory Richardson
Lebanon,OH
Summary
Proven Medicare Sales Representative at United Healthcare, adept in enrollment processing and fostering client loyalty, significantly exceeded monthly enrollment targets. Leveraged in-depth product knowledge and exceptional community engagement skills to outperform in a competitive market. Maintained strict HIPAA compliance, enhancing customer trust and satisfaction.
Overview
10
10
years of professional experience
Work History
Medicare Sales Representative
United Healthcare
08.2014 - Current
- Consistently met compliance standards for Medicare sales activities, ensuring adherence to state and federal regulations.
- Increased sales revenue by consistently meeting and exceeding monthly targets for new enrollments.
- 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.
- Maintained detailed records of client communications, sales activities, and progress toward goals for regular reporting to management.
- Identified cross-selling opportunities within existing client base by reviewing plan usage data and identifying areas where additional coverage may be beneficial.
- Assisted clients with the completion of enrollment forms, ensuring accuracy and compliance with regulatory requirements.
- Conducted informative seminars and presentations on Medicare options, leading to increased community awareness and interest in available plans.
- Provided exceptional customer service during annual enrollment periods, assisting clients with plan changes or updates as needed.
Assistant Broker Manager
Aetna, A CVS Health
09.2019 - 12.2019
- Developed strong relationships with clients through proactive communication, fostering trust and loyalty over time.
- Conducted thorough due diligence on potential investments before presenting them as viable options for inclusion in client portfolios.
- Utilized advanced analytical tools to evaluate potential investments, offering well-informed recommendations to clients.
- Boosted client retention rates by regularly reviewing accounts for accuracy and addressing any discrepancies promptly.
- Assisted brokers with managing client portfolios, ensuring proper diversification and risk management.
- Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
Education
Associate of Applied Science - Health Information Technology
DeVry University
Decatur, GA10.2011
Skills
- Enrollment processing
- In-depth product knowledge
- Community Engagement
- Objection handling
- Eligibility Determination
- Call Center Customer Service
- HIPAA Compliance
- Customer Engagement
- Client needs analysis
Timeline
Assistant Broker Manager
Aetna, A CVS Health
09.2019 - 12.2019
Medicare Sales Representative
United Healthcare
08.2014 - Current
Associate of Applied Science - Health Information Technology
DeVry University
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