Hope Lea
Philadelphia,PA
Summary
Results-driven Medicare Insurance Broker fully licensed with more than 18 years of business sales and Medicare insurance expertise. Client-focused intermediary with creative insurance solutions to diverse individual concerns. Motivated salesperson with first-rate skills in relationship building and lead generation.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Medicare Insurance Broker
Ritter Insurance Agency
01.2023 - Current
- Recommended coverage based on analysis of customers' circumstances.
- Leveraged knowledge of multiple insurance plans to advise customers on appropriate choices.
- Developed 80% of sales leads from direct referrals and networking.
- Effectively develop brand awareness through increased market penetration.
- Extensive knowledge of Medicare plans, regulations, and enrollment processes.
Medicare Sales Representative
Cigna Health
07.2005 - 08.2022
- Proven track record of success in both field and call center environments, consistently conducting compliant enrollments while offering Medicare Advantage, Medicare Supplement, and Prescription Drug Plans.
- Served as valuable knowledge resource, providing guidance and support to new hires and colleagues.
- Generated and enrolled first physician platinum Bravo Health/Cigna panel, consisting of 500 members in Philadelphia market.
- Ranked as top Hybrid Benefits Advisor in Mid-Atlantic/Pennsylvania region for gross sales 2014-2018.
- Cigna Gold Circle Member 2015, 2017, and 2018.
- Engaged in research, presentation, and participated in relevant community, educational, and sales events.
Supervising Agent
American Income Life Insurance Company
06.2002 - 06.2005
- Successfully trained, supervised and prepared new agents for field assignments while simultaneously achieving and maintaining personal sales goals.
- Develop, coach and monitored new agents on telephone and field protocol with 90% of new agents attaining or exceeding their sales goals.
Branch Manager
WSFS Bank
09.1999 - 06.2002
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
- Examined customer loan applications for loan approvals and denials.
- Established #1 in-store branch location located in King of Prussia, Pa, in terms of new account holders. This location ranked #2 in new loan origination and grew top 20% most profitable customer listing.
Education
Communications
Temple University
Philadelphia, PASkills
- Promotions and Marketing Strategies
- Client Needs Analysis
- Sales Presentation
- Medicare Health Insurance Industry Knowledge
- Medicare Compliance
- Telephone Sales Expert
- Group Presenter
- Territory Developer
Certification
- Licensed with Lines of Authority in Accident, Health and Life - 2002-current
- Coursera Certificate Introduction to Personal Branding University of Virginia 2016
- Coursera Certificate Building High Performing Teams University of Pennsylvania 2016
Additional Information
Other Skills
- Proficient in MS Office programs: Excel, Outlook, PowerPoint and Word.
- Cisco/Finesse, Clear Slide, MARX NICE, QNXT, Pivotal, Salesforce, Sunfire, and WebEx.
Timeline
Medicare Insurance Broker
Ritter Insurance Agency
01.2023 - Current
Medicare Sales Representative
Cigna Health
07.2005 - 08.2022
Supervising Agent
American Income Life Insurance Company
06.2002 - 06.2005
Branch Manager
WSFS Bank
09.1999 - 06.2002
Communications
Temple University
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