Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Joan Mistretta

Hopewell Junction,NY

Summary

Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives. Goal-driven insurance broker excited to leverage persuasive communication abilities, strong closing skills and several years' of experience to exciting new role. Successful at taking advantage of sales opportunities and enabling office growth. Highly motivated professional with several years of entrepreneurial and management experience. Skillfully creates and maintains professional and loyal relationships with co-workers, staff and clients while managing administrative and sales employees. Comfortable working independently as manager and leader and as collaborative team member. Applies business acumen and experience and exercises decisive judgment to meet and exceed organizational goals.

Overview

33
33
years of professional experience
1
1
Certification

Work History

Owner

Medicare Advisor of the Hudson Valley LLC
Hopewell Jct, NY
06.2019 - Current
  • Conducted one-on-one consultations to assess client needs and preferences.
  • Advised clients on Medicare plan options and benefits.
  • Developed educational materials for client outreach and engagement.
  • Managed client records using CRM software for efficient service delivery.
  • Developed strong relationships with clients to understand their needs and preferences.
  • Collaborated with underwriters to assess risk and determine policy options.
  • Provided expert guidance on insurance products and market trends to clients.
  • Analyzed client portfolios to recommend optimal coverage solutions effectively.

Account Management Specialist

MVP Healthcare
Fishkill, New York
06.2004 - 06.2011
  • Managed client relationships to drive satisfaction and retention across multiple accounts.
  • Developed strategies to enhance customer engagement and service quality.
  • Facilitated regular meetings with clients to clarify needs and expectations.
  • Negotiated favorable contracts with vendors and suppliers on behalf of clients.
  • Partnered with marketing teams to create promotional materials showcasing new features.
  • Maintained comprehensive records of client interactions and transactions for reference.

Account Manager

Aetna Healthcare
NYC, NY
01.1993 - 07.2003
  • Managed client relationships to ensure satisfaction and retention.
  • Facilitated contract negotiations to align client needs with service offerings.
  • Developed strategies to increase revenue from existing accounts.
  • Renewed existing accounts by building relationships with clients.
  • De-escalated customer interactions by providing alternative solutions to issues.
  • Drafted proposals outlining services, costs, and benefits for prospective customers.
  • Produced sales documents, finalized deals and filed records.

Education

BBA - Business Administration And Management

Drake Business School
Staten Island, NY

Some College (No Degree) - Marine Biology

IndianRiver Community College
Ft. Pierce

Skills

  • Client assessment and advising
  • CRM management
  • Customer relationship management
  • Insurance product expertise
  • Market analysis
  • Effective communication
  • Policy development
  • Strategic planning
  • Problem solving
  • Sales oversight and strategy
  • Small business operations
  • Business development and administration
  • Consulting services
  • Administrative oversight
  • Client service excellence
  • Employee development

Certification

  • Health and Life Licenses
  • AHIP Certification

Languages

English
Professional

Timeline

Owner

Medicare Advisor of the Hudson Valley LLC
06.2019 - Current

Account Management Specialist

MVP Healthcare
06.2004 - 06.2011

Account Manager

Aetna Healthcare
01.1993 - 07.2003

BBA - Business Administration And Management

Drake Business School

Some College (No Degree) - Marine Biology

IndianRiver Community College