Joel Speegle
Daytona Beach,FL
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Licensed Loyalty Agent
Salelytics
10.2023 - Current
- Serving as an internal resource for coworkers seeking guidance on complex or challenging Medicare-related situations, promoting a collaborative work environment.
- Acting as a de facto team lead when our supervisor is otherwise busy, answering questions and assisting tech-related issues.
- Educating patients on their benefits, coverage limits, and rights under the Medicare program, empowering them to make informed decisions about their healthcare needs.
- Actively participated in cross-functional team meetings to discuss process improvements and share best practices within the organization.
Licensed Benefit Advisor
RealTimeHealthQuotes
03.2018 - 01.2020
- Mentored junior advisors, fostering a collaborative team environment and enhancing overall team performance.
- Remained current on industry trends and regulations, ensuring accurate advice to clients on available benefits options.
- Streamlined application processes for clients, resulting in faster enrollment and service delivery.
- Increased customer retention through timely follow-ups and continuous support for their benefit needs.
- Conducted thorough needs assessments, enabling tailored solutions for each client''s unique requirements.
Licensed Health Insurance Agent
Ttec (TeleTech) - HealthCare Solutions
07.2017 - 01.2019
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Proactively identified potential coverage gaps for clients, recommending additional products or services to enhance their overall insurance protection.
- Conducted research and identified market trends to develop better strategies for sales.
- Contributed to team success by sharing best practices on sales techniques, product knowledge, and customer service skills with fellow agents.
Night Shift Supervisor
Sheetz
01.2015 - 04.2017
- Cultivated professional working relationships with peers and supervisors.
- Reduced employee turnover by fostering a positive work environment and providing ongoing support to staff members.
- Located and resolved problems with team production and performance to maintain consistent quality levels.
- Resolved conflicts among team members in a timely manner, promoting a cohesive and efficient working environment.
Education
Conestoga Valley Senior High School
Lancaster, PASkills
- Client Relationship Management
- Recordkeeping proficiency
- Microsoft Office
- Sales Coaching
- Critical Thinking
- Positive Attitude
- Internet savvy
- Conflict Resolution
- Adaptability and Flexibility
Certification
- FL-215 License
- AHIP Certification
- FFM Certification (Not job-mandatory. I just like to keep it current)
Timeline
Licensed Loyalty Agent
Salelytics
10.2023 - Current
Licensed Benefit Advisor
RealTimeHealthQuotes
03.2018 - 01.2020
Licensed Health Insurance Agent
Ttec (TeleTech) - HealthCare Solutions
07.2017 - 01.2019
Night Shift Supervisor
Sheetz
01.2015 - 04.2017
Conestoga Valley Senior High School